Is your business 1st party data ready?

It all changes when Google starts blocking third-party cookies later in 2024.
And it's already started rolling out...

Days

Hours

Minutes

Seconds

Countdown finished!

Don't wait to implement your first-party data infrastructure?
In 6 weeks, you can have your custom 1st-party data strategy.

The updated timeline from Google is available on privacysandbox.com/timeline.

A first-party data strategy is your guide to transform your business with your data and tech stack — while also defining how to evolve the experiences your customers need and expect.

Save 80+ hours of your team's time researching the right systems and determining how to integrate first-party data tech.
Plan and define your data flow while defining core metrics by system — which data goes where, when, and why.
Define your data segments (tags), attributes, and conversion funnels.
Establish source reporting for each and every engagement or interaction to report ROI by channel and campaign.
Establish server-side tracking that is now becoming required for conversion tracking on ad networks like Meta and Google Ads.
Unify all metrics for better reporting across all teams — especially for the C-suite, marketing and sales.
Define how to backup, own, and leverage all of your data in realtime.
Make all data accessible to all business units and tech solutions.
Create a tech stack inventory and flow chart.
Learn what's wrong with your current tech stack and get an action plan for how to fix things.
Understand what tech you should use, and which tech can go away!
We'll define and map out the ideal first-party data platforms/solutions for your current and future needs.
Drive the evolution of your customer experience, and ultimately the future success of your business — with your data!

Prepare and transform your business with a custom first-party data strategy.

It's based on your business, your technology, and your goals.

How we engage, track, measure, and re-engage is changing. We help you with these changes.

A first-party data strategy is your roadmap to navigating the emerging privacy policy changes internationally, along with the blocking of third-party pixels. This strategy will become your framework to owning, controlling, leveraging, and learning from your data. How your tech stack works together and how the data is flowing is pivotal to accurate decisions and maximal customer experiences.

User-shared data to be mined and leveraged.

It comes down to tracking the interactions of your leads / clients / users / customers / students with their consent. While these emerging changes in tracking and privacy policies may be scary, it's simply a correction of how we are collecting data. By tracking things the right way, we actually gain many new direct (one-on-one) engagement opportunities, not just with cohorts, but at the individual level. With your first-party data infrastructure, you are stepping your business into a new era of everything.

Embrace change to evolve with technology for your customers/clients.

Technology evolves exponentially, a pace that your business needs to reflect. If you don't provide your audience with the customer experience they need, they will find it from one of your competitors. Transforming into a first-party data digital infrastructure not only gets you compliant with privacy policies and laws; you are also putting your business in the driver's seat by being able to steer the full journey of your customers' experiences. Ironically, by protecting the privacy of your audience properly, you intrinsically enable your solutions to properly track each and every interaction at the user level. How you put it all together is the magic mix we make.

We Start w/ AI Video! Why?

How much time do you need to spend as we develop your strategy?

All-in-all you can expect to put in 7 to 15 total hours of your time over 4 weeks to facilitate the completion of your first party data strategy. Your time will look like this, typically. Keep in mind, there are scenarios where we will need more time with you, but we can determine that as we get to know each other.

Week 1 — 2 to 4 total hours
(1) 1-hour discovery meetings
Up to 3 hours of working time getting things together and connecting dots for the things we need to develop your strategy based on your tech and your needs.
Week 2 — 1 total hour
(1) 1-hour call to review your Data Flow and Tech Stack Map. This will confirm the trajectory we take for your strategy.
Week 3 — 3 to 8 total hours
(1) 1-hour presentation of your data strategy
2 to 5 hours of your own review of the strategy until fully understanding what's required
Week 4 — 1 to 2 total hours
(1) 1 to 2-hour final review meeting where we help you define your next steps to execute the strategy (on your own or with our ongoing support services)

How much time are we putting into developing your? strategy?

While your investment comes down to the value we are bringing to your organization and teams, we do respect the question that many of our clients do ask — how much time do we spend developing the strategy? Throughout our initial 6-week engagement,
our team will invest 60+ total hours completing your first party data strategy, including meeting times with you.

Once you fully understand the recommended action items from your strategy, you will then be able to determine if you have the internal resources to handle the execution of your strategy. If internal resources are an issue, we can figure out what it will take for us to handle that which you need us to handle. We believe in empowering you with our proven data transformation process — no matter who gets to put the systems together.

