Critical Start + LeadMD

Marketing Performance, Realized.

Introduction

Who are we?

Why LeadMD?

ADOBE’S TRUSTED PARTNER & CUSTOMER

Adobe

Award winner

More Marketo and Bizible

implementations than

anyone in the world

10x

Partner since

2009

OUR EXPERIENCED LINEUP

Marketo Certified

Consultants

Experienced Tech &

Revenue OPS Advisors

BEST IN BREED PARTNER NETWORK

LeadMD is the revenue performance consultancy that

leverages our experience with over 3,500

implementations to make your vision actionable and

your outcomes measurable.

How? By breaking down the typical siloes of

technology and strategy, LeadMD collaborates

with clients to make their vision of excellence,

operational.

WHY

PERFORMANCE

MARKETING?

PERFORMANCE

MARKETING

Catalyze

Transform

Enable

Augment

Transformative engagements are designed to translate change into motion.

Through the latticework of planning, process, messaging and budgeting we

design the technology and data infrastructure to execute those elements

informed and driven by the lighthouse strategies of your organization with the

critical operational dexterity to predict tactical requirements.

Catalytic engagements are designed to drive significant change in your go-to-

market approach. By beginning with core understandings through market research,

account segmentation, ICP development and buyer research we develop highly

informed GTM strategies purpose built with the necessary operational perspective

required to transform.

Enablement engagements are designed to achieve the mission

critical KPIs of your organization by integrating strategy and

planning with best-in-class tactical execution. By creating an

operational center of excellence purpose built to drive outcomes

that meet the objectives of your organization.

INFORMED

DELIVERY

STRATEGY

TECH & DATA

TACTICS

TALENT

PLANNING

PROGRAMS

The Performance Marketing Framework

STRATEGY

TECHNOLOGY & DATA

Objectives & KPIs

Go-to-Market Strategy

OBJECTIVES

OUTCOMES

PROCESS & PLANNING

Brand Strategy

Journey Mapping & Experience

Design

Audience Research &

Segmentation

Product Strategy

Market Research & Landscape

Customer Lifecycle Revenue Process

Compliance &

Governance

Strategy & Design

Tech Stack Strategy

Messaging & Positioning

Content & Assets

Demand Generation

Compliance

Partner Enablement

Customer Engagement

Sales Enablement

Marketing Performance

Management

Analytics & Insights

Architecture

Implement & Integrate

Budget Management

Campaign Planning

Data Orchestration

Audience Acquisition

Offer & Pricing

Reporting and Dashboards

Predictive Analytics

PEOPLE

Needs & Gap Analysis

Roles & Responsibility

Organizational Design

Recruiting & Hiring

Performance Management

Onboarding, Training &

Enablement

Workflow Design

Deliverability

Insights Generation

Prescriptive Analytics

Analytics Ecosystem

Marketo COPILOT : The Recipe for Performance

Technical Setup & Configuration

10 Hours Strategic Consulting

Customized Email & Landing Page Templates

Best-in-Class Program & Campaign Templates

Project & Change Management

LeadMD Best Practice Analytics & Reports

Fully Integrated Tech Stack fueled by industry

leading best practices

The campaigns, design assets, processes &

optics you need to engage your ideal customer

A fully enabled and trained team equipped to

ensure long term success

6 Bricks: Fast Pass to MCE Certification

Marketo CoPilot Marketo CoPilot

Deliverables

Expert Consulting Hours

Technical Setup & Configuration

Custom User Roles & Permissions Setup

LeadMD Best Practice Marketo Instance Organization

LeadMD Best Practice Channels & Tags

Native CRM Integration Setup & Best Practices (If Applicable)

Access to Weekly Office Hours

LeadMD Lead & Account Database Best Practices

Fully Seeded Instance with LeadMD’s Best Practices & Programs

1 Email Send Program (Email/Newsletter)

1 Landing Page & Forms Program (Gated Content/Web Form)

1 Intelligent Cross-Channel Nurture Program (Nurture or Drip)

1 Webinar Marketing Program (Webinar)

Email & Landing Page Template Builds:

LeadMD Creative Assets(mega-email & guided landing page)

Program & Report Templates

Program Performance Reports

People Performance Reports

Standard Marketo Report Customization

Documentation: Comprehensive System Guide & Growth Roadmap

Project Management

6Bricks: Fast Pass to MCE Certification

12 In-Depth Online Courses to prepare you for MCE (3 Seats)

Add-ons

Custom Lead Scoring Build

Add On

LeadMD

Best Practices Marketo Sales Insights Add On

Advanced Journey Automation Build

Add On

LeadMD

Account Based Marketing Implementation Add On

LeadMD Best Practice Retargeting

Add On

LeadMD Best Web Personalization

Add On

Free-Style Hours IE expert consulting hours:

Choose what we talk about and when. No

scripts, no rules.

