Paul’s Secret Sauce for Running Successful Pardot Implementations
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Paul’s Secret Sauce for Running Successful Pardot Implementations

How I run a Project as a Pardot Consultant

1. Start with the End in Mind: Set Specific, Measurable Goals

Setting specific, measurable goals enables us to measure the success of the project. Instead of focusing on statement of work initially, I instead sit down with the client to agree upon desired outcomes together.

Some of my clients’ goals in the past included:

  • Double the number of visitors to our website from 2,500 to 5,000 per month.
  • Increase the number of conversions rate on our landing pages from 3% to 5% of visitors.
  • Increase the click-through rate of email sends from .5% to 1.5%
  • Achieve positive ROI on paid Google Adwords pilot campaign

2. Draw a Map to Get To Our Destination (Business Process Mapping)

Where some companies take a technology-centered approach I start with business process centered approach. Often, companies don’t know what their business process should be. In these case, I happily provide my recommendations based on my past experience as a successful revenue-focused marketer with high-growth companies. At the end of this step business processes are formalized in a business process map, which is great to refer back to for training and as questions arise.

3. Executing on the Plan: Building Technology & Daily Habits through Training

Next, I build the solution architecture and present the proposed solutions in a solutions design document to review with the client. In this step, I present different solutions possible in Pardot that will support our business process defined in step 2 and that will achieve our goals defined in step 1. Based on the technology architecture there could be more than one way to architect something. I will explain your different options and how that will affect your long term marketing roadmap with Pardot. I will then make a recommendation.

blueprint-1Once the client makes a final decision on the solutions architecture I proceed to build the solution, with check-in points along the way. Then I will train the client team on the solution and technology so we can continue to improve and evolve to achieve further success.

1 Comment
  • Annette Macchia
    Posted at 11:43h, 29 July Reply

    This is an excellent article with great information on Pardot and the importance of planning, solutions and training. Nice publication Paul.

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