The 3-Tier
Marketing Automation Program

The main goal is to put participants in a position where they can start to scale by focusing on building infrastructure (stack, dashboards, copy, training…), putting processes into place, and training the teams to operate these before we’re done:

  • Tier 1


    The marketing tier of this program is ideal for those founders who want to create a new channel/funnel/system for user acquisition and increase ROI from their current channels. We work with you to develop the strategy, then put in place the framework, tools, and data necessary to execute.

    • User acquisition strategy
    • Audience discovery
    • Journey mapping
    • Data enrichment
    • Copywriting
    • ABM testing
    • Training

    We work with you to develop the strategy, then put in place the framework, tools, and data necessary to execute.


    What’s Included:

    • Three 1-hour strategy calls
    • A strategy to launch a new acquisition channel.
    • A complete picture of customer personas and Ideal Customer Profiles (buyer personas are the individuals and ICP are the organizations – so ‘who in what companies’.
    • SPF records verification and correction.
    • 500 enriched prospect contacts for our tests.
    • List of workflows needed at each stage (are we also implementing these? No problem if we are, just need to factor in the time).
    • Retargeting strategy and diagram / flow.
    • CRM retargeting setup.
    • Multichannel outreach strategy and diagram / flow.
    • 3 hours of copywriting for pages and messages. 

  • Tier 2


    The sales tier of this program is suitable for founders who are looking to design and/or optimize their sales processes and outbound campaigns. We will work with you to map out your buyers’ journey and pipeline stages with the aim of increasing sales and the reduce the time it takes to close opportunities.

    • Sales and Marketing alignment
    • CRM structure and integrations
    • Website chatbots
    • Cloud-based phone integration
    • Sales enablement playbooks

    We will help you understand how to effectively utilize sales enablement tools throughout the entire sales cycle.


    What’s Included

    • Three 1-hour strategy calls
    • Our final recommended sales/marketing stack.
    • A detailed user journey map/flow and how these affect your pipeline stages.
    • List of workflows / triggered tasks needed at each stage.
    • Formalization and setup of custom fields/pipelines/statuses/tag structure in CRM
    • 2 hours of web/app chat strategy and coaching sessions.
    • Cleansing for 5000 contacts pre-CRM-upload.
    • Mapping for all native integrations
    • Recommendations for how to connect non-native data flows and triggers.
    • Training
      • Video walkthroughs of CRM dashboards and key features
      • Links to software training/help guides for some of the high-level items.

  • Tier 3


    The partnerships tier is reserved for founders that already have a clear understanding of their sales process and cycle. However, they are looking for a way to scale their revenue generation.

    • Partnership strategy
    • Identification of partners and enrichment
    • Channels selection
    • Outreach campaign

    We will work with you to identify the correct partnership strategy to pursue and set up the required tools to enable revenue growth through partner channels.


    What’s Included

    • Three 1-hour strategy calls.
    • Channels and outreach strategy based on the partner type (affiliate, distribution, affinity etc)
    • 500 enriched contacts for our tests.
    • Copywriting for outreach messaging. (may need help with building out sales assets for these partnerships).
    • Outreach setup and tests to hone messaging.


Specialized Guidance

We have built dozens of systems and created hundreds of campaigns across almost every channel. Our core team is deep, but we work with specialists in every tool, medium and vertical to ensure your program receives specialized attention.

Project Management & Communication

We work within your PM tools and dashboards and provide each of our partners with a clear view of progress through a custom client portal. And, we will update you constantly in any medium (Slack, email, Skype…).

Detailed Visual Diagrams To Keep

Each flow and diagram we create around user journeys, data flow, retargeting etc… is yours to keep in a high-resolution format so you can refer to it and build on it at will.

Automating As Much As Possible

We will help you automate as many tasks/processes as possible so you can give your team more bandwidth to focus on the product and current customers.

24-Hour Availability

Your program managers exist in timezones 8 hours apart so we guarantee availability/support/monitoring 24 hours a day via Slack, Skype, Email etc… So you and your team can rest easy.

Right To Cancel

If you are unhappy with the working relationship after the first 14-days, you may cancel without further obligation and we will refund you any unused hours.

  • Alex has a deep understanding of the MarTech SaaS landscape, GDPR, and iPaaS solutions. He has been pivotal in defining our strategy for the US market. Alex provided key introductions, and I love his direct and result-driven approach!
    CEO of Blendr
  • “Mark and Yellow O are our go-to Marketing Automation experts.”
    CMO at Beam Wallet

We are vendor agnostic and only suggest software providers that are right for your exact requirements.

marketing stack guidance

That’s our pitch. We hope you’re interested!

Now let’s find a time to discuss how Mark and Alex can take your org to the next level.

Due to the amount of focus this program requires, we are only able to work with 3 organizations a Quarter in 2019 to ensure each participant gets the attention we promise.