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Create Your Cross-Channel Mobile
Marketing Strategy
Vidya Chadaga
vchadaga@marketo.com
Director, Product Marketing
Page 2
@vidyapc
@marketo
@vidyapc
Agenda
Mobile & Marketing Trends
What is Mobile Marketing?
Develop Mobile Marketing
Strategy
Checklist for Success
Page 4
#1 – Mobile is evolving fast
#2 – Marketing is revolutionizing
Page 5
We’ve come a long way…in Mobile
Page 6
We’ve come a long way…in Mobile
Page 7
@vidyapc
@vidyapc
We’ve come a long way…in Marketing
@vidyapc
We’ve come a long way…in Marketing
BLASTING
Via mass advertising
Based on who they are
Using point in time campaigns
Across few / isolated channels
With unclear objectives
@vidyapc
We’ve come a long way…in Marketing
BLASTING
Via mass advertising
Based on who they are
Using point in time campaigns
Across few / isolated channels
With unclear objectives
NURTURING
As individuals
Based on what they do
Continuous conversations
Wherever they are
Always directed towards a goal
@vidyapc
ENGAGEMENT MARKETING
Build personalized and lifelong relationships
@vidyapc
ENGAGEMENT MARKETING
Build personalized and lifelong relationships
#1 – As Individuals
#2 – Based On What They Do
#3 – Continuously Over Time
#4 – Directed Towards An Outcome
#5 – Everywhere They Are
@vidyapc
ENGAGEMENT MARKETING
Build personalized and lifelong relationships
#1 – As Individuals
#2 – Based On What They Do
#3 – Continuously Over Time
#4 – Directed Towards An Outcome
#5 – Everywhere They Are
@vidyapc
Engage People: Everywhere They Are#5
Page 16
@vidyapc
What is
Mobile
Marketing?
@vidyapc
Mobile Marketing is marketing
that occurs over a mobile
device, targeted at mobile
users.
It leverages mobile devices to
communicate and engage with
consumers at any point in the
customer lifecycle, to drive
brand value and demand for
products or services.
@vidyapc
Mobile Marketing Is Important
@vidyapc
• Mobile interaction is integral part of
customer journey
• It’s universal and takes many forms
• Applies to all kinds of businesses and
marketers
Mobile Marketing Is Important
@vidyapc
WHO USES MOBILE MARKETING?
@vidyapc
WHO USES MOBILE MARKETING?
B2C
Marketer
B2B
Marketer
@vidyapc
Cross-Channel Mobile
Marketing Strategy
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEFINE
YOUR
GOALS
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEVELOP
YOUR
KPIS
DEFINE
YOUR
GOALS
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEVELOP
YOUR
KPIS
DEFINE
YOUR
GOALS
OVERALL
STRATEGY
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEVELOP
YOUR
KPIS
DEFINE
YOUR
GOALS
OVERALL
STRATEGY
@vidyapc
Create Your Customer Personas
Buyer Personas Help You
• Map mobile touch-points to personas
• Determine kind(s) of content you need to
create
• Set the tone, style and delivery strategies for
your mobile messages
• Understand where your buyers get their
information and how they want to consume it
on a mobile platform
CONSIDER
YOUR
AUDIENCE
@vidyapc
Conduct Interviews and Research
Focus on
• Background
• Main Sources of Information
• Main Platforms for Gathering Information
• Hobbies and Aspirations
• Preferred Products and Stores
• App Usage
• Marketing Message
CONSIDER
YOUR
AUDIENCE
@vidyapc
Understand the Customer Lifecycle
Importance of the lifecycle
• Understand your customer
progression through the journey
• Develop a strategy that speaks to
the journey
CONSIDER
YOUR
AUDIENCE
@vidyapc
Understand the Customer Lifecycle
Sample stages in the journey
• Passive awareness
• Active research
• Trigger to buy
• Feedback
• Existing customers
• Advocates
CONSIDER
YOUR
AUDIENCE
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEVELOP
YOUR
KPIS
DEFINE
YOUR
GOALS
OVERALL
STRATEGY
@vidyapc
Set the Stage
1. What are you currently doing for mobile?
• Are you currently using responsive design in your
outbound emails?
