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Choreo + ChangeEngine
Q3 Business Review · September 2026
Strengthening Engagement, Building ConnectionsData window: May 26 – September 21, 2026
A quarter of steady, measurable momentum.
Audience reach grew 238 → 266 employees (+12%) — every new hire onboarded, welcomed, and reading automatically.
Campaign sends averaged an 88% open rate across the quarter.
Two asks from the May QBR are live: Jason's podcast and the advisor newsletter now run as dedicated programs with their own analytics.
Comms have become the operating rhythm of the firm, not a side channel.
Everything gets read. Leadership voices get clicked.
Voice-of-leadership content is the engagement engine — Jason's podcast and leadership messages drive 50–70% of the company to click, not just open.
Informational comms are read at 83–94% but rarely clicked — they inform, and that's their job.
Bring podcast-style storytelling into Advisor Focus and department updates.
Jason's Podcast
Half the firm clicks through on every episode — 10–25x a typical internal-comms CTR.
Advisor Focus
Opens hold at 79–96% every issue (avg 88%).
The advisor audience reads every issue; June 29 (22.8%) and Sep 8 (13.0%) prove clicks follow content — resource-rich issues with clear CTAs get action.
One featured link up top, podcast-style teaser copy, Auto Follow-Up for non-openers.
A full-funnel campaign.
Every step ran twice (company-wide + senior-advisor variant, 100% open on pre-launch) plus Teams reminders; Shelley kept momentum post-close with updates and a results podcast episode (48% interaction).
Pair the survey readout with Auto Follow-Ups.
When Choreo reads, and when Choreo acts.
All-time work-email engagement by send day (emails with links).
Monday (most deliveries, 89% opens)
Wednesday–Thursday (clicks peak at 25–26%)
The May story has flipped — technical teams were the least-engaged audience in May; today Technology reads at 97%.
Every major office reads at 96%+. Open rates, all-time.
Deliverability is strong. The data feeding it needs a tune-up.
- Mass sends deliver at 99.2–99.6% since late May (1–2 mailboxes bounce per send).
- A handful of new-hire lifecycle sends didn't deliver.
- Some records sync without names.
- Root cause: ADP data sync, not email deliverability.
- 1Joint ADP sync-mapping audit (ChangeEngine + Choreo HRIS).
- 2Bounce report by send so every unreachable employee is named and fixed.
- 3Ongoing delivery monitor with a 99.5% alert threshold.
At 266 employees, 99.6% still means someone misses payroll deadlines, benefits windows, and compliance notices.
Commitments, checked.
Reaching everyone with two-way SMS.
93% of Choreo's comms run on work email; Teams has produced just 155 clicks and 15 reactions all-time — no true urgent-reach channel in the stack. AlertMedia sunsets by April 2027, so the natural window to consolidate is now. Same audiences, segments, and analytics — extended to text.
- Two-way SMSUrgent alerts, frontline reach, replies
- PollsIncluded at no cost
- 4 additional seatsIncluded
One-tap feedback inside the comms your team already sends.
Included in the proposed bundle at no additional cost.
We demoed Polls embedded in Newsletters at our August sync — interactive questions with full response tracking, answered right inside the email, no extra tool or login. Here's what that looks like on three programs Choreo already runs.
Let listeners pick the next episode
The podcast already gets ~53% of the firm clicking every episode. A one-tap poll turns your highest-engagement comm into a two-way channel — and hands Jason his content calendar.
Give every issue a guaranteed action
Advisor Focus is opened by ~88% every issue, but clicks swing with the content. An embedded poll gives readers a one-tap way to engage every time — and shows Jim which resources advisors actually want.
Replace 'submit your questions' with one tap
Today's 'submit your questions' emails get 1–4% click-through. A poll drops the friction to one tap — and the same pattern can shape each Monthly Round-Up as it relaunches this fall.
Ready to Launch: Work Anniversaries
Twenty milestone communications, built and waiting — one approval away from fully automated recognition.
What runs automatically today
- Day-of anniversary messages and 3-days-before manager reminders already fire on their own — dozens went out this quarter at ~100% delivery with zero manual effort.
- Today's version is one generic message for every employee, whatever the milestone.
What we switch on next
- 1Jim's final sign-off on the 20 year-specific drafts (the only step left).
- 2Publish all 20 — from that moment, every anniversary from year 1 to year 20 sends its own unique message automatically, forever, with no calendar-watching by anyone.
- 3Keep the ADP start-date sync clean (covered by the data-quality fix plan above) so no anniversary is ever missed.
Optional next layer, once live: pair milestone years (5, 10, 15, 20) with e-gifting or swag for a physical moment of recognition.
Recognition for the next 20 years, configured once. All that's missing is a green light.
Shared ownership, clear next steps.
ChangeEngine
- ADP sync audit + bounce report + delivery monitoring
- Fix the Outlook rendering bug and support the Round-Up relaunch
- Interaction-day best-time analysis + survey readout support
- Scope the SMS pilot + Pages demo
Choreo
- Relaunch the Monthly Round-Up (first issue October, named owner)
- Share survey results for a joint action-plan session with Shelley
- Nominate 2 frontline groups for the SMS pilot
- Confirm renewal + bundle timeline with procurement (budgets close November)