Consulting with Expert Tacticians to Strategize and Automate Your Path to Success

What We Do

Tactical Marketing Plan

Tactical Marketing will develop a Tactical Marketing Plan for one marketing "initiative". This will include up two 2 hours of in-depth discovery and objective definition, 5 consulting sessions to mind map all relevant components, solution engineering and process development for the relevant components, process documentation, proposed metric tracking, and an organized Gantt timeline with prescriptive execution action items. At the end of this process, your company will have a clearly defined path from concept to deployment.

Marketing Automation Programs

Tactical Marketing will work with you to define and document your target buyer using our proprietery framework, define key paths in your buyer journey, and assist in developing automation frameworks for integrating inbound and outbound marketing strategies to create a unified and wholistic buyer experience. This will include defining funnel stages, stage progression and qualification criteria, custom lead scoring, and automation schematics to be developed by your development and implementation resources.

Act-On Software Audit

Tactical MA has a specialization in Act-On Software. We will work with you to understand your use cast of Act-On Marketing Automation and conduct a 42 point audit of Act-On's feature usage relevant to your goals. Based on this audit, we will generate an Summary Tactical Marketing Plan specific to optimizing your Act-On usage.

Email Delivery Audit

Tactical Marketing will conduct a complete audit on your email deliverability configuration. This will include third party Spam testing, block list analyiss, a review of your email delivery metrics, and an audit of your DNS and email messaging headers to ensure DKIM, SPF, and DMARC authentication. We will deliver a Deliverability Assessment Report that includes reccomended action items.

Sales Process Development

Tactical Marketing will collaborate with key stake holders to define sales lead flow and follow up stages. These will be clearly articulated and defined as fields, dropdowns, or other workflow management actions in CRM to accurately track and measure a Leads progress through your sales development and opportunity process.

Marketing Process Development

Tactical Marketing will collaborate with key stake holders to define marketing lead flow and qualification stages. These will be clearly articulated and defined as fields, dropdowns, or other workflow management actions in your marketing and CRM applicattions to accurately track and measure a Leads progress through your marketing development, qualification, and sales handoff process.

Marketing Program Assessment

Tactical Marketing will work with you to understand your customer demographic and behavioral personas, and organize your list architecture and segmentation to reflect
these strategic initiatives. Additionally, our team will evaluate your current demand generation and marketing automation process and evaluate potential gaps that need to be addressed by your team. These areas of focus will be documented and summarized recommendations will be provided so your team can develop and implement appropriate solutions.

Persona Development

Tactical Marketing will work with you to define and document your target buyer and their relevant buying journey using our propietery framework. We will deliver documented personas that includes demographic and psychographic profiles that directly correlate to key marketing messages ideal for your buyer.

As-Needed Consulting (Executive)

Tactical MA will facilitate guided consulting sessions led by its CEO to assist with needs definition, solution architecture, and process definition.

As Needed Consulting (Specialist)

Tactical MA will facilitate guided consulting sessions led by an assigned Specialist to assist with needs definition, solution architecture, and process definition.

Experience matters!

Tactical Marketing Automation assists hundreds of businesses to help solve their greatest problems and exceed their sales and marketing goals. We focus on automating and optimizing marketing contributions throughout the customer lifecycle. With our documented methodology, Tactical MA equips digital marketing teams to optimize link tracking, page conversions, qualified lead generation, and metric reporting. By implementing effective sales operations, we help you maximize process visibility, pipeline management, and revenue forecasting.

HubSpot agency in Sacramento