• Have you designed your website to engage mobile
visitors?
• Do you currently have a mobile app? Is it optimized for
search in the app store?
• Are you currently using push or multi-media notifications?
• Is adding mobile marketing a large part of future company
initiatives?
DEFINE
YOUR
GOALS
@vidyapc
Set the Stage
2. How well are you performing in mobile
marketing?
• How are you measuring success?
• What are the areas that need
improvement?
Be sure to evaluate your current processes and strategies before
moving forward
DEFINE
YOUR
GOALS
@vidyapc
Set the Stage
3. Main objectives of mobile marketing?
• Brand building
• Gaining new customers
• Building relationships with current
customers
• Competitive advantage
DEFINE
YOUR
GOALS
@vidyapc
Set the Stage
4. Who are the key audience to target
with mobile marketing?
• One or multiple personas
• Various demographics
• Various messaging
• Various tactics
DEFINE
YOUR
GOALS
@vidyapc
Set the Stage
5. How are you engaging cross-channel?
• What channels are you using to engage your
audience today?
• How are you including mobile into that mix?
• Are you able to actively listen on each
channel and respond on another channel?
DEFINE
YOUR
GOALS
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEVELOP
YOUR
KPIS
DEFINE
YOUR
GOALS
OVERALL
STRATEGY
@vidyapc
Measure Customer Engagement
Some KPIs
• # of app downloads
• Frequency of mobile activity
• Duration of mobile activity
• Participation in mobile loyalty programs
• Customer satisfaction scores
• # of customers accessing your emails on a mobile device
• # of customers engaging with your website from mobile
device
• Engagement with unique URLs from
SMS/MMS campaigns
• Opt-ins for mobile-specific communications
DEVELOP
YOUR
KPIS
@vidyapc
Measure Customer Acquisition
Some KPIs
• Total # of mobile users
• Contacts and new customers attributed to mobile
• Spend per new mobile customer
• Mobile conversion rates
• Closed sales connected to engaged mobile contacts
• Customer lifetime value of mobile users
• In-app purchases
DEVELOP
YOUR
KPIS
@vidyapc
Measure Service Quality
Some KPIs
• Improvement in the quality of service
• Lower rate of non-mobile and in-person interactions
• Customer retention rates
• Customer referral rates
DEVELOP
YOUR
KPIS
@vidyapc
Cross-Channel Mobile Marketing Strategy
CONSIDE
R
YOUR
AUDIENC
E
DEVELOP
YOUR
KPIS
DEFINE
YOUR
GOALS
OVERALL
STRATEGY
@vidyapc
Mobile Marketing Strategy
Make mobile marketing
part of your
cross-channel marketing
strategy
@vidyapc
Build Audience
Listen
• Total number of mobile users
Leverage
• Contacts and new customers
attributed to mobile
OVERALL
STRATEGY
@vidyapc
Communication Timing
Frequency & Relevance
OVERALL
STRATEGY
@vidyapc
Marketing Calendar
What is communicated?
When is it being sent out?
How is it being sent?
Who is it being sent to?
OVERALL
STRATEGY
@vidyapc
Combine Mobile & Marketing Automation
Instantly change the customer experience by
- listening and analyzing behavior in real-time
- delivering personalized experiences
across all of your mobile channels through
automation, personalization, data and analytics
OVERALL
STRATEGY
@vidyapc
Checklist To Pick The Right Marketing Automation
Solution
 SMS/MSM Campaigns
 Push Notifications
 A/B and Multivariate Testing
 Segment Targeting
 In-App Messaging
 Coordinated Cross-Channel Campaigns
 Listening to Key Mobile Behaviors
@vidyapc
Key Takeaways
• Mobile marketing is universal, applies
to every business
• Make mobile marketing an integral
part of your overall strategy
• Start small, evolve over time
@vidyapc
www.marketo.com/dg2m
Page 53
Mobile marketing
will not be mobile
marketing, it will
simply be
marketing.
