+ Platform-Focused Services:

• Marketing Technology Specialties: Digital marketing, marketing operations, email marketing, CRM tools, marketing automation platforms, data tool strategy, account-based marketing, content marketing, demand generation, product marketing, growth marketing, omnichannel campaign design, CX, and marketing analytics.
• Enterprise Architecture: Platform ecosystem audits, utilization assessments, and logical system landscape blueprinting.
• Connected Data/Analytics Strategy, roadmap, and blueprint—to include AI/Data Science, or Machine Learning functionality (current or desired).
• End-to-end omnichannel campaign design and implementation plans for digital marketing and sales campaigns.
• Data, reporting, and analytics dashboard design; KPI definition/alignment to existing platforms.
• CX, UX, and UI assessment and wireframe designs for marketing, sales, and IT tools.
• CX Journey design and lead routing workflow design—across customer, partner, and seller platforms.

+ Process-Focused Services:

• End-to-end Marketing Operations Strategy, Planning, Development, Governance, and Implementation Services.
• Automation maps for manual processes and aligned to existing platform technologies.
• System and data governance rules—analysis and process mapping across teams and systems.
• End-to-end new platform rollout plans, to include MVP releases and platform migrations.
• Digital Tools Training: Virtual and in-person workshops for platform adoption or technology changes.
• Marketing, Sales, and IT operating models, service-level agreements, and technical resourcing plans.

+ People-Focused Services:

• Fractional Marketing Technology Officer (CMTO) Advisory Services
• Program owner or project lead services for high-visibility, high-value digital programs—to include end-to-end program design.
• Aligned/prioritized technology roadmaps across marketing, sales, and IT organizations.
• Change Management for new tools or digital adoption and onboarding; personalized step-by-step documentation.
• Creating and delivering business pitches for digital programs, tailored by audience—to include resourcing/investment recommendations.
• Technology investment presentations for leadership buy-in; executive goal-setting exercises.
• Platform vendor contract negotiations, evaluations, and capability comparisons/redundancies.
• Technical debt analysis, funding/budgeting decision-making, ROI calculations.