Consultant Requirements

    Overview

    For the various services that Agency M-1 offers, the proposed learning path, required certifications, toolkits used, and sample requirements for client engagement are detailed. 

    Table of Contents.

    Account Management.

    Account Management Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for Account Management Consultants

    •  

    Required Certifications.

    Required certifications for Account Management Consultants

    Toolkit.

    Toolkits used by Account Management Consultants

    Summary of Client Requirements.

    A well-devised account management strategy helps you break through the noise and reach the appropriate audience for your offering. 
     

    Project Examples:

    Based on information that you provide, our student consultants will develop an app development strategy and specific recommendations to optimize your online content. This plan will include a current state analysis, concrete recommendations, and suggested keywords.

    Examples include:

    • Developing a plan that outlines the strategy and provides general recommendations.
    • Providing content suggestions and recommendations to increase search visibility.
    • Increasing inbound traffic and optimizing the customer journey.
    • Increasing inbound leads and delivering ongoing content.

    Outcomes:

    Deliverables include: 

    • A written report detailing the strategy, general recommendations, and suggested keywords.

    Account Management

    App Development with Swift.

    App Development Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for App Development Consultants

    •  

    Required Certifications.

    Required classes and certifications for App Development Consultants

    Toolkit.

    Toolkits used by App Development Consultants

    Summary of Client Requirements.

    A well-devised app development strategy helps you break through the noise and reach the appropriate audience for your offering. 
     

    Project Examples:

    Based on information that you provide, our student consultants will develop an app development strategy and specific recommendations to optimize your online content. This plan will include a current state analysis, concrete recommendations, and suggested keywords.

    Examples include:

    • Developing a plan that outlines the strategy and provides general recommendations.
    • Providing content suggestions and recommendations to increase search visibility.
    • Increasing inbound traffic and optimizing the customer journey.
    • Increasing inbound leads and delivering ongoing content.

    Outcomes:

    Deliverables include: 

    • A written report detailing the strategy, general recommendations, and suggested keywords.

    App Development

    CRM - Customer Relationship Management.

    CRM Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for CRM Consultant

    •  

    Required Certifications.

    Required classes and certifications for CRM Consultants

    Toolkit.

    Toolkits used by CRM Consultants

    Summary of Client Requirements.

    Finding the most ideal Customer Relationship Management (CRM) system for your organization can save you immeasurable resources over time. Through this project, students will conduct an analysis of your CRM needs and make recommendations on how to implement HubSpot CRM.
     

    Project Examples

    Students will research your organization and the problems you are hoping to solve with a CRM. Based on their findings, they will map your needs to core CRM features. 

    Projects include: 

    • Mapping your needs to core features.
    • Evaluating implementation costs.
    • Defining user adoption and training requirements.
    • Outlining reporting capabilities.
    • Developing an implementation plan and timelines.

    Outcomes

    Deliverables include: 

    1. A presentation detailing your goals and challenges and an implementation recommendation. 
    2. A presentation with actionable recommendations about your organization's issue.

    E-CRM

    ChatBots

    A chatbot is a computer program that simulates human conversation through voice commands or text chats or both. Chatbot, short for chatterbot, is an Artificial Intelligence (AI) feature that can be embedded and used through any major messaging applications.

    Proposed Learning Path.

    Learning Path for ChatBot Consultants

    Required Certifications.

    Required classes and certifications for ChatBot Consultants

    Toolkit.

    Toolkits used by ChatBot Consultants

    Summary of Client Requirements.

    As Artificial Intelligence become an increasingly viable resource, companies are taking notice and investing in the developing technology. In this project, students will apply AI principles to help solve a challenge that an organization faces.
     

    Project Examples

    Students are eager to equip themselves with knowledge of current AI implementations and understand how these algorithms and implementations can improve quality of life. They will work to identify an opportunity for your organization to implement ChatBot technology. 

    Projects include:

    • Building a recommendation engine to increase sales and improve user experience. 
    • Building a trend analysis engine to streamline focus and resources.

    Outcomes

    Deliverables include: 

    1. A fully-functioning ChatBot demonstration.
    2. A presentation to your organization on relevant processes and findings.
    3. Full documentation of the project process and outcomes. 

    ChatBots

    Customer Satisfaction Surveys.

    Customer Satisfaction surveys include customer loyalty (Net Promoter Scores), customer support (Customer Effort Scores), customer satisfaction (Customer SATisfaction), and custom satisfaction surveys (CUSTOM).    

    Proposed Learning Path.

    Learning Path for Customer Satisfaction Consultant

    Required Certifications.

    Required classes and certifications for Customer Satisfaction Consultants

    Toolkit.

    Toolkits used by Customer Satisfaction Consultants

    Summary of Client Requirements.

    A group of business psychology students will analyze your net promoter score to make recommendations on how to improve your relationship with your customers.
     

    Project Examples

    A net promoter score looks at all of the customers your organization has and evaluates customer loyalty. The net promoter score breaks up your customers into 3 categories: Promoters, Passives and Detractors. Knowing what percentage of your customers fall into each category will allow you to make decisions on where your organization should be putting its time and money. 

