Consulting Services

Veteran industry experts with a passion for your success!

Consulting Packages

Our consultative approach begins with expert discovery. You cannot solve a problem you don’t understand, so our experts begin with understanding the what, how, and why of every objective or problem. With these components clearly defined, we work collaboratively with you to define and document optimal processes and paths to success.

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.

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.

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 optmizing your Act-On usage.

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.

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.

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.

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.

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.

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

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

Ready to get started?

Contact us to start evaluating your marketing automation plan.

Testimonials

Here’s what some of our customers have to say

Chad K.

Digital marketing manager

the automated Certificate program that the Tactical MA team and I worked on earlier this year wrapped up a few weeks ago and generated over $10 million in deposits.

Renee F.

Manager, Professional Services

Phil has the ultimate “can do” attitude while taking on all tasks with a positive energy and a smile. His upbeat personality and engaging personal style enables him to interact effectively with customers and peers....

Kyle G.

Senior Manager, Enablement and Onboarding

Phil is very passionate about his work, and you can tell he takes great pride and care in it. He wants people to succeed, and that’s always his bottomline. He is always willing to go...

Traci S.

Treasurer & Webmaster

I look forward to the next opportunity to work with Philip and his expertise. I have zero hesitation recommending him if his skill set matches your project needs. You will not regret it.

Laurie H.

Digital Marketing Director

Phil Bosley & Tactical MA are the reason why we have stayed with Act On. Their expertise and support have brought our marketing automation strategy to a level of sophistication that directly translates to our...

Kelley P.

VP Member Experience

The combination of best practice support and technical build-out provided by Tactical Marketing has been very valuable. Without this support, and the development we have done with Tactical Marketing, it would have been easy to...

Why us?

Our digital marketing experts help you select the right marketing platforms for your company and streamline your marketing process for success.

Vision
Strategy
Execution
Excellence
Team

Platforms we support

We make all of your independent platforms work efficiently and efficiently together.

HubSpot agency in Sacramento