Foundations
An introduction to the dashboard, the terminology and how pipeline stages map to your CRM. Best for teams in their first month of use.
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Learning sessions
Workshops for teams
learning to read pipeline data.
Connecting a CMS to revenue data is one step. Teaching an editorial team to plan around what it shows is another. These sessions cover both.
Built for the people who plan the calendar.
Workshops are run with the editors, strategists and content leads who make weekly decisions about what gets written. Each session is grounded in your own connected data, not generic examples.
Sessions run remotely or in person and are scheduled around your team's existing planning rhythm, typically two to four weeks after your account is connected.
Formats
Four sessions, each with a distinct focus.
Attribution modeling
A closer look at how attribution paths are constructed, including how multi-touch journeys are weighted across long buying cycles.
Editorial prioritization
Working session for turning topic and format scores into a revised content calendar, with time set aside to rank current drafts.
Reporting for leadership
How to build a recurring report that presents content's pipeline contribution in terms a revenue or executive audience expects.
Session structure
What a booked session looks like.
Discovery call
A short call to understand your team's structure, current planning process and the questions you want the data to answer.
Working session
A live session, typically 90 minutes, using your connected account and real reports rather than sample data.
Playbook handoff
A written summary of what was covered, along with a short reference guide your team can return to after the session ends.
Who these sessions are for.
Content leads preparing to defend a budget with pipeline data. Editors who want a faster way to decide what to cut from a crowded calendar. Marketing operations staff responsible for keeping attribution data clean.
Sessions are informational and collaborative. There's no assumption that your team will adopt every recommendation. The goal is fluency with the data, so your team can make its own judgment calls with better information.
Interested in scheduling a session?
Reach out with a short description of your team and current tools. We'll follow up with format options and timing.
Contact the team