Illustrative Monthly Marketing and Sales Retainers

MONTH ZERO

STARTING

BUILDING

INVESTED


ENGAGED


STRATEGY
SMART Goals
Segments & Funnels
Personas & Messaging
GTM Channels
Marketing Mix
Budget and Metrics
Management and Tracking.
Program Strategy
Program Architecture
Program Management
Tracking & Reporting
Program Strategy (2-5)
Program Architecture
Program Management
Tracking & Reporting

Quarterly:
Performance Review
Persona Refinements
Budget Review

Program Strategy (5-10)
Program Architecture
Program Management
Tracking & Reporting

Quarterly:
Performance Review
Persona Refinements
Budget Review

Program Strategy (10+)
Program Architecture
Program Management
Tracking & Reporting

Quarterly:
Performance Review
Persona Refinements
Budget Review

SYSTEMSBrand Requirements
Website, Social Media
Sales Enablement
Sales Process
Technology Stack
Resource Plan.
Website Optimization/ SEO
Technology Management
Social Media Management

Website Optimization/ SEO
Technology Management
Social Media Management
Sales Enablement

Quarterly:
Collateral Updates

Website Optimization/ SEO
Technology Management
Social Media Management
Sales Enablement

Quarterly:
Collateral Updates
Resources Update

Website Optimization/ SEO
Technology Management
Social Media Management
Sales Enablement

Quarterly:
Branding Updates
Collateral Updates
Resources Update

PROGRAMSProgram Calendar
Campaign Architecture
Budget and Resources
Campaign Plans
Program Calendar
Campaign Architectures (2)
Content Development
Campaign Integration

Program Calendar
Campaign Architectures (2)
Content Development
Campaign Integration
PR / Analyst Relations
Advertising / PPC / Social Ads
Orchestration and Coaching

Quarterly:
Content Map
3D Content/ Direct Mail
Event Marketing

Program Calendar
Campaign Architectures (2)
Content Development
Campaign Integration
PR / Analyst Relations
Advertising / PPC / Social Ads
Orchestration and Coaching
Account-based Marketing

Quarterly:
Content Map
3D Content/ Direct Mail
Event Marketing

Program Calendar
Campaign Architectures (2)
Content Development
Campaign Integration
PR / Analyst Relations
Advertising / PPC / Social Ads
Orchestration and Coaching
Account-based Marketing
Event Marketing
Analyst Relations
Events

Quarterly:
Content Map
3D Content/ Direct Mail

Custom
one time

$5k
per month

$10k
per month

$15k
per month

$25k+
per month

Services Pricing

Management consulting projects services are determined by the team assigned to the project and individual staff rates. Marketing retainers support ongoing marketing and sales programs. The table below is an illustrative model for marketing retainer services.

We flex our retainer services to accommodate changes in business requirements and campaign/ program needs. We work with a range of technology platforms including active partnerships with HubSpot, Salesforce, and SharpSpring. We also have experience with Pardot/Salesforce, Act-On, Marketo and Eloqua. ABM solutions include Demandbase, Terminus and a range of dashboard and business intelligence tools.  CRM experience includes SugarCRM, MS Dynamics,PipeDrive.

We provide a range of project services to address periodic and one-time needs. Visit the  a la carte project services page to learn more.

Standard Terms of Business

Refer to our Standard Terms of Business here.