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Tactics

Last edited 66 days ago by Jason Diller
Tactics
Phase
Week
Day
Action Item
Purpose/Outcome
Advanced Reasoning
Category
Start date
Duration
End date and time
1
Phase 1: Foundation & Strategic Intelligence
1
1
Conduct Client Immersion Workshop & Competitive War Game
Deep dive into client's business, conduct SWOT analysis, and simulate competitive responses to planned initiatives.
Immersive understanding of the client's landscape and proactive scenario planning for competitive advantage.
Strategic Planning
2
Phase 1: Foundation & Strategic Intelligence
1
2
Implement Customer Data Platform (CDP) & Data Enrichment
Integrate client's data sources and enrich with third-party data (demographic, firmographic, behavioral) for granular segmentation.
Enriched data enables hyper-personalized campaigns and predictive modeling.
Data & Automation
3
Phase 1: Foundation & Strategic Intelligence
1
3
AI-Powered SEO & Content Audit with Semantic Analysis
Use AI to analyze website content, identify semantic relationships between keywords, and uncover hidden opportunities.
Semantic analysis uncovers nuanced search intent and content gaps for improved organic performance.
SEO
4
Phase 1: Foundation & Strategic Intelligence
1
4
Technical SEO, Schema Markup, & Core Web Vitals Optimization
Address site speed, structure, accessibility, and implement schema for rich results. Optimize for Core Web Vitals.
Holistic technical SEO ensures a solid foundation for organic visibility and user experience.
SEO
5
Phase 1: Foundation & Strategic Intelligence
1
5
Advanced Keyword Research, Clustering, & Competitor Keyword Gap Analysis
Identify high-value keywords, cluster by intent, and analyze competitor keywords to uncover untapped opportunities.
Competitor analysis reveals high-potential keywords and content strategies for market share gain.
SEO
6
Phase 1: Foundation & Strategic Intelligence
1
6
Develop Interactive Lead Magnets with Progressive Profiling
Create engaging lead magnets that gradually gather more data about leads with each interaction.
Progressive profiling builds detailed customer profiles for hyper-personalization.
Lead Generation
7
Phase 1: Foundation & Strategic Intelligence
1
7
AI-Powered Google Ads Audit, Campaign Setup, & Predictive Bidding
Audit existing campaigns, implement AI-driven bidding strategies, and leverage predictive analytics for budget allocation.
Predictive bidding optimizes ad spend for maximum ROI and anticipates future performance.
PPC
8
Phase 1: Foundation & Strategic Intelligence
1
8
Implement Predictive Lead Scoring & Customer Lifetime Value (CLTV) Analysis
Use AI to predict lead conversion likelihood and estimate CLTV for prioritizing sales and marketing efforts.
CLTV analysis guides resource allocation towards high-value customer acquisition and retention.
Data & Automation
9
Phase 1: Foundation & Strategic Intelligence
2
9
Create Pillar Content, Cluster Strategy, & Content Calendar with Editorial Workflow
Develop a content ecosystem with pillar pages and supporting content, mapped to an editorial calendar for consistent output.
Structured content strategy ensures topical authority, consistent engagement, and efficient content production.
Content Marketing
10
Phase 1: Foundation & Strategic Intelligence
2
10
AI-Powered Content Optimization, Tone Analysis, & Plagiarism Detection
Use AI to optimize existing and new content for SEO, readability, tone of voice, and originality.
AI-driven optimization ensures high-quality, engaging, and unique content.
Content Marketing
11
Phase 1: Foundation & Strategic Intelligence
2
11
Gather Customer Testimonials, Video Testimonials, & User-Generated Content
Collect diverse testimonials, including video and user-generated content, to build social proof and authenticity.
User-generated content increases trust and engagement through genuine customer experiences.
Social Proof
12
Phase 1: Foundation & Strategic Intelligence
2
12
Develop Data-Driven Customer Personas & Customer Journey Mapping
Create detailed customer personas and map their journey across all touchpoints to identify optimization opportunities.
Customer journey mapping reveals pain points and opportunities for personalized interventions.
