Needs

They needed a proven team with an entrepreneurial mindset that could do the following:

Build product requirements documents (PRD), product/data tracking sheets

Create tickets to ensure efforts are completed on schedule, peer reviewed, and tested by QA and the internal engineering team

Define a list of tracking events to be implemented on Segment

Build an analytics dashboard with a list of defined custom events

Provide advice throughout the engagement and share best practices

Build product dashboard in Mixpanel

Business Goals

These were the goals we set out to help our partner achieve: 

Find product market fit with the new products launches through rapid experimentation

Improve registration rate

Lower acquisition costs

Improve conversion rate

Speed up the product development cycle

Reduce the number of unnecessary hires

Approach

Our recommended approach was to identify the necessary tools required for Growth, Marketing, and Product to execute a PLG strategy.

This approach would begin with an MVP stack to be iterated on as the organization scales and grows.

At a minimum, the tools identified for MVP must allow stakeholders to analyze both user and product data:

Product Analytics

Website Analytics

Communication (journey campaign)

Experimentation (split testing, session recordings, etc.)

Our strategy and implementation were broken down into the following steps: 

Step 1

360 Audit 

Step 2

Define MarTech and MarOps Stack, Data Sources, and Destinations 

Step 3

Build Implementation Architecture Map

Step 4

Propose MVP Marketing Technology Stack

Step 5

Establish Timelines

Step61

Multiphase Rollout

Phase 1: Develop a user tracking plan

Phase 2: Tool implementation details

Phase 3: Set execution cadence

Phase 4: Build reporting assets

Phase 5: End-to-End Quality Engineering

Step 7

Deployment

360 Audit

We conducted a 360 audit of our partner’s current entire stack. It involved a comprehensive assessment of the partner's current marketing operations and technology stack. The objective was to gain a clear understanding of their existing processes, systems, and data sources, as well as to identify any inefficiencies, pain points, and gaps that need to be addressed.

We identified gaps in siloed infrastructure and missing technologies, as well as opportunities for improvements to ensure accurate tracking and measurement. We recommended MarOps and MarTech tools based on findings from the audit and provided a comprehensive analysis report outlining our findings and recommendations.

Defining MarTech and MarOps Stack, Data Sources and Destinations: 

In this step, our team worked with the partner to define their ideal marketing operations and technology stack, including data sources and destinations, while keeping their budget in mind. This phase involved creating a comprehensive list of tools, systems, and processes needed to support the partner's product-led growth strategy.

Build Implementation Architecture Map

Our team worked with the partner to create a high-level architecture map that outlines the various tools, systems, and integrations required to support the MVP marketing technology stack. This involved developing a clear understanding of how each tool, platform, and system would integrate with one another, along with our partner's existing data sources and systems.

Propose MVP Marketing Technology Stack

Based on the findings from the previous steps, our team proposed a minimum viable product (MVP) marketing technology stack that would allow our partner to begin analyzing both user and product data. This phase involved identifying the essential tools, systems, and processes needed to support their growth, marketing, and product teams in executing their PLG strategy while keeping in mind business needs, costs, priorities, and efforts involved.

Data Engineering Stack we used

CRM/Communication: Hubspot
Performance Analytics and Attribution: Google Analytics, Hotjar, Optimizely, and Google Tag Manager
Product Onboarding and Tracking: Intercom
Payments: Stripe

Product Analytics and Business Intelligence: Mixpanel 

Issue Tracking, Project Tracking, and QA: Jira

Establish Timelines

We worked with our partner to establish clear project timelines for the implementation of the MVP marketing technology stack. This phase involved developing a detailed project plan that outlines each phase of the implementation, as well as milestones and deadlines for each phase.

Rollout

This step involved the rollout of the MVP marketing technology stack. It was broken down into five sub-phases:

Develop a user tracking plan

In collaboration with the partner we defined a comprehensive user tracking plan that outlined the various user actions and events to be tracked throughout the customer journey.

Tool Implementation details

This phase involved the actual implementation of the tools, systems, and processes defined in the MVP marketing technology stack.

Set execution cadence

Our team worked with the partner to establish an execution cadence for the marketing operations and technology stack. This involved defining a clear process for how data will be collected, processed, and analyzed.

Build Reporting Assets

Upon completing the execution, we worked with the partner to build the necessary reporting assets needed to monitor the performance of the marketing operations and technology stack.

 End-to-End Quality Engineering

In collaboration with the partner we defined a comprehensive user tracking plan that outlined the various user actions and events to be tracked throughout the customer journey.

Deployment

We deployed the MVP marketing technology stack to the production environment. The team worked with the partner to ensure a smooth deployment process, while providing ongoing support and maintenance for the marketing operations and technology stack.

Solution provided

Growth Execution
Data Engineering
Market Qperations Stack (MarOps) Implementation
Marketing Technology Stack (MarTech) Implementation
Lifecycle Marketing Stack Implementation
Conversion Tracking Strategy and Implementation
Customer Data Platform Development
Custom API Intergrations
Data Analytics

Here’s what the founder had to say

We had a very positive experience with the Delverise team, They are very professional and easy to communicate with. The team is very knowledgeable about data engineering and we felt confident that the advice offered was well researched and thought through. They implemented a data infrastructure that streamlined  our data capture process and helped us understand our users better, drive conversions, and increase engagement, growth and revenue, catalyzing our PLG strategy as we scale. We appreciated their openness to split the research and implementation of the project so they didn't commit to something they couldn't deliver and were very impressed with the final results. Would definitely recommend working with them!

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