Marketing Channels & Funnel Optimization Solutions
Use data to strengthen what’s working, fix what’s not, and uncover new opportunities across your funnel and all key channels, including, but not limited to, email, web, social, sponsorships, events, and partnerships.
Despite Trending Topics, Funnels Aren't Dead, They're Evolving
Funnels and channel management are fundamental in the digital age of marketing. These are the touchpoints for communicating with your ideal audience, and each should serve a purpose that guides your customers, donors, or supporters to take the actions you want them to take. On paper, a funnel appears linear, but user behavior is not. It can take 6 to 12+ touchpoints for someone to buy your product or service, depending on the industry. Those touchpoints can move through the funnel from consideration to awareness to engagement, back to awareness, or even retention or loyalty stages before converting and making the sale. Each of those stages involves multiple channels and tactics. Maybe someone reads a PR article in an online magazine, then they click through to your website to learn more about the topic. They then ask people they know if they've heard of your business and what you do. They receive feedback and then conduct additional research. They follow your social accounts, and after seeing a post, they may sign up for more information and join your email list. Your channels and funnel need to be optimized to meet your audience where they are in the consumer buying process and provide the information they need and the opportunities to buy in to what you're offering. If your channels and funnels aren't working together, they're not going to drive the results you want to see.
This is where funnel and channel optimization fall apart. Teams focus on individual channel performance without understanding how channels interact, where drop-offs happen, or what the complete customer journey actually looks like. They don't account for segmenting their audience, which may require different funnels and drivers. They're running campaigns, but they don't know which touchpoints matter most. They're tracking metrics, but they don't tell you where to invest or what to fix. Marketing becomes a collection of isolated activities instead of a coordinated system that moves people from awareness to conversion.
Strong channel and funnel optimization requires understanding how your marketing works as a system. When you map the actual customer journey, identify where channels support or undermine each other, and optimize based on how people actually move through your funnel, you stop guessing and start improving performance. Whether you're fixing underperforming channels, building an integrated funnel strategy across teams, or transforming how your marketing operations connect channels to business outcomes, we are here to help your marketing channels work together to drive measurable results.
Explore our Channel & Funnel Optimization Solutions below or contact us to discuss your specific needs.
Explore our Channels & Funnel Optimization Solutions
Strategic channel and funnel expertise to optimize performance and connect your marketing to business outcomes
Our solutions help marketing leaders and decision-makers improve channel performance, build effective funnels, and create coordinated marketing that actually drives conversions. If you need strategic direction for channel optimization, a comprehensive assessment of how your channels and funnel are performing, integrated foundations that connect channels and funnel stages, operational transformation to improve how marketing systems support your funnel, or a complete marketing rebuild, we build the strategy and systems so your marketing channels work together to drive measurable results.
Nonprofit pricing available on all of our solutions.
Quick Wins
Fast-track solutions on a specific issue in 6 weeks
6-Week Marketing Strategy Development Sprint
Focus on developing marketing strategy for yearly planning, a campaign or launch, an event, sponsorship or partnership, or a specific channel.
Get expert strategic direction for your marketing initiative in just 6 weeks
You have a marketing initiative that needs strategic direction, but you don't have the internal expertise or bandwidth to develop it properly. Maybe you're planning annual marketing strategy, preparing for a campaign or product launch, building strategy for an event, evaluating a sponsorship or partnership opportunity, or developing a channel-specific approach. We can help your marketing team craft a marketing strategy and plan that helps you achieve your business and departmental goals.
We work with you over 6 weeks to develop a clear, actionable marketing strategy for your specific initiative. Through focused discovery, strategic analysis, and collaborative planning, we create a strategic roadmap that aligns with your business goals and positions your initiative for success. You'll walk away with a strategic plan you can execute immediately and help you gain internal buy-in and budget approval.
By the end of 6 weeks, you have a comprehensive marketing strategy tailored to your initiative, complete with strategic recommendations, campaign architecture, tactical priorities, success metrics, and a clear execution roadmap linked to your KPIs. No more guessing or second-guessing, just a solid plan backed by expertise and ready to implement.
Need strategic direction for a specific marketing initiative?
