Who is this workshop for?
- SMEs and scale-ups that have invested in Martech (CRM, Automation, CDP) but are not using it effectively
- Marketing, Sales, and Operations teams that are not aligned in system usage and execution
- Leadership teams looking to increase adoption and reduce dependency on individuals
- Organizations aiming to move toward data-driven decision making
Problem 1: Underutilized Martech
- Only 10-20% of CRM / Automation / CDP features are actually used
- Lack of practical use cases limits system adoption
- Significant investment without clear, measurable ROI
Problem 2: Lack of Alignment
- Marketing, Sales, and Ops use systems differently
- Data is fragmented, no single source of truth
- Decisions rely on intuition rather than data
Workshop Process
- Understand current martech systems, workflows, and real team pain points before the workshop
- No off-the-shelf slides , workshop content is tailored to your industry, business size, and existing systems
- Short theory + internal case discussions + practice on real systems
- Open discussion on real operational challenges, with direct answers from experts
- Documents, checklists, and frameworks for immediate use after the workshop, no need to wait for further consulting
01.
Assessment & Diagnosis
- Understand current martech systems, workflows, and real team pain points before the workshop
02.
Customized Content
03.
Hands-on Workshop (1–2 days)
04.
Q&A & Case-based Consulting
05.
Materials & Framework Handover
What will your team get after the workshop?
Workshop Materials & Training Slides
Customized to your business context, industry, and current martech systems
Cross-functional Collaboration Framework
Clear model for Marketing – Sales – Ops with defined roles and processes
Martech Operations Checklist
Ready-to-use checklist for data, funnel, and automatio, apply immediately without additional consulting
Assessment & Recommendations Report
Evaluation of your current martech usage with clear, actionable improvement suggestions
Flexible Format: Online or offline, pricing depends on team size and level of customization
Practical Content: No pre-made slides, based on your business context; includes short theory, internal cases, Q&A, and hands-on practice
Register for Consultation & Get a Workshop Quote