Defend Resources | Plan for the Future

What’s the value of knowledge? Of wisdom?  We believe the ability to learn from mistakes, anticipate future opportunities and improve decision making is the defining trait of best-in-class In-House teams vs. their counterparts who find themselves behind the power-curve.

Traditional analytics and reporting focus on raw data or information in a vacuum.  We understand that it’s the holistic combination of departmental, employee, operational and project data that provides critical insights into the health of the organization, and is the foundation for defending and growing budgets over time.

How We Help

At CPI, we help leadership focus on the information (not noise) that is critical to their success.  Actionable insight doesn’t come from simply selecting a tool.  Rather, it’s a holistic combination of organizational design, roles + responsibilities, workflows and daily activities that manifest as inputs into a marketing operations tool that produces raw data.  We intake that data into a patent pending, curated BI solution that produces critical insights, which are accurate, timely, relevant and enlightening.

  • Data Audit + Cleanup
  • AgencyStory® Deployment
  • Data Integrity Stewardship
  • Monthly Analysis + Recommendations
  • Business Process Mapping
  • Additional Reporting Requirements
  • Custom KPI Development
  • Custom Dashboard Development


"It was invaluable working with Vanessa, as she was honest and straightforward with our team. It's often challenging for principals to see what's in front of them. I'd highly recommend collaborating with CPI as they can help agencies focus on the right path to success."

Jennifer, Managing Director – Roundhouse

Contact CPI

We help marketing leadership achieve their goals.

  • This field is for validation purposes and should be left unchanged.