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CASE STUDY

what if you didn't have to settle?

allow me to re-introduce myself

They say you never get a second chance at a first impression. But a less-than-stellar first impression teaches you a lot about getting it right the next time. You just need to know where to look.  

John Steele Consulting Logo (9)-1
client:
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toolset
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PROJECT type
Fee-For-Service
sprints
CASE STUDY

goals & challenges

Documint was in a good position--a solid repeat customer base, a feature set that their customers found useful, and a simple pricing model. But as their ambitions grew, they realized that their positioning, product and marketing would need to grow with it. They needed to re-evaluate, refresh and reset to effectively approach new kinds of customers.

audit positioning, marketing operation and strategy

CHALLENGE

Marketing data collection was not a focus previously, making segmentation of current customer journeys a challenge.

establish new customer journeys and nurture them

CHALLENGE

New customer intake and onboarding systems were not set up for automation, requiring updates for accurate reporting.

introduce new product features to a new audience

CHALLENGE

Some Documint features are difficult to explain, or were hidden from view, making its full value harder to see.

CASE STUDY

the recipe

get the deck
 step 1
Enable (10)-1

modify cms

audit positioning

With an ambitious feature pipeline and a loyal customer base, Documint saw the opportunity to expand into new markets. But without a complete accounting of the market, competitor analysis and positioning, they weren't sure where to focus. The Positioning Sprint helped with market sizing, competitive analysis and an action plan.

ADDITIONAL TOOLS
Enable (10)-1
JSC Project Deck_Documint Market Analysis Strategy-1
 step 2

activate data

clean up the data

Documint's Hubspot CRM wasn't set up for Lifecycle Stage tracking. They couldn't get a clear picture of where their contacts were within the purchase funnel. Using Hubspot workflows, custom automation and an iterative lead scoring rubric, we categorized leads and customers more effectively using Deal Flow, lifecycle stage tracking and more. 

ADDITIONAL TOOLS
 step 3
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automate process

automate process

Once the data was clean, we had to apply the same logic to all future prospects and customers. That meant journey mapping and installing automated drip campaigns to segment and nurture new leads and customers from subscription to upsell. It also meant eliminating costly busywork like manually emailing new prospects.

ADDITIONAL TOOLS
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John Steele Consulting Logo (8)
 step 4

build dynamic reports

tell new stories

With the new content marketing infrastructure in place, Documint was ready for a new story--their newly launched Hubspot integration feature. JSC created animated explainer videos, screenshare presentations and visual elements to promote and guide new and existing users through the process of using new features. We handled scripting, motion graphics, voice over, music--all for one low hourly rate.  

ADDITIONAL TOOLS
CASE STUDY

feedback

JSC offers a unique blend of industry expertise and practical skills. If you're in search of a consultant who not only understands your business but also has the capability to drive measurable results, John Steele Consulting is the partner you need.

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Josh Mamroud
Founder & CEO
Documint

John delivered thoughtful and innovative solutions for our CRM and automation needs, while also taking the time to teach me about marketing operations strategies and tools. I highly recommend John and JSC to any company looking for a consultative, well-rounded marketing operations expert.

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Niklas Vaittinen
RevOps Lead
Documint
CASE STUDY

feedback

"JSC offers a unique blend of industry expertise and practical skills. If you're in search of a consultant who not only understands your business but also has the capability to drive measurable results, John Steele Consulting is the partner you need."

Y52avM5G_400x400
Josh Mamroud
Founder/CEO, Documint

frequently asked questions

frequently asked questions
 
What is John Steele Consulting?

My name is John Steele and I am a 12-year veteran of digital marketing & communications. For most of my career, I have served the startup/SMB tech space, usually joining as the first or second marketing hire. And, in building marketing operations from the ground up, I saw how agencies either took advantage of or neglected small businesses. I started JSC to offer something better to startups--an agency built for founders.

How are you different than other agencies?

We're different from other agencies in two key ways:

First, we are not a traditional consulting firm in that we do strategy and execution--building strategies and executing them, often in the same project scope.

The second is our flexible pricing. With our fee-for-services agreement, I can work on anything within your tech stack for one low hourly rate. You can tag me in on any project--from web development to custom APIs to analytics.

With our project-based contracts, we limit the scope to a core list of deliverables over a set period.

Both of these agreements are 100% committment-free. Just pay for what you need. 

Cool! How can we get started?

Great question! The best way is to schedule an intro consultation by clicking one of the buttons at the top or bottom of this page.  

These intro calls give me a chance to learn about your business and explore ways we can address your challenges most efficiently. 

LETS CHAT!
 
 

schedule your consultation!

Bring your challenges. We'll create a suite of services, a timeline and a project plan tailored to your business.
 
LETS CHAT!
 
 

schedule your consultation!

Bring your challenges. We'll create a suite of services, a timeline and a project plan tailored to your business.