    For this project, a group of students will be looking at customer satisfaction data and analyzing it to give you a percentage overview of your net promoter score. 

    Outcomes

    • A report summarizing the findings 
    • A presentation summarizing the findings and discussing the implications of these findings. 

    Customer satisfaction

    Email - Email Marketing.

    Email Marketing Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for Email Marketing Consultant

    Required Certifications.

    Required classes and certifications for Email Marketing Consultants

    Toolkit.

    Toolkits used by Email Marketing Consultants

    Summary of Client Requirements.

    A well-devised Email Marketing strategy helps you break through the noise and reach the appropriate audience for your offering. Email Marketing is constantly changing but prioritizing it within your overall marketing mix remains essential for the success of any organization. Our student consultants will deliver an Email Marketing strategy for your organization.
     

    Project Examples:

    Based on information that you provide, our student consultants will develop an Email Marketing strategy and specific recommendations to optimize your online content. This plan will include a current state analysis, concrete recommendations, and suggested keywords.

    Examples include:

    • Content Creation - Conduct a full competitive landscape assessment; define our organization's brand and core value proposition; identify opportunities and threats facing our brand; assess where and how to improve our brand's presence and differentiate from our competitors.
    • Content Editing - Create advertising and PR materials; create an integrated marketing campaign; create a rebranding campaign across targeted social media channels.
    • Content Setup - Syncing the e-mails to our website & setting up the drips e-mails in our marketing system 
    • Research the most effective e-mail marketing campaigns
    • Research the best time of day, number of e-mails and copy for each campaign
    • Create and Edit e-mail template
    • Contact podcast guests to schedule an interview and help them prepare for their showtime.
    • Curate a list of potential individuals to contact and create new outreach content

    Outcomes:

    Deliverables include: 

    • A report detailing the Email Marketing strategy, general recommendations, and suggested keywords.

    e-marketing

    Knowledge Base Development.

    Knowledge Base Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for Knowledge Base Consultant

    Required Certifications.

    Required classes and certifications for Knowledge Base Consultants

    Toolkit.

    Toolkits used by Knowledge Base Consultants

    Summary of Client Requirements.

    A well-devised Knowledge Base strategy helps you break through the noise and reach the appropriate audience for your offering. Our students will deliver a Knowledge Base strategy to help your organization.
     

    Project Examples

    Based on information that you provide, our students will develop a Knowledge Base strategy and specific recommendations to optimize your online content. This plan will include a current state analysis, concrete recommendations, and suggested keywords.

    Examples include:

    • Developing a plan that outlines the Knowledge Base strategy and provides general recommendations.
    • Providing content suggestions and recommendations to increase search visibility.
    • Increasing inbound traffic and optimizing the customer journey.
    • Increasing inbound leads and delivering ongoing content.

    Outcomes:

    Deliverables include: 

    • A report detailing the Knowledge Base strategy, general recommendations, and suggested keywords.

    Knowledge Base

    Project Management.

    Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for Project Management Consultants

    •  

    Required Certifications.

    Required classes and certifications forProject Management Consultants

    Toolkit.

    Toolkits used byProject Management Consultants

    Summary of Client Requirements.

    Using a data set provided by your organization, our students will use data analysis methods to help your organization derive insights and make more informed decisions. Based on the information you provided and the goals that you've shared with the students, they will provide you with an analysis and recommendations on key issues.
     

    Project Examples

    Examples include: 

    • Analyzing historical data to identify key target markets or new business development opportunities. 
    • Analyzing available industry data to identify market trends 
    • Identifying trends and patterns in your sales cycle 
    • Identifying trends in demand to help with forecasting
    • Analyzing data on customer satisfaction to highlight key areas for improvement

    Outcomes

    Deliverables include: 

    • A report with data analysis and recommendations.
    • A presentation. 

    Project management

    Report / Data Analysis.

    The focus of this service is to focus on providing insights based upon actions.  

    • Dashboards
    • Behavioral Events
    • Analytics

    Proposed Learning Path.

    Learning Path for Reporting Consultants

    •  

    Required Certifications.

    Required classes and certifications for Reporting Consultants

    Toolkit.

    Toolkits used by Reporting Consultants

    Summary of Client Requirements.

    Using a data set provided by your organization, students will use data analysis methods to help your organization derive insights and make more informed decisions. Based on the information you provided and the goals that you've shared with the students, they will provide you with an analysis and recommendations.
     

    Project Examples

    Examples include: 

    • Analyzing historical buyer data to identify key target markets or new business development opportunities. 
    • Analyzing available industry data to identify market trends 
    • Identifying trends and patterns in your sales cycle 
    • Identifying trends in demand to help with forecasting
    • Analyzing data on customer satisfaction to highlight key areas for improvement

    Outcomes

    Deliverables include: 

    • A report with data analysis and recommendations.
    • A presentation. 

    Business Analyst

    SEO - Search Engine Optimization.

    SEO Strategy and Recommendations.

    Proposed Learning Path.

    Learning Path for SEO Consultant

    Required Certifications.

    Required classes and certifications for SEO Consultants

    Toolkit.

