Whether you’re beginning your journey with a MAP from scratch, migrating from another platform, or optimizing an existing one, the word framework is probably something you are familiar with. But why is it so important to build your system based on someone else’s best practices? Top Tips include: - Lessons learned and success story of Digital Pi client Bishop Fox in their implementation - How to get accurate data that can be used to prove influence and show ROI, you must be able to track your efforts properly - Why leverage a tried-and-true framework to scale your business

1. Frameworks
Vivi Gehan, VP of Operations – Digital Pi
Jessica Gericke, Sr. Director of Client Services – Digital Pi

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HOUSEKEEPING
Technical Support
• Visit support.zoom.us
Slides & Recording
• This session is being recorded
• On-demand video and slides will be shared via email
with all registrants
Feedback & Survey
• Use the session chat to provide feedback and engage
with other attendees
• Tell us how we did in the post-session survey that will
pop up after the session
Questions & Chat
• Submit questions at any time via the Q&A panel
• Join in! Chat with attendees live using the chat
feature at the bottom of your Zoom screen
• Keep the conversation going on Twitter using
#MarketoTopTips

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Agenda • Why Framework?
• Source & Acquisition
• Channels and Programs
• Scoring
• Data, CRM Sync & Feedback

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It All Starts
With a Frame

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Quality Matters
A good framework can help
better identify and manage
MQLs and their journey

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1. Source & Acquisition

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POLL: How many lead
sources do you use in
Marketo?

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Database –
The
Foundation of
Everything

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2. Channels & Programs

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POLL: Do you include “MQL”
as a status in any channel?

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The Flow - How it All Connects
ROI AND TRACKING
BUDGET

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3. Scoring

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POLL: Do you put limits on
your lead score range?

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It Starts with a Framework
• The marketing automation platform is only the start
• Everything builds on each other

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Screenshot
0-point score Screenshot
Screenshot
Centralize scores into a single global
program
Trimming upper and
lower limits
Normalized data values/ lead
scores

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4. Data, CRM Sync &
Feedback

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POLL:
Are you confident that your lead statuses are being used
properly?
Y/N

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Tying it All Together
Success means more than MQL

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Why start from scratch?
Framework Business Needs Success

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Q&A

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Keep the conversation going!
Hello@digitalpi.com