Checklist: What to look for in a great marketing consultant

Man writing business terms on a whiteboard

The most successful marketers measure what they do and know how marketing activities impact revenue. They not only get leads into the funnel, they nurture them through the journey to become a customer and advocate. Great marketers are technologically savvy, creative, analytical and obsessed with tools that help to better manage inquiries and nurture leads by providing insights into prospects digital footprint.

Here are a list of key competencies you should look for when hiring a marketing consultant:

1. Are they tactical or have a strategic skill-set. Having a sound understanding of how to implement marketing campaigns is an important tactical skill but this skill can be picked up quickly or outsourced easily. Setting up a sound marketing strategy and an active marketing plan is a skill that’s more difficult to acquire. Having a marketer able to build a strategy to attract leads and envision how you are going to interact in a digital way with prospects is vital in today’s landscape. At the end of the day, it is all about attracting and converting leads into profitable customers and every business needs a plan to do this effectively.

2. Do they have business analyst skills? Today marketers needs to have very good business analysis skills. Knowing how to uses tools like – CRM, Google Analytics, Facebook, lead scoring, social media tools amongst others to drive to a revenue result is critical. Understanding trends, tweaking campaigns and trying new things is a must and such activities are based on sound measurement and analytic skills.

3. Marketing technologist – Are they a power user of technology? If they are, they’ll look at new ways to do business by optimising your use of technology. This could mean using a marketing automation system, lead scoring, or by profiling your database. Marketing is going through an incredible transformation, and marketers need to use multi-technologies to run successful campaigns. They need to be able to leverage the technology to meet the needs of your business. Marketing automation systems are powerful and in order to get the most out of them you need to have a technical skill-set. You need to have HTML and CRM skills – to mention just two technologies!

4. Are they a nurture specialist? Nurture specialists are obsessed with creating a intimate digital dialog at all phases of the buying cycle and providing qualified leads to the sales team. This role focuses on the long-term digital relationship with prospects and customers and must effectively work with all team members to pull campaigns together.

5. Are they content specialist? This means they’re responsible for all the content associated with a campaign. The key here is using the smallest piece of content that will create an exchange of value and creates an opportunity for the prospect to show behaviour which can be tracked and scored as an intent or level of interest. Content specialists know that the right message at the right time will keep prospects and customers engaged. They think about the buying cycle and personna types and how will interact in each channel.

6. Are they a creative specialist? Creative specialists want to know how effective demand generation is. They know what will perform best and test what works. They drive and enhance communication from a customer point of view.

7. Are they brand expertsBranding is all about creating a feeling between a company and the customer. A marketer that’s interested in building a brand persona that’s consistent and represents value consistently in all its touch points is a great asset to any team. Someone to hold you accountable for the brand attributes is vital to keeping a brand real.

Questions to ask when interviewing them:

1. Are they recognised by an official Marketing organisation? In Australia that would be Certified Practicing Marketer by the Australian Marketing Institute

2. Do they use a marketing dashboard to measure the results for each client, as well as leads generated, conversions, and cost per lead per program? Do they talk about the demand generation as a pipeline?

3. Have they got a good social media profile? LinkedIn, Facebook, Google+, YouTube, quota etc.

4. What marketing tools do they use for their own marketing? CRM, Blog, Content Management System, advertising, SEO, branding, podcast, articles, tools and resources.

5. Do they have good customer success stories and testimonials? If they do, do they talk about real results, leads generated and covered to customers?

The pedowitzgroup have a good video explaining the difference between the traditional marketer and that of a demand generation system marketer or as they call the revenue marketer.

You can also listen to a an interview on Rain today about core competencies to look for in a marketer today.

  • gemma

    wow, this article really makes me see where my strengths and gaps lie! very thorough. thanks.