How We Do It

Our methodology charts a path for sustainable improvement. Through a structured process of assessment, recommendation, rationalization, implementation, adoption, measurement, refinement, sustainability, and training, we partner with your team to achieve and maintain a lasting impact on your business.

Clients can choose to engage with us in all or some of these areas – we create solutions tailored to your specific needs.

Structured but
flexible Methodology

Our flexible, modular methodology is designed to comprehensively guide organizations to their desired state, ensuring sustainable improvement and growth. In partnership with your team, we leverage a structured process to achieve and maintain a lasting impact on your business.

Clients can choose to engage with us in all or some of these areas – we create solutions tailored to your specific needs.

01 Define

Assess

Current State
Desired State
Gaps between the two and why
Organizational impact
Resources needed

Recommend

What is the end goal?
Best course of short, medium, and long term action
What must change, who is impacted, how should you address it?

02 Operationalize

Rationalize

Potential upside (financially, operationally, culturally)?
Budgeting and financials
Trade-offs, benefits and decision points

Implement

Partnership
Project management
Tactical support

03 Transform

Adopt

Organizational adjustments
Process design and implementation
Change management and communication strategies
Industry best practices
Business continuity support

Measure

KPIs, tools and analytic rigor to ensure progress
Instruction to drive accurate interpretation

Refine

Optimization and enhancements
Build systems for ongoing improvement
Iterative, “test and learn” culture

04 Maintain

Sustain

Comprehensive documentation
Clearly defined internal RACI
Optimal support structures (i.e., internal stakeholders or committees)
Resource/organizational mapping

Train

Customized training programs and strategic frameworks
Culture of continuous learning
Ongoing support and mentorship

How we apply our approach

to your business needs

How we apply our approach to your business needs

How we apply our approach to your business
needs

Retail
Functional Expertise Drives

Retail Excellence& Bottom LineGrowth

Retail Excellence& Bottom Line Growth

CultureKey’s deep functional expertise empowers our Retail clients to innovate and flourish in the very competitive landscape. Our flexible approach enables us to provide custom-tailored solutions and support nearly every function of your retail business.
CultureKey supports our clients with a wide range of Retail services, including

Strategy & Business Planning

Brand Strategy

Long-Range Planning

Market & Consumer Research

Benchmarking & Competitive Analyses

Brand/Product/Multi-Vendor Marketing
General Marketing Planning & Execution
Communications & Events
Partnerships & Collaborations

Analytics & Insights
Performance Measurement
Business & Marketing Intelligence/Dashboarding
Data Science

Media & Growth
Marketing & Advertising
Customer Acquisition
Digital Marketing

Customer Engagement
Customer Loyalty & Retention/CRM
Customer Sentiment & Satisfaction
Customer Service & Experience

Channel Management
Retail Management
eCommerce Management
UX

Retail Operations & Technology
Martech
Retail Tech
Retail & Channel Operations
Process Design & Optimization

Organizational Design & Planning
Team and Capability Audits
Structure, Matrix & Roles/Responsibilities
Process
Upskilling

Vendor Management/Spend Optimization
Due Diligence
Process
Support

Data Management
1st, 2nd & 3rd Party Data
Identity Resolution
Data Governance & Compliance
Martech Integration
Data & Technology Orchestration

Retail Experts

Brian Adamovich

Kelly Colbert

Patrick Bergstrom

Joshua Hay

Alexandra Scebold

Cindy Pound

Michelle Horwitz

Mike Ridgewell
Agencies
Functional Expertise Drives

Scalable & Sustainable AgencyGrowth

Scalable & Sustainable Agency Growth

CultureKey’s proven expertise drives agency success. Our deep understanding of the industry allows us to seamlessly integrate with your existing team and processes, empowering you to excel in every facet of your agency operations.
CultureKey supports our clients with a wide range of Agency services, including

Agency Marketing

Brand Strategy & Development

Content Marketing & PR

Social Media Marketing & Influencer Relations

Paid Advertising & Lead Generation

Website Design & Optimization

Marketing Measurement & Reporting

Agency Growth
Market Research & Competitive Analysis
Client Acquisition Strategies
Prospecting
Business Development
Partnership Development & Alliances
Business Development Strategy & Planning
Sales & Proposal Development Support

