We evaluate your Marketing, CRM and
Sales Performance.

Evaluation Criteria:

 Marketing Strategy

 Target Groups

 Inbound Marketing

 Dialogue Campaigns

 Content Marketing

 Technology & Automation

Evaluation Criteria:

 Sales Strategy

 Customer Segments

 Lead Management

 Sales Campaigns

 Customer Service

 Technology & Automation

Evaluation Criteria:

 CRM Strategy

 Customer-Centric Approach

 Customer Journey

 CRM Campaigns

 Customer Feedback

 Technology & Automation

How the ExpertCheck Works
1
Introductory Meeting & Interview
To prepare for the workshop, we exchange information about your existing strategy and initiatives and define the participant group together.
2
Status Analysis
We conduct a structured assessment of your initiatives based on relevant success drivers and key performance indicators.
3
Evaluation
For positioning, we determine the current state for each evaluation dimension using a scoring matrix and define the target state.
4
Action Recommendations
Using a GAP analysis, we identify action areas, develop recommendations, and prioritize them for implementation planning.
5
Roadmap
The final report provides a summary of the positioning assessment, a clear and transparent overview of the company’s current situation, optimization opportunities, and concrete action recommendations, including a roadmap for implementing the next milestones.
ExpertCheck
Target Group:
Relevant decision-makers such as business owners,
managing directors, and heads of marketing, sales, and
customer service.

Package Contents:

 Introductory Meeting & Interview

 Current State Analysis of Strategy & Initiatives

 Evaluation Based on Success-Critical Dimensions

 Identification of Optimization Areas

 Development of Action Recommendations

 Roadmap for Quick Wins

Relevante Entscheider wie Unternehmensinhaber, Geschäftsführer sowie Leiter aus Marketing, Vertrieb und Kundenservice.

Book Your Free Strategy Session Now


How You Benefit from the ExpertChecks:

Compact, time-saving checks for goal-oriented positioning

Identification of optimization areas in marketing, sales, and CRM

Concrete roadmap to maximize growth potential for more

contacts, sales increase, and customer loyalty

We look forward to your request!

Book an Appointment with Us
Select Your Appointment Now

Write to Us
info@2hm-bs.com