Digital Transformation with [your agency] Goal:

What is the Challenge? Old world - IT Department decided what software the company would use.

Today - Every person in each department is using technology, software and apps - sometimes without involving the IT Department which not only leads to confusion between people, teams & departments.
. . . There is also a waste of money . . . not consolidating.<br>

Who is involved? CEO Sales Director /CSO Marketing Director / CMO Head of Services Head of Operations (inc. Finance)<br>

Pain points Marketing department:

“We don’t get enough help or info from sales.”
“We don’t close the sales qualified leads in our sales department. “
“We don’t feel like we have the support of the rest of the organisation.”
“We don’t know if the activities we do actually brings the company any money.”
“We have trouble with defending the cost of doing inbound / using an inbound platform.”
“We have trouble finding / keeping talented marketing people.”

Sales department:

“We don’t get enough help or info from marketing.”
“We don’t generate enough sales qualified leads from marketing. “
“We have trouble finding / keeping talented inbound sales people.”
“We don’t really understand inbound.”
“Networking gives us more new customers than digital marketing.”
“I’ll rather pick up the phone.”
“I don’t want to use another system.” (for example HubSpot CRM / Sales)<br>

Pain points Services department:

“We don’t get know what sales is telling our customers.”
“We are losing customers because they are not seeing value in our products/services. “
“The systems we used in services is not visible in sales or marketing.”
“We don’t know what sales or marketing is doing.”


Operations department:

“We cannot get sales to stop discounting our products/services.”
“Our staff do not understand how their work relates to our profitability. “
“Everyone is using a different system & we have no visibility on our business.”
“We have a lot of data and we do not understand .”<br>

Digital Transformation Sample Package
Step by Step<br>

What is involved? Creation & presentation of a complete Martech strategy and 12-18 month plan for implementation across Sales, Marketing, Services and Operations/Finance.
Training & Coaching program for each department.<br>

DIGITAL PLATFORM ASSESSMENT

We do a full screening of all the software you are using in your company across sales, marketing, services & operations and provide a report with recommendations on consolidation, cost & time savings.

KICK OFF

Kick our project off by meeting the teams in their daily environment and introducing ourselves, who we are, what we do and of course: What we can achieve together! Step 1: Assessments<br>

TEAM INTERVIEWS AND ASSESSMENTS

Your department is nothing without the people who do the job. One of the most important part of our work is to get to know the people and their worries, issues, potential, skills and understand what it takes to drive them further.


GOALS AND KPI’S 

We are driven 100% by the results you get. That is why we focus on setting goals and KPI’s that both you, the team and even the board of directors will be excited to achieve. Step 2: People & Team Alignments OTHER ACTIVITIES:

Marketing, Sales, Services & Operations Audit & Alignment Analysis
Set SMART Goals
Inbound Marketing, Sales & Services Methodology Fundamentals
EOS Fundamentals for overall business
Buyer Persona Review
Sales Process Review
Services Process Review
How does each department communication?
What tools are people personally using?<br>

EVALUATION BY DEPARTMENT

Using the methodology of the Entrepreneurial Operation to establish goals of each team and create standards of how they work together and communicate.


STANDARDISATION

Each department have different functions how each one communicates with each other and reports on their results can be standardised so that we can build a way each department can start to work together smoother. Step 3: EOS Implementation by Team OTHER ACTIVITIES:

Vision / Traction Organiser
Core Values Workshop
Creation of Accountability Charts
People Analyzer & GWC
Scorecard by Department
Quarterly Rocks
Level 10 Meetings<br>

MARKETING & SALES

Establish a one year Content Plan that attracts ideal clients online with information they are searching for. Together with a clear plan of what content works to convert a visitor to a lead you are ready to reach the next level with your content. Improve the sales process on the follow up of these leads and how the results are reported.


ANALYSIS AND OPTIMIZATION 

Report on what is working already in marketing and sales with recommendations for what needs to be changed and by when. Step 4: Marketing & Sales OTHER ACTIVITIES:

Alignment of Sales & Marketing systems, Goals and communication.
Inbound Marketing & Sales
Content Assessment
Current Customers & Sales Staff
Website Audit
Social Media Audit & Strategy
Sales Process Audit
Review of Buyers Journey
Marketing Reporting Audit
Sales Reporting Assessment<br>

SERVICES DEPARTMENT

The insights we gain from the customer service team can help improve our marketing and sales efforts. Build relationships between the teams and improve communication and results.


CUSTOMER DELIGHT PROGRAM

How do we create evangelists of our products and services? Are our customers happy? What results did we get for them Step 5: Services OTHER ACTIVITIES:

Services Software Audit
Services Process Assessment
Marketing, Sales & Services Alignment
Customer Happiness Evaluation
Customer NPS - quarterly/monthly
Customer Delight Program
Case Study Initiatives
Customer Interviews<br>

OPERATIONS & FINANCE

Understanding the systems that run the company and delivery services and products for your company starting with a process outline and software.

DEPARTMENT ALIGNMENT

Implement tools that support the goals of operations and finance that are collecting data easily from sales, marketing and services. Create reports that are easy to understand. Step 5: Operations OTHER ACTIVITIES:

Operations Software Audit
Communication between Marketing, Sales & Services improvements<br>

REPORTING

We have our goals set - now we need to report on them. The key to having good reporting is to make sure all information comes across easily, without taking you several days to put together.


HOW DO YOU WORK?

Processes is usually something we tend to push aside because there are more important tasks to attend to. Luckily, we do have the tools to help you both establish and execute Step 6: Presentation & Roadmap OTHER ACTIVITIES:

Sales, Marketing, Services & Operations Digital Roadmap for 18 months.
Internal playbook by department
Status meetings and reporting
Skill mapping and training
Recruitment and onboarding
Management and sales coaching
Monthly Coaching Program for Department Heads
Quarterly Workshops<br>