| Acquisition assessment | Current funnel, channels, audiences, offers, website paths, CRM workflow and measurement review | Assessment report and priority matrix | Discovery and audit | Platform access, sales input and current performance data |
| Customer acquisition strategy | ICP, segment priorities, channel roles, positioning, offer logic and business constraints | Executive strategy document | Strategy design | Goals, target markets, customer data and decision criteria |
| Channel and campaign plan | Recommended channel mix, campaign themes, budget logic, landing paths and content requirements | Channel matrix and campaign calendar | Planning | Budget ranges, existing assets and approval rules |
| Lead management workflow | Lead stages, qualification rules, routing, follow-up cadence, nurture logic and escalation paths | Workflow map and SOP | Setup | CRM fields, sales ownership and response expectations |
| Landing page and conversion brief | Page purpose, audience promise, content blocks, form requirements, proof needs and tracking events | Brief and wireframe guidance | Production planning | Offer details, brand rules and technical owner |
| Outbound or SDR support plan | Target account logic, message angles, outreach cadence, CRM logging and handoff rules | Outreach playbook and reporting template | Implementation | Target accounts, approved messaging and compliance guidance |
| Measurement framework | KPIs, baselines, attribution assumptions, CAC components, dashboard levels and reporting cadence | KPI dictionary and dashboard specification | Setup | Analytics, CRM and finance definitions |
| Experiment backlog | Prioritised tests across channels, offers, landing pages, content, audiences and follow-up process | Testing roadmap | Optimisation | Traffic volume, budget and approval capacity |
| Performance reporting | Results, observations, limitations, actions, risks, open questions and next-cycle priorities | Monthly or campaign-cycle report | Managed service | Timely data access and commercial context |
| Handover and documentation | SOPs, access inventory, campaign notes, workflow ownership and open optimisation items | Handover pack | Handover or ongoing support | Named owners and access removal requirements |