Black and Beige Sleek and Simple B2B Business Business Website

Grow Your Online Business with Marketing Automation

ROI Strategic LLC

Find Out More

Boxes in a Trolley on a Table with Laptop

Who We Are

What we do

We implement CRM marketing automation solutions that work.

Gone are the days of duplicate entries, outdated spreadsheets, and frustrating workflows that don't execute. Whether you're starting a business for the first time or have a specific problem to solve, we can help you every step of the way. From creating an online store to optimizing your automated email workflows, CRM marketing is what we do best.

Our Process:

Step 1:

Discovery Call

Let's schedule a call and get to know each other. We'll learn about your business and share how we can help.

Step 3:

Agreement

We will agree on the best plan to meet your goals. We will define a scope of work and monthly retainer to ensure we're on the same page.

Step 2:

Proposal

After our discovery call we will present a formal proposal that we believe meets your needs. Your team will read over and we will be here to answer any questions.

Step 4:

Onboarding

Now that we've identified the problem, proposed a solution and agreed upon the course we will have a

kick-off call with all the key crew members and implement the plan.

Our Services:

IDENTIFY

THE PROBLEM(S)

We take a consultative approach. We ask important questions. We identify goals and obstacles. This methodology follows us in everything we do, not just initial onboarding.

DEVELOP

THE PLATFORM

After identifying the correct solutions, we tailor it to fit your business. Every business is unique so why use a "one-size-fits-all" software application? Work with us and we will build the solution around your company's processes and the software will work for you, not the other way around.

IMPLEMENT

THE SOLUTION

White glove service with a blue collar work ethic, we take customer service serious. We walk you through your new software solutions and train each of your employees at their team, or individual level. If you run into any issues, we're a phone call away and here to help.

SERVICES

IDENTIFY

Identify the problem(s).

We take a consultative approach. We ask important questions. We identify goals and obstacles. This methodology follows us in everything we do, not just initial onboarding.

KickOff/Discovery Call

Team-Member introductions. Set goals. Define strategic business advantage. Discuss niche. Idenitfy competitors. Establish Point of Contacts (POCs). Schedule milestones and phases.

Buyer Persona Development

Who buys your product or service and why? Let's discuss your niche and get to know your customers better then they know themselves. We will identify why and how your customers make their purchase decisions and build your website with that in mind.

Customer Journey Development

What steps do your customers take before and after becoming a customer? We will define these steps together and build them into your customer journey.

We identify key moments in a customer's lifecycle and build them into your marketing and business strategy.

Online Store Audit or Discovery

Review of current online store if applicable. What's working and what's not? Identifying the Ecommerce solution, version, features, pricing, plugins and extensions.

Marketing Software Audit or Discovery

Review of all curently used marketing software and features. What's working and what's not? Identify the solution to implement.

CRM/ESP Software Audit or Discovery

Review of all curently used CRM software and/or needed software. What's working and what's not? Identify the solution to implement.

SERVICES

DEVELOP

Develop the platform.

Online Store Growth Driven Development

Growth-Driven Develoment is a website building philosphy that produces reliable month-over-month growth. Your website becomes stronger as you continue to get more data, measure and adjust.

Marketing Software Technical Implementation

Customizing the marketing platform to fit your needs; importing data, users, adding custom fields, building sequences, creating templates, user permissions, customer journey development. Shopping Cart Abandonment. Newsletter and email campaigns.

Reporting and Dashboard Setup

Track ROI, Add-spend, User Activity, Marketing Efforts, Customer Service KPI's and more with the visual insights you need, accessible and easy to read.

Content Management Implementation

Define your goals, channels, customers and create a schedule and content strategy to increase your online presence.

CRM/ESP Software Technical Implementation

Develop the CRM platform specific to your business; importing data and users. Adding custom fields. Custom list views. Creating templates. User permissions. Custom field sections.

Software Integration Technical Implementation

Integrate all your channels and apps to have one system that seemlessly works together, no more duplicate entries.

Brand Assets Development

Let's create and define your logo, font, color pallette, mission statement, brand story and personality.

SERVICES

IMPLEMENT

Implement the solution.

Email Marketing Implementation

Stunning email templates, automatically personalized subject lines and content for each recipient, and run A/B tests to improve open rates and clickthroughs.

CRM Implementation

A CRM makes it easy to track every detail of your business relationships all in one place. Manage your entire sales pipeline and organize and respond to all your customer support issues, all with the same tool.

User Training

We will train your company on the software we implemented on an individual or team level. After training, your employees will be proficient in completing their daily tasks, running reports, managing contacts and more.

Continued Software Support

If you run into any technical difficulties we are here and ready to help. We'll take your service requests via phone, email, livechat, or screenshare to ensure you get the answers you need and the problem resolved

Grayscale Photo of Curtain Wall Building

Ready to get started?