The Basics
What two sub-industries are we focused on?
Financial Services & Information and Technology Services
Why does poor attribution slow down growth decisions?
Leaders can’t confidently double down on what’s working
What's a discovery question helps diagnose attribution and reporting gaps?
How easy is it today for your team to tie specific campaigns or content back to revenue?
Why are we focused on this industry?
Highest Pipeline$ and ASP in 2025
What is one of the main pain points marketers in this industry face?
Hard to consistently product expertise driven content
Limited visibility into what’s actually driving revenue
Not enough qualified leads to support growth
What's a discovery question helps uncover content scalability challenges?
How are you currently creating and scaling content that shows your team’s expertise?
Explain the industry: Financial Services
Organizations that provide financial products and services such as banking, lending, insurance, investing, and wealth management.
Why is personalization especially important in financial services marketing?
Because firms must deliver compliant, personalized communication at scale
Which two characteristics make professional services especially relationship-driven?
Long-term client relationships and reputation-based growth
Explain the industry: Information Technology and Services
Companies that provide software, IT, data, and digital services that help organizations operate, scale, secure, or modernize their technology and business processes.
Why is alignment between marketing and sales critical in IT services?
Because of complex B2B sales cycles and long-term account growth
What is one major risk when professional services firms rely too heavily on referrals?
Inconsistent demand and a weak pipeline