Planning & Strategy


We start with a needs and process assessment for our clients to set-up new technology or configure existing technology to meet their sales and marketing needs.

  • Interview sales and marketing teams to understand their process and technology needs.
  • Review current processes and map user needs against available or new supporting technology benefits and features.
  • Create integrated marketing plans across email, social media, search, and other channels with focus on delivery utilizing automation.
  • Provide ongoing support or training to ensure adoption and sustainability of programs.

If your organization is ready to better utilize their sales and marketing tools, or looking for help selecting the right tools, contact us today.


© 2020 Bottom Line Strategy Group