Generate qualified leads and nurture relationships through your site
You Built It But They Didn’t Come
DIGITAL MARKETING AUTOMATION, WITH A HUMAN HEART
It takes more than crunching numbers to build relationships that last. It takes finding the right customers, keeping them engaged, and creating meaningful connections that drive real business growth. Data is a powerful tool, for sure, but data alone won’t turn interest into action.
Too many brands pour time and resources into building a website, only to realize no one’s showing up. Traffic is low, leads are scarce, and conversions? Cue tumbleweeds tumbling. That’s because automation alone won’t drive the right people to your site—or keep them there. The secret? Blending smart data with smart storytelling. At Plan B, we use insights not just to reach people but connect with them – delivering the right message at the right moment in a way that feels personal, relevant, and real. And we make sure those connections lead somewhere—by optimizing your website into a high-octane quality-lead generating engine, turning interest into action and casual visitors into loyal customers.
Lead-Gen and Purchase Activation Plan
Our battle-tested blueprint for generating qualified leads and conversions through your website.
Radically sharper targeting
Most digital ad buys waste money on audiences who will never convert. Radically Sharper Targeting™ changes that by merging data stores to identify high-value leads—people with both brand interest and buying intent. This ensures more of your budget goes toward precision-purchased media that reaches the right people at the right time.
With increasing privacy protections, like Google’s phase-out of third-party cookies, brands need smarter ways to generate quality leads. Real-time data insights help us predict when someone is ready to buy and tailor messaging that resonates—delivering ads that are as relevant as they are timely.
A proven formula
We have a blueprint, project plan, and materials scheduled to deliver Radically Sharper Targeting™ at a lower cost
Brand raw data
Allows us to define test markets + more selling success
3rd party raw data sources
To prime the pump with potential buyers
Predictive Data Analytics
For better strategic targeting to reach the right audience at the right time
Creative message strategy
To drive brand-level affinity while flexibly targeting hyper-locally
Reporting & Optimization
To continually refine targeting and messaging and sell more
Program execution
Specific tactics, campaign schedule and budget allocation
BIG ENOUGH TO DO IT RIGHT, SMALL ENOUGH TO DO IT BETTER
We use the same data, tools, and analytics as the big players—but we don’t just rely on AI to do the thinking. We apply real human insight to create customer relationship marketing programs that actually drive results. And that makes all the difference.
PLAN B OFFERS FULL-CYCLE CRM SERVICES
We tailor our CRM expertise to meet you where you are—whether you need to build from scratch, migrate data, implement new tech, or optimize your marketing stack. From strategy to execution, we help you make the most of your CRM investment.
Access & analyze
Data Acquisition, Research and Analysis
Business Process review & Roadmap
Design & configure
Technology Platform Selection & Comparison
System Implementation and Integration Strategy
Stabilize, utilize & optimize
User Adoption & Change Management
Digital Marketing & Automation Strategy
Data Analytics & KPI Analysis
Automotive clients, for example, may only require Data Acquisition & Analysis and Hyper-Targeted Digital Marketing Execution
Access & analyze
Data Acquisition, Research and Analysis
Business Process review & Roadmap
Design & configure
Technology Platform Selection & Comparison
System Implementation and Integration Strategy
Stabilize, utilize & optimize
User Adoption & Change Management
Digital Marketing & Automation Strategy
Data Analytics & KPI Analysis
Our approach to automotive CRM
Having several long-term clients in the automotive OEM space, we’re experts in optimizing the mechanics of automotive CRM. From making timely Handraiser connections to “in-market” conquesting to integrated loyalty programs, our CRM program design, systems management, and world-class creative expertise has helped global brands (including Jaguar, Volvo, and McLaren) drive quality leads, brand preference and long-term loyalty.
How do we do it?
By honing in on those key moments in the unique journeys that all shoppers and brand loyalists travel along. We tailor our strategies to “own” those key moments by delivering personalized and compelling content and offers that inspire action. We do this not only by knowing and understanding the various parts of the journey, but also by utilizing data cues that allow us to identify what key moment someone is in along that journey, and what their individual preferences are. We map out sophisticated programs designed to leverage this intelligence and dynamically deliver the most personalized and relevant offerings at key moments along the way.
Below is a diagram of a typical journey to help illustrate how we customize messaging based on moments and preferences:
THE RIGHT PERSON, TIME, AND MESSAGE
We are in tune with the car buyer of todays psyche and know where, when, and what to say to whom, to move cars
off the lot. Consider this. It’s been suggested there are five key phases in a consumer’s car-buying journey, and different online (trackable!) behaviors associated with each phase.
We use our formula to identify when someone is within each phase and thoughtfully develop the right content for
each phase to optimize virtually every touchpoint. This moves customers closer and closer to the products they want…down to the precise inventory available and the exact dealership where they can make the purchase.
Build a shortlist
Narrowing the universe of options down to a few brands and models of interest.
Explore features
Comparing features across a broad spectrum of categories including comfort, convenience, performance, safety, reliability, and more.
Crunch the numbers
Calculating financial scenarios to maximize the amount of vehicle a budget can buy.
Locating "the one"
Browsing local inventories for vehicles that meet all the buying criteria.
Validate the offer
Confirming the details of the deal are fair, often while at the point of purchase.
