Chief of Staff Airtable
Think of us as your strategic sparring partner
We're not just channel operators. Our team of growth experts will work side-by-side with you to find strategic opportunities for growth.
Identify your ICP & organize your database
Whether you already have an ICP definition or not, our team will compile a thorough ICP definition, size your database and make sure both marketing and sales are working the same high quality ICP leads.
Management and strategic evaluation of your tech stack
Achieving excellence in revenue intelligence means everyone on the team has the right insights and focused on the right priorities. Your tech stack plays a huge role in that. So we work to evaluate your tech stack, help you manage your CRM and organize priorities so sales and marketing are aligned.
PPC, SEO and revenue marketing audits
Every client might not need PPC, SEO and revenue marketing prioritize all at once. But every client that works with CGM gets a comprehensive audit of each area.
A continuous cycle of ideas & execution
Once our team has established a thorough understanding of your business, we create a continuous cycle of analysis and planning to prioritize your growth opportunities.
Our first 45 days together
In our first few months working together we'll gather as much context about you as possible and analyze everything from your paid media spend to how your tech stack is configured. These first 45 days are critical in building a roadmap of work for our teams.
We'll run a leadership workshop with your team to establish short term and long term goals for your business
We'll write OKRs together so that our teams are aligned on our highest growth priorities
Take ownership of SEO, PPC and revenue marketing projects and start making incremental improvements
We build a plan with your top priorities
After establishing a baseline understanding of your business, we can properly roadmap a plan of priorities. Your roadmap will align to the OKRs we create with you. This is the start of a continuous cycle where we'll plan, execute and then analyze and plan again.
We'll have baseline KPIs established so we can measure impact of our work together moving forward
We'll present you our roadmap and adjust priorities so they fit your short and long term goals.
This roadmap will focus on a three month time period so that we can make adjustments quickly.
Lets get to work building your system
After we've agreed upon a roadmap with your team, we'll start working on implementing the work outlined in the roadmap. That might mean creating content, fixing CRM workflows, technical SEO or something else. Every plan is custom built based and designed to develop a system of predictable growth.
Start work on PPC, SEO, account based marketing, rev ops, or other projects the plan calls for
Program directors will start operating on your account with the support of our analysts
At every step of our process we'll be sharing the results of our work
We operate in three-month cycles
Once a quarter your senior strategist will organize and host a quarterly business review with your team. We will review recent work, provide updates on performance results and hold a discussion about what the next three month roadmap should look like.
Each QBR is a chance to review and adjust the plan to respond to new data, trends, or business decisions
All stakeholders will be present for this conversation so we can agree on clear outcomes
A three month cycle allows our team to be nimble and change priorities as needed. We're your strategic partner.
The benefit of a strategic partnership
Because we work as a partner to your organization, we've designed our process to respond to a fast growing organization, changing market landscape or a client that wants to move quickly. Every three months we have the opportunity reprioritize or double down.
Organizing OKRs and establishing KPIs allows us to always have a pulse for performance, so we're not waiting for direction
Our team of B2B demand gen experts are experienced in change management and working with executives at fast growing organizations
We are always working towards building a sustainable system, never just one-off projects with short term results.
Meet your demand team
Frequently asked questions
Of course it depends on the business, your goals, your stage and your market. But we follow a process, a cycle for continuous improvement. Our cycle is 1.5 months for onboarding and then operate in three month cycles to implement work and then refine the plan. Every quarter our team will present a quarterly business review which will include results and a discussion about new priorities.
Besides the obvious (a predictable system for demand), you'll get a demand gen team working day-in and day-out to make improvements to your demand generation function. You'll get access to our all our analysis work, audits of your current demand gen as well as channel and project management like revops, rev marketing, PPC, SEO, account based marketing and more.
We'll assign a senior strategist to your account. Your strategist will be your main POC and primary decision maker. We like to think of them as a "strategic sparring partner" for your team. We will also assign program directors to your account. Program directors have specific areas of expertise like revenue marketing, revops, paid media and SEO. They will conduct audits, present data and directly manage areas of your demand gen function such as PPC and SEO. Finally, we have a team of analysts that support the senior strategist and programs directors working on your account.
Our goal is to build you a sustainable growth strategy that fits your business and industry. That strategy should be operable by your team. That said, our team of growth experts will provide constant input, data, and operational excellence. Most of our clients choose to continue working with us long term because of the tight alignment and results we can provide with our partnership.
Results from the Predictable Demand System™
Vergesense sees $4M annualized revenue upside with optimization of omni-channel outbound
Leverage historic data with enrichment to identify best fit segments and account grading
Map Buyer Journey and Targeting
Create segmented, automated flows in Hubspot for ABM Accounts that include sales emails, sales outreach, organic and paid social.
Built and developed LinkedIn & Facebook campaigns for Airtable helping them to develop a strategy for attribution and drive growth through Facebook Ads.
Developed Roadmap for PPC
Built out a roadmap that was shared and set expectations with the executive team.
Airtable achieves a 60% increase in leads in 6 months without increasing spend
Book a free consultation with a real growth expert
The answer to your future growth is probably already in your CRM. We can help you find it. Booking a call with an expert on our team is the first step in building a sustainable growth strategy.