Welcome To Your Page

We’ve set up this webpage to make it easy for CLIENT NAME HERE to access important information about our relationship, your Inbound Marketing Plan & Playbook, billing, HubSpot and many other topics.

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The Weidert Group Promise

Our promise to you is to do everything in our power to transform and profitably grow your business.

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Your Team

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Nicole Mertes

VP Client Ops & Business Development

All client engagements begin on Nicole’s desk, where she works with our Consultants to formulate the most appropriate programs. With 10+ years of experience in advertising sales, she understands the complex relationship between marketing and sales within organizations.

nmertes@weidert.com
920-731-2771, ext. 222

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Greg Linnemanstons

President

In his role as president of the company, Greg oversees all initial engagements with clients and stays involved, monitoring and guiding our teams.

gregl@weidert.com
920-731-2771, ext. 231

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Frank Isca

Strategist

Frank’s role is to both oversee your overall program strategy and to ensure its effective, ongoing implementation.

fisca@weidert.com
920-731-2771, ext. 285

The Client / Agency Relationship

Weidert Group operates as an Agile organization, utilizing a set of specific processes designed to ensure that time, effort, and budget are spent in the most efficient way, every day.

Learn more about Agile here.

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The various tools used for inbound programs are incredibly robust and nuanced, integrating and automating all components of your program. As you learn the tools, you may be tempted to make “simple” changes – place a new image on a landing page template or making a quick update to paid ad copy, for example.

We recommend, though, that any changes to program deliverables be made by Weidert Group. Our familiarity with the tools has shown us over the years that even minor modifications to one discrete area within a tool can affect others, and has the potential to result in costly rework on our part (“fixing” a problem you may inadvertently set in motion). We ask that if you feel modifications need to be made, you chat with your Consultant first to understand the implications and who is best suited to make them.

How We Work With You

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Strategy

Together, the client and Weidert Group are responsible for setting a realistic, achievable and effective inbound marketing strategy. The client must ensure that the strategy is designed to achieve specific goals by providing transparency into its business and performance.

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Requests

Weidert Group is responsible for responding quickly to all client requests. The client is responsible for providing appropriate time to fulfill the request accurately and with quality.

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Reviews

All work done for the client must be reviewed by the client prior to publication. Both Weidert Group and the client must adhere to the timeline in order for the work to be completed on time (and on budget).

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Approvals

Like Reviews, approvals from the client must be provided on the dates identified in order for work to be completed according to schedule and budget.

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Archiving

We archive all client assets and work on our servers (which have redundant files in the cloud), though larger video files are kept on our servers for 1 year. After that, we’ll either put your video footage on a drive and turn over to you, or we can delete them.

How to get the most out of Our Relationship

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Communication

Both the client and Weidert Group should make themselves available to one other, offering direct and honest feedback and engaging in discussions on an ongoing basis.

To help us improve our processes and provide the best experience for you, we'll send very brief satisfaction surveys after key milestones, such as the kickoff call, creation of the Inbound Plan & Playbook, and launch of a website project.

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Approvals

For both the client and Weidert Group to avoid the frustration and cost associated with rework, the approval process must be streamlined. The best way to do that is for the client to consolidate all feedback from their team before handing it to Weidert Group (that way, we’re only making one set of changes). This will speed completion and ensure that there are no budget overruns.

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Changes to Planned Work

If a client asks us to incorporate additional tactics into the program, the budget must be reset. If these are unrelated to the ongoing program (if, for example, a client decides to do a new tradeshow booth), this will be estimated and a separate invoice submitted.

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YoUR MARKETING PLAN & PLAYBOOK

Use your Inbound Marketing Plan & Playbook as a reference guide to remind you of the tactics being executed and the goals we’re aiming for.

ROADMAPS
Once your Plan & Playbook are complete and the program has launched, we’ll review performance each quarter and recommend changes in order to optimize effectiveness.

Billing

Every client’s program cost is based on the points/price allocated to the specific tactics that make up your program. Requests outside the program require separate quotes.

We bill in one of two ways:

1. By program

Typically, you’re billed based on the deliverables agreed to in your Roadmap, split evenly over each month of the roadmap.

2. Project Work

Occasionally, though, unplanned projects pop up, and those we bill separately.

For large projects (like websites) we typically bill for progress or other arrangements made with the client. We sometimes find it efficient to “work ahead” on program components (writing March blogs in February, for example) and will discuss billing for these situations with you.

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For billing inquiries:

Michelle Reindl

VP, ADMINISTRATION

920-731-2771, ext. 236
mreindl@weidert.com

Points Pricing & The Service Catalog

We created a Service Catalog that identifies that effort for every type of project we do for our clients; this makes it easier for us to assign employees the right amount of work every week relative to their capacities.

Understanding our capacity also made it possible to provide better transparency to clients about how our time is spent on their behalf. Clients have access to our Service Catalog where they can see the relative points pricing of most of the work we do for them. That means they can start looking at budget trade-offs without our help, looking at re-deploying their points budgets differently to address unanticipated needs.

View Service Catalog

TERMS & CONDITIONS

  • Any work performed by Weidert Group remains the intellectual property of the Agency until it is paid for in full by the Client
  • Production timelines may vary due to many interdependent factors, including but not exclusive to delay of Client input and approvals at each stage of the development process
  • Client changes above and beyond stated scope during the development process could also delay timelines and will be subject to additional charges not outlined in this Agreement
  • Terms: 1% 10, net 30. Paid Ad Terms: Net 10
  • Finance charges are 18% on an annual rate and 1.5% on a monthly rate on past due balances
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TOOLS & RESOURCES

We’re always happy to help you navigate HubSpot, and so is the HubSpot Support team. For basic HubSpot questions, that team can be reached at 1-888-HUB-SPOT option 3. This is a free resource for you.

For training on a specific tool or activity, feel free to contact your Weidert Group team for help; or, look at the dozens of topics covered in HubSpot’s Learning Center.

You can also find helpful resources on HubSpot’s Knowledge Base.

HubSpot Renewals Pro-Tip:

The number of contacts you have in your HubSpot portal is tracked in real-time by HubSpot to make sure you’re not going over the limit associated with your Marketing Contact tier level.

If you go over your Marketing Contacts limit, you’ll immediately be charged for the next contact tier level; there is no down-tiering until your next HubSpot contract renewal, so it’s important that you actively manage the number in the CRM to stay under the limit and avoid additional charges.

While you, as a HubSpot customer, are responsible for maintaining the right number of Marketing Contacts for your tier level (because the license purchase is between you and HubSpot), the Weidert Group team is always eager and available to offer recommendations on managing the appropriate level of Marketing Contacts and ensuring the integrity of your data.

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We use Databox to gather a variety of data from a number of sources (primarily HubSpot & Google Analytics) and make it available in real-time dashboard views.

These dashboards are then utilized to help automate some of the monthly and quarterly metrics reporting our team provides. We also supplement these reports with specific insights and data from different HubSpot dashboards.

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Lucky Orange is a tool that tracks visitors’ movements on your website. This tells us a great deal about what’s working (and what’s not) on your site, what’s of interest to different people, and where areas of improvement are.

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