Frequently Asked Questions

Whatever marketing automation & sales tech support needs you might have, we’re most likely a great fit for the job. For us, the most important part of any project is the “why.” Before we click “send” to a list of 500k people, we need a clear goal in mind. And helping you set goals is part of what we do best! We’re not purely operational – there’s always a strategic element to our approach.

Yes! Actually, you’re in the right place at the right time. Before you’re knee-deep in one particular system we can analyze your lead generation, sales lifecycle, internal capacity, and more to make sure you get the perfect software for your needs, goals, and budget. We help clients make the best decision about software selection, taking into account email marketing, sms marketing, marketing automation, digital implementation, CRM systems, and third-party integrations.

Absolutely! We’ve had many clients come to us with business needs and an existing platform that wasn’t the best fit. We can analyze what’s working for you and what’s not, and if needed, help you make a seamless transition to something better.

We have expertise in Marketo, Hubspot, SFDC, and Klaviyo, but we are happy to help with other platforms as well, including DemandBase, DiscoverOrg, LeanData, ZoomInfo, Zoom, AdobeConnect, Webex, On24, GoToWebinar, Vidyard, Oktopost, Cvent, and more. Our goal is to bring our clients’ digital marketing vision to fruition by implementing the software that best fits your needs.

In every project, we provide support in the ideation/strategic vision/planning phase, and then we connect strategy to operations, moving into the actual implementation of marketing technology. We also provide “before and after” comparisons in terms of reporting and success metrics, so you can see what’s working. The final step is providing documentation and training to our clients, enabling teams to scale projects as an organization grows. (Our ultimate measure of success is when you no longer need us!)