36-Point Development Process Audit
Designed for Sales and Fundraising Development Organizations looking to scale their digital development, tech stack, infrastructure or all three. Our hands-on audit will leave you with an executable strategic plan and ready to grow your organization.
CRM & Data Management
Organizations often recognize their data is their most valuable asset. However, not all organizations know how to organize and act on their data. Our development audit will assess how well poised your organization is to get the collect and act on insights.
![Technician walking in hallway of server room](https://www.optimizeconsultingllc.com/hubfs/Technician%20walking%20in%20hallway%20of%20server%20room.jpeg)
Areas Assessed
- CRM Platform
- List Management & Segmentation
- Lifecycle Mapping
- Data Formatting & Accuracy
- Data Flow
- Real-Time Reporting Capabilities
- Process Documentation
Pipeline Optimization
Find where your process is strongest and where your leaks are hiding. Ensure consistency across Development Reps and start tracking & actioning on productivity-minded KPIs.
![Business people shaking hands after meeting and changing cards in restaurant](https://www.optimizeconsultingllc.com/hubfs/Business%20people%20shaking%20hands%20after%20meeting%20and%20changing%20cards%20in%20restaurant.jpeg)
Areas Assessed
- Pipeline Documentation
- Sales Channel Segmentation
- Development Content
- Deal Stages & Workflow
- Development Playbooks
Marketing & Email Activation
The most important relationship in your organization is the one between marketing and development. Ensure you're set up for productive collaboration and effective campaign activation.
![business documents on office table with smart phone and laptop computer and graph financial with social network diagram and three colleagues discussing data in the background](https://www.optimizeconsultingllc.com/hubfs/business%20documents%20on%20office%20table%20with%20smart%20phone%20and%20laptop%20computer%20and%20graph%20financial%20with%20social%20network%20diagram%20and%20three%20colleagues%20discussing%20data%20in%20the%20background.jpeg)
Areas Assessed
- Campaign Planning
- Campaign Strategy
- Marketing Automation
- Email Performance
- Ad Performance
- Data Flow
- Audience Segmentation