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Executive Board Meeting Prep

Bring confidence and accuracy to your data and reporting for quarterly board meetings and beyond.

Get Started with Board Meeting Prep Today!

"If it's not in Salesforce, it doesn't exist."

Wow your board members, 

fund future marketing initiatives.

Board meetings can be daunting, even for the most seasoned marketing professional. 


To understand and report on the ROI of marketing, you need to dive deep into your marketing automation, CRM and marketing campaign platforms to compare marketing spend to lead lifecycle and determine the most successful marketing campaigns. With Board Meeting Prep, we analyze and find the gaps in your attribution Attribution Diagnostics + Implementation will fix those gaps.


Gear up for your board meeting with: 

  • 1:1 work session with to determine the current quarter’s channels and campaigns
  • Analysis of past quarters leads to identify gaps in source attribution
  • Analyzing marketing spend
  • Analysis of leads in sales funnel
  • Calculation of ROI of marketing channels, determine successes and losses
  • Board meeting slide prep

Get Started with Board Meeting Prep Today!

What would it feel like to go to your next board meeting feeling confident in your data? Don't wait until a few days before your next investor or board meeting — remedy the weaknesses in your data now.

Get the board meeting prep help you need

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