Phase 1
Revenue impact analysis
What’s the impact of current channels on reach and revenue? Where are there opportunities to scale? Do they have the appropriate marketing operations, analytics and reporting structure in place to measure success and find opportunities for optimization?

Team structure assessment
Where are there gaps in roles, responsibilities, or skill sets? What would an ideal structure look like for this team, and how do we get there? What are the talent, resources, and training needs required to fill those gaps?

Budget breakdown
What could be cut? Added? Redeployed? Is the marketing team under or over-resourced? How does the budget align with growth goals?

Channel optimization and scalability report
What does the current demand generation reach look like? Are there opportunities for further channel optimization? What are the costs vs. benefits of expanding across new channels?

Marketing operations evaluation
Is marketing strategy reinforced with reliable performance metrics? What manual tasks could be automated to drive efficiency? What tech could we introduce to improve scale and growth?

Phase 2
Merger and acquisition brand strategy
Managing the narrative as you bring two brands together is critical for the success of the combined business. Making merger magic is dependent upon both sides being prepared with a unified story that defines brand synergies and very clearly outlines the consolidation impact on clients, employees, and the industry as a whole.

Even more challenging than being prepared to address concerns from every angle? Finding the time to plan proactively while both businesses are still operating as usual. But that planning is the foundation for bringing your combined strengths to market as quickly as possible—the goal of any merger or acquisition.

We’ve done this a time or two.

Phase 3
Implementation and execution after your purchase
We work with your new firm to increase marketing’s contribution to revenue.

Data Operations and reporting
Determine KPIs and performance metrics by analyzing key funnel benchmarks and conversion rates.

Demand generation
Build a prospect pipeline with a combination of quick-win initiatives and longer-term strategies.

Content strategy
Audit existing content for buyer journey and demand generation alignment, then build out content needs to fill any existing gaps.

Budgeting and forecasting
Start with sales and revenue goals, then determine the MQLs and marketing budget required to achieve them.

Team planning
Identify gaps and opportunities in the current team structure, and help with talent sourcing and training to build a more effective revenue-generating engine.

Marketing integration
Optimize marketing’s role across the organization by implementing efficiencies to drive collaboration and reduce friction between revenue-focused teams.