WHAT GETS FIXED
Messy CRM
Leads are being sent to the wrong seller. Nurture emails are going to closed accounts (yikes). No lead scoring. No tagging in place. If the CRM is a mess, you can't see the full picture.
No Attribution
Did you know it takes eight to fourteen touch points to convert a prospect? If the tracking isn't set up to show the journey and conversion points, you don't know what's working.
No Ownership
When ownership isn't clear, execution slows down, leads fall through the cracks, and no one is accountable for results.
No Clear Funnel
Buyers move in stages, and if you don't map the stages, you're talking at people instead of guiding them. You can't diagnose why leads aren't covering, and marketing doesn't look like it's working.
Random Tactics
There's a common temptation to launch everything at once and figure it out along the way. But when you don't have a set strategy and pick channels blindly, budget is wasted and leadershpi is not happy.
Unclear Messaging
"We help companies unlock their potential." Cool. So does everyone. What makes YOU different? If a prospect can't immediately understand what you do and why it matters for them, they'll go.
WORKING TOGETHER
Option 2
Foundation Build
4-8 weeks
We work on operational systems your business can run. Implemented by your team or our trusted specialists.
Messaging framework & narrative refinement
ICP & targeting structure
Lifecycle & CRM mapping
Campaign & channel plan
Reporting framework and defined attribution model
Installation support + managed specialist coordination (if required)
Option 3
Ongoing Partnership
3+ months
Once the structure is in place, we stay involved to optimize performance and lead growth decisions.
Bi-weekly funnel & KPI review
Channel performance analysis and optimization
Campaign iteration planning
Growth testing roadmap (A/B tests, new channel exploration)
Attribution-informed strategy adjustments
Ongoing oversight of execution partners (if involved)
STANDALONE SERVICES
Messaging & Positioning
Audit your existing messaging across external and internal materials (website, landing pages, digital campaigns, sales materials). Optimize your positioning that differentiates you from the competition and speaks to buyers at each stage of the journey.
Website Optimization
Website architecture and content reviewed, then rebuilt around your specific buyer's journey (no internal jargon - sometimes we're too close to the brand). Includes conversion optimization, sitemap restructure, copy re-write, and design.
Sales Enablement
You're having conversations with prospects, but your materials are either outdated or you never had time to build them initially. Includes materials created from scratch or optimizations for pitch decks, one-pagers, case studies, and more.
CRM Configuration
It's the unglamorous work that makes the business run smoothly. Includes HubSpot or Salesforce configuration to reflect how your business sells. We'll handle tagging systems, lead scoring, lifecycle stages, report building and more.
Account-Based Marketing
Targeting just one or a few strategic accounts requires a unique approach. From account scoring, to targeted advertising, webinar and event planning, and beyond, we'll create a tailored plan and execute as needed.
