Customer onboarding in B2B SaaS is changing fast, but the resources for onboarding teams? Not so much. That's why we're kicking off Onboarding Therapy, a podcast that tackles the real challenges onboarding teams face every day.
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”Growth Gears: Accelerating Revenue Team Success” is the only podcast that seamlessly bridges the gap between marketing, sales, customer experience, and other teams involved in revenue generation. Our holistic approach to revenue growth transcends traditional organizational silos and areas of specialization, which delivers highest-quality results. By integrating insights across multiple domains, we equip revenue teams with a unified strategy and constant upskilling, ensuring a cohesive and c ...
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In this episode, we dive into how to streamline the handoff process from marketing qualified leads (MQLs) to sales qualified leads (SQLs). We discuss common pitfalls such as vague lead qualification, misaligned messaging, and the lack of a feedback loop between marketing and sales. Learn how to ensure that leads are accurately qualified—with clear …
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How to Fix Drop-Off Points in Your Funnel & Increase Conversions
14:30
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14:30In this episode, we explore strategies to identify and fix drop-off points in your marketing funnel, ensuring higher conversion rates at every stage. We dive into common mistakes across the awareness, interest, and decision stages and share practical tips on optimizing messaging, user experience, and follow-up tactics. In this episode, you’ll learn…
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In this episode, we explore how account-based marketing (ABM) funnels flip the traditional funnel approach. Instead of casting a wide net, ABM targets specific accounts and decision-makers, tailoring outreach to meet their unique needs. We discuss how this focused approach changes each stage of the funnel and what it means for conversion, measureme…
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Building a Marketing Funnel: How to Simplify & Scale
11:19
11:19
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11:19In this episode, we explore how to simplify and scale your marketing funnel by removing unnecessary complexity and focusing on what truly works. We discuss the pitfalls of overcomplicating your funnel, the importance of focusing on one channel, and using data to optimize every stage of your funnel. In this episode, you’ll learn: Simplify Your Funne…
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How Marketing & Sales Alignment Increases Revenue
23:43
23:43
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23:43In this episode, we explore how aligning your marketing and sales teams can drive better collaboration, improve lead qualification, and increase revenue. We discuss common challenges in misalignment and practical solutions to create a seamless buyer journey. In this episode, you’ll learn: Why Misalignment Happens – The biggest disconnects between m…
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Optimizing Your Marketing Funnel: From Lead to Revenue
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16:36
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16:36In this episode, we break down the key points of optimizing your marketing funnel—identifying drop-off points, improving conversion rates, and ensuring a seamless journey from lead to revenue. We explore strategies to nurture leads effectively and continuously refine marketing efforts for better results. In this episode, you’ll learn: Common Drop-O…
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In this episode, we dive into how marketing can be a true growth engine, shifting from a cost center to a revenue driver. We explore the balance between short-term and long-term strategies, the financial metrics that matter, and how to align marketing efforts with business goals for maximum impact. In this episode, you’ll learn: Marketing as a Busi…
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Beyond Vanity Metrics: Marketing’s Impact on Revenue
19:24
19:24
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19:24In this episode, we explore why marketers need to move past vanity metrics and focus on revenue-driven KPIs. We dive into identifying which metrics truly impact revenue and how to leverage data to optimize the entire marketing funnel—from awareness to conversion—and prove ROI, even in long sales cycles. In this episode, you’ll learn: Identifying Re…
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The Future of Automation & Human Creativity in Marketing
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15:10In this episode, we wrap up our series on automation and holistic marketing by exploring the future of automation and the irreplaceable role of human creativity in marketing. We dive into how AI and automation are reshaping the marketer’s role—taking care of repetitive tasks and data analysis so you can focus on crafting compelling narratives and h…
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Holistic Marketing: The Dangers of Fragmented Strategies
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16:41In this episode, we tackle the pitfalls of fragmented marketing strategies and reveal how a holistic approach can transform your business. We dive into the red flags of disjointed efforts—from siloed teams and inconsistent messaging to wasted resources and missed revenue opportunities. Our discussion covers: Identifying Fragmentation: Learn the com…
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AI-Powered Personalization: How Automation Improves Engagement & Conversions
