Technology & Automation

Marketing technology is a confusing maze. With more than 5,000 marketing automation platforms available, most B2B companies need help selecting, on boarding and integrating a solution that meets their needs.

We’ve recently introduced Managed Software As A Service (MSAAS). We can manage your marketing automation and CRM platforms, temporarily or ongoing.

From marketing automation to website development to social media…we’ve got you covered.


Marketing Automation

  • Sort through the options
  • Platform selection & integration
  • Onboarding & training
  • Set expectations
  • Create metrics
  • Create notifications for sales
  • Automatic reporting & dashboards

Platform Syncing

  • Integrate CRM with marketing automation
  • Database health & segmentation
  • Create rules for lead notifications
  • Field level syncing
  • Notify sales of key activities and events
  • Measures of success
  • Roadmaps for ongoing improvement
  • Team training

Website & SEO

  • Evaluate your internet presence, show scores
  • Competitive benchmarketing
  • SEO strategies including search phrases
  • SEO focused website project briefs
  • Website design, graphics, illustrations, video
  • Roadmaps for ongoing improvements
  • Integrations with CRM & marketing automation
  • Dashboards for monitoring effectiveness

Social Media

  • Setup on LinkedIn, Twitter, Facebook, Google+ and all others
  • Content distribution platforms like Hootsuite
  • Content & campaign calendars
  • Content libraries
  • Campaign design
  • Effectiveness measurements
  • Team training

Database Health

  • DIFM or DIY
  • List scrubs
  • Remove old data
  • Adding new data
  • Workflow integration
  • Database quality tracking
  • Database ROI

Response Metrics

  • All metrics for sales & marketing
  • Website, email, social media, events
  • Performance Improvements
  • Metrics tied to revenue & ROI
  • Team training
  • Setting KPIs
  • Roadmaps for ongoing improvements

Conversion Optimizing

  • Conversion audits
  • Quantify current conversion results
  • Conversion plans & tactics
  • Targeting & personalization tactics
  • Split A/B testing
  • Roadmaps for ongoing improvements
  • Metrics & KPIs

We’re Easy To Engage

It’s easy for people to engage with us.

Here’s the process:

  1. Call or email us
  2. Let’s chat through your needs, timing and potential challenges
  3. We’ll create a short list of recommendations and use it to discuss next steps

This doesn’t cost you anything and we may be able to help without creating a paid engagement.

Frequently Asked Questions

How do you bill?
We bill by the project, not by the hour. In this manner you know your investment from the outset.
Is your work guaranteed?


Our work is guaranteed. If you do not believe we have met the objectives we established together, as outlined in our letter of agreement, we will continue to work toward those goals with you for no additional fee or expense consideration until all objectives are met.

How soon can you start?
We can usually start within 1-2 weeks of project approval.
Do you work on site or off site?
Both, depending on the nature of the project. Either way we always visit your offices soon after the project begins to get to know your team and give everyone a chance to get acquainted.
What else should I know?
We’re easy to work with and have all the resources of a fully equipped marketing department. Let’s chat and we can answer all your questions.