The full RainRocks 2027 marketing plan for Integra Partners, with the campaign calendar, channel library, research, charts, resources and delivery framework.
Report chapter
A connected annual marketing plan with monthly campaigns, seven channel playbooks, competitor evidence, keyword priorities and an accountable delivery programme.
The programme connects three needs: a consistent way to attract relevant audiences, a dependable handoff into sales, and a management view of what happens next. RainRocks builds the connections and runs the agreed monthly activity; Integra owns the sales conversations and delivery decisions.
| Part of the programme | What Integra receives | Why it matters |
|---|---|---|
| Build once | A new website, connected forms, one Ruddr pipeline and six Power BI report pages. | Creates the foundation for a repeatable enquiry-to-project process. |
| Manage each month | Content, email, organic social, paid campaign management, website checks, pipeline exceptions and reporting. | Keeps the system useful after launch. |
| Review and improve | A completed service checklist, a monthly review and quarterly decisions using sales feedback. | Connects marketing changes to enquiry fit and commercial progress. |
Start with the ecosystem to understand the operating model, then the investment chapter for the scope and monthly commitments. The calendar and content library show how that service becomes a year of activity.
The recommendation
Prioritise high-intent enquiries for governance and document scanning. Build professional credibility through LinkedIn and useful articles. Progress relevant prospects through segmented email and human follow-up.
The advertising cap is CAD $2,000 per month. Production, management, software, website work, integration and tax are separate. The report does not forecast leads or revenue without account data.
Planned allocation in CAD. Total annual cap $24,000.
| Channel | Annual CAD | Share |
|---|---|---|
| Google Search | 9,600 | 40% |
| Facebook Ads | 0 | 0% |
| LinkedIn Ads | 14,400 | 60% |
Planned content outputs, not measured engagement or results.
| Output | Annual quantity |
|---|---|
| LinkedIn posts | 156 |
| Facebook posts | 104 |
| Blog articles | 24 |
| Email campaigns | 24 |
Explore the report
12 full monthly campaign pages and all 52 weekly social briefs.
Read the chapter →Chapter 03Seven playbooks, 24 email drafts, 24 article briefs and ad examples.
Read the chapter →Chapter 0412 profiles, observed service overlap and practical positioning.
Read the chapter →Chapter 0596 candidate terms grouped by intent and recommended use.
Read the chapter →Chapter 06Monthly split, cumulative spend, workload and a Search-only comparison.
Read the chapter →Chapter 07Website scope, connected forms, sales stages and reporting dashboards.
Read the chapter →Chapter 08The 90-day rollout, ownership, KPI definitions and Ruddr handoff.
Read the chapter →Chapter 09Four usable planning worksheets and four complete webinar outlines.
Read the chapter →Chapter 1037 source links, Word, Excel, CSV and the offline report package.
Read the chapter →Website, connected forms, Ruddr sales workflow and Power BI: CAD $13,505.90 setup. Managed marketing and ecosystem support: CAD $4,362.47 monthly. Paid media: CAD $2,000 monthly, separate.
RainRocks will connect Integra’s new website, marketing channels, Ruddr workflow and Power BI reporting. Our monthly service keeps the content moving, the campaigns reviewed and the lead handoff visible.
| Every month | What Integra receives |
|---|---|
| Content and credibility | Two articles and two email campaigns per month; three LinkedIn posts and two Facebook posts each week |
| Campaign improvement | Managed LinkedIn and Google advertising with twice-weekly checks |
| Connected operations | Form checks, lead-routing monitoring and Ruddr pipeline exception reviews |
| Management visibility | Maintained Power BI reports, a monthly review and prioritised next actions |
Report chapter
Open any month for the audience, offer, blogs, email, organic posts, paid activity, resources, owners and measurement.
Monthly counts follow the 52 Monday-start weeks in the calendar.
