MARKETING OPERATIONS

CONSULTING OVERVIEW

Marketing & AI Technology

Get the technical expertise you need to support your marketing org, when you need it. From research, planning, evaluation to ongoing maintenance, give your team the pit crew it needs to focus on the race.

WORKFLOW EXAMPLES

1. Evaluate your product, market, target customer base, user experience flow, and team structure.
2. Conduct internal interviews to determine core competencies and pain points.
3. Create a technology plan, budget, and processes to support your marketing and sales initiatives.
1. Evaluate your existing processes and conduct internal interviews to determine use cases for the new technology.
2. Create database architecture and integrations into your existing tech stack to fit use cases.
3. Create info and process documentation for continued management of the new technology.
4. Train employees on the usage of the new technology.
1. Evaluate existing workflows and integrations.
2. Create recommendations and issue log(s) if necessary.
3. Implement fixes, and document best practices and safeguards.

TECHNOLOGY EXAMPLES

Want to ask about a specific technology?

Marketing Campaign Operations

Focus on strategy and leave execution to an expert. You create the OKRs, KPIs, and campaigns – I take it from idea to launch, while ensuring proper attribution, reporting, lead processing, and user testing.

WORKFLOW EXAMPLES

1. Evaluate campaign brief and OKRs, and provide recommendations.
2. Create project plan, budget, timeline, and production documents.
3. Track and manage ongoing progress between all teams and stakeholders.
4. Support technical execution of campaigns and set up analytics reporting.
5. Monitor performance and create regular reporting of the campaign.
1. Evaluate existing campaigns and manual processes for opportunities to automate, save time, and increase efficiency.
2. Create automation plan for approval.
3. Implement automation using existing or new marketing technology.
1. Review existing lead records and analytics dashboards for opportunities and blind spots.
2. Create recommendations for additional optimizations and adjustments to improve data visibility.
3. Create dashboards and implement regular reporting schedule, along with presentation templates for leadership.

TECHNOLOGY EXAMPLES

Want to ask about a specific technology?

Marketing & Sales Alignment

Operating in a silo doesn’t work, and technology is the foundation of a fully connected organization. I help unify your marketing and sales teams with a singular database, processes that benefit both teams, as well as documentation and training to keep everyone on track.

WORKFLOW EXAMPLES

1. Evaluate existing lead generation strategy, along with lead flow and customer experience to identify shortfalls and operational inefficiencies.
2. Conduct internal interviews to determine pain points and friction between teams.
3. Create recommendations and implementation plan with targeted KPIs.
4. Oversee implementation of improvements with documentation and training.
1. Evaluate the end goal, technology, participant core competencies.
2. Create a process flow map, set success metrics, and create an implementation roadmap.
3. Create documentation and conduct ongoing training to operate and monitor the new process.
1. Evaluate database cleanliness, quality, and regulator compliance.
2. Create recommendations and improvement plan for data architecture.
3. Implement integrations and improvements, along with processes to maintain database integrity.