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Turning Marketing from Ad Hoc to Always On

A small- to mid-sized business (SMB) software managed services provider (MSP) had lived by the ad hoc seat of their pants. Now with the space to focus on growth, they had no idea where to start.

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The Challenge

As a SMB MSP, even as budget was now available for marketing, there was no clear path forward. Lack of discipline around marketing had created an environment where requests were fielded on a case by case basis, calendars didn’t exist, and no one knew whether anything had an impact.

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The Solution

The first step was to review existing data and understand what -- if any -- marketing successes were being tracked. Having invested in an expensive CRM, it was time to also evaluate corresponding marketing automation platforms (MAP) to find one that would serve today’s needs and scale with future growth. As data points were tracked and then housed in the MAP, concurrently a marketing plan was created, drawing on identified channels of influence. As the marketing calendar was laid out and new channels explored, marketing worked directly with sales to develop and enforce discipline around entering data into the CRM so return could be tracked.

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Learn More

Check out this related PDF for key stats and takeaways from this case study.

Get in Touch

Email christen@cgm-marketing.com to discuss how I can help you with your marketing.

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