The Future of Mobile Marketing
Page 54Marketo Proprietary and Confidential | © Marketo, Inc. 5/28/2015
Create Your Cross-Channel Mobile
Marketing Strategy
Vidya Chadaga
@vidyapc
vchadaga@marketo.com

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Create Your Cross-Channel Mobile Marketing Strategy

Notes de l'éditeur

  1. Lets get started. There’s TWO realities in this real world that we live in! 1. The Rapid Evolution of Mobile Mobile has experienced a dramatic adoption and transformation with capabilities evolving even faster! We don’t remember the world with no mobile phones. I was telling my 4 yr old about the time when we had no cell phones, and she looked at me like I was crazy. 
  2. Yes, I’m stating the obvious. But we HAVE come a long way from the original mobile phones, aka veritable bricks, and as technology has continued to evolve, not only have phones gotten smaller, lighter, and faster but they have also added more and more value to our lives. In my mind, it was in 2007 that the iPhone as the starting the ACTUAL mobile revolution, mobile just caught fire. From cell phones to smartphones to tablets — people have an almost insatiable capacity to adopt mobile technology into their lives
  3. And 4 out of 5 of smartphone users check their phones within the first 15 minutes of waking up. 44% of cellphone owners sleep with their phones next to their beds. God forbid they miss a single call, a text message or an update! As average smartphone user, spends 127 minutes a day in apps and has an average of 65 apps installed!! 268 billion apps estimated to be downloaded by 2017. THIS is reality #1!
  4. And, the 2nd reality is this revolutionary digital marketing! Yes, we’ve come a long way…
  5. In the past years, there was the dangerous Mass Marketing where brands and companies would BLAST via generic ads, based on who people are….
  6. In this new era of digital marketing, BLASTING is a thing of the past. We’ve gone from BLASTING TO NURTURING. Consumers are treated as individuals, based on ….. As Marketers, we are stewards of our customer journeys and have the eyes, the ears, the brains, to understand customers as strategic asset.
  7. Lets put these two realities together - with mobile on one hand evolving so fast and being so personal to every individual AND on the other hand we have digital marketing opening up new ways to engage and build lifelong relationships with people. So a VITAL place for marketers to ENGAGE with their customers is on their mobile phones
  8. Hence Mobile Marketing!!
  9. Lets define Mobile marketing! Is the process, science, and art of reaching people in order to drive your business. Marketers may feel like we’ve come a long way with mobile marketing, but we’re still in the early stages. And I believe that’s reinforced by your attendance to this webinar today. With mobile continuing to gain momentum, it is more important than ever to make it an integral part of your marketing mix.
  10. Remember the 79% stat? 79% of smartphone users have their phone on, or near them, for all but two hours of their waking day. Well, as a marketer what would you do if I gave you 7.9 secs of that buyer’s time on his smart phone? Introduce your brand? Sell her something? Draw her to an event nearby? Oh the options are endless! And THAT’s why Mobile Marketing is important!
  11. First, as you consider the journey that your customer takes, mobile interaction is now an integral part of it—meaning that it’s now vital to include mobile in your marketing mix. Secondly, its universal. So many forms. Start small, grow big. DO one thing then another. Lastly, it applies to ALL. Think of Mobile as the vehicle and Marketing as the engine. This killer combination will truly help you reach new heights!
  12. Types of Business Because of the diversity of individuals and the variety of use cases mobile devices serve, mobile marketing can work for most types of organizations. Just look at the overwhelming amount of mobile communication and apps that exist today, and you will see there truly is something for everyone.
  13. Business-to-Consumers (B2C) Marketers trying to reach consumers can communicate through mobile devices in a wide range of modalities. In small—and medium—sized businesses (SMBs), we’ve seen consumer brands use mobile technology in some really creative ways—from higher education to consumer packaged goods, and retail. Even enterprise B2C companies, which have traditionally been more wary to adopt “trend” marketing, have started to integrate mobile Business-to-Business (B2B) Whether you are an SMB or an enterprise organization, if you are a B2B marketer, it’s important to consider that although you sell to businesses, the people making those purchase decisions are still people, and they rely on their mobile devices just as much as any other consumer. For enterprise organizations specifically, not only have they started incorporating the use of different apps inside their organization, but they also have started to develop apps to support their customers.