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18:44In this episode, we continue our deep dive into automation and holistic marketing, focusing on how AI-powered personalization can revolutionize customer engagement and conversion rates. We explore how AI-driven content and automation can create better customer experiences, increase conversions, and streamline marketing efforts—all while maintaining…
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Smarter Automation: Maximizing Efficiency Without Losing the Human Touch
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13:04In this episode, we kick off a brand-new series on automation and holistic marketing, exploring how to streamline processes without losing the human touch. We dive into smart automation strategies—identifying which repetitive marketing and sales tasks are ideal for automation, from email sequences and content scheduling to lead scoring and follow-u…
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Why Customer Success Needs a Hospitality Mindset with Em Wingrove
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49:40In this episode of Onboarding Therapy, Kim and Shareil sit down with Em Wingrove, Chief Experience Officer at Aptitude 8, to explore how customer success teams can apply a hospitality mindset to improve retention, build trust, and create effortless customer experiences. Highlights from the Episode: Why Customer Success Needs Hospitality – Em breaks…
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Why Blaming Sales Doesn't Work: A Candid Chat with Arrows' Head of Sales, Grant Jones
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38:07
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38:07In this episode of Onboarding Therapy, Kim and Shareil are joined by Grant, Head of Sales at Arrows, for a candid discussion about the unique dynamics between sales and customer success teams—and why their differences actually make organizations stronger. Highlights from the Episode: Different Personalities, Different Roles: Explore why certain per…
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Stop Worrying About Overwhelming Customers During Onboarding with Matthew Ruxton
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33:44
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33:44In this episode of Onboarding Therapy, Kim and Shareil talk with Matthew Ruxton about his journey from implementation specialist to RevOps leader, challenging common misconceptions about customer onboarding along the way. Highlights from the Episode: The Overwhelm Myth: Matthew challenges the common fear of overwhelming customers and explains why u…
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The AI Wake-Up Call for Customer Success Teams with Daphne Costa Lopes
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42:50In this episode of Onboarding Therapy, Kim and Shareil sit down with Daphne Costa Lopes, Global Director for Strategic Accounts at HubSpot, to explore how AI is reshaping customer success—and why now is the time for teams to adapt. Highlights from the Episode: Why Customer Success Teams Can’t Ignore AI: Daphne explains the risks of falling behind a…
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Rethinking the Role of Customer Success: A Radical Take
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41:46In this episode of Onboarding Therapy, Kim and Shareil challenge the traditional structure of customer success (CS) teams. They discuss whether CS should remain tied to revenue-focused goals or shift closer to product development, potentially evolving into a "product success" function. This thought-provoking discussion dives into the challenges fac…
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Reducing Friction in Customer Onboarding with Ramli John
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30:44In this episode of Onboarding Therapy, Kim and Shareil welcome their first guest, onboarding expert and author Ramli John. Together, they dive into the nuances of friction in onboarding and how internal misalignment often becomes the root cause of a disjointed customer experience. Highlights include: Why internal misalignment on onboarding goals an…
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In-App vs. Human-Led Onboarding: Striking the Right Balance
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21:18In this episode of Onboarding Therapy, Kim and Shareil dive into a common debate in the onboarding world: Can in-app onboarding replace human-led onboarding? They explore the strengths and limitations of each approach and discuss how combining the two can create a more effective and scalable onboarding experience. Highlights include: Why some leade…
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Getting Leadership Buy-In: Proving the Value of Customer Onboarding
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37:47In Episode 2 of Onboarding Therapy, Kim and Shareil tackle the critical challenge of securing leadership support for customer onboarding. They share strategies to communicate onboarding’s impact on business goals and offer insights into making the case for better investment and buy-in. Highlights include: Why onboarding is often undervalued by lead…
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Aligning Sales and Onboarding: Building Better Handoffs and Feedback Loops
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38:22
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38:22In the debut episode of Onboarding Therapy, Kim and Shareil explore the challenges of aligning sales and onboarding teams. They discuss common issues like mismatched incentives, misaligned goals, and poor handoff processes, all of which can impact the customer experience. Highlights include: Why sales and onboarding teams often feel at odds with ea…
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Amplifying Your B2B Lead Gen with Strategic Content
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29:54