We Start w/ AI Video! Why?

Process Steps

What we will be doing...

Define Data Flow + Create Tech Stack Map

We analyze your tech stack to define how systems need to integrate and how your data needs to flow.

Present Initial Analysis for Approval + Start

We check-in for a brief overview to be sure we understand your needs and goals 100% accurately.

Authoring Tech Stack + Data Strategy

While we get started in week 2, we spend these weeks developing your first-party data strategy.

We Finalize Your Strategy + Review with You

We meet with you to deliver your strategy and action plan for your review.

Determine Your Next Steps Together

After you've digested your strategy, we meet again to determine your next steps and required resources.

What are the parts of a first-party data strategy?

A strategy is not just recommendations; it presents finding and action items based on following a process utilizing collaborative documentation that helps us determine exactly what you need to do based on all your moving parts. The documents listed below help us align what you're working with, while defining what you need now and into the future. Being able to map everything enables you to maximize each of your tools, while opening up a new world of automation between the systems, your teams, and your customers.

The following are the supporting documents that can be used beyond strategy development:

Tech Stack Inventory and Flow Chart
Conversion Inventory
Data Inventory x Engagement Flow Chart
Communication and Engagement Matrix
Workflow and Automation Inventory
KPI (metrics) Matrix by Tech x Team/Department
Wireframes of recommended dashboards for ongoing reporting

What are the sections of a First-party Data Strategy?

Analysis of how tech stack is being used compared to what can be done
Recommendations on how to unify data
Define current pain points with your tech and data
What are you doing great with your tech stack?
What are you doing but having problems with?
What do you want to do better?
Which tools are you looking to add within the next year, and when?
Which current business tasks are repetitive and could be automated?
Which marketing tactics are you leveraging? Which do you want to leverage?
Which sales tactics are you leveraging? Which should you want to leverage?
Analyze current stack and define proper data flow based on goals and defined reporting needs.
Identify tech gaps based on goals
Identify overlap in tech
Identify unnecessary tech
Tech growth plan and integration timeline based on needs and planned budgets
Order of operations
Data flow diagram
Data source(s) by reporting metrics
Dashboard wireframes for custom reports
Recommended tech
Recommended tracking
Recommended customer engagement opportunities
Defined customer experience in one year and in 5 years

Once you fully understand the why behind needing to develop a first-party data infrastructure, you will see why it is absolutely imperative that you put a method behind executing your data transformation. While we want to work with you, and do the heavy lifting for you, if you want to take on your data transformation, consider using the following table of contents for the first-party data strategies that we put together for our clients.

How long does it take to execute the overall strategy after it's ready?

The time it takes to fully execute your strategy depends on the complexity of your needs, where you are currently in your data transformation, as well as your internal resources, supporting budgets, internal buy-in, and team support. That said, it takes between 3 and 6 months to fully execute the strategy we develop. And yes, some are quicker, and some can take longer. Either way, we develop the strategy that is based on your needs, goals, and resources.

While each client is unique, we are able apply our optimized processes to provide you with the most efficient tech stack and data transformation process — this is why you should data with us. If we are executing the strategy for you, we can get things done typically in the same 3 to 6-month timeframe. A part of the strategy is determining specific action items and time projections to better help in proper resource planning.

What's life like after we've transformed your data and tech stack?

Predictive Analytics and Business Ecosystem Modeling

Are you looking to expand your local business, regionally? Are you a national company or franchisor interested in expanding to hyper-local markets? Want to know where to go? What to spend? How to Spend? What to expect? The optimized data structure we are offering opens up some pretty cool opportunities.

Optimize Your Customer Experience and How You Engage

It's when you pull your data into a unified data infrastructure and then organize it in a way that allows you to mine it, where you can begin using your tech stack to shape the customer experience. When you start ingesting transformed data in real-time, you can start pushing experiential experiences and interactions to your customers.

Ensure Your Content is Indexed by Search Engines and Useable

Our advanced technical SEO services make sure your entire digital footprint is 100% healthy. From unifying different digital content and properties, to authoring and implementing intense structured data schemes into your content, we do what most SEO agencies fail to do — we optimize your entire digital footprint based on your tech.

Ready to talk about your First-party Data Strategy?
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