Market Research
13
Phase 1: Foundation & Strategic Intelligence
2
13
Launch Multivariate Testing on Landing Pages & Website Personalization
Test multiple elements simultaneously and personalize website experiences based on user behavior and segmentation.
Data-driven optimization of landing pages and personalized website experiences maximize conversions.
CRO
14
Phase 1: Foundation & Strategic Intelligence
2
14
Integrate AI Chatbot with CRM, Lead Scoring, & Customer Support Systems
Connect the chatbot to various systems for seamless lead qualification, personalized support, and data capture.
Integrated chatbot automates key tasks and provides a unified customer experience.
AI & Automation
15
Phase 2: Growth & Engagement
3
15
Implement Advanced Email Segmentation & Behavior-Triggered Campaigns
Segment email lists based on multiple factors and trigger automated email sequences based on user actions.
Highly targeted email campaigns deliver relevant messages at the right time, maximizing engagement.
Email Marketing
16
Phase 2: Growth & Engagement
3
15
AI-Powered Sales Coaching
Implement AI tools that analyze sales calls, identify areas for improvement, and provide personalized coaching recommendations to sales reps.
This helps sales reps refine their pitch, improve communication skills, and close more deals.
Sales Training
17
Phase 2: Growth & Engagement
3
16
Launch PR Campaign with Personalized Pitches & Media Monitoring
Use AI to generate personalized pitches for media outlets and monitor media coverage for brand mentions and sentiment.
Proactive PR and media monitoring builds brand awareness and manages online reputation.
Public Relations
18
Phase 2: Growth & Engagement
3
17
Build a Branded Online Community (Forum/Slack) & Gamified Loyalty Program
Create an engaging online community and gamified loyalty program to foster customer relationships and brand advocacy.
Gamification increases engagement and motivates customer participation in the community and loyalty program.
Community Engagement
19
Phase 2: Growth & Engagement
3
18
Implement Event Tracking, User Behavior Analysis, & Heatmapping
Track user interactions, analyze behavior patterns, and visualize user engagement with heatmaps for website optimization.
Deep understanding of user behavior informs data-driven website improvements and personalized experiences.
Data & Analytics
20
Phase 2: Growth & Engagement
3
19
Create Content for "Jobs to Be Done" & Optimize for Voice Search
Develop content that addresses customer needs and optimize it for voice search queries to capture emerging channels.
Content aligned with "jobs to be done" and optimized for voice search ensures relevance across platforms.
Content Marketing
21
Phase 2: Growth & Engagement
3
20
AI-Powered Content Generation, Content Repurposing, & Content Curation
Use AI to assist with content creation, repurpose existing content into different formats, and curate relevant content for users.
Efficient content strategy maximizes reach and engagement across various channels and formats.
Content Marketing
22
Phase 2: Growth & Engagement
3
20
AI-Driven Content Generation & Optimization
Leverage AI to generate high-quality content ideas, create content briefs, and optimize content for SEO and engagement.
This helps scale content production while maintaining quality and relevance.
AI
23
Phase 2: Growth & Engagement
4
21
Implement Behavior-Triggered Email Workflows & A/B Test Email Elements
Trigger automated email sequences based on user actions and A/B test email elements (subject lines, content, CTAs) for optimization.
Data-driven optimization of email campaigns ensures maximum open rates, click-through rates, and conversions.
Email Marketing
24
Phase 2: Growth & Engagement
4
22
Produce High-Quality Explainer Videos, Customer Story Videos, & Interactive Videos
Create engaging video content that showcases product benefits, customer success stories, and encourages interaction.
Interactive videos increase engagement and provide opportunities for data capture and personalization.
Content Marketing
25
Phase 2: Growth & Engagement
4
23
Launch Retargeting Campaigns with Personalized Ads & Dynamic Creative Optimization
Use dynamic retargeting to show personalized ads based on user behavior and optimize ad creatives in real-time.
Personalized retargeting and dynamic creative optimization ensure ad relevance and maximize conversions.
PPC
26
Phase 2: Growth & Engagement
4
24
Launch Gamified Referral Program with Tiered Rewards & Social Sharing Integration
Introduce elements of gamification, tiered rewards, and social sharing options to maximize referral program participation.
Gamification and social sharing incentivize referrals and expand the program's reach.
