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Assessments 2018-02-23T16:07:08+00:00

Why Do an Assessment First?

Too many companies make the mistake of implementing tactics before having an account based marketing game plan. That strategy is doomed to fail for several reasons.

Tactics are not a cohesive approach and may not fit within the overall account based marketing strategy.

Without a clear strategy, it is difficult to measure success.

Sales and marketing is more complicated than ever.  

Tactics are not a cohesive approach and may not fit within the overall account based marketing strategy.

Without a clear strategy, it is difficult to measure success.

Sales and marketing is more complicated than ever.  

A solid account based 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. This part is centered around identifying the “who” and “where” we want to market and sell; the technology portion 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 as well as how to break through to the next level.   

Account Based Marketing Strategy Deliverable

This deliverable 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

Recommend campaigns to run 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, including CRM and marketing automation systems, to streamline operations.

Messaging Strategy

Develop messaging strategy that aligns brand goals with customer understanding.