Let's create a clear, actionable plan for your marketing initiative.
How this shows up in Channels & Funnel Optimization
Project examples may include:
- Developing channel-specific strategy (social, event, email, content, paid media, etc.)
- Creating channel mix strategy and resource allocation plan
- Building funnel strategy and plan from awareness through conversion
- Defining how channels work together across the customer journey
- Planning event marketing, sponsorship activation, or partnership strategy
- Developing content distribution and promotion strategy
In-Depth Strategy
Comprehensive assessments and transforming systems
Strategic Marketing & Branding Audit + Action Roadmap
Get deep visibility into the opportunities and challenges in your marketing ecosystem and a take action roadmap on what to do next.
Comprehensive audit and strategic roadmap development
Your marketing has been running the same way year over year, and you're wondering if it's time for an update. Or maybe something feels off, but you can't quite pinpoint what needs to change. Perhaps you've never actually audited your marketing to see if what you're executing aligns with your goals, your target audience, and the current market landscape. Maybe efforts feel disjointed, results are inconsistent, or you're simply not sure if your marketing is working the way it should. You need comprehensive insight into what's actually happening across your marketing and brand because you want to make sure your entire marketing ecosystem is still effective, still aligned, and still driving the results you need. Our independent assessment makes sure your marketing is still on the right track and identifies exactly where any shifts need to happen.
We conduct a thorough audit of your marketing ecosystem and brand, analyzing everything from your competitive positioning and market landscape to internal systems, team capabilities, and customer perceptions. Through deep research and strategic analysis, we identify the real state of your marketing function, uncovering the opportunities, challenges, and disconnects holding you back and affecting your performance. We go beyond the surface-level observations or recommendations to find not just what's working and what's not, but why, such as gaps between your brand and your audience, your goals and your execution, or your strategy and your market reality.
By the end of this engagement, you'll have a comprehensive understanding of where you stand in the marketplace, how your marketing and brand compare to competitors, and exactly what needs to happen next to reach your business and marketing goals. You won't just get a list of problems that you have to figure out how to fix later. You'll walk away with a prioritized, actionable roadmap that gives you a realistic, doable plan for moving forward with confidence. And if you need implementation support, we're here to help bring the roadmap to life.
Uncover the insights hidden in your marketing ecosystem
Ready to understand what's really happening and get an actionable roadmap for what's next?
90-Day Strategic Marketing Integration & Performance Reset
Unify strategy, teams, and execution so your marketing works as one cohesive system instead of competing silos.
Integrate marketing strategy across departments and reset performance expectations
Your marketing team is executing, but other departments and channels work in silos or from different playbooks. Strategic priorities clash: marketing focuses on brand awareness, sales pushes lead volume, customer service makes promises that don't align with positioning, and account management creates their own messaging. Brand messaging is inconsistent across the organization and shifts depending on who's creating it. Channels operate independently with conflicting goals and metrics and often duplicate efforts or competing instead of connecting. In some organizations, marketing doesn't own strategy at all and becomes a task-taker for sales or other departments. You're busy, but no one is working toward the same strategic objectives and nothing works together as one cohesive system. Performance feels inconsistent because you can't properly evaluate results when strategy itself is fragmented across the organization. When departments, channels, and teams operate from competing strategic direction, even strong individual execution can't deliver the cohesive performance leadership needs.
We integrate your marketing strategy across the organization over 90 days, working alongside marketing and cross-functional teams to establish unified strategic direction, consistent brand positioning and messaging, coordinated execution, and shared performance expectations. We unify strategic priorities across marketing, sales, customer service, and any team impacting customer-facing communication by establishing coordination processes, training teams to work from the same strategic playbook, and resetting what performance means when strategy is cohesive. You'll get the strategic frameworks and hands-on support to break down silos and get everyone executing on shared strategic goals.