Referral Programs
27
Phase 2: Growth & Engagement
4
25
Martech Automation Workshop
Conduct a workshop to train the client's team on how to leverage automation features within their martech stack.
This empowers the client to build automated workflows and scale their marketing efforts efficiently.
Martech
28
Phase 2: Growth & Engagement
4
25
Implement Voice Search Optimization, Local SEO, & Mobile-First Indexing
Optimize website content and technical elements for voice search, local search, and mobile devices to capture diverse traffic sources.
Multi-channel optimization ensures visibility and accessibility across various search platforms and devices.
SEO
29
Phase 2: Growth & Engagement
4
26
A/B Test AI-Generated Content vs. Human-Generated Content & Analyze Performance
Compare the performance of AI-generated content with human-written content to identify best practices and optimize content strategy.
Data-driven insights guide the effective use of AI in content creation and maximize content performance.
AI & Automation
30
Phase 2: Growth & Engagement
5
27
Launch TikTok & Reels Campaigns with Influencer Collaborations & User-Generated Content Challenges
Partner with influencers and encourage user-generated content through challenges to increase engagement and reach on social platforms.
Influencer marketing and user-generated content campaigns amplify brand awareness and build community.
Social Media & Influencer Marketing
31
Phase 2: Growth & Engagement
5
28
Develop Automated Reporting Dashboards, Custom Analytics, & Predictive Analytics
Create dashboards that visualize key marketing metrics
32
Phase 2: Growth & Engagement
5
29
Analyze Customer Lifetime Value (CLTV), Customer Churn, & Customer Segmentation
Calculate CLTV, predict churn risk, and segment customers based on multiple factors to optimize marketing spend and personalize campaigns.
Data-driven customer insights guide targeted marketing efforts and maximize customer lifetime value.
Data & Analytics
33
Phase 2: Growth & Engagement
5
30
Implement Website Accessibility Audit & Optimization for Inclusivity & SEO
Ensure website accessibility for all users, including those with disabilities, to improve user experience and SEO.
Accessibility enhances usability for everyone and is a crucial factor for inclusivity and search engine ranking.
UX/UI Optimization
34
Phase 2: Growth & Engagement
5
30
Sales Playbook Personalization
Use AI to personalize sales playbooks based on individual rep performance, customer profiles, and deal stage.
This ensures that sales reps have the most relevant information and guidance at their fingertips.
Sales Training
35
Phase 2: Growth & Engagement
6
31
Integrate AI-Powered Customer Support Tools & Sentiment Analysis
Implement tools to automate responses, analyze customer sentiment, and escalate complex issues to human agents.
AI-driven support improves efficiency, personalizes interactions, and identifies potential customer experience issues.
AI & Automation
36
Phase 2: Growth & Engagement
6
32
Develop a Content Repurposing Strategy & Content Atomization
Repurpose existing content into various formats and break it down into smaller, reusable "atoms" for multi-channel distribution.
Content atomization maximizes content reach and impact by adapting it for different platforms and audiences.
Content Marketing
37
Phase 2: Growth & Engagement
6
33
Analyze and Optimize Website Load Speed & Mobile User Experience
Identify and address factors affecting website performance, with a focus on mobile optimization for a seamless user experience.
Fast loading speed and mobile optimization are crucial for user retention, conversions, and search rankings.
SEO & UX/UI
38
Phase 2: Growth & Engagement
6
34
Launch A/B Testing for Email Subject Lines, Preheaders, & Email Send Time Optimization
Test different email elements and send times to optimize open rates and engagement based on individual subscriber behavior.
Data-driven email optimization ensures messages reach the inbox at the optimal time and with the most compelling subject lines.
Email Marketing
39
Phase 2: Growth & Engagement
6
35
Implement Advanced Social Listening Tools & Social Media Crisis Management
Use AI-powered tools to monitor brand mentions, track sentiment, and proactively address potential PR crises or negative feedback.
Social listening provides valuable insights and enables timely intervention to protect brand reputation.
Social Media Marketing
40
Phase 2: Growth & Engagement
6
35
AI-Powered Customer Sentiment Analysis & Social Listening
Use AI to analyze customer sentiment across various channels (social media, reviews, surveys) to identify trends and areas for improvement.
