Understand the starting point.
Review your business, audience, proposition and current customer journey. Identify the immediate priority and what success would mean.
Useful inputs: existing channels, website, campaign history and business context.
A practical engagement starts with the business outcome, then brings the right work, people and tools together.
Review your business, audience, proposition and current customer journey. Identify the immediate priority and what success would mean.
Useful inputs: existing channels, website, campaign history and business context.
Agree deliverables, responsibilities, dependencies, budget and the measures used to review progress.
Decisions: project or ongoing work, approval owners, platform access and reporting needs.
Coordinate the agreed brand, website, content, campaign and automation work. Review milestones with the people responsible for approval.
Before launch: check content, links, forms, tracking and customer handoffs.
Review performance against the agreed objective. Prioritise the next changes across the journey rather than treating each channel in isolation.
Ongoing: an agreed review rhythm, evidence-led adjustments and clear ownership.