Business Alignment

• Competitive Market Analysis
• Vision, Mission, Goals
• Customer Journey
• Opportunity Analysis

Capability Maturity

• Acquisition & Engagement
• Optimization and Conversion
• Technology & Platforms
• Content Engagement
• Sales Excellence

Plan Development

• Initiative Development
• Prioritized Roadmap
• Resourcing
• Measurements

Related Services:

Speaking and Workshops 

• Team Workshops
• Value-added Programs
• Conference Speaking

Revenue Process Alignment

• Pipeline Stage Mapping
• Content and Data Resources
• Measurements and Metrics

Digital Experience

• Branding
• Web and Social Presence
• Social Reach and Influence
• Lead Generation & Conversion
• Mobile and Tablet Applications

 Content

Marketing Automation

Target Market Analysis

• Targets and Metrics
• Value Proposition & Messaging
• Target Metrics

Campaigns

• Visibility (SEO/Social Media)
• Lead/ Demand Generation
• Lead Nurture Scoring /Routing
• Target Audience Development

Campaign Channels

• Website / Web Media
• eMail, Direct Mail, Social Media
• Partners and COIs
• Inside/Outside Sales, Service
• Influencers
• Events

Content

• Video
• Articles and White Papers
• Collateral
• eBooks

Skills & Organization

• Persuasive Communications
• Solution and Account Selling
• Social Media

B2B Services and Solutions Firms

Integrated marketing programs – multi-touch campaigns and program , including:

• Digital acquisition from advertising content and social media
• Closed-loop microsites and landing pages targeted at key words and audience engagement
• Influencer and share strategies to increase referrals and PR
• Optimization of conversion points at key buy-sell touchpoints
• Metrics development and tracking for deeper understanding of the audience behaviors.

Wealth Management: Registered Investment Advisors

Fully adaptive marketing services for RIAs, and Wealth Management firms, including:

• Healthcheck for digital presence
• Value added speaking for advisor services organizations and institutions
• Digital Marketing and Social Media Marketing
• On-boarding and adoption programs for advisor social media marketing
• Custom, branded websites for Financial Advisors
• Retained marketing support programs adapted to the needs of the independent wealth advisor

Life Sciences and Health

Strategic communications and new marketin, including:

• Digital strategy and planning
• Global program management and support
• eDetailing Programs
• Websites and SEO and SEM programs
• App envision and development

Banks and Investment Management

New marketing and better aligned sales capabilities, including:

• Digital strategy and planning
• Financial product envisioning
• Information Technology
• Websites and Information Architecture
• Social Media Marketing

New Business Ventures / SMB

Structure an effective and integrated sales and marketing model.

• Healthcheck for digital presence
• Revenue Architecture for marketing and sales alignment
• Digital Marketing and Social Media Marketing
• Custom, branded websites
• Retained marketing support programs adapted to the needs of the SMB

Digital and Social Media Workshops for Financial Advisors

We help independent registered investment advisors understand and effectively embrace digital and social media marketing.

• Make it Essential: help the advisor understand the big picture, the success stories and the vision for using social media and digital inbound marketing
• Make it Ready:  Set up the best practice / compliant social profiles and compliance platform structures, clarify and adopt client-specific policies, standards and requirements, establish personal mission and value propositions, set up content publishing structures and sources
• Make it Happen: start using and monitoring social media with 1:1 coaching along the way, helping advisors to become “digitally native” in their use of new media marketing
• Make it Stick: Conduct follow-ups each month or two to clarify and reinforce, measure results using scorecards etc. to show influence and impact.

Integrated Marketing Services

We support advisor marketing programs end-to-end

• Setting and maintaining the practice marketing strategies and plans
• Envisioning and designing strategies for AUM growth
• Defining brand and visual identity
• Building value propositions
• Building websites and social web presence
• Running marketing campaigns and programs

We do this adaptively by engaging the right delivery teams with the right skills for the job when needed.