Dramatically Improve Throughput + Prioritization

Have you ever wondered what the difference is between a harmonious and well-run In-House team, and one that is constantly putting out fires? Hint. It’s not the quality of your Creative. Every day, we run across teams crippled by their legacy MarTech stack, resulting in missed deadlines, compromised creative and disrupting team culture.

We help teams embrace technologies that dramatically increase their ability to effectively request and intake projects, prioritize and produce work, optimize team workloads, increase project throughput and measure what is and is not working.

How We Help

To begin, we help leadership identify, evaluate and select marketing operations software that aligns with their core business and cultural goals.  However, if your team already has a technology in place, we help you optimize your current configuration, implement best-practices within the tool, train teams and ensure the tool is being used in a manner that produces valuable operational data to improve decision making.

  • Current Technologies Audit
  • Requirements Gathering + Selection
  • Deployment Roadmap
  • System Design + Setup
  • Project Conversion
  • End User Training
  • Operational Reporting Development
  • Technology Redeployment


"Vanessa really understands the dynamic of agency culture and client relationships. Not only did we get her expertise in software implementation, but her presence and advice helped advance the agency operationally as well. Her team was impeccable."

Holly, Director of PM – Epsilon (SolutionSet)

Contact CPI

We help marketing leadership achieve their goals.

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