Agency Operations
Workflow Automation & Optimization
Project Management & Resource Allocation
Vendor Management & Spend Optimization
Data Management & Technology Integrations
Process Design & Improvement

Agency Technology
Martech Stack Evaluation & Recommendation
Customer Relationship Management (CRM) Systems
Marketing Automation
Data Analytics & Business Intelligence Platforms
Project Management & Collaboration Tools

Agency Finance
Financial Modeling & Budgeting
Profitability Analysis & Cost Optimization
Cash Flow Management & Forecasting
Financial Reporting & KPI Development
Due Diligence & Valuation Support

Agency HR & Culture
Talent Acquisition & Recruitment Strategies
Employee Onboarding & Development Programs
Performance Management & Compensation Planning
Diversity, Equity, and Inclusion (DE&I) Initiatives
Employee Engagement & Culture Development

Agency Experts

Brian Adamovich

Brett Colbert

Kelly Colbert

Patrick Bergstrom

Joshua Hay

Alexandra Scebold

Cindy Pound

Jason Cammorata

Jeff Mard
Lifecycle Marketing & Loyalty
Functional Expertise Drives

Deep, Meaningfuland Profitable Customer Relationships

Deep, Meaningful and Profitable Customer Relationships

CultureKey’s deep bench of Lifecycle & Loyalty Experts bring relevant experience, a vast network of specialized resources, and a structured process for optimization. Our benchmark-based process documents your company’s Current State, visualizes a desired Future State, and prioritizes gaps based on your specific constraints. Unlike many providers in this space, our work is tempered by a hard won, real world perspective that doesn’t assume “more is always more” when it comes to strategy, technology, spend, and process.
CultureKey supports our clients with a wide range of Lifecycle & Loyalty-related services, including:

Strategy
Current State Assessment & Goal Establishment
Brand Alignment
Value Proposition Development
Opportunity Identification

Data Management
1st, 2nd & 3rd Party Data
Identity Resolution
Data Governance & Compliance
Data & Technology Orchestration

Process & Organizational Alignment
Benchmark Comparisons
Best Practices Assessments
Skill Set Mapping
Organizational Design

Lifecycle / Loyalty / Marketing Technologies
Vendor Assessments
Technology Roadmap Development
Integration Plans & Implementation

Data Science, Analytics & Insights
Customer-Focused Modeling & Segmentation
Program Efficacy Analysis
Behavior Pattern Analyses
Customer Valuation Modeling

Loyalty Strategy & Programming
Program Design & Management
Campaign Design & Execution
Program Rewards/Value Management

Measurement & Spend Optimization
Design of Experiment (DOE) Testing
Test Management & Measurement
Budget Optimization Modeling

Clienteling/High-Touch Customer Engagement
Clienteling Strategy & Program Design
Sales Professional Training & Management
Clienteling Technology, Enablement & Measurement

Measurement & Spend Optimization
Design of Experiment (DOE) Testing
Test Management & Measurement
Budget Optimization Modeling

Clienteling/High-Touch Customer Engagement
Clienteling Strategy & Program Design
Sales Professional Training & Management
Clienteling Technology, Enablement & Measurement

Creative/Brand Advisory
Advisory on Email Design & Content Best Practices
Operationalization of Personalization
Channel Preference & Content Delivery
Creative/Design Testing
CX & UX Research

Lifecycle/Loyalty Experts

Brian Adamovich

Kelly Colbert

Joshua Hay

Alexandra Scebold

Jon Dakss

Michelle Horwitz

Mike Ridgewell
Growth Marketing
Functional Expertise Drives

Bottom LineGrowth

Bottom Line Growth

CultureKey’s deep experience and collaborative approach empowers your business to innovate and thrive in growth marketing. We offer strategy development, performance marketing, SEO, content marketing, website optimization, email/SMS marketing, analytics/reporting, and current state audits. Our expertise includes team assessments and recommendations for organizational structures, including agency and hybrid models.
CultureKey supports our clients with a wide range of Growth Marketing services, including:

Growth Strategy Development
Market Research & Analysis
Customer Segmentation
Goal Setting & KPI Development
Strategic Planning

Current State Assessments/Audits

Growth marketing strategy audits

Identify gaps and opportunities

Assess tools, technologies, and platforms

Growth-Driven Performance Marketing
PPC (Pay-Per-Click) Campaigns
Social Media Advertising
Display, CTV & Audio Advertising
Retail Media & Affiliate Marketing

SEO & Content Marketing
Content Planning & Research
SEO Strategy Development
Content Creation

Website Optimization
Conversion Rate Optimization (CRO)
User Experience (UX) Design
Performance Analysis

Reporting and Analytics
Develop reporting frameworks
Custom real-time dashboards
Advanced analytics for decisions

Team/Talent Assessment
Evaluate team structure and capabilities
Optimize team composition and roles
Support hiring and training

Organizational/Management Structure Recommendations
Advising on management structures (agency, hybrid)
Developing efficient workflows and processes
Best practices for managing external partners/vendors

Growth Marketing Experts

Brian Adamovich

Kelly Colbert

Joshua Hay

Alexandra Scebold
Analytics & Data Science
Functional Expertise Drives

Deeper, MoreActionable Knowledge & Insights

Deeper, More Actionable Knowledge & Insights

CultureKey’s team of highly experienced Analytic Experts and Data Scientists bring all the expected credentials – real-world success, academic bona fides, and methodological expertise. But, in a world filled with hyperbolic promises related to all things analytics, it’s our pragmatic “Data-to-Value” approach that makes the difference for our clients.
CultureKey supports our clients with a wide range of Analytic and Data Science services, including:

Program Assessments/Readiness
Future state ideation
Current state analysis & benchmarking
Team composition and skill set benchmarking
Brand strategies and goals
Technology environment review and benchmarking

Strategy/Planning
Strategy development & roadmapping
Executive & Stakeholder buy-in
Data Science opportunity identification
Business case development
Impact/needs assessment

Organizational Design & Process
Organization assessment
Organization design & measurement standards
Talent assessment/gap analysis
Critical role definitions and requirements
Staff credentialing plan
Vendor/agency reviews & management

Data Management/Data Integrity
Database design & evolution roadmap
Infrastructure design and enablement
1st, 2nd, 3rd party data integration
Contextual data harvesting plan
Data vendor contract reviews

Technology/Data Engineering
Technology evolution plan
Technology selection
Identity resolution and data integrity
Specialty data set curation
AI and Machine Learning services
Monetization tools & capabilities

Business Analytics
Baseline KPI establishment
Normative data & benchmark comparisons
BI Reporting Design & Development
BI Platform Implementation

Team/Talent Assessment
Evaluate team structure and capabilities
Optimize team composition and roles
Support hiring and training

Organizational/Management Structure Recommendations
Advising on management structures (agency, hybrid)
Developing efficient workflows and processes
Best practices for managing external partners/vendors

Data Science
Predictive analytics
Consumer valuation modeling
Behavior pattern analyses & opportunity trigger detection
AI prompt automation
Data science tools assessments and RFP management
Market & Customer Segmentation Analyses
Advanced testing design & management

Governance
Data compliance
Privacy/regulatory guidance
Data anonymization strategies & tools

Analytics & Data Science Experts

Kelly Colbert
Organizational Performance & Optimization
Maximize Organizational

Performance withCustom Solutions

Performance withCustom Solutions

CultureKey offers a comprehensive suite of services designed to optimize processes, manage change, and improve financial and operational outcomes. Our flexible methodologies enable us to provide custom-tailored solutions and support nearly every function of your business, ensuring you thrive in a competitive landscape.