  14. Certainly the application of mobile marketing can differ based on the type of audience you try to engage with and the activity goals you have for them. For example, according to a 2015 study conducted by the Content Marketing Institute and Marketing Profs, 74% of B2C marketers are looking to create a better mobile strategy, while 58% of B2B marketers already have it in their plans. There is no question that B2C marketers lead the way in leveraging mobile, but with nearly 60% of B2B marketers diving into mobile marketing, and those numbers growing quickly, its clear that mobile offers an opportunity for marketers of all types.
  15. Now that we’ve understood the reality of Mobile & Marketing, and what is MM and why its important and that it applies to BOTH B2B and B2C businesses, lets get to the crux of today’s webinar. I promised you that you’ll be able to create a cross-c MM strategy and I’m true to my word. Lets look at the 4 pillars that help you form this strategy.
  16. STEP #1: To create your mobile strategy, first consider your audience. The make-up of your customers helps determine which mobile marketing activities and channels to use. What makes sense for one customer may not make sense for another, so lets keep this in mind as we makes plans and strategize.
  17. Once you determine your audience with personas and map out their journeys, STEP #2 is define your goals. Think about how your mobile goals should relate to the business’ success.
  18. As marketers, one thing we know is that if its not measured, its not done right. So you need to set your KPIs (key performance indicators) for success.
  19. Step #4 is do not think about mobile in isolation. Consider how it fits with your other marketing initiatives. Mobile marketing can never exist in a vacuum. You need to look at your entire marketing calendar to determine what other communications your customers receive and from where. You also need to listen to your customers to determine what channels they interact with, and then create your communication plan based off those actions. How do these interactions work in harmony? You want to deliver coordinated, relevant, customer experiences across all of the channels your buyers use. Before I walk through Let me take you through each one of these four pillars of building a successful MM strategy.
  20. To create your mobile strategy, first consider your audience. For example, a 34 year old female who shops 3 times a week exclusively on mobile applications may be a great fit for in-app promotions, while a 55 year old male who has only downloaded five apps on his phone may be a better fit for push notifications. It’s important to keep these nuances in mind as you determine the best way to reach and engage with your audience.
  21. The first step to determining which mobile strategy makes sense for your audience is to create customer personas. Personas should be developed for different types of customers, think about your ideal customer— though most brands will have more than one. Personas are developed based on customer demographics and behavior, along with your own understanding of their motivations and challenges. When it comes to mobile, buyer personas help you: • Determine which mobile touch-points make sense for which personas • Decide what kind(s) of content you need to create • Set the tone, style, and delivery strategies for your mobile messages • Understand where your buyers get their information and how they want to consume it on a mobile platform
  22. Conducting Interviews and Research To create your personas, you should conduct interviews with customers, customer service teams, and members of your sales team (if you have a one). You can also conduct consumer research through third-party firms. Focus on the following topics: • Background: Basic details about your ideal customer— including age, gender, location, and so on. • Main Sources of Information: How does your customer consume information? Where does she go? • Main Platforms for Gathering Information: Does one persona get information from her phone, while another gets information from a tablet or laptop? • Hobbies and Aspirations: What does your persona like to do for fun, and what are her goals and aspirations? • Preferred Products and Stores: What type of products has your customer purchased in the past, and from where? • App Usage: What applications does your customer currently have on his phone? How are they used? • Marketing Message: Write a sample marketing message for your persona(s)—this will help craft your website, applications, advertisements, and emails
  23. Now that you’ve identified your personas, ask yourself what your customer journey looks like? This means understanding the stages each persona moves through when folks engage with your brand. B2B or B2C company…Mapping this process allows you to: • Understanding how your customers are progressing when engaging with your product or service • Then you develop a strategy that speaks directly to customers, based on where they are in their lifecycle ******
  24. Your personas may have various stages in their journey, but here is an example of what each stage might look like: • Passive Awareness: Your buyer is aware of your company and product and may engage with your content, but in a passive, non-active way. Eg: if you want to buy a computer (B2B or B2C)— a buyer in this stage is aware of who you are, but has not formally reached out and engaged. • Active Research: Your buyer is getting ready to purchase a product that is similar to yours and is actively researching options. Using our example, a buyer in this stage has decided that she is ready to purchase a computer and is researching available products. • Trigger to Buy: Your buyer has decided she is ready to make a purchase. For our computer buyer, she is ready to make a purchase from your company. • Feedback: New customer! But now you have to make sure you build a two-way dialogue with her so she becomes a repeat customer. • Existing Customers: Once your buyer has purchased your car, you want to ensure you maintain a relationship with her to develop brand allegiance. • Advocates: After engaging with your customer over time, you can develop advocacy and loyalty with your customer
  25. Once you determine your personas and map out their journeys, next you must define your goals. Creating a mobile strategy should be part of your overall company initiatives, so your mobile goals should relate to the business’ success.
