Initial Review and Analysis
- Structure, technology and assets evaluation
- Evaluation of recruitment, training & onboarding process, if any
- Developing process for lead engagement, sales, marketing & channel enablement
- Business audit and gap analysis
- Overall marketing & sales analysis
Asset Management
- Importing new assets
- Tagging assets (Filters, Expiration, Descriptions, Titles)
- Asset personalization setup (User and Company)
- Mapping assets to sales and marketing processes
- Assigning correct permissions to assets
- Ongoing evaluation and cleansing of current assets in the platform
- Sales and marketing playbooks & data room setup with correct assets
Communications and Marketing
- Email templates setup with the HTML you provide
(Our team will even recode if necessary to make emails compatible with the Mindmatrix Platform upon request.) - Drip templates setup
- Social assets setup
- Landing pages setup for lead generation, webinars, and promotions
- Prospect, customer, and lead list management
Ongoing Product Configuration and Fine Tuning
- New user and partner administration
- Scoring model fine tuning
- Lead routing management
- Interpretation of reporting and best practice recommendations
Partner and User Training
- Monthly webinars and personalized training sessions