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29:54Undeniably, even the most extraordinary product or service needs the right storyteller to showcase its magic. It's not just about creating something amazing; it's about creating demand in the face of the right audience in a way that captivates their imagination and compels them to experience the wonder for themselves. In this episode, we dive into …
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B2B Lead Gen Strategies for Success and Growth
1:19:49
1:19:49
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1:19:49Ever felt like you're hunting for unicorns in a forest full of deer? That's what B2B lead generation can feel like. You know the perfect leads are out there, but they seem just as mythical and elusive. In this episode, we dive into some common B2B Lead Gen challenges, the importance of marketing and sales team alignment, personalized messaging, and…
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Boosting B2B Lead Generation: Content Strategies for Success
26:28
26:28
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26:28Ever felt like you're lost in a sea of competitors? Why isn't anyone paying attention? Tired of shouting into the void? B2B lead generation can feel that way. Despite having excellent services or products, getting them in front of the right people can be difficult. In this episode, we dive into how to navigate a sea of competitors with original qua…
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Ever felt like you're chasing shadows in the competitive world of B2B lead generation? It can be a wild ride, right? We've all been there. Pouring time and resources into marketing efforts that yield meager results. Imagine if we could see through these shadows... In this episode, we uncover how thought leadership serves as your torchlight. We'll e…
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Addressing Common Lead Gen Challenges and Pitfalls
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48:49
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48:49Curious how to resolve some common challenges and mistakes in generating leads? In this episode, we debunk some common assumptions and dive into the world of B2B SEO and paid advertising strategies. Get insights on aligning your budget and getting buy-in from upper management with real examples and use cases from our clients to help fill your pipel…
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Turning Your Website into a Lead Generation Machine
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26:16How do you turn the ship from the old way of doing things and turn your website into a lead generation machine? In this episode, we discuss the role of marketing and sales, diving into common beliefs and challenges our prospects and real-world clients are experiencing with strategies to excel in the modern B2B lead generation world. --- Send in a v…
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Financial Services Marketing Challenges and How to Solve Them
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48:32In the tightly regulated and highly-commoditized financial services marketing world, there are many challenges. But at O8, we believe that every challenge is an opportunity. This webinar will discuss the unique challenges faced by this market, as well as offer advice to help create a marketing framework that fends off competitors, appeals to digita…
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The Perfect Digital Marketing Team Structure
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55:35
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55:35The best digital marketing team has the proper skill sets and strategies to accomplish organizational goals in the most efficient manner. You'll get insights and actionable practices that will help you select, structure, manage and inspire the perfect digital marketing team for your company. Note: This podcast audio was taken from a live video reco…
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Breaking Bias, Building Connections
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1:45:27
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1:45:27This session will focus on our individual responsibility to address our bias as we seek to build on our common goals of safety, significance, and belonging. Note: This podcast audio was taken from a live video recording where images/dashboards were shared and explained onscreen. You can view the video version here: https://www.youtube.com/watch?v=1…
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Closed-Loop Marketing (CLM) gives marketers visibility to see the marketing efforts that lead to sales. It helps marketing teams measure which marketing campaigns are most successful, and why. In this podcast, we will take you through Closed-Loop Marketing and look at the role of CDPs, analytics, and marketing automation and how they help you close…
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2.9.21 In 2005, the original Google Analytics, known as “Urchin,” launched. Since then, there have been 3 new iterations. Classic in 2008, Universal in 2013, and now the latest, GA4! The O8 team gets into the nitty-gritty of GA4 on this episode of Digital Marketing Team Huddle. Note: This podcast audio was taken from a live video recording where im…
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Creating Actionable Insights From Your Marketing Data
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43:59
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43:5912.1.20 Clients come to us either lacking quality marketing data or drowning in it. The team discusses how to make sense of all this marketing data in this week's Digital Marketing Team Huddle! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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Tackling Digital Marketing Strategy in 2021
