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It’s Time to Do More With Your Intent Data
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Operational Consulting and Sales Enablement
Our operational consulting services are developed with a deep understanding of the challenges that face today’s B2B marketing and sales leadership. Inverta can help you unlock your team’s full potential.
Buyer’s Journey Services
Your operational marketing campaign is more than just a set of tactics.
Our multichannel campaign design service takes an audience-centric approach to multichannel, ensuring that the holistic impact is more than just a sum of its parts.
How we do this:
- Identify audience and segmentation strategy
- Determine channel feasibility
- Create program strategy, design, messaging
- Align content and offers
- Develop detailed orchestration and reporting schematics
- Activate with full or partial agency services
Sample messaging framework
Sample content manifest
A systemic nurture framework is a foundation of demand creation.
Our marketing automation agency works with you to create an ecosystem of multi-channel, always-on programs that engage, qualify, and convert marketing leads.
How we do this:
- Review your marketing lead management process and identify areas where systemic programs need to be implemented or improved
- Review all acquisition channels and data capture strategy
- Identify audience and segmentation strategy
- Align programs to lead management framework with complementary entry and exit criteria
- Develop a tactic mix that transcends email-only
- Align each program’s messaging, content and offers do the buying process
- Design and activate programs as desired
Nurture gap analysis
Customer Experience is a coordinated, cross-functional initiative that ensures your customer has success with your product, expands their investment, and advocates for your company.
We assess your customer journey through the lens of 9 functional elements that contribute to a high-powered customer experience program.
How we do this:
- Journey Mapping and Onboarding
- Customer Health Assessment
- Data hygiene, process, and technology
- Segmentation
- Renewal Processes
- Expansion Processes
- Win-Back Strategy
Other Buyer’s Journey Consulting Services Offered:
Digital experiences, Buyer persona development, Messaging
Customer Lifecycle Framework
Process and Infrastructure Services
Campaign planning process development provides a framework for you to align campaigns to revenue goals, assign roles and responsibilities, and create better synchrony within the marketing function.
How we do this:
- Virtual or in-person workshop
- Establish cross-functional roles and responsibilities (RACI) with defined planning and meeting cadence
- Working sessions with templates for campaign strategy development
- Demand planning and program requirements
- Develop execution workflow
- Reporting requirements
- Coaching, training, and support
- Best practices and standardized templates
Campaign planning workflow
Program development workflow
Scoring and funnel definition is a foundation for campaign planning and predictable revenue.
Our service works with you to define the stages of your lead management process, and to create a relevant scoring model that will help prioritize demand early in the funnel.
How we do this:
- Cross-functional workshopping
- Incorporate explicit, implicit and third party data sources to model lead and account desirability
- Document the funnel stages and definitions, keys to conversion and service-level agreements that govern the lead management process
- Pressure-test scenarios
- Coach, train and implement
Lead management ecosystem
Sample funnel taxonomy
Scenario planning
Data, Tools, and Tech
Strategy and technology can be a “chicken and egg” scenario.
What comes first? Our martech consulting team works with you to create a tech roadmap that aligns with your vision, goals and team skills. We assess your current stack, identify gaps and make recommendations to ensure you’re maximizing investments in technology and tools.
