Your HTR Premium Membership works best when someone on your team occasionally checks in to make sure your account is optimized, we recommend once a quarter doing a quick check.
This checklist is what we'd look at if we were sitting in your dashboard ourselves. Run it self-service, or book a free coaching call and we'll walk it with you — whichever is more useful.
# | Check | Time | What you're looking for |
1 | Profiles | 5 min | New products, modules or capabilities missing; stale content |
2 | Rankings | 10 min | Ranking drops, and the specific fixes to move back up |
3 | Leads | 10 min | Nurture sequence engagement, reply rates, demo conversion |
4 | PPC | 10 min | Budget pacing, CPC movement, landing page conversion |
5 | Posting | 5 min | Whether your team is posting on a consistent cadence |
6 | What's next | 5 min | Upcoming awards, campaigns and promotional windows |
1) PROFILES — How do your profiles look? (5 mins)
Review your profiles and make sure they reflect what you sell today.
Have you launched any new products, modules or capabilities that aren't listed yet?
Is the messaging, imagery and featured-client content still current?
Are your integrations and screenshots up to date?
Buyers compare profiles side by side. An outdated one quietly costs you shortlist spots.
2) RANKINGS — Are there areas to optimize your reputation? (15 mins)
Open your reputation report card in your dashboard.
Confirm your rankings haven't slipped in any category.
Work the actionable tips it surfaces — they map directly to visibility and lead volume.
Check your review recency. Consistent new reviews matter more than a large old pile.
3) LEADS — How are your nurture sequences performing? (10 mins)
Monitor engagement on your automated nurture sequences and run a test each quarter to improve reply rates and demo conversion.
Which sequences are underperforming on opens and replies?
Is your follow-up speed where it should be? See lead follow-up best practices.
Test one variable at a time — subject line, first-touch timing, or CTA.
4) PPC — Are your campaigns spending efficiently? (10 mins)
Review your PPC campaigns for the quarter.
Budget pacing: are campaigns running out mid-month or leaving budget unspent? See budget pacing.
Bids: has your CPC moved? Auction dynamics shift as competitors enter and exit.
Landing pages: traffic converts on the page, not the ad. Check your conversion-optimized landing page.
Testing: if results were unclear last quarter, set up a proper PPC test rather than guessing.
Prefer to hand this off? We offer white glove PPC campaign management.
5) POSTING — Has your team been posting consistently? (5 mins)
Depending on the posting credits included in your plan, a regular cadence keeps you visible year round. Put calendar reminders on your team's calendar so it doesn't slip.
Recommended quarterly cadence:
Q1: 2x press releases + 1x case study
Q2: 1x press release + 1x hosted report
Q3: 2x press releases + 1x hosted report
Q4: 1x press release + 1x guest post
New to this? Start with Intro to Posting.
6) WHAT'S NEXT — Upcoming opportunities (5 mins)
A quick look ahead so nothing gets missed:
HotelTechAwards. Registration opens August 1, and the awards period kicks off September 1 — that's when participants get the live leaderboard and coaching notifications. Awards overview
Full-service campaigns. If your team is stretched, HTR Content Studio produces and runs campaigns for you — eblasts, sponsored articles, retargeting, video, podcast and newsletter sponsorships. Most premium plans include credit toward these.
Seasonal timing. Some placements sell out by quarter. If something is on your roadmap for next quarter, flag it now.
Planning ahead? The 2026 Media Kit has every campaign option, pricing and audience segmentation in one place.
Prefer a Live Walk Through
Your membership includes an optional coaching call each quarter. Useful if you'd like:
A quick audit of your account and specific optimization tips
A walkthrough of new features and promotional opportunities
Help planning your campaign or awards strategy for the coming quarter
Not sure what's included in your plan? See the Premium Membership benefits overview.