You will get an in-depth audit of your marketing automation or CRM system

Daniel B.
Daniel B. Daniel B.
4.9
Top Rated Plus

Let a pro handle the details

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

You will get an in-depth audit of your marketing automation or CRM system

Daniel B.
Daniel B. Daniel B.
4.9
Top Rated Plus

Select service tier

Automation Strategy Call

Discuss your goals and strategies needed for your business.

  • Delivery Time 1 day

1 day delivery — Jun 17, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Daniel gets paid once you are satisfied with the work.

Let a pro handle the details

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

Project details

We offer a comprehensive strategy session, health check, or full audit report. We focus on your current Salesforce, Pardot, Marketo, Eloqua, and HubSpot systems. The Healthcheck includes marketing strategies and technical aspects of the system with current status, observations, and recommendations. Or upgrade and get the full report with an analysis of your organization, interviews with your sales and marketing teams, technology adoption, and future marketing automation strategies specific to your business and niche.
Marketing Strategy Expertise
Marketing Automation, Consultation
What's included
Service Tiers Starter
$299
Standard
$2,500
Advanced
$7,200
Delivery Time 1 day 7 days 21 days
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.
Additional Revision
+$500
4.9
63 reviews
89% Complete
11% Complete
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
Rating breakdown
Availability
4.9
Deadlines
4.9
Skills
4.8
Cooperation
4.9
Quality
4.8
Communication
4.9

CR

Colin R.
5.00
May 28, 2024
Email Marketing Coordinator

AR

Aurelio R.
5.00
Feb 20, 2024
Account Engagement (Pardot) Automation Specialist Daniel is an expert on Pardot, and Marketing strategies around it. We had a structured analysis of our current setup and health that was precise and gave us a clear picture of what had to be done to accomplish our goals. Aside from that, Daniel brought a lot to the table being a Marketing specialist so we could translate best practices from the Market inside our system with processes and automation.

JD

Jean-S D.
5.00
Feb 8, 2024
60 minute consultation

MM

Michael M.
5.00
Feb 3, 2024
Marketing Automation Specialist

SC

Sun C.
5.00
Jan 20, 2024
Marketo Consultation sessions ( 2 sessions) Daniel provided four training sessions on Marketo. He's extremely knoweldgeable and helpful in Marketo admin and automation capabilities. I now have a better understanding of Marketo because of Daniel's help.
Daniel B.

About Daniel

Daniel B.
Marketing Automation Expert: Pardot, Marketo, Hubspot, Marketing Cloud
100% Job Success
4.9  (63 reviews)
St. Petersburg, United States - 2:01 pm local time
Looking for a marketing automation expert? I am top rated plus and highly ranked with over 16 years of experience in email marketing and completed over 300+ implementations in Pardot, Hubspot, Marketing Cloud, Marketo, Klavyio, Salesforce and more. Including a degree in Marketing, I have advanced skills to help you with full software implementations, one-time campaigns, email strategies, nurture campaigns, closed-loop reporting, lead scoring and grading, landing pages and forms, web development and design, analytics and more.

I specialize in and am certified in Pardot, Hubspot, Marketo, Facebook Ads, Google Ads. Plus highly experienced with Marketing Cloud, Sales Cloud, Service Cloud, Eloqua, Sharpspring, Act-On, Sitecore, Adobe Marketing Cloud, Klaviyo, Oracle Marketing Cloud.

Services offered:

- Full implementations of any system with Salesforce integrations or Salesforce setup
- Marketing automation strategies and ongoing campaign management
- Email strategies including drip/nurture campaigns
- Forms and form designs
- Website tracking and website integration with marketing automation tools
- Landing pages and designs
- Segmentation and personas with inbound marketing and content strategy
- Automation and process mapping
- Analytics and Salesforce campaign reporting
- Scoring and grading of contacts
- Dynamic content and personalization of customer experiences
- SEO reporting and optimization
- Facebook and Google Advertising
- Social Media management and advertising
- Full system audits and analysis
- Campaign tracking and attribution
- Training and documentation

Steps for completing your project

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

Delivery time starts when Daniel receives requirements from you.

Daniel works on your project following the steps below.

Revisions may occur after the delivery date.

Meet to review audit with your questions.

Presentation of the audit or report for you to ask any questions.

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