1

Marie Wiesemariemarketingcopilot com416 436 7931

Marketing

Automation Planning

Workshop

GET MARKETING AUTOMATION WORKING IN YOUR BUSINESS FOR BET TER LE AD MANAGEMENT

2

The Marketing Automation Planning WorkshopMarketing CoPilot has worked with many clients and partners who are trying to make the most of their marketing automation tools They may currently have a product sitting in front of Microsoft Dynamics or about to choose one Regardless of their state of maturity with marketing automation this workshop will help guide people through the steps you need to take to inform the creation of content and conversion tactics that will improve marketing automation for your business and create a lead management process that drives better sales results

ABOUT OUR WORKSHOPS

Our workshops are customized to the company and the stage they are at with marketing automation whether they are beginners intermediate or advanced users of tools and strategies We develop these workshops to include key stakeholders from sales marketing customer service as well as the technology team In our workshops we cover a range of topics such as

How to choose the right MA tool or audit an existing product

How to build content by buyer persona type and map the buyer journey

How to improve conversion on your website and ensure it is tracked and measured correctly in your MA tool and CRM

How to set up better workflows for improved engagement

How to identify the right set of metrics to see if your program is working

WORKSHOP FE ES

Workshops start at $3000 USD and are planned in collaboration with your marketing and sales team to improve workshop outcomes Workshops run half day full day or two-day sessions depending on how deep you want to dive into your content plan and marketing automation workflows

3

WHAT WE NE E D TO G ET STARTE Dhellip

We require a 60-minute planning call to discuss your business goals stage of marketing automation maturity and workshop format and participants Following our planning call we can confirm workshop pricing and timing

WORKSHOP FACILITATOR

Marie Wiese is a 30-year veteran of strategic marketing and currently

works in the Microsoft channel with marketing automation products that sit in front of Dynamics

You can learn more about Marie at linkedincominmarketing-copilot or at wwwmariewiesecom

Email us at infomarketingcopilotcom or call 416-436-7931

4

Resources to get you StartedYOU CANrsquo T BE EVE RY WHE RE

A COMMON SENSE APPROACH TO DIGITAL MARKETING FOR ANY BUSINESS

In the age of 247 internet there are thousands of ways for businesses to talk to sell to and connect with their customers But just as the old age says less is more

In You Canrsquot Be Everywhere Wiese offers her well-tested insight on how to become a savvier marketer Through personal stories and no-nonsense advice Wiese shoes how any company can conquer the digital space and craft extraordinary strategies as well as customer connections

Uncover the primary reason why customers buy from you

Homework for the Value proposition Workshop

VALUE PROPOSITION WORKBOOK

CUSTOME R SCORECARD WORKBOOK

CRE ATE A COMPELLING MESSAGE THAT AT TR AC TS THE IDE AL BUYER TO YOUR BUSINESS

START WITH YOUR CUSTOMER A S THE AUTHORIT YON YOUR VALUE

5

Our Approach to Marketing Automation Success

G ROW THTHROUGH SALES AND MARKETING ALIGNMENTON YOUR WEB PRESENCE

THE RIGHT WEBSITE

CONTENT WITH A MARKETING

AUTOMATION TOOL ALLOWS

YOU TO TR ACK AND MEASURE

CONTENT

PROGR AMS START AT $5000

RE BOOTA PL AN SHOULD BE MADE UP OF

A STRONG VALUE PROPOSITION

BUYER JOURNEY MAP AND

CONTENT STR ATEGY

THE MARKETING COPILOT

PL AYBOOK STARTS AT $15000

STR ATEGY ACCE LE R ATEYOU NEED A COACH TO HELP YOU

TR ACK THE BUYER JOURNEY VIA

MARKETING AUTOMATION AND

ALIGN IT TO YOUR SALES PROCESS

TO IMPROVE LEAD MANAGEMENT

COACHING STARTS AT $3500

ABOUT MARKETING COPILOT

Marketing CoPilot is an award-winning certified strategic marketing consulting firm committed to helping Microsoft customers and partners monetize their marketing automation investment

CONTACT US TO SEE HOW MARKETING AUTOMATION CAN IMPROVE THE LEAD MANAGEMENT PROCESS IN YOUR ORGANIZATION

647sdot696sdot8985infomarketingcopilotcomConnect on LinkedINcomcompanymarketing-copilot

2

The Marketing Automation Planning WorkshopMarketing CoPilot has worked with many clients and partners who are trying to make the most of their marketing automation tools They may currently have a product sitting in front of Microsoft Dynamics or about to choose one Regardless of their state of maturity with marketing automation this workshop will help guide people through the steps you need to take to inform the creation of content and conversion tactics that will improve marketing automation for your business and create a lead management process that drives better sales results

ABOUT OUR WORKSHOPS

Our workshops are customized to the company and the stage they are at with marketing automation whether they are beginners intermediate or advanced users of tools and strategies We develop these workshops to include key stakeholders from sales marketing customer service as well as the technology team In our workshops we cover a range of topics such as

