Engagement 2016 – 2022
Initial Scope: Improve nurture efforts w/clients
Challenge: There was no existing CRM in place.
- Consult w/founding partner/owner & partner
- Audit of all digital properties/capabilities
- Redesign website
- Scrubbed, organized & optimized list of 9K contacts to provide opp for better nurturing of relationships & sending more relevant content to folks
- Created new brands and/or processes
- Team trainings & strategy mtgs
- Content / Strategy
- Tech Support
- Team training
- Staffing & HR – employee handbook, employee engagement guidelines
