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Cosential Optimization Workshop

CKearney Consulting Presents Optimization for Marketing

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Agenda

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Who?

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Process Map

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Process Map

§ ‘Napkin sketch’ how marketing handles the life cycle of projects.§How do projects come into the department?§How do you learn about new projects or pursuits?§What happens once you are aware of a project/pursuit?§What parts is the sales process is marketing involved in?§Who owns communication with the potential client?§Who and how are deliverables created?§ Is marketing apart of the interview process? §How do you learn of closed deals?

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Process Map

§Now outline marketing’s communication and engagement with clients.§How do they learn about the firm?§What ways can they interact or engage with the firm?§Once contact has been made what is their experience?§What is the first form of communication they receive?§ Is there an established comms plan mapping their path?§How often do they hear from you?§What is the main message being communicated?§ Is there a clear call to action for them to execute?

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Our Example

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Data Mapping

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Maud Purcell, MSW, LCSW, CEAP

“The act of writing accesses your left brain, which is

analytical and rational. While your left brain is occupied,

your right brain is free to create, intuit and feel. In sum,

writing removes mental blocks and allows you to use all

of your brainpower to better understand yourself, others

and the world around you.”

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Data Mapping Example

Typing Twice

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Data Mapping Example

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Reports

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10 Minute Break

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Zapier Automation

§ Enter the data in Cosential.

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Zapier Automation

§ Zapier ZAPS the data to MailChimp.

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Zapier Automation

§ The contact data is now in MailChimp.

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10 Minute Break

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Objectives

§Objective One § Describe the objective and be specific.§ How will you measure progress?§ What’s your first milestone?§ When is it due?§ What’s your second milestone?§ When is it due?

§ Repeat to identify two more objectives

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