Strategy and planning
Market and audience analysis, channel mix, budget split and a roadmap with clear priorities.
Digital marketing consulting
We help companies get measurable results from digital marketing.
Strategy, CRM, marketing automation, performance marketing, SEO, visibility in ChatGPT and other AI assistants, analytics and websites. We work from the first audit to a setup that runs.
Typical situation
What we often find and what changes
Before
- Campaigns run, but nobody knows their real effect.
- Customers get too many emails and unsubscribe.
- Leads reach sales late or get lost.
- Agencies report clicks instead of revenue.
After
- Every campaign has a measured effect.
- Contact rules protect the customer base.
- Leads reach sales quickly and with context.
- Agencies are steered on revenue KPIs.
Services
What we do
One partner for the whole marketing chain, from strategy to reporting.
Core
CRM and customer lifecycle
Segmentation, onboarding and welcome journeys, activation, retention, win-back and rules for contact frequency.
Marketing automation and data
Choosing and setting up platforms such as Salesforce Marketing Cloud or HubSpot, customer data platforms (CDP) and a single customer view, triggered campaigns, personalisation, migrations, consent and double opt-in.
Analytics and KPIs
KPI frameworks, dashboards in Power BI, Tableau or Looker Studio, and measurement of campaign impact.
Growth
Customer acquisition
Campaigns on Google, Meta and LinkedIn, social media, acquisition funnels, conversion tracking, cost per lead, budget and bid management.
SEO, GEO and content
Technical SEO, content plans, local search and visibility of your brand in the answers of ChatGPT, Claude, Perplexity and Google AI (GEO).
Agency management
Briefings, long list and short list, agency selection, then steering on KPIs, budget and quality.
Launch support
Go-to-market plans for new products and markets, a campaign calendar and measurement after launch.
Production
Websites and landing pages
Design, build and support of websites and landing pages, with tracking and forms connected to your CRM.
Campaign assets
Banners, email templates, social media creatives and presentations in your brand style.
AI
AI in your marketing: two topics for this year
Search and CRM are changing quickly. We help you start early and measure the effect.
NewGEO
GEO: visibility in AI answers
More and more buyers ask ChatGPT, Claude, Perplexity or Google's AI answers instead of clicking through search results. We check how your brand appears there and adapt content, structured data and sources so that AI assistants name you.
- AI visibility audit
- Content and structured data
- Tracking of brand mentions
NewCRM
Agentic CRM
AI agents take over routine CRM work: they choose the next message, build segments, react to customer signals and pass qualified leads to sales. We define where agents help, which data they need and where a person keeps control.
- Use cases and data readiness
- Agent design and rules
- Pilot with measurable results
Approach
How a project runs
- 01
Audit
We review your channels, data, tools and current results and point out the main gaps.
- 02
Plan
Goals, KPIs and priorities go into a 90-day roadmap. Every measure has an owner and a target.
- 03
Launch
We set up campaigns, automation and tracking together with your team or your agencies.
- 04
Measure
We compare results with the KPIs, run tests with a clear question and decide each month what to scale and what to stop.
Principles
What you can expect
- Every activity has a KPI and a target value.
- A test starts with a business question, and we agree upfront what we will do with the result.
- We are independent of tools and agencies and recommend what fits your case.
- Reports fit on one page and show the numbers that matter for decisions.
Formats
How we can work together
Audit
A one-off review of your marketing with a written report and priorities.
Project
A defined task, such as a platform setup, a migration, a campaign or a product launch.
Ongoing support
Regular support for your team, for example as an external CRM or marketing automation lead.
About
Why companies work with Dialog Advisory
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About
Why companies work with Dialog Advisory
One partner from the first click to the repeat purchase
Most agencies do either advertising or CRM. We run both, so leads do not get lost between teams and every channel is judged by the same numbers.
Learned inside companies, not only in agencies
Customer acquisition, CRM and analytics we ran ourselves inside large companies, with real budgets, real data and real sales teams. We know what breaks after the launch and how to prevent it.
The same method at any scale
From email programmes for millions of subscribers to campaigns for a single restaurant or fashion label: a clear goal, a KPI, a test, a decision.
Honest numbers
Every report answers what your money did. If a channel does not pay off, we say so and propose to stop it.
Industries so far: banking, e-commerce, industrial B2B, food service, fashion, local services and more.
FAQ
Questions we hear most
What is GEO (generative engine optimisation)?
GEO is the work of making a brand visible in the answers of AI assistants such as ChatGPT, Claude, Perplexity and Google AI Overviews. It covers content that answers real questions, structured data, clear facts about the company and sources that AI systems trust and cite.
How is agentic CRM different from classic marketing automation?
Classic automation runs fixed journeys that people design step by step. In agentic CRM, AI agents decide the next action for each customer within rules you set: which message, which channel, when to stop and when to hand a lead to sales. People keep control of the rules, the data and the limits.
What happens in the first audit?
We review your channels, data, tools and current results, talk to the people who run them and deliver a written report: a clear picture of where you are, three priorities with the expected effect, a KPI set and a 90-day plan.
How do you measure whether a campaign worked?
Every campaign starts with a KPI and a target value. We measure the effect against a baseline or a comparison group, not only by opens and clicks, and report it in revenue, leads or retention terms your management uses.
Which platforms do you work with?
Salesforce Marketing Cloud, HubSpot and comparable marketing automation platforms, customer data platforms, Google Ads, Meta and LinkedIn campaigns, Google Analytics 4, and dashboards in Power BI, Tableau or Looker Studio. We are independent of vendors and recommend what fits your case.
Which companies do you work with?
B2B and B2C companies of different sizes, from a single restaurant or fashion label to industrial B2B and banking. The method is the same: a clear goal, a KPI, a test and a decision. We work remotely with companies across Europe.
Do you replace our agency or work alongside it?
Both are possible. We can take over strategy, CRM and analytics ourselves, or select and steer your agencies on KPIs, budget and quality while you keep the relationships you have.
How does a project start?
Write a few lines to contact@dialogadvisory.com: what you want to achieve, what is in place today and your timeline. We reply by email, usually with a short call to agree on the scope, and then start with an audit, a defined project or ongoing support.
Contact
Tell us about your task
A few lines are enough: what you want to achieve, what is in place today and your timeline. We will get back to you by email.
contact@dialogadvisory.com