ADVISORY COACHING SERVICES

For B2B Marketers & Product Managers

Powered by 1,000+ practical tools, guides, training, and agile project management software
 HOW WE’RE UNIQUE

Demand Metric is the only advisory firm with research, practical tools & templates, training, advisory
coaching, and agile project management software that helps Marketing & Product organizations
systematically operationalize the proven ‘best practices’ that drive revenue growth.

Our model drastically minimizes the need for consulting and overpriced analyst firm subscriptions
(Gartner, Forrester, CEB, Sirius Decisions) and cost-effectively helps organizations develop the knowledge
and skills of internal staff to drive improved productivity and performance.

Strategic partnerships
TRUSTED BY 5,000+
TOP GLOBAL BRANDS
 PROBLEMS WE CAN HELP YOU SOLVE
1 Limited Resources
Not enough hours in the day
Inexperienced Staff
No budget for consulting
Understaffed department
No formal training for staff
with limited experience
2 Processes / Structure
Not working from a
strategic marketing plan
Minimal consistency
Unclear roles/responsibilities
Perception as cost-center
Processes not documented
3 Chaotic Environment
Lack of visibility into projects
Poor communication between
Marketing, Sales & Product
Staff are stressed / burnt out
Don’t feel organized
Sometimes things slip
through the cracks
 HOW WE HELP YOU PERFORM AT YOUR BEST
Agile Project Management Platform to
Our subscriptions include access to:
01 Manage Work & Standardize Workflows

• “Agile” Project Management Platform

Step-by-Step Playbooks & Toolkits to
• Customizable Project Plans & Workflows 02 Optimize Marketing Processes
• 700+ Practical Tools & Templates
• 30+ Step-by-Step Playbooks & Toolkits
• 200+ Benchmark Reports & How-To Guides 1,000+ Tools, Templates and Resources to
• Online Training & On-Site Workshops
03 Get Your Team Ultra Productive
• Strategic Advisory Coaching

Training Courses with Certifications to

04 Increase Staff Knowledge & Skills

Strategic Advisory Coaching to help you

05 Implement Proven Best Practices
 OUR MARKETING GOVERNANCE FRAMEWORK
Practical research, tools, training, and advisory coaching for all the key areas you need to optimize
PRODUCT STRATEGY

Product Marketing
Development Strategy
PEOPLE & PROJECTS

Product Market Agile Agency Project

Marketing Research Marketing Relations Management

Influencer Shopper Content Online Event

Video CRM ABM
Marketing Marketing Marketing Advertising Marketing

Public Demand Customer Sales

Crisis Comms. Mobile Blogging SEO
Relations Generation Engagement Enablement

Email Lead Data Online

Website Social Media Webinars Generation Sales Training
Marketing Management Community

COMMUNICATIONS LEAD GENERATION CRM SALES

Strategic Advisory Coaching to help your organization
IMPLEMENT PROVEN BEST PRACTICES
 WHO IS ADVISORY COACHING DESIGNED FOR?

Coaching is for high performing Product Organizations looking to adopt an ‘Agile’

and Marketing leaders who need to approach for managing work but require
optimize their core processes and some staff training and operational support.
operationalize proven best practices.

Leaders who need help with adapting our CMOs transforming their marketing
tools, templates and software to meet the organization into a growth engine that
needs of their unique environment. drives a measurable contribution to revenue.
 WHAT IS STRATEGIC ADVISORY COACHING?

Coaching connects you with the experts who built our resources to help you use them.
Typically, we set up bi-weekly or monthly calls to help you:

1) Analyze your strategic initiatives and evaluate which processes you need to optimize
2) Identify relevant playbooks, tools, templates, and training we can leverage
3) Customize and rebrand our tools & resources to fit your organization’s needs
4) Refine your core marketing, product management and sales enablement processes
5) Operationalize your key workflows into an agile project management software tool
6) Train your team on Agile Marketing to better prioritize and executive work efficiently
7) Provide on-going support to review your key deliverables and strategic plans
8) Support your decisions related to technology, processes and strategy
 WHAT CAN YOU DO WITH YOUR COACH?

Strategic Tactical
Modernize marketing strategy to include ABM Implement Agile Marketing process and system

Logically analyze and prioritize strategic initiatives Setup and configure agile project management tool

Build a leadership development program for staff Adapt our tools & templates to your needs

Refine core marketing and product processes Map your content to the buying journey / sales process

Prepare for large meetings and presentations Optimize demand generation strategy & processes

Align Marketing, Product and Sales organizations Train and certify your staff on 24 core topics

Assess marketing, sales and product staff skills & knowledge Create standardized project plans for events, webinars, etc.

Discuss marketing trends that are relevant to you Define a repeatable product launch process

Benchmark your performance against your peers Make informed marketing technology decisions
 YOUR EXPERT ADVISOR & COACH

Work with Demand Metric’s Founder & CEO to systematically operationalize best practices

What coaching clients say about working with me…

• “Great combination of research, tools, software and advice”

• “Getting 3x the value at 1/3 the cost of other analyst firms”
• “You provide us with real-world, practical, and unbiased advice”
• “Working with you enabled me to perform at my best.”
• “Last year I got a big promotion. Thanks for your help!!”
• “I really appreciate your responsiveness and quick wit.”
Jesse Hopps • “Our team loved the workshop. Let’s do it again soon.”
Founder & CEO
IC Agile Marketing Certified
 ABOUT DEMAND METRIC

800+ customers and Strategic partnerships:

150,000 global members AMA, ANA, DMI, AIPMM

1,000+ Practical Tools, Digital Marketing training

Templates, & How-To Guides provider for Microsoft

Agile Project Management Strategic advisory coaching

Founded in 2006 built for the needs of marketers systematically optimize marketing
Vancouver, Canada and product management