How to choose the right MA tool or audit an existing product

How to build content by buyer persona type and map the buyer journey

How to improve conversion on your website and ensure it is tracked and measured correctly in your MA tool and CRM

How to set up better workflows for improved engagement

How to identify the right set of metrics to see if your program is working

WORKSHOP FE ES

Workshops start at $3000 USD and are planned in collaboration with your marketing and sales team to improve workshop outcomes Workshops run half day full day or two-day sessions depending on how deep you want to dive into your content plan and marketing automation workflows

3

WHAT WE NE E D TO G ET STARTE Dhellip

We require a 60-minute planning call to discuss your business goals stage of marketing automation maturity and workshop format and participants Following our planning call we can confirm workshop pricing and timing

WORKSHOP FACILITATOR

Marie Wiese is a 30-year veteran of strategic marketing and currently

works in the Microsoft channel with marketing automation products that sit in front of Dynamics

You can learn more about Marie at linkedincominmarketing-copilot or at wwwmariewiesecom

Email us at infomarketingcopilotcom or call 416-436-7931

4

Resources to get you StartedYOU CANrsquo T BE EVE RY WHE RE

A COMMON SENSE APPROACH TO DIGITAL MARKETING FOR ANY BUSINESS

In the age of 247 internet there are thousands of ways for businesses to talk to sell to and connect with their customers But just as the old age says less is more

In You Canrsquot Be Everywhere Wiese offers her well-tested insight on how to become a savvier marketer Through personal stories and no-nonsense advice Wiese shoes how any company can conquer the digital space and craft extraordinary strategies as well as customer connections

Uncover the primary reason why customers buy from you

Homework for the Value proposition Workshop

VALUE PROPOSITION WORKBOOK

CUSTOME R SCORECARD WORKBOOK

CRE ATE A COMPELLING MESSAGE THAT AT TR AC TS THE IDE AL BUYER TO YOUR BUSINESS

START WITH YOUR CUSTOMER A S THE AUTHORIT YON YOUR VALUE

5

Our Approach to Marketing Automation Success

G ROW THTHROUGH SALES AND MARKETING ALIGNMENTON YOUR WEB PRESENCE

THE RIGHT WEBSITE

CONTENT WITH A MARKETING

AUTOMATION TOOL ALLOWS

YOU TO TR ACK AND MEASURE

CONTENT

PROGR AMS START AT $5000

RE BOOTA PL AN SHOULD BE MADE UP OF

A STRONG VALUE PROPOSITION

BUYER JOURNEY MAP AND

CONTENT STR ATEGY

THE MARKETING COPILOT

PL AYBOOK STARTS AT $15000

STR ATEGY ACCE LE R ATEYOU NEED A COACH TO HELP YOU

TR ACK THE BUYER JOURNEY VIA

MARKETING AUTOMATION AND

ALIGN IT TO YOUR SALES PROCESS

TO IMPROVE LEAD MANAGEMENT

COACHING STARTS AT $3500

ABOUT MARKETING COPILOT

Marketing CoPilot is an award-winning certified strategic marketing consulting firm committed to helping Microsoft customers and partners monetize their marketing automation investment

CONTACT US TO SEE HOW MARKETING AUTOMATION CAN IMPROVE THE LEAD MANAGEMENT PROCESS IN YOUR ORGANIZATION

647sdot696sdot8985infomarketingcopilotcomConnect on LinkedINcomcompanymarketing-copilot

3

WHAT WE NE E D TO G ET STARTE Dhellip

We require a 60-minute planning call to discuss your business goals stage of marketing automation maturity and workshop format and participants Following our planning call we can confirm workshop pricing and timing

WORKSHOP FACILITATOR

Marie Wiese is a 30-year veteran of strategic marketing and currently

works in the Microsoft channel with marketing automation products that sit in front of Dynamics

You can learn more about Marie at linkedincominmarketing-copilot or at wwwmariewiesecom

Email us at infomarketingcopilotcom or call 416-436-7931

4

Resources to get you StartedYOU CANrsquo T BE EVE RY WHE RE

A COMMON SENSE APPROACH TO DIGITAL MARKETING FOR ANY BUSINESS

In the age of 247 internet there are thousands of ways for businesses to talk to sell to and connect with their customers But just as the old age says less is more

In You Canrsquot Be Everywhere Wiese offers her well-tested insight on how to become a savvier marketer Through personal stories and no-nonsense advice Wiese shoes how any company can conquer the digital space and craft extraordinary strategies as well as customer connections

