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Marketing Automation Platform Onboarding

Our one-off platform onboarding package contains all of the vital demand generation elements that are essential to launching marketing automation as a strategy within your own marketing department.

The first step is strategic planning – it’s essential to establish the needs of your business and develop a customised action plan. After that, the next step is the implementation of technology solutions and some consultancy on operating and maintaining successful platform use.

Our team is expertly trained in using all of the major marketing automation platforms and can provide guidance and information regarding the best ways of implementing and working with them. For more information, or the answers to any questions, contact us today. If you are interested in our monthly demand generation packages, click here.


Marketing Automation Strategy

Prioritising objectives

Establishing customer needs and pain points

Buyer persona review

Lead generation programme review

Content marketing strategy review

List and contact data strategy review

Website design and functionality review


Campaign Management

Email template creation

Web forms set up

Progressive profiling

Landing page creation

Lead nurture campaign creation

Lead Management

Prospect tracking

Visitor tracking

Prospect assignment

Lead scoring and grading

KPI reporting

Email plugin set up

Technical Setup

Implement tracking code

Create vanity domain

User set up and roles

CRM integration

Database import

Content upload

Click here to enquire
and receive a tailored offer

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