This provides a deeper understanding of customer perception and helps proactively address potential issues.
AI
41
Phase 2: Growth & Engagement
7
36
Develop a Crisis Communication Plan & Online Reputation Management Strategy
Create a plan to address negative reviews or PR situations and proactively manage online reputation across platforms.
A comprehensive reputation management strategy safeguards brand image and builds trust with customers.
Public Relations
42
Phase 2: Growth & Engagement
7
37
Launch Interactive Content on Social Media (Polls, Q&As, Contests, Livestreams)
Engage followers with diverse interactive content formats that encourage participation, feedback, and real-time interaction.
Interactive content fosters community, gathers valuable audience insights, and increases brand visibility.
Social Media Marketing
43
Phase 2: Growth & Engagement
7
38
Implement Marketing Automation for Lead Qualification, Lead Nurturing, & Sales Handoff
Use automation to streamline lead management, personalize nurturing campaigns, and seamlessly hand off qualified leads to the sales team.
Automated workflows improve efficiency, ensure timely follow-up, and increase lead conversion rates.
Data & Automation
44
Phase 2: Growth & Engagement
7
39
Segment Audience for Personalized Push Notifications & In-App Messaging
Use behavioral data to segment audiences and deliver personalized messages through push notifications and in-app messaging for targeted engagement.
Personalized messaging improves user experience, delivers timely information, and drives conversions.
AI & Automation
45
Phase 2: Growth & Engagement
7
40
Analyze and Optimize for Featured Snippets, Rich Snippets, & Knowledge Graph
Optimize content to appear in featured snippets, rich snippets, and knowledge graph results for increased visibility and authority.
Strategic optimization for search engine features enhances brand credibility and drives organic traffic.
SEO
46
Phase 2: Growth & Engagement
7
40
Predictive Analytics with Martech Integration
Integrate predictive analytics tools with the martech stack to forecast customer behavior, identify churn risks, and personalize campaigns based on predicted outcomes.
This takes personalization to the next level by anticipating customer needs and proactively addressing them.
Martech
47
Phase 2: Growth & Engagement
8
41
Launch a Customer Loyalty Program with Gamification, Tiered Rewards, & Exclusive Experiences
Reward repeat customers with engaging experiences, personalized offers, and exclusive benefits to foster long-term loyalty.
A well-designed loyalty program increases customer lifetime value and strengthens brand advocacy.
Customer Retention
48
Phase 2: Growth & Engagement
8
42
Integrate AI Tools for Predictive Customer Support, Proactive Chat, & Personalized Recommendations
Use AI to anticipate customer needs, proactively offer support, and provide personalized recommendations for products or services.
Predictive customer support enhances satisfaction, resolves issues before they escalate, and drives sales.
AI & Automation
49
Phase 2: Growth & Engagement
8
43
Develop an Influencer Marketing Strategy for Long-Term Growth, Micro-Influencer Outreach, & Brand Advocacy
Build relationships with key influencers, including micro-influencers, for ongoing collaborations and authentic brand advocacy.
Diversified influencer marketing expands reach, builds credibility, and resonates with niche audiences.
Influencer Marketing
50
Phase 2: Growth & Engagement
8
44
Run Targeted Advertising Campaigns on Niche Platforms, Programmatic Advertising, & Contextual Targeting
Explore advertising opportunities on niche platforms, leverage programmatic advertising for precise targeting, and utilize contextual targeting for relevant ad placement.
Strategic advertising across various platforms and channels maximizes reach and ROI.
PPC
51
Phase 2: Growth & Engagement
8
45
Analyze and Optimize for Core Web Vitals, Page Experience, & Mobile-First Indexing
Improve website performance based on Google's Core Web Vitals, enhance overall page experience, and prioritize mobile optimization for SEO.
Holistic website optimization ensures a user-friendly experience and strong search engine performance.
SEO & UX/UI
52
Phase 2: Growth & Engagement
8
45
AI-Driven Lead Prioritization & Routing
Integrate AI with the CRM to prioritize leads based on conversion likelihood and automatically route them to the most appropriate sales rep.
