< National Australia Bank >

< Smithfield Digital Proposal >

< New & emerging growth opportunities, challenges & goals: >

Following a shift from centralised to business-led marketing, your internal team is now your greatest asset for driving digital growth. They need the skills to build trust, drive engagement and deliver seamless, personalised customer journeys across channels, devices, and business needs. 

It’s challenging times in the industry and banking faces the triple threat of consumer trust, new regulations, and emerging fin-tech. In a recent “Future of Banking” report 33% of customers say their bank needs to change the way they communicate with them.

We’ll guide you through what’s changing, what consumers need and how you can effectively aquire, retain and optimise experiences for today’s customer.

< Step 1 >

< Discovery >

Analysing, auditing and planning are critical to – and the foundation of – a successful digital and marketing strategy. Too many businesses waste time, resources and budget on channels, tactics and tech without a solid understanding of what’s working, and what you could eliminate. 

During the discovery phase, we’ll uncover your needs, challenges, and desired results, which we’ll use to create an insightful, goal-oriented plan and workshop. Throughout the process we ask all the right questions to identify growth opportunities and ROI: 

  • How are your current marketing efforts delivering for your customers? 
  • Are you optimising every opportunity in your martech stack? (Salesforce & Leads Platform)
  • Could you drive better results from your current creatives, messages and approach?
  • Are there opportunities to reduce costs and optimise performance across your channel mix? 
  • Are your teams equipped with the latest up-to-date knowledge and skills to succeed?
  • Are there new digital opportunities you could be adopting to stay ahead?

We analyse your data, competitors, marketing activities and channels to build our understanding of your digital landscape and internal capabilities.

< Step 2 >

< Design >

< Benchmark your digital marketing capabilities & focus on priorities >

Your company and challenges are unique—your digital marketing priorities will be too. While building your audit, capability assessment and upskilling needs from the ground up, here’s some elements we’ll include:

  • A review of customer personas and segments being targeted, assessment of needs, behaviours and expectations. 
  • Customer journey optimisation – from awareness to conversion – assessing your use of Salesforce to track, trigger, and optimise the customer experience.
  • Insights into the consistency of your brand and content strategy for customers. 
  • Audit – benchmarking your efforts against the latest expertise and best practice, channel by channel recommendations for performance improvement.
  • Core KPIs & metrics to track and how you’re benchmarking against wider industry performance

The strategy and insights we provide will show your current state, opportunities, and how to get there; including tactics, a “getting it done” action plan and what to measure to know your efforts are working. 

< Step 3 >

< Delivery >

< Planning and upskilling workshop >

Format: 1 day workshop 10-4pm (1 hour lunchbreak) 

Objective: Better marketers. Stronger strategy. Bigger Results. Sharing knowledge and insights, upskilling your team and developing an optimised digital strategy for growth. 

Location: In person

Attendees: TBC 

Facilitators: Catherine & Stephen Toms

< What you’ll get >

Our planning and upskilling workshops combine formal training with instant application to your live business issues, to ensure time (and budget) invested delivers tangible results. To give you an idea, previous sessions have produced: 

Increased conversions – fresh perspectives on opportunities to gain market share, serve your audience better and drive conversions through effective messaging, customer journeys and processes.

Cost savings – data-driven insights for optimising spend and generating greater ROI either from direct channel investment or agency partner spend. 

Performance improvement – upskill teams with in-depth understanding of current and developing digital strategies and provide thought leadership on best practice.

Business growth –  industry insights and strategy to develop a “getting-it-done” action plan for sustainable revenue growth. 

< Step 4 >

< Do >

We use Kirkpatrick’s Evaluation Model to demonstrate the value, impact and ROI of your investment. 

What did your team learn? To track progress against our agreed outcomes, we conduct surveys with participants to measure how well they comprehend the new skills and concepts we introduce them to.

Did behaviour change? To ensure our programs result in a change in mindset, activities and results, we schedule check-in’s with your team 14 days after the completion of a program. 

What is the impact on the business? We will define key metrics and KPI’s in our session to track for measurable impact and can work with you on an ongoing basis to assess the impact of new tactics, strategy, goals and initiatives that were defined during training.

< About Us >

< We are trusted by the best >

< Why Us >

We’re trusted by the best. Over the years we’ve built a rock-solid reputation by helping top Australian (and Global) brands, such as Danone, Kmart Westfield and General Assembly tackle some of today’s biggest marketing challenges and drive digital growth. 

Practitioners through and through, we’ve worked on the front lines of marketing (agency and in-house) and education for over 20 years and have held leadership positions worldwide. Today, we work with marketers, agencies and in-house teams advising them on how to rise above the noise, join the dots and stay relevant in a fast moving and ever changing marketing sector. 

As members of General Assembly’s Distinguished Faculty program, we led the development of the latest global Digital Marketing curriculum and have been recognised as the top 1% best instructors Globally in a network of over 20,000. With an NPS average of 78, we’re right up there with Apple for quality and satisfaction!

< Investment >

< Implementation and Return on Investment >

< Investment >

Quote: To Be Discussed

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