Our Services

People and Products for Smart Marketers

Building your Marketing Database is just a beginning. You also need the know-how to leverage that investment to grow your business. Our team knows how. It includes some of the most talented database architects, analytics specialists and customer-centric marketers in the industry. We offer comprehensive marketing services including analysis, strategy, marketing execution, marketing acquisition, creative services and technology support. With Customer Portfolios Marketing Services – our expertise is yours.


Analytics and Insight

Our highly skilled analysts have a remarkable ability to discover actionable opportunities. By actionable we mean things you can actually do right now, not just talk about doing. Using their own specialized tools and techniques to analyze your database, our analysts are able to provide you with segmentation, opportunity analysis, modeling, and targeted lists for programs to drive greater customer engagement.


Powerful Insight into customer segments to identify actionable opportunities
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Unbroken Customer Experience Strategy to drive engagement plan

Insight into email engagement to maximize email channel

Gap and flow report to drive optimization of customer experience


Marketing Execution

Our well-seasoned execution team will build, test, validate, and launch closed-loop marketing programs precisely as directed by your strategy and campaign plan. Omni-channel campaigns can be executed via all appropriate out-bound channels, including: email, direct marketing, associate clienteling, call center lists, social media, and mobile marketing. We also provide support on all sides of marketing execution including planning, creating, testing layouts and subject lines, and performance tracking.



Our all-pro teams will quickly, efficiently, and effectively leverage your existing technology in order to optimize integration across platforms to enable your inbound and outbound campaigns to work as designed. We never let (outdated) technology get in the way of great marketing ideas.



Our resident customer strategy geniuses identify sales and revenue opportunities by leveraging the insights generated by analysis of the Marketing Database. Their objective is to support your marketing initiatives and help to prioritize and detail the best tactical initiatives.



Our creative team leverages the insight provided by analysis to craft exactly the right message to inspire customer action. It starts with understanding what motivates the customer at this point in the lifecycle. The key is delivering the message in an engaging visual/verbal manner that leverages your brand equity and resonates with the needs of your customer. From campaign planning and strategy, to concept, design, and writing, our creative team will deliver on-brand creative for Email, Direct Mail, landing pages and web banners, and global UI.  We also provide user experience (UX) consultation for your digital properties that will help your business achieve greater customer acquisition and conversion.


Tools that Drive Enagement and Conversion

Marketing at the Local Level (MALL)

With our MALL application, local marketing groups or agencies can insert custom content into National promotions that is relevant for specific stores or regional markets.


This is an in-store application that allows store associates to utilize the customer database to get a 360 degree view of individual customers. This enables them to increase efficiency and further develop relationships by communicating directly with customers via email, post card, phone call or whatever channel the customer prefers.

Digital Coupons

Digital Coupons are barcode-trackable coupons that are sent to customers using the Marketing Workbench offer management tool; each coupon/offer can be tracked back to the customer. The digital coupons can enforce business/offer rules at the eCommerce/POS level.

Profile/ Subscription Center

Profile/Subscription Center is a central place that integrates and collects the multiple actions/touch points of the customer with the brand and it is connected via API meaning that most of the data is updated in near real time.

Lights-Out Marketing

Lights Out Marketing is fully-automated lifecycle marketing that drives a customer’s lifetime value up. Fully scalable and driven by trigger-based and rules-based logic, Lights Out Marketing programs execute targeted, measurable programs that send specific messages to specific customers at a specific time.

With Lights-Out Marketing you are able to:

  • Minimize the upfront investment
  • Produce faster business impact
  • Execute closed-loop marketing and delivering analysis
  • Remove IT and specialized skills from the process
  • Demonstrate programs with positive ROI

Game Changing Customer Opportunity Analysis

For each Portfolio Pathing project, we analyze customer data to determine behavior-based portfolio segments and their lifecycle path. From this analysis we identify immediate marketing opportunities for rapid revenue generation and current customer growth. The path of the portfolio is based on the customer lifecycle – from prospect to single-purchase customer, to multi-purchase customer, to loyal return customer, and ultimately, long-term best customer. Deliverables include:

Customer Profile Table – Single view and understanding of each customer’s relationship with your brand

Baseline Metric Reports – Business performance reports to monitor your key performance metrics over time

Behavior-Based Portfolio Segments with Personas – A series of actionable behavior-based segments to drive targeted communications

Lifecycle Path Definition and Strategy – Detail of relevant lifecycle marketing to fuel building best customer behavior. The lifecycle path looks at the actionable opportunities identified within the intersections of the segments.

Immediate Tactical Opportunities – Defined tactical marketing programs to target specific customer needs.

We build behavior-based portfolio segments by identifying the separating points of difference like:

  • Average Order Size
  • Lifetime Value
  • Number of Purchases
  • Time Between Purchases
  • Engagement & Consistency
  • Categories, Styles & Products
  • Preferences & Demographics


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