Company Background

Our client operates a vast network of regional home service providers and needed a solution to their fragmented data and decentralized marketing. Without a sophisticated way to surgically target their audience, their outreach remained generalized and not as effective as it could be. 

Another challenge was executing national campaigns, which required manually building communications on a brand-by-brand basis. This was a labor-intensive process that routinely took multiple team members several days to complete.

To modernize their infrastructure, our client partnered with us to do the following:

• Design and integrate their customer and lead data architecture

• Establish a centralized data warehouse for these contacts

• Construct a robust Customer Data Platform (CDP) for omni-channel marketing

We also leveraged AI for data-driven insights and rapid campaign assembly. This enabled highly targeted omni-channel outreach spanning email, direct mail, SMS, and syndicated PPC. This highly personalized messaging is fueled by rich attributes like enriched home information, demographics, and customer service history. 

This engagement also involved creation of custom systems and processes that streamlined how local and regional branches route marketing promotions to the national CRM team. Combined with dynamic templates that automatically localize customer branding, this unified approach transformed multi-day, multi-person workflows into single-hour tasks, unlocking massive operational efficiency.