  26. Set the Stage The key to designing an effective mobile strategy is to first determine what you are doing now for mobile engagement (if anything), and then ask yourself some important questions to determine your future goals for mobile. By asking the right questions, you can start to map out your plan. 1. What are you currently doing for mobile? This question enables you to define your baseline. Some companies may already be conducting a variety of mobile marketing activities, while others may not have any mobile activity (yet). Ask yourself: • Are you currently using responsive design in your outbound emails? • Have you designed your website to engage mobile visitors? • Do you currently have a mobile app? Is it optimized for search in the app store? • Are you currently using push or multi-media notifications? • Is adding mobile marketing a large part of future company initiatives?
  27. If you are conducting any of these mobile marketing initiatives today, how well are you performing? If you answered “yes” to any of the questions above, now is the time to evaluate how well you are doing. How are you measuring success? What are the areas that need improvement? Be sure to evaluate your current processes and strategies before moving forward. Painting the house
  28. What are your main objectives for including mobile marketing as part of your overall marketing strategy? Why has your company started to think about mobile and how do you think it will help you with your overall business objectives? Consider why you think mobile is a critical initiative for your organization. • Is brand building a key objective? • Is gaining new customers a key objective? • Is relationship building with current customers a key objective?
  29. Who are the key audiences you want to target with mobile marketing? You may have one or multiple personas that you would like to target with your mobile marketing. How different is each persona in terms of demographics? To what extent will each persona need different messaging and mobile tactics?
  30. 5. How are you engaging your mobile audience cross-channel? ASSUMING you are doing so! As we mentioned, mobile should be a holistic part of your entire marketing strategy. Ask yourself: • What channels are you using to engage your audience today? • How are you including mobile into that mix? • Are you able to actively listen on each channel and respond on another channel?
  31. Measure Customer Engagement Measure Customer Acquisition Measure Service Quality
  32. How is this measured? • Number of app downloads • Frequency of mobile activity • Duration of mobile activity • Participation in mobile loyalty programs • Customer satisfaction scores • Number of customers accessing your emails on a mobile device • Number of customers engaging with your website from a mobile device • Engagement with unique URLs from SMS/MMS campaigns • Opt-ins for mobile-specific communications
  33. Contacts, User, and Sales Acquisition Gaining new customers is also likely an important KPI for your mobile marketing strategy. By creating an engaging mobile strategy, you can attract new users who convert to customers. How is this measured? • Total number of mobile users • Contacts and new customers attributed to mobile • Spend per new mobile customer • Mobile conversion rates • Closed sales connected to engaged mobile contacts • Customer lifetime value of mobile users • In-app purchases
  34. Service Quality The 24/7 nature of mobile apps lets you become closer with your customers, Plus, you can provide quick access to information in your app that can help answer customers’ questions without a call to customer service. How is this measured? • Improvement in the quality of service • Lower rate of non-mobile and in-person interactions • Customer retention rates • Customer referral rates
  35. When creating your mobile marketing strategy, do not think about mobile in isolation. Consider how it fits with your other marketing initiatives Mobile marketing can never exist in a vacuum. What customer communications do you have? Examples of this include sending out emails, engaging with customers on social channels, and implementing other cross-channel communications. You also need to listen to your customers to determine what channels they interact with, and then create your communication plan based off those actions How do these interactions work in harmony? You want to deliver coordinated, relevant, customer experiences across all of the channels your buyers use.
