Marketing Automation

Service provided

Accounting Consulting

Reporting Automation

Marketing Automation

Business Intelligence Consulting


Finance Company


Centerline was engaged to develop a marketing automation process for a client in the finance industry. Centerline developed a process that would identify potential leads from various databases and automated an outreach workflow that utilized multiple marketing channels.

Centerline was asked to help...

— Develop a new a process to identify and scrape new client targets from multiple databases

— Automate an outreach workflow to client acquisition targets that uses multiple channels

— Develop a reporting structure to track ROI, conversion rates for campaign.


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