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You will get a Lead Source Framework that enables first, last, and multi-touch reporting

Edward U.Status: Offline
Edward U.
Play video

Let a pro handle the details

Buy Marketing Strategy services from Edward, priced and ready to go.
Edward U.Status: Offline
Edward U.
Play video

Let a pro handle the details

Buy Marketing Strategy services from Edward, priced and ready to go.

Project details

This framework provides an automated process for marketing to set lead source values for every observable interaction with each of your leads or contacts. These values are translated into a Last/First/Every Lead Source, Last/First/Every Lead Source Category, and Last/First/Every Lead Source Detail.

By capturing this data in an automated fashion, the client teams can begin to understand which sales and marketing initiatives are producing the most leads, pipeline value, and revenue. When combined with lead statuses and pipeline stages, this information can unlock significant insights and potential for performance optimization.
Marketing Strategy Expertise
Marketing Automation
What's included
Service Tiers Starter
$3,200
Standard
$6,000
Advanced
$7,500
Delivery Time 10 days 20 days 30 days
Number of Revisions
246
Marketing Strategy Report
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Customer Segmentation
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Promotional Campaign
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Tailored Action Plan
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Website Review
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Optional add-ons You can add these on the next page.
Fast Delivery
+$600 - $1,250
Edward U.Status: Offline

About Edward

Edward U.Status: Offline
Marketing Productivity, Performance, Automation, and Operations
Seattle, United States - 3:34 pm local time
I am an entrepreneur who founded, bootstrapped, and run my own consulting company with more than 50 full-time marketing operations consultants. Over the past 9 years, I've had the privilege of working with many high-growth companies such as Google, Amazon, Webflow, Intercom, Optimizely, Okta, and Cisco to implement and improve core marketing and sales operations and to enable scale through the effective use of proven marketing technologies and techniques.

Whether you inherited a new instance of Marketo, Pardot, or HubSpot, are setting up a new instance of Bizible, or are wanting to supercharge your sales operation team’s adoption of LeanData, I can quickly slot in and help guide your team to a set of best practices that will scale as your business does.

Across clients with simple and complex marketing technology infrastructure, I see the same needs pop up again and again: Productivity, Performance, and Intelligence.

I can quickly ramp up to your business needs and provide solutions customized for you and your marketing operations situation.

Marketing Operations Technology
- Evaluation & Selection
- Implementation
- Advanced Configuration
- Integration
- Optimization
- Migration

Marketing Operations Techniques
- Lead Capture and Sourcing
- Lead Enrichment
- Lead Lifecycle
- Lead Scoring
- Lead Assignment
- Segmentation & Personalization
- Marketing Attribution
- Account Based Marketing
- Privacy & Compliance
- Communication Preference Center
- Marketability management

I'm eager to learn about your objectives and how my experience might help you achieve them.

Steps for completing your project

After purchasing the project, send requirements so Edward can start the project.

Delivery time starts when Edward receives requirements from you.

Edward works on your project following the steps below.

Revisions may occur after the delivery date.

Discovery

An examination of client's marketing automation platform and existing automations. Up to 2 client working sessions to validate and document requirements

Build

Development of architecture, field creation, setup of monitoring reports and up to 1 client working session to validate initial configuration

Review the work, release payment, and leave feedback to Edward.