Marketing Automation Strategy Training

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3. Development of Marketing Automation Hypotheses & Options

Following the marketing process analysis, we will use the gathered information to formulate hypotheses and options for implementing marketing automation in your company concerning the selected topic. During this phase, detailed processes will not be developed yet. Instead, we will focus on outlining the underlying use cases. These will be discussed with you in the next step.

4. Presentation of Marketing Automation Hypotheses & Options

After formulating the marketing automation hypotheses and options, we will present them to you in a meeting lasting up to two hours. During this session, we will walk you through the details, explaining the advantages and disadvantages of each option. This will provide you with a valid basis for making informed decisions regarding the options you wish to pursue.

5. Workshop: Collaborative Development of Initial Marketing Automation Processes

In a workshop lasting up to four hours, we will work together to break down the initial processes. We will ensure that we convey the essential skills you need for further elaborating on the processes to be created.

At the end of the workshop, we will share the yet-to-be-defined processes for the two remaining review sessions with you. Building on the knowledge acquired in this session, you will then attempt to develop these processes on your own. 

6. Development of Marketing Automation Processes (Package 01)

During this phase, you will focus on developing the specific processes that have been selected for this particular work package.

7. Marketing Automation Review Session 01

In this meeting, which may last up to four hours, we will go through the processes you have created and compare them with the desired target state. If you encountered any obstacles during the development, we will be happy to address your questions in this session.

We will also collaboratively revise any errors in the elaboration directly during the meeting, thereby helping you refine the subsequent processes more accurately.

8. Revision/Development of Marketing Automation Processes (Package 02)

In this phase, you will revise parts of the processes already developed based on the feedback from our previous review session. Additionally, you will create the processes defined for work package two during this stage.

9. Marketing Automation Review Session 02

The content of this meeting aligns with that of Review Session 01. The reason for having another review session is to take one more look at your results together and provide input on the implementation of the processes.

It is essential that you have completed all the processes by this point, so we can go through them during the meeting. At the end of this session - unless you require further review sessions - you will have the strategy and all necessary content in front of you, enabling you to implement them directly afterward.

Optional: Additional Review Sessions

In some cases, further review sessions may be necessary, especially if the number of processes is extensive due to complex marketing workflows. If both parties find it beneficial during the Marketing Automation Strategy Training, additional review sessions can be booked at the prevailing consulting hourly rate.

10. Post-Project Review (6 months later)

Even the best Marketing Automation Strategy is, at the time of its creation, a hypothesis - an educated guess, so to speak. Therefore, we will schedule a meeting in six months to review the results together and identify any further optimization opportunities.

Additional Information

The Marketing Automation Strategy Training has the following limitations:

• Meetings: The training is limited to the number of meetings mentioned above, which will be carried out via MS Teams/Zoom. If you prefer in-person meetings, please note that additional travel expenses will apply for locations outside Vienna.
• Duration: The training is typically completed within three months. However, it may take longer due to your day-to-day business demands. Therefore, we extend the maximum duration of the training to 6 months.
• Questions & Support: We are available for questions outside our scheduled meetings. Please send your inquiries to service@brandreach.at. We will provide written responses with links to solution descriptions and instructions. Please be aware that the time spent on support will be billed at the applicable hourly rate at the end of each month.