Our packages

PM Tool Implementation Package

The day has finally come - you've secured the budget to purchase a project management tool for your team and you want to make sure you get the most ROI from your purchase.

Our PM Tool Implementation Package will get you started on the right foot.

We'll interview your team to understand their needs and use cases and then build your PM tool architecture, workflows and functionality from the ground-up. Then, we'll create the right processes, training, and documentation to make sure your team can continue to use, maintain, and scale the PM tool long-term.

What's Included

Discovery Audit

• PM tool and PM processes audit
• Benchmark survey and stakeholder Interviews

PM Tool Implementation

• Operational architecture
• Features, functions, & integrations
• Project & task setup and templates
• Production workflows & automation
• Instance organization & cleanliness

Process Implementation

• Intake request form
• Templates for campaign/project briefs and content briefs

Training, Documentation & Resources

• Written documentation, recorded walkthroughs, and live training sessions

PM Tool Revamp Package

Sure your team has a project management tool but most days, tickets aren't updated regularly, no one is sure what the status of a given project is and there is no organization, process or workflows to be found.  

Let our team give your PM tool the thoughtful attention it desperately needs with the PM Tool Revamp Package.

We'll transform your PM tool into an organized paradise of campaign and project execution by interviewing your team to understand their needs and use cases, optimizing the PM tool, and developing the process, training, and documentation to keep your team and technology aligned into the future.

What's Included

Discovery Audit

• PM tool and PM processes audit
• Benchmark survey and stakeholder Interviews

PM Tool Revamp

• Operational architecture
• Features, functions, & integrations
• Project & task setup and templates
• Production workflows & automation
• Instance organization & cleanliness

Process Optimization

• Intake request form
• Templates for campaign/project briefs and content briefs

Training, Documentation & Resources

• Written documentation, recorded walkthroughs, and live training sessions

PM & MarTech Symphony Package

Your team does get campaigns and projects out the door but deadlines get missed, tickets take forever to resolve, and you have a burning feeling that your team could be operating more efficiently.

Our PM & MarTech Symphony Package will build your team a customized Center of Excellence laser-focused on ideating, executing and launching world-class campaigns.

What's Included

Discovery Audit

• MarTech, PM tool and PM processes audit
• Benchmark survey and stakeholder Interviews

Strategy Implementation

• Program and team structure, roles and responsibilities
• Custom process & workflow design

PM Tool & Process Implementation

• Operational architecture
• Features, functions, & integrations
• Project & task setup and templates
• Production workflows & automation
• Instance organization & cleanliness
• Intake request form
• Templates for campaign/project briefs and content briefs

MarTech Implementation

• Marketo program templates OR HubSpot cloneable campaign components

Training, Documentation & Resources

• Written documentation, recorded walkthroughs, and live training sessions