Lifecycle Marketing Org Discovery

Before we get started: this takes about 8-10 minutes and helps us tailor your experience from day one.

1. Company & Contact

Company name*

Industry / vertical

Primary contact (name & title)

Email*

2. Org Structure & Stakeholders

Tell us about your team today

FunctionTeam sizeLead / owner

Lifecycle / CRM Marketing

Calendar cadence, offer frequency, audiencing

Production

Email / omni-channel campaigns

Creative / Design

Email / omni-channel campaigns

Data / Analytics

Reporting, AI modeling

Marketing Operations

Cross-team collaboration, project management

Dev / Martech

API connections, tech stack

3. Current Pain Points

What are the biggest operational bottlenecks in your marketing org today?
i.e: time from brief -> launch, creative, localization, QA/feedback loops, audience segmentation, data/reporting

What repetitive work takes up the most time for your team?

What metrics do you measure / track for performance?
I.e: CTOR, RPM, LTV, Conversion Rate

4. Martech & Data Stack

List the tools you're using today in each category — exact product names help us most.

CategoryTool(s) in use

CRM

Email / Omni-Channel Sending Platform (ESP)

Data Lake/Warehouse

Analytics / BI tool

Existing AI tools in use

Other

Are these systems well-connected, or mostly siloed today?

5. AI Use Cases & Goals

Have you tried embedding AI or agent tools before? What worked, what didn't?

Any specific AI use cases already in mind for your team?

What would success look like in the first 90 days?

Anything we should know about business or team constraints?

6. Timeline & Logistics

Target kickoff date

Scheduling constraints / blackout dates

Anything else we should know about the current state of your lifecycle marketing org before we start?