  36. My core message to you today is to MAKE MOBILE MARKETING A PART OF YOUR OVERALL CROSS CHANNEL MARKETING STRATEGY
  37. To get started, build audiences across channels by following these two steps: 1. Listen: Using your marketing automation platform, listen to how people engage on one channel and use that to build up your other channels. For example, with web personalization, you can detect mobile web visitors and direct them to download your mobile app. This is similar to how most websites offer an easy way to sign up for an email subscription. 2. Leverage: Take advantage of your insights on cross- channel behaviors to engage audiences. Using a marketing automation platform, You can determine which channels people prefer and build your campaign strategy based on those preferences. For example, you can target people who aren’t opening your emails with push notifications. Or, for those who come to your website AND your mobile app, you can “listen” to the type of information they engage with in your mobile app and “leverage” it to present similar, relevant information on your website.
  38. Communication Timing: Frequency and Relevance Think about how often you send customers communications, particularly email, needs to be reconciled with your mobile strategy—especially if you are engaging in mobile notifications of any kind. You want to ensure all communications are in sync. If a customer completes an action in your app, you want to be listening to that action and responding accordingly. This is where your marketing automation platform comes in handy. The first step is to determine your overall communication cadence. How often do you want to engage with your customers? Meet with stakeholders in your organization to decide what this number should be. Be sure to test and iterate to determine the optimal number of touches based on your results.
  39. Marketing Calendar You need to see all of your campaigns in one place so you know exactly which marketing activities are taking place across all channels. You need to track database emails, social campaigns, and your mobile campaigns at any given time. A marketing calendar—whether it’s on a whiteboard, Google Calendar, or one purposefully built for marketers—is an ideal place to ensure you are not over-marketing to certain people.
  40. Combining Mobile and Marketing Automation Connecting your mobile strategy and marketing automation platform is super important. Yu have the tool, so use it. It lets you to improve the customer experience across all of your mobile channels through automation, personalization, data, and analytics. It can instantly change the customer experience by listening and analyzing behavior in real-time and delivering personalized experiences.
  41. Integrating mobile into marketing automation creates multiple touch-points and chances for engaging your customers. I believe the most important are the following: • SMS/MMS Campaigns: Sending SMS (Short Message Service) and MMS (Multi- Media Message Service) texts and notifications to a user’s mobile phone. • Push Notifications: Trigger- based notifications sent directly to a user’s mobile device after having installed an app. • A/B and Multivariate Testing: Testing multiple elements of a mobile message, campaign, or interface to identify optimal engagement. • Segment Targeting: Identify and target various segments based on mobile usage, personas, or behaviors. • In-App Messaging: Design and deliver customized messages that appear in-app to promote user engagement. • Coordinated Cross-Channel Campaigns: Ability to communicate on one channel informed by actions taken on another channel. For example, push messages based on actions taken in web, email, or social. • Listening to Key Mobile Behaviors: Listen and react to key mobile behaviors such as who is installing your mobile app, visiting your mobile website, opening emails on mobile devices, and performing other customer in-app activities.
  42. Start Small, Think Big There is a lot you can do with today’s engagement marketing platforms. And it is easy for you to want to want to do everything. But, especially for those just starting mobile marketing, you should create a plan that includes a phased approach. That way, you are incrementally measuring and improving. That way, you can • Launch more quickly : It’s a simple point, but the smaller your program, the quicker you’ll go live, and the sooner you will see return on your investment. • Know what works and what doesn’t : Even if you ask all of the right questions and goal set appropriately, it is guaranteed that your results might differ from expectations. If you start small, you can see what works and iterate from there vs. setting up a full 18 tracks and all of a sudden learning that you set something up incorrectly.
  43. Looking forward, we see mobile marketing will not be mobile marketing; instead, it will be simply marketing. Mobile will become increasingly pervasive over time, especially as we consider the rise of the Internet of Things (IoT)— with physical objects embedded with sensors and connectivity. Predicting how swiftly mobile will change is a bit like fortune-telling; we know mobile leads the way today, and it will only become more central to customers’ lives and our marketing as time marches forward. So it’s important to lay the foundation for success now! So get started with a world-class strategy!