Consulting EFX Products

5 Minute health check

Our 5-minute health check is a quick way to gauge levels of awareness and competency in core marketing and technology disciplines. We summarize results into an informal scorecard that serves as the basis for a discovery call or to use as needed.

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30 Minute discovery

The 30-minute discovery session is a way to get to know your challenges, ideas and overall vision for a better future. From this call, we summarize our notes, do some additional research and present a brief summary of what we learned and opportunities for improvement.

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90 Day fast start program

If we engage and lead with our A3 assessment, it’s likely that in 90 days we can install a set of best practices, clean up and optimize your existing processes. We present a formal plan using your team and ours to set up a lead generation system with or without us.

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A3 Assessment – assess + align + activate

For over 15 years, this has been our flagship product and service to really get to know about your challenges. We provide competitive analysis, digital & tech best practices into a formal document, budget and project road map that can guide your company for years to come.

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Salesforce fast start program

Our Salesforce Fast Start program is designed to help you maximize your Salesforce investment.  Our solutions are custom designed to leverage the features that drive leads and sales.  We quickly assess, align and activate a plan that users buy into, automate what needs automating and use the suite of Salesforce marketing tools that put your lead generation and management system on autopilot.  Contact us today for a discovery call and let’s talk about solutions.

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Dealer co-op marketing plans

There are over 5,000 digital marketing tools on the market today that are supposed to make marketing easy and generate leads. But it’s hard to be aware of the tools let alone know how or when to apply them.  We live that life too.  The good news is there are simple, quick ways to get the best of the best when multi-clients or multi-location campaigns are done at scale, all doing the same thing.

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Formal engagements

 From days to years, our engagement models are to act as an outsource extension of your team or build a system and give you the keys with inexpensive, managed service contracts to keep things moving forward. And you can always cancel anytime we’re not useful 😊

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