By the end of this engagement, marketing and cross-functional teams operate as one unified team from shared goals and strategy. Strategic priorities and goals are shared across all departments and channels—marketing, sales, customer service, and beyond. Brand and messaging are consistent throughout the organization because everyone is working from the same strategic direction. Teams collaborate instead of competing, executing shared objectives. Channels and touchpoints connect and support each other because strategy, not departmental silos, drives execution. You have the frameworks, processes, and coordination to execute efficiently and deliver consistent results. Performance can be evaluated properly because strategy is cohesive and expectations are realistic. Marketing becomes defensible in leadership conversations because you can show how everything connects to unified strategic goals across the entire customer journey.
Get everyone on the same page with marketing strategy and performance expectations
Ready to get everyone executing toward the same strategic goals?
Marketing Operations & Analytics Transformation
Transform your marketing operations and analytics infrastructure so your team can work efficiently and measure what actually matters.
Build functional marketing operations and measurement infrastructure
Your marketing team knows what needs to happen strategically, but the operational infrastructure is holding them back. Systems don't talk to each other, requiring constant manual data handling. Your team can't access the data they need to make decisions. Reporting exists, but it doesn't answer strategic questions or clearly show performance. Workflows create unnecessary friction, slowing down execution. You're tracking metrics, but they don't connect to strategic goals or provide actionable insights. The marketing operations and analytics infrastructure you need to enable your team is instead creating a drag on performance and limiting your ability to optimize. Even when you know what should change, you don't have the expertise or bandwidth to rebuild these foundational systems while keeping marketing running.
We transform your marketing operations and analytics infrastructure over 90 days, working alongside your team to streamline systems, establish functional data flow, build measurement capability, and create the operational foundation your marketing needs. We assess your current operations and analytics infrastructure, develop a strategic roadmap for transformation, guide the implementation of streamlined systems and processes, establish effective performance measurement and reporting, train your team to use the optimized infrastructure, and transition you to sustainable operations. You'll get both the strategic direction and hands-on implementation support to fix what's broken and build operational capability that supports efficient execution and data-informed decision-making.
By the end of this engagement, your marketing operations infrastructure should enable your team to complete the work efficiently. Systems are optimized and integrated where needed, reducing manual workarounds. Data flows properly between platforms, improving accessibility and accuracy. Workflows are streamlined to reduce operational friction. Your team has functional dashboards and reporting that answer strategic questions and support optimization decisions. Measurement aligns with strategic priorities and tracks what actually matters. Your marketing team spends less time wrestling with systems and more time executing strategy with confidence. Operations and analytics infrastructure enables performance rather than hindering it.
Transform your marketing operations and build measurement capability
Ready to fix systems and establish a functional analytics infrastructure?
Long-Term Results
Ongoing leadership programs that bring lasting change and results
360° Marketing Rebuild + Leadership
Overhaul a marketing department from the ground up without fully disrupting your team and day-to-day operations.
Interim Marketing Changemaker
Your marketing department is fragmented, underperforming, stagnant, or just not working the way it should. Maybe you've experienced leadership turnover, inherited a misaligned function, or watched marketing fall behind as your organization evolved. Your team is overwhelmed, systems are broken or siloed, and trust with other departments has eroded. You need someone who can step in, assess the current environment, rebuild the infrastructure, and lead the function to stability, all while preparing it for long-term success.
We step into your organization as interim marketing leadership to rebuild your marketing department from the ground up. Over 6–12+ months, we assess the current state of your marketing, identify challenges and opportunities, establish strategic direction and functional systems, rebuild organizational credibility, and lead your marketing function to sustainable performance. We then transition permanent or existing leadership to inherit a well-functioning department with strong foundations.
By the end of this engagement, your marketing function operates as a cohesive system with clear strategy, functional operations, aligned messaging, and organizational credibility. Your team has the tools, processes, and confidence to execute efficiently and effectively. And your marketing leader can hit the ground running, focusing on growth and innovation instead of firefighting or building from ground zero.
Rebuild your marketing infrastructure and create sustainable success
Need a marketing leader who can come in and overhaul your marketing from the ground up?
Want to discuss your needs before booking our solutions?
Or have another strategic marketing project in mind? Contact us to create a custom solution and talk through your project.
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The Maison Peters Experience
Optimize Your Channels & Funnel
If your marketing channels aren't working together or your funnel isn't converting, we're here to help. Schedule a free 30-minute call to talk through your channel and funnel optimization needs.