We always start with Discovery. We need to understand PLN as well as their own team. As much as we love meeting clients in person, we met remotely due to obvious reasons in 2021.
We performed extensive content and competitive analysis. This work results in identifying tremendous insights into what content truly performs. To ensure the user is always at the center of the entire experience, personas are developed to illustrate and summarize the variety of their constituent users groups. We were able to combine the strategic approach with data-driven research.
All of this rolls up into the digital strategy, which drives the wireframes. Then, instead of spending weeks looking at static design documents, we go directly into prototyping, allowing a hands-on and collaborative approach for all involved. We identified several options for CRM and marketing automation, and ultimately selected Zoho CRM and Zoho Marketing Automation, and used Zoho Forms for frontend data collection. PLN now has a new digital infrastructure for them to better scale and serve their people.