Summary

Centerline was engaged to develop a marketing automation process for a client in the finance industry. Centerline developed a process that would identify potential leads from various databases and automated an outreach workflow that utilized multiple marketing channels.

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Centerline was asked to help...

— Develop a new process to identify and scrape new client targets from multiple databases

— Automate an outreach workflow to client acquisition targets that uses multiple channels

— Develop a reporting structure to track ROI, conversion rates for campaign.

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