How We Work
Six stages, run in the open.
Engagements move through the same sequence regardless of company size. What changes is how long each stage takes and how much already exists.
The Sequence
Assess through Scale.
Stage 01 of 06
Assess
Read the business, the data and the sales process before recommending anything.
How Upside Works
From fragmented marketing to a scalable growth platform.
Phase 01
Diagnose
Understand the business before touching the marketing.
- Company goals
- Revenue objectives
- Customer
- Competitors
- Existing marketing
- Technology
- Sales process
- Conversion data
Phase 02
Architect
Design the system that the plan will actually run on.
- Offer
- Funnel
- Channel strategy
- Tracking
- CRM
- KPIs
- Creative
- Execution roadmap
Phase 03
Deploy
Build and launch, with measurement live from day one.
- Campaigns
- Funnels
- Tracking
- Automation
- Creative
- Reporting
Phase 04
Optimize
Read the data, then change something because of it.
- Conversion data
- Lead behavior
- Campaign performance
- Funnel performance
- Creative testing
- Sales feedback
Phase 05
Scale
Push what works harder, and move it across the portfolio.
- Increase winning channels
- Improve conversion
- Expand campaigns
- Deploy learnings
- Transfer successful systems across portfolio companies
Hover or tab through the phases.
Integration
Who we work alongside.
Upside is additive by default. The first question in any engagement is what already works and should be left alone.
- PE operating partners
- Consistent reporting across companies, and a single point of accountability for marketing.
- Portfolio leadership
- A marketing plan tied to the revenue objectives leadership is already accountable for.
- Existing marketing teams
- We add the capabilities the team does not have rather than replacing the ones it does.
- Internal sales
- Pipeline stages, lead routing and follow-up designed around how the team actually sells.
- Outside vendors
- Where a vendor performs, we coordinate with them. Where a vendor is the bottleneck, we say so.
Day to day, that usually means working with: CEO, President, CRO, CMO, Internal sales teams, Existing marketing staff, Agencies, Vendors.
Build the marketing platform behind your next stage of growth.
Whether you're strengthening one portfolio company or creating leverage across an entire portfolio, Upside brings the strategy, systems and execution together.