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Assessments 2017-08-29T21:06:40+00:00

Why Do an Assessment First?

Too many companies make the mistakes of implementing tactics before having a sales and marketing game plan.  That strategy is doomed to fail for several reasons.

Tactics are not a cohesive approach viewed through a singular lense to see if it fits within the overall sales and marketing strategy.

Without a clear strategy, it is difficult to measure success and sales and marketing work as individual silos versus as a team.

Sales and marketing is more complicated than ever before and requires a mix of marketing channels and sales tactics to turn a lead into a sale.  

Tactics are not a cohesive approach viewed through a singular lense to see if it fits within the overall sales and marketing strategy.

Without a clear strategy, it is difficult to measure success and sales and marketing work as individual silos versus as a team.

Sales and marketing is more complicated than ever before and requires a mix of marketing channels and sales tactics to turn a lead into a sale.  

A solid sales and marketing assessment can identify where to spend your budget, time and resources.  Once you have a plan you can start implementing tactics to reach your goals.   

What’s Included in an Assessment?

Each assessment starts with a workshop designed to foster ideas, discuss initiatives, and review goals.  Our sales and marketing workshop is centered around identifying the “who” and “where” we want to market and sell.  Our technology focused workshop focuses on the “how” to connect all the dots in technology to get it done.  Based upon your needs we’ll design a program that will get to the root of what’s holding you back and how to breakthrough to the next level.     

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Sales and Marketing Strategy Deliverable

This is the OBO deliverable that includes findings and key recommendations for opportunities that meet the strategic objectives of the organization.

Strategic Objectives

Review current strategic objectives and ensure that all recommendations meet organizational goals.

Current Process Review

Outline the current client journey and map recommended changes to the process.

Recommended Campaigns

Campaigns we recommend running to drive engagement for new and existing customers.

Process Changes

Process change recommendations to streamline information flow between sales and marketing.  

Technology Stack

Recommend modifications to the technology stack to streamline operations.

Messaging Strategy

Develop messaging strategy that aligns brand goals with customer understanding.

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