Our consultants know more than just Marketo

and provide best practices for marketers and

the entire TechStack for marketing and sales

The same team that delivers your

implementation can also support you

operationally in staff augmentation allowing for

little loss in continuity.

Help enable/onboard staff you hire in the future

Success Roadmap: 60 days

Consulting Training Requirements

Integrations

1 week 2 weeks

2 weeks

Technical Configuration

Intake Document

LAUNCH!

Kickoff Call

Implementation

Complete

Next Steps

CRM Integration

Consulting Sessions

1 week

Program /Template Build

Technical Requirements

CoPilot Plus Implementation Framework

Account Creation & Installation 15 Hours Strategic Consulting

Custom Tracking & JavaScript TouchPoints

Reporting & Dashboards

Project & Change Management +

Documentation

Training & Enablement

Fully Integrated Tech Stack

fueled by industry leading

best practices

Custom attribution model

for advanced reporting

A fully enabled and trained

team equipped to ensure

long term success

CoPilot Bizible

Bizible CoPilot Plus

Deliverables

Technical Setup & Configuration

Bizible

Discover Dashboard Installation

3 Integrations

Custom Attribution Channels

Google Analytics UTM parameter tag support

Offline Event Tracking

Referral Domain Tracking

Content, Web, landing page and form tracking

Geolocation, browser, device tracking

Multiple domain and cross domain tracking

A/B test attribution reporting

Cost Reporting

Limitless CRM reporting

Bizible

App Reporting

Project Management

Project Documentation

ABM Dashboards

Custom Predictive Attribution

Custom Funnel Stage Mapping

Custom Segmentation

Our consultants know more than just

Bizible and provide best practices for

marketers and the entire TechStack for

marketing and sales

The same team that delivers your

implementation can also support you

operationally in staff augmentation

allowing for little loss in continuity.

MILESTONE

Kickoff and BlueprintTimeline: Week 1 - 3

INITIATIVES:

Kickoff

Blueprint

OUTCOMES:

The first phase is focused on reviewing the implementation phases and timelines. After those are solidified

we will begin the Blueprint phase and identify who from your team will be involved in the project. In the

Blueprint phase we will lay the foundation for the Bizible implementation.

DELIVERABLES:

• Confirm implementation plan

• Define roles and resources

• Provide Access to implementation plan

• Install Bizible CRM package

• Configure CRM

• Configure and connect integrations

• Bizible Account creation

• Bizible JS deployment

MILESTONE

Building Blocks and Attribution Framework: Timeline: Week 2 - 6

INITIATIVES:

Building Blocks

OUTCOMES:

During Building Blocks we will investigate your Marketing Channel structure for your online and offline

strategies. We will define rules in Bizible to group data accordingly and create touchpoints for relative offline

efforts. We w ill also create logic to incorporate touchpoints for activity based efforts. From there, we will

determine how costs are populated in Bizible. Once we enter the Attribution framework phase we will being

with a review of Taxonomy. Once we understand the data structure we will start reviewing data in our reports

from your CRM and define the funnel stages which will allow to us define your Custom Model with your own

weighted milestones.

DELIVERABLES:

• Marketing Channel Discovery

• Online and Offline Channel Mapping

• Offline Touchpoint creation

• Cost population

• Activity Touchpoint

Attribution Framework

• Taxonomy review

• 101 Reporting

• Funnel Stage ordering

• Custom Model stages and weighting

• Weighting

MILESTONE

Discover and Handoff: Timeline: Week 6-8

INITIATIVES:

Discover

Handoff

OUTCOMES:

In Discover we will begin to explore the data in Bizible. We will review the different segments you'd like to

include for categorizing your Data in Discover. The segments will be defined based on your CRM fields.

From here, we will have entered the final stretch and will provide your team with all of the documentation

recorded throughout the engagement.

DELIVERABLES:

• Segment definitions

• Discover Boards review

• Customer Acceptance and Recap

• Maintenance documentation

Thank you!