Step 1: Business Requirements Discovery


We begin by working with you to fully understand your business goals and challenges, as well as your strategies for growth. We then examine your existing marketing technology stack, associated workflows, integrations, and usability for each type of user.

Current State Process Design

We’ll map this preliminary assessment against current and planned sales and marketing efforts and revenue targets to reveal key functionality and scalability concerns, and to determine new workflows that may need to be considered.
We will then broker drive consensus around a shared set of business requirements across sales, marketing, IT and your executive team.

Step 2: Technology Stack Assessment

Does Your Current Technology Stack Up?

After mapping the business context behind your existing workflows and technology platform decisions, we perform a high-level ROI analysis on your current sales and marketing platforms based on costs, efficiency, and impact on each team as well as your overarching business objectives.

Areas of Focus:

  • Where platforms converge or provide redundant capabilities
  • Integration points and areas of data disconnects
  • Mission-critical systems and targets for replacement
  • Direct and indirect costs associated with each platform
  • Roadblocks and opportunities for improvement

Step 3: Gap Analysis

In Depth Technical & Functional Inventory

In order to determine the ideal MarTech stack for your company, we perform a complete accounting and viability assessment on your overarching business goals relative to the market, forecasted sales, competitive landscape, and internal resources and capabilities.

Appending Inventory with Business Context

We map your goals, people, processes and workflows with the current and future role of each technology platform, and document internal IT requirements and support policies to ensure alignment.

Step 4: Your New Martech Stack Blueprint

New MarTech Roadmap

We now recommend the appropriate technology platforms and vendors that meet your requirements at each stage in a fully integrated marketing, sales, and customer experience journey. We share our recommendations and the key features and attributes that led us to our decision.

Areas of Focus:

  • Ease of use
  • Integration capabilities
  • Implementation timeframe
  • Recurring costs

Step 5: Alignment and Next Steps

Implementation Support

We help you gain alignment and agreement across all internal stakeholder teams and make recommendations for how to proceed depending upon your unique requirements and objectives. This could include managing the implementation and integration process with third-party vendors or developing an integrated reporting solution for all your key stakeholders.

Ready to begin?