A fixed-scope review that ends in a plan
Most consultancies answer “where do we stand on Marketing Cloud Next?” with a discovery phase of undefined length and a proposal at the end of it. We would rather sell you a small, bounded piece of work with a document at the end that is useful even if you never hire us again.
The MC Next readiness assessment is fixed in scope, fixed in price and fixed in duration. You get a written plan you own.
What is inside
- Estate inventory — every journey, automation, data extension, integration and sending domain, documented. For many clients this alone is the first accurate map anyone has had
- Data foundation review — what your data would need to look like in Data Cloud, and the gap between here and there
- Migrate / coexist / wait classification — every meaningful asset sorted, with reasoning attached
- Effort and sequence — what each phase takes, in what order, and what depends on what
- Licensing implications — flagged plainly, so procurement is not surprised later
- Risk register — what could go wrong, and what we would do about it
- A working session — we walk your team through the findings live and answer the awkward questions
How it runs
Who this is for
- Organizations with a meaningful Marketing Cloud Engagement investment and no clear read on MC Next
- Teams who inherited an MCE instance nobody documented
- Marketing leaders being asked by their exec team “what is our AI and data plan” and needing a defensible answer
- Anyone about to spend serious money on Marketing Cloud who wants a second opinion first
Who this is not for
If you do not own Marketing Cloud yet, this is the wrong starting point — book a discovery call instead and we will point you somewhere more useful. If you already have a Data Cloud foundation and a documented estate, you probably do not need this, and we will say so on the call rather than sell it to you.
What happens after
Whatever you want. The plan is yours. Some clients hand it to their internal team and execute it themselves, some take it to another partner, and some ask us to deliver the first phase. All three are fine outcomes, and we price the assessment so that it stands on its own.
Ready to make your customer data work as hard as you do?
Book a free 30-minute discovery call. We’ll look at where your Salesforce and your data stand today, and where the fastest wins are.
Book your discovery call →Palm Beach, FL · (860) 916-4583 · Remote nationwide