Organizational Study and Benchmarking
Organizational assessment
Benchmarking

Process Analysis and Implementation
Business process reengineering
Operational excellence

Performance Management
Scorecard
Performance metrics
Performance communications, linking storytelling and engagements to business KPIs and strategy

Cost Optimization and Supplier Management
Cost efficiency analysis
Supplier assessment
Negotiation and procurement
Supplier performance management

Workforce Optimization
Workforce planning
Employee value proposition (EVP)

Organizational Performance & Optimization Experts

Brian Adamovich

Brett Colbert

Kelly Colbert

Patrick Bergstrom

Phil Frank

Bill Wescott

Cindy Pound

Elissa Margolis Wilson

Jason Cammorata
Technology
Empower Your Technology

Leadership withImpact-DrivenExcellence

Leadership withImpact-Driven Excellence

CultureKey leverages our collective decades of technology leadership expertise to help our clients truly understand their business and identify growth potential.

Leadership & Strategy:
IT Strategy
Vendor Evaluation & Negotiation
Cloud Transformation & Migration
Data Center & CoLo Management

Technical Delivery
Program Management
Engineering Leadership
Product Leadership
Solutions Engineering
Architectural Design & Assessment

Strategic Planning
Strategy development & roadmapping
Executive & Stakeholder buy-in
Business case development
Impact/needs assessment

Organizational Design & Process
Organization assessment
Organization design & measurement standards
Talent assessment/gap analysis
Critical role definitions and requirements
Staff credentialing plan
Vendor/agency reviews & management
Recruiting & Retention analysis & support

Data Management/Data Integrity
Database design & evolution roadmap
Infrastructure design and enablement
1st, 2nd, 3rd party data integration
Contextual data harvesting plan
Advanced Data Analytics Processes & Programs

Software & Data Engineering

Technology evolution plan

Technology identification & selection

AI and Machine Learning services

Monetization tools, capabilities, & strategies

Business Analytics
Baseline KPI establishment
Normative data & benchmark comparisons
BI Reporting Design & Development
BI Platform Implementation

Operational Support
Predictive Analytics focused on Capacity & Scalability
High Availability Design & Readiness Exercises (“Game Days”)
Emergency Incident Management Support
Cost Analysis & Optimization

Security & IT Governance
Data compliance & Auditability
Privacy/regulatory guidance
Data anonymization strategies & tools
Advanced Security Programs (SOC2 ISO 27001)
Long-Term Strategy & Prevention Support

Technology Experts

Patrick Bergstrom

Joshua Hay

Jon Dakss
Strategic Sourcing and Spend Optimization
Functional Expertise

Streamlining Your Sourcing and Vendor Management

Streamlining You r Sourcing and Vendor Management

CultureKey Optimizes Your Marketing Ecosystem. Our team possesses in-depth knowledge of marketing procurement and vendor management best practices. We leverage this expertise to streamline your processes, identify cost-saving opportunities, and ensure you get the most value from every vendor partnership. Our flexible approach allows us to tailor solutions that seamlessly integrate with your existing workflows, empowering you to achieve optimal marketing performance and return on investment.
CultureKey supports our clients with a wide range of Marketing Sourcing services, including:

Vendor Strategic Sourcing:
Needs assessment
Budget & timeline alignment
Agency Identification & shortlisting based on fit
RFP development & management

Spend Analysis and Optimization:
Data-driven insights
Cost reduction strategies
Process efficiency
Vendor performance evaluation
ROI measurement

Vendor Management:
Vendor onboarding/offboarding
Day-to-day vendor relationship management
Tracking against established KPIs
Regular performance reviews

Due Diligence:
Evaluation for financial stability, past performance, client references.
Risk assessment & mitigation
Contract review & support

Process Development & Implementation:
Introduction of industry best practices
Efficiency based process design
Technology driven workflows for vendor management
Training and support

Technology Experts

Patrick Bergstrom

Joshua Hay

Jon Dakss

How We Do It

Structured butflexible Methodology

01

Define

Assess

Recommend

02

Operationalize

Rationalize

Implement

03

Transform

Adopt

Measure

Refine

04

Maintain

Sustain

Train

How we apply our approach

to your business needs

How we apply our approach to your business needs

How we apply our approach to your business needs

Meetour experts

Contact us tofind out more.

Brian Adamovich

CEO

About

Structured but
flexible Methodology

How we apply our approach to your business
needs

Meet
our experts

Contact us to
find out more.