This improves sales efficiency and ensures that high-potential leads receive immediate attention.
Sales Training
53
Phase 3: Optimization & Continuous Improvement
9
50
Website Traffic Source Analysis & Channel Optimization
Analyze website traffic sources (organic, paid, social, referral) and identify top-performing channels. Optimize campaigns and content strategy based on channel performance.
Focus efforts on channels that drive the most valuable traffic and conversions for efficient resource allocation.
Data & Analytics
54
Phase 3: Optimization & Continuous Improvement
9
50
AI-Powered Website Personalization & A/B Testing
Use AI to personalize website experiences based on user behavior and conduct A/B tests to optimize website elements for conversions.
This creates tailored experiences that resonate with individual visitors and drive desired actions.
AI
55
Phase 3: Optimization & Continuous Improvement
10
67
Refine Customer Segmentation & Develop Personalized Messaging
Analyze data from previous campaigns and refine customer segments based on behavior, demographics, and engagement. Develop personalized messaging for each segment across all channels.
Refined segmentation and personalized messaging ensure that marketing efforts resonate with specific audience needs and preferences, driving higher engagement and conversions.
Segmentation & Personalization
56
Phase 3: Optimization & Continuous Improvement
10
68
Optimize Website User Experience Based on Heatmaps & User Feedback
Analyze heatmaps and user feedback to identify areas for improvement in website navigation, content layout, and calls to action. Implement changes to enhance user experience and conversion rates.
Data-driven website optimization ensures a user-friendly experience that guides visitors towards desired actions, improving overall website performance.
UX/UI Optimization
57
Phase 3: Optimization & Continuous Improvement
11
74
Scale Content Production & Implement Content Automation Tools
Increase content output by leveraging AI writing tools, content repurposing strategies, and freelance writers. Implement content automation tools for scheduling and distribution.
Efficient content scaling ensures consistent output and maximizes content reach without compromising quality or increasing workload.
Content Marketing
58
Phase 3: Optimization & Continuous Improvement
11
75
Scale Social Media Marketing & Implement Social Media Automation
Increase social media posting frequency and engagement by leveraging social media automation tools for scheduling, content curation, and social listening.
Social media automation streamlines social media management, allowing for increased efficiency and consistent brand presence.
Social Media Marketing
59
Phase 3: Optimization & Continuous Improvement
12
81
Develop Long-Term Growth Marketing Roadmap & Strategic Planning Session
Collaborate with the client to develop a long-term growth marketing roadmap that aligns with their business goals and anticipates future market trends. Conduct a strategic planning session to outline key initiatives and milestones.
A long-term roadmap provides a strategic direction for marketing efforts and ensures alignment with the client's overall business objectives.
Strategic Planning
60
Phase 3: Optimization & Continuous Improvement
12
82
Build a Sustainable Marketing
61
Phase 3: Optimization & Continuous Improvement
12
83
Develop a Customer-Centric Culture & Implement Customer Feedback Loops
Foster a customer-centric culture within the client's organization by implementing customer feedback loops, customer journey mapping, and customer satisfaction surveys.
A customer-centric approach ensures that all marketing efforts are focused on meeting customer needs and exceeding expectations.
Customer Experience
62
Phase 3: Optimization & Continuous Improvement
12
84
Implement Marketing Technology Stack Audit & Optimization
Review the client's current marketing technology stack and identify opportunities to optimize tools, integrate new technologies, and automate workflows.
An optimized marketing technology stack streamlines marketing processes, improves efficiency, and allows for advanced data analysis and automation.
Martech Optimization
63
Phase 3: Optimization & Continuous Improvement
13
89
Final Performance Review & Strategic Recommendations
Conduct a final review of marketing performance, present key achievements, and provide strategic recommendations for future growth and optimization.
A final performance review summarizes the impact of marketing efforts and provides a roadmap for continued success.
Performance Analysis
64
Phase 3: Optimization & Continuous Improvement
13
90
Celebrate Successes & Plan for Ongoing Collaboration
Celebrate achievements with the client and discuss opportunities for ongoing collaboration and support to ensure continued growth and marketing excellence.
Building a strong client relationship fosters trust and opens doors for future partnerships and projects.
Client Relationship Management
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