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44:3411.17.20 In this episode of Digital Marketing Team Huddle, the O8 team discusses what to consider when making your digital marketing plans for 2021. The idea of planning for 2021 can be daunting. The reality is that we are still in the middle of this pandemic, and the factors that influence businesses are going to continue to evolve throughout 2021…
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10.6.20 The O8 team discusses geotargeting and how it can be used on your website as an essential tool for targeted marketing and advertising programs. --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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The Do’s & Don’ts of a Website Redesign
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1:02:038.25.20 This week's Digital Marketing Team Huddle episode has O8 discussing design, usability, navigation, and performance do's and don'ts. Our Director of UX and Design also joins to give his insight! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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8.4.20 In this week's Digital Marketing Team Huddle, the team has a problem-solving session answering listener questions. Listen to learn more about Google's updated "GMB" profile, eCommerce-friendly CMS options, building your own site vs. hiring an agency, Google Search rankings, offline conversions, and Drupal 8 & 9 migrations! --- Send in a voic…
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5.1.20 In this episode of Digital Marketing Team Huddle, our team discusses all things Drupal, including the impending migration from Drupal 7 to Drupal 8/9! *Please note this podcast was recorded when D7's EOL was scheduled for November 2021. However, given the impact of COVID-19 on businesses and budgets, the Drupal organization has extended this…
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6.23.20 Join O8 experts for free digital marketing and technical advice. Think of it as a group therapy session! The team answers questions, discusses challenges, and will brainstorm solutions and provide actionable steps for solutions. --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/message…
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What Should Your Weekly Marketing and Website Checklists Consist Of?
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51:47
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51:476.16.20 Success comes when you have a steady, clear focus on what you want to achieve and you take steps every day to move towards it. Weekly (and daily and monthly) checklists help you to stay on track and keep your team aligned. We at O8 use several lists and we'll share a few with you on this episode of Digital Marketing Team Huddle! --- Send in…
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Preparing for the Upcoming Changes to Search Algorithms
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53:036.12.20 This Digital Marketing Team Huddle will help you learn about the impending changes to search algorithms on the web. When are they happening, and how should you start preparing? --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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6.9.2020 On this Digital Marketing Team Huddle, the team discusses all things HubSpot and how it can fit into your business's needs. --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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5.26.20 On this Digital Marketing Team Huddle, O8 discusses UTM codes. How you can create them, what can you track with them, as well as best practices for UTM tracking. --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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5.22.20 On this Digital Marketing Team Huddle, we discuss ways to improve your PPC returns, the most important KPIs to measure success, and more! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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5.12.20 On this episode of Digital Marketing Team Huddle, O8 discusses conducting a website analysis for your own company, and what to look for from your competitors! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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5.8.20 On this episode of Digital Marketing Team Huddle, join us as we discuss what to know about approaching a website redesign. --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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5.5.20 On this Digital Marketing Team Huddle, the O8 team discusses the latest and greatest digital marketing trends, including personalization, social media stories, artificial intelligence, branding, and much more! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/message…
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4.28.20 O8 discusses CRO in relation to how to respond to the consumer behavior shift, as well as how to win new customers and retain existing ones over the coming weeks and months. --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/messageBy Seth Viebrock
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How to Approach Re-Opening Your Business Post-COVID 19
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58:414.24.20 This episode of Digital Marketing Team Huddle discusses re-opening your business post-COVID-19. How should you re-engage with customers/clients? How should you approach the re-opening of your business? What should your digital strategy look like? --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/message…
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The Intelligent Way to “Cut Costs” During Hard Times
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1:01:304.22.20 Budget is tight, so you need to cut costs and that means marketing. We'll advise you on the smart way to do so, without losing all of the progress of your marketing efforts thus far. Pulling back on marketing is not the way to go right now! --- Send in a voice message: https://podcasters.spotify.com/pod/show/o8-agency/message…
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