    Toolkits used by SEO Consultants

    Summary of Client Requirements.

    A well-devised SEO strategy helps you break through the noise and reach the appropriate audience for your offering. Search Engine Optimization (SEO) is constantly changing but prioritizing it within your overall marketing mix remains essential for the success of any organization. Our students will deliver an SEO strategy to help improve search ranking and optimize content and keyword penetration for your organization.
     

    Project Examples

    Based on information that you provide, our students will develop an SEO strategy and specific recommendations to optimize your online content. This plan will include a current state analysis, concrete recommendations, and suggested keywords.

    Examples include:

    • Developing a plan that outlines the SEO strategy and provides general recommendations.
    • Providing content suggestions and recommendations to increase search visibility.
    • Increasing inbound traffic and optimizing the customer journey.
    • Increasing inbound leads and delivering ongoing content.

    Outcomes

    Deliverables include: 

    • A report detailing the SEO strategy, general recommendations, and suggested keywords.

    SEO - Internet Concepts

    Social Media.

    The focus of this service is to increase awareness of company, products, and services through multiple social media platforms.

    Proposed Learning Path.

    Learning Path for Social Media Plan Consultant

    Required Certifications.

    Required classes and certifications for Social Media Consultants  

    •  

    Toolkit.

    Toolkits used by Social Media Consultants

    Summary of Client Requirements.

    A strong online presence is key to unlocking new markets and building your customer base. Whether you are launching a new product, promoting your business, or trying to reach new audiences, social media is an excellent tool to use. In this project, students will analyze your current social media presence and propose methods to strategically leverage these tools to achieve your goals.
     

    Projects

    Based on your organization's current needs and goals, students will develop a custom social media strategy. The plan can be designed from scratch or it build on your existing strategy. 

    Examples include:

    • Conducting an audit of your current social media presence.
    • Developing strategies for improving your online presence by recommending programs, tools, methods of engagement, social channels, or communication pieces.
    • Developing strategies for increasing engagement on your various public accounts, blogs, or other marketing assets.
    • Conducting an assessment of the effectiveness of your current communication channel(s).
    • Identifying best practices to reach a new target audience.
    • Identifying best practices within your current market segment to achieve a larger market share.
    • Developing a 6-month roll out plan.
    • Creating example social media posts.

    Outcomes

    Deliverables include: 

    1. A report detailing the problem, recommended solutions, and an action plan. 
    2. A presentation with actionable recommendations for your organization's social media strategy.
    3. A package of five example social media posts and accompanying content.

    Social Media

    Video Marketing Analytics.

    The focus of video marketing is to create and distribute valuable video content with the objective of attracting, engaging, and converting individuals.

    Proposed Learning Path.

    Learning Path for the Video Marketing Analytics Consultant

    Required Certifications.

    Required classes and certifications for Video Marketing Analytics Consultants

    Toolkit.

    Toolkits used by Video Marketing Consultants

    Summary of Client Requirements.

    A strong online presence is key to unlocking new markets and building your customer base. Whether you are launching a new product, promoting your business, or trying to reach new audiences, social media is an excellent tool to use. In this project, a group of students will analyze your current video marketing presence and propose methods to strategically leverage these tools to achieve your goals.
     

    Project

    Based on your organization's current needs and goals, students will develop a custom video marketing strategy. The plan can be designed from scratch or it build on your existing strategy. 

    Examples include:

    • Conducting an audit of your current video presence.
    • Developing strategies for improving your online presence by recommending programs, tools, methods of engagement, social channels, or communication pieces.

    Outcomes

    Deliverables include: 

    1. A report detailing the problem, recommended solutions, and an action plan. 
    2. A  presentation with actionable recommendations for your organization's video strategy.

    Video Marketing

    Web Development / CMS.

    The focus of web development is to help an organization with their online, digital presence. 

    Proposed Learning Path.

    Learning Path for Web Development Consultants

    Required Certifications.

    Required classes and certifications for Web Development Consultants

     Toolkit.

    Toolkits used by Web Development Consultants

     Summary of Client Requirements.

    Having a cohesive online marketing strategy is imperative in launching successful promotional campaigns. For most organizations, their website is a primary online brand component, which most other efforts funnel into. In this project, a class of students working in teams will develop a fully-responsive website, a new logo, and branded collateral to implement in your online marketing campaigns.
     

    Projects

    Working in teams, students will conduct organizational and industry research and client surveys and interviews for feedback. Based on their findings, the teams will apply their knowledge in design and campaign development to build a new, fully-functioning website and develop a new logo and branding materials for your organization. The teams will also provide a summary of research insights and recommendations for campaign themes and content.

    Examples include:

    • A brand website.
    • A lead generation website.
    • A website for a service business with appointment booking capabilities.
    • An eCommerce website.

    Outcomes

    Deliverables include:

    • A report on your organization’s competitive landscape, your brand’s current state, and recommended campaign themes and content.  
    • A logo design proposal with guidelines.
    • Example branded collateral designs (ex. letterhead, business cards, etc.).
    • A responsive website built on HubSpot CMS.

    web design