Opportunity Analysis

• Vision, mission, goals
• Customer journey
• Competitive market analysis
• Opportunity Analysis
• Change Management

Capabilities Review

• People & Skills
• Closed-loop Process
• Marketing and Sales Technology
• Resources & Partners

Strategic Planning

• Innovative Strategies
• Initiative Identification
• Prioritization
• Resources & Timelines
• Metrics and Measurements

Speaking and Workshops 

• Presentations
• Workshops
• Value Added Programs

Revenue Technology

• Marketing Automation
• CRM
• Web Technology
• Social Platforms
• Mobile
• Dashboards and measurement

People & Organization

• Organization & Structure
• Skills Development
• Partners and channels
• Recruiting and Talent Management
• Vendors and Resources

Revenue Process

• Buyer Journey
• Marketing-sales Alignment
• Pipeline Stage Mapping
• Business Rules
• Decision Support
• Measurements and Metrics

Brand and Experience

• Branding
• Experience/ Usability
• Conversion
• Mobility
• Functionality

Digital Presence

• Design and Branding
• Web site
• Social Presence
• Apps and Tools

Content & Messaging

• Content and data resources
• Creative
• Value Propositions
• Multi-Media
• Thought Leadership

Intelligent Targeting

• Campaign Strategy
• Targets and Metrics
• Value Proposition
• Creative Experience
• Lists
• Metrics

Marketing Campaigns

• Value Proposition & Messaging
• Visibility, SEO, SEM
• Lead Generation / Landing Page
• Content, eMail, Direct mail, Social Media
• Inside / Outside Sales
• Lead Nurture Scoring /Routing

Sales Programs

• Sales Qualified Leads
• Inside/ Outside Sales
• Sales Process
• Persuasive Communications
• Solution and Account Management

B2B Services, Solutions and Technology

We work with B2B product and solutions companies to design and manage multi-touch closed-loop campaigns. These campaigns tie together marketing and sales to drive top-line performance. Elements include:

• Campaign Design and Strategy
• Campaign Resourcing
• Channel Strategy
• Content Marketing
• Social Media, Forums and Community Engagement
• Landing Pages and Microsites
• Search and PPC Programs
• Website and Visitor Tracking
• Inside Sales
• Sales Enablement
• Account Management

Business Services

End-to-end marketing services

• Marketing strategies and plans
• Defining brands and visual identities
• Value proposition development
• Websites and social web presence
• Marketing campaigns and programs
• Fully outsourced marketing services

We do this adaptively as your architect by flexibly engaging the right teams for the job.

Wealth Management

We help financial services firms like Charles Schwab, Natixis, HighMark Funds, MFS and Putnam Investments facilitate independent advisor engagement and value added programs and we work directly with advisors and wholesalers to introduce effective digital and social media marketing techniques. We define strategies for digital marketing, understand success stories and build a vision for social media and inbound marketing. We set up best practice compliant social media and clarify and adopt client-specific policies, standards and requirements.

Life Sciences Marketing

We develop digital strategies and integrate digital capabilities into the marketing mix. Examples include:

• eDetailing strategies
• Tablet and Mobile Apps
• Touchpoint development with applications and web presence
• QR Codes and Landing Pages
• Website Assessment and SEO
• Content and KOL Influence Campaigns
• Social Media Apps and Engagement
• Global Program Management