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Loading…Alistair Langer
Digital MarketingFrom Email Migration to Full-Spectrum Business Partnership
Transforming a portfolio entrepreneur's fragmented systems into a cohesive operational ecosystem through email migration, documentation systems, CRM implementation, and ongoing podcast and website management.
Challenges
- Fragmented email communications spread across multiple accounts impacting productivity
- Lack of structured documentation and project management for outreach initiatives
- Inefficient business development processes across portfolio companies
- Disorganized podcast production and guest outreach workflows
- No centralized contact management system
- Limited capacity for website maintenance and strategic digital presence
Solution
Infrastructure
- Email consolidation via AnyDesk sessions into Gmail
- Custom Coda documentation system
- Dedicated podcast tracking systems
CRM Implementation
- Built a customized Attio CRM with unique schema and tagging
- Integrated multiple data sources
- Automated workflow management
Ongoing Support
- Expanded LinkedIn outreach capabilities
- Provided data enrichment services
- Assumed website maintenance
- Streamlined podcast post-production
Results
- Streamlined email ecosystem
- Custom Coda project management system
- Tailor-made Attio CRM with automated workflows
- Enhanced LinkedIn outreach effectiveness
- Consistent website presence and podcast publication
Where this fits
The engagements this work came out of, and the industries it was built for.
Ready for a clearer growth plan?
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