Uncover the primary reason why customers buy from you

Homework for the Value proposition Workshop

VALUE PROPOSITION WORKBOOK

CUSTOME R SCORECARD WORKBOOK

CRE ATE A COMPELLING MESSAGE THAT AT TR AC TS THE IDE AL BUYER TO YOUR BUSINESS

START WITH YOUR CUSTOMER A S THE AUTHORIT YON YOUR VALUE

5

Our Approach to Marketing Automation Success

G ROW THTHROUGH SALES AND MARKETING ALIGNMENTON YOUR WEB PRESENCE

THE RIGHT WEBSITE

CONTENT WITH A MARKETING

AUTOMATION TOOL ALLOWS

YOU TO TR ACK AND MEASURE

CONTENT

PROGR AMS START AT $5000

RE BOOTA PL AN SHOULD BE MADE UP OF

A STRONG VALUE PROPOSITION

BUYER JOURNEY MAP AND

CONTENT STR ATEGY

THE MARKETING COPILOT

PL AYBOOK STARTS AT $15000

STR ATEGY ACCE LE R ATEYOU NEED A COACH TO HELP YOU

TR ACK THE BUYER JOURNEY VIA

MARKETING AUTOMATION AND

ALIGN IT TO YOUR SALES PROCESS

TO IMPROVE LEAD MANAGEMENT

COACHING STARTS AT $3500

ABOUT MARKETING COPILOT

Marketing CoPilot is an award-winning certified strategic marketing consulting firm committed to helping Microsoft customers and partners monetize their marketing automation investment

CONTACT US TO SEE HOW MARKETING AUTOMATION CAN IMPROVE THE LEAD MANAGEMENT PROCESS IN YOUR ORGANIZATION

647sdot696sdot8985infomarketingcopilotcomConnect on LinkedINcomcompanymarketing-copilot

4

Resources to get you StartedYOU CANrsquo T BE EVE RY WHE RE

A COMMON SENSE APPROACH TO DIGITAL MARKETING FOR ANY BUSINESS

In the age of 247 internet there are thousands of ways for businesses to talk to sell to and connect with their customers But just as the old age says less is more

In You Canrsquot Be Everywhere Wiese offers her well-tested insight on how to become a savvier marketer Through personal stories and no-nonsense advice Wiese shoes how any company can conquer the digital space and craft extraordinary strategies as well as customer connections

Uncover the primary reason why customers buy from you

Homework for the Value proposition Workshop

VALUE PROPOSITION WORKBOOK

CUSTOME R SCORECARD WORKBOOK

CRE ATE A COMPELLING MESSAGE THAT AT TR AC TS THE IDE AL BUYER TO YOUR BUSINESS

START WITH YOUR CUSTOMER A S THE AUTHORIT YON YOUR VALUE

5

Our Approach to Marketing Automation Success

G ROW THTHROUGH SALES AND MARKETING ALIGNMENTON YOUR WEB PRESENCE

THE RIGHT WEBSITE

CONTENT WITH A MARKETING

AUTOMATION TOOL ALLOWS

YOU TO TR ACK AND MEASURE

CONTENT

PROGR AMS START AT $5000

RE BOOTA PL AN SHOULD BE MADE UP OF

A STRONG VALUE PROPOSITION

BUYER JOURNEY MAP AND

CONTENT STR ATEGY

THE MARKETING COPILOT

PL AYBOOK STARTS AT $15000

STR ATEGY ACCE LE R ATEYOU NEED A COACH TO HELP YOU

TR ACK THE BUYER JOURNEY VIA

MARKETING AUTOMATION AND

ALIGN IT TO YOUR SALES PROCESS

TO IMPROVE LEAD MANAGEMENT

COACHING STARTS AT $3500

ABOUT MARKETING COPILOT

Marketing CoPilot is an award-winning certified strategic marketing consulting firm committed to helping Microsoft customers and partners monetize their marketing automation investment

CONTACT US TO SEE HOW MARKETING AUTOMATION CAN IMPROVE THE LEAD MANAGEMENT PROCESS IN YOUR ORGANIZATION

647sdot696sdot8985infomarketingcopilotcomConnect on LinkedINcomcompanymarketing-copilot

5

Our Approach to Marketing Automation Success

G ROW THTHROUGH SALES AND MARKETING ALIGNMENTON YOUR WEB PRESENCE

THE RIGHT WEBSITE

CONTENT WITH A MARKETING

AUTOMATION TOOL ALLOWS

YOU TO TR ACK AND MEASURE

CONTENT

PROGR AMS START AT $5000

RE BOOTA PL AN SHOULD BE MADE UP OF

A STRONG VALUE PROPOSITION

BUYER JOURNEY MAP AND

CONTENT STR ATEGY

THE MARKETING COPILOT

PL AYBOOK STARTS AT $15000

STR ATEGY ACCE LE R ATEYOU NEED A COACH TO HELP YOU

TR ACK THE BUYER JOURNEY VIA

MARKETING AUTOMATION AND

ALIGN IT TO YOUR SALES PROCESS

TO IMPROVE LEAD MANAGEMENT

COACHING STARTS AT $3500

ABOUT MARKETING COPILOT

Marketing CoPilot is an award-winning certified strategic marketing consulting firm committed to helping Microsoft customers and partners monetize their marketing automation investment

CONTACT US TO SEE HOW MARKETING AUTOMATION CAN IMPROVE THE LEAD MANAGEMENT PROCESS IN YOUR ORGANIZATION

647sdot696sdot8985infomarketingcopilotcomConnect on LinkedINcomcompanymarketing-copilot