Marketing capacity
If the data needs an audience, I can build that too.
A tracker nobody reads is an expensive spreadsheet. I spent 15+ years running marketing programs before building data systems, so the same person who builds your board can plan how it reaches people.
Briefings
A recurring briefing off the board
A weekly or monthly email that turns what changed in the data into something your members, clients or funders will read.
Campaigns
A launch or outreach program
Email, events and follow-up planned around the tracker, with a clear idea of who it is for and what they should do next.
Operations
The systems underneath
Email platform setup, list hygiene, QA and reporting, so the program keeps running after launch. Deepest in Marketo; also HubSpot and Mailchimp.
Where this comes from
Customer, lifecycle and operations work for B2B SaaS companies and mission-driven organizations.
- APANO · Community organizationMulti-channel campaign that grew program applicants from 1 to 45.
- CAPA Strategies · Climate techCustomer storytelling strategy and go-to-market narrative.
- Grouptrail · Edtech SaaSBuilt the first advocacy program, newsletter and webinar series. Nine consecutive newsletter issues; 7 of 8 demo webinar attendees came through the follow-up emails.
- Openprise · RevOps data SaaSBuilt the customer advocacy function, a monthly live "Office Hours" program and the customer referral program. Newsletter engagement up 21% year over year.
- SurveyMonkey · ContractWrote the first standardized operating protocols and QA methods for growth marketing.
"Parvez didn't just deliver a plan — he delivered pipeline."
How it's offered
As an add-on to a build, or on its own for a fixed scope. It is not bundled into the price of a tracker.