| Month | Blogs | Emails | ||
|---|---|---|---|---|
| January | 12 | 8 | 2 | 2 |
| February | 12 | 8 | 2 | 2 |
| March | 15 | 10 | 2 | 2 |
| April | 12 | 8 | 2 | 2 |
| May | 15 | 10 | 2 | 2 |
| June | 12 | 8 | 2 | 2 |
| July | 12 | 8 | 2 | 2 |
| August | 15 | 10 | 2 | 2 |
| September | 12 | 8 | 2 | 2 |
| October | 12 | 8 | 2 | 2 |
| November | 15 | 10 | 2 | 2 |
| December | 12 | 8 | 2 | 2 |
IT leaders and records managers
Offer: Information health check
Open complete monthly plan →IT directors and Microsoft 365 owners
Offer: M365 governance discovery
Open complete monthly plan →CIOs, IT managers and governance leads
Offer: Copilot information readiness workshop
Open complete monthly plan →Records, compliance and information managers
Offer: Records programme assessment
Open complete monthly plan →Energy operations, land and engineering leaders
Offer: Energy records discovery
Open complete monthly plan →Operations leaders and records managers
Offer: Digitisation scoping consultation
Open complete monthly plan →IT and information-management leaders
Offer: Migration discovery and roadmap
Open complete monthly plan →Finance, operations and IT managers
Offer: Document workflow discovery
Open complete monthly plan →Engineering managers and project information leads
Offer: Asset information handover review
Open complete monthly plan →IT, privacy and information-governance leads
Offer: Governance roadmap conversation
Open complete monthly plan →CIOs, operations directors and existing clients
Offer: 2028 information services planning session
Open complete monthly plan →Clients, warm opportunities and partners
Offer: 2028 discovery or client review
Open complete monthly plan →Weekly execution
52 weekly briefs. Publish three LinkedIn posts and two Facebook posts each week. These are writing prompts for approval, not claims that posts have already been produced or published.
Know what information you have
Next step: Request a discovery call.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Know what information you have
Next step: Request a discovery call.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Know what information you have
Next step: Request a discovery call.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Know what information you have
Next step: Request a discovery call.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make Microsoft 365 easier to govern
Next step: Discuss your M365 priorities.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make Microsoft 365 easier to govern
Next step: Discuss your M365 priorities.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make Microsoft 365 easier to govern
Next step: Discuss your M365 priorities.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make Microsoft 365 easier to govern
Next step: Discuss your M365 priorities.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Prepare information for Copilot
Next step: Register for the readiness webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Prepare information for Copilot
Next step: Register for the readiness webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Prepare information for Copilot
Next step: Register for the readiness webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Prepare information for Copilot
Next step: Register for the readiness webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Prepare information for Copilot
Next step: Register for the readiness webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Give records a practical lifecycle
Next step: Discuss your records programme.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Give records a practical lifecycle
Next step: Discuss your records programme.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Give records a practical lifecycle
Next step: Discuss your records programme.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Give records a practical lifecycle
Next step: Discuss your records programme.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make energy records usable
Next step: Discuss a records backlog.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make energy records usable
Next step: Discuss a records backlog.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make energy records usable
Next step: Discuss a records backlog.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make energy records usable
Next step: Discuss a records backlog.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Make energy records usable
Next step: Discuss a records backlog.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Turn paper into searchable information
Next step: Register for the digitisation webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Turn paper into searchable information
Next step: Register for the digitisation webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Turn paper into searchable information
Next step: Register for the digitisation webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Turn paper into searchable information
Next step: Register for the digitisation webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Move to SharePoint with a plan
Next step: Discuss a migration pilot.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Move to SharePoint with a plan
Next step: Discuss a migration pilot.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Move to SharePoint with a plan
Next step: Discuss a migration pilot.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Move to SharePoint with a plan
Next step: Discuss a migration pilot.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Remove manual document work
Next step: Bring one manual workflow.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Remove manual document work
Next step: Bring one manual workflow.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Remove manual document work
Next step: Bring one manual workflow.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Remove manual document work
Next step: Bring one manual workflow.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Remove manual document work
Next step: Bring one manual workflow.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Get engineering information ready for operations
Next step: Register for the handover webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Get engineering information ready for operations
Next step: Register for the handover webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Get engineering information ready for operations
Next step: Register for the handover webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Get engineering information ready for operations
Next step: Register for the handover webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Keep AI information governance practical
Next step: Request a governance review.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Keep AI information governance practical
Next step: Request a governance review.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Keep AI information governance practical
Next step: Request a governance review.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Keep AI information governance practical
Next step: Request a governance review.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Plan the next year of information services
Next step: Register for the planning webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Plan the next year of information services
Next step: Register for the planning webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Plan the next year of information services
Next step: Register for the planning webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Plan the next year of information services
Next step: Register for the planning webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Plan the next year of information services
Next step: Register for the planning webinar.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Review results and agree the next step
Next step: Book a January planning discussion.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Review results and agree the next step
Next step: Book a January planning discussion.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Review results and agree the next step
Next step: Book a January planning discussion.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Review results and agree the next step
Next step: Book a January planning discussion.
Owner: marketing lead with service SME. Review copy and creative before publishing.
Report chapter
Complete the work from a single editorial theme: practical articles, segmented email, professional social posts and tightly scoped advertising.
An illustrative digitisation month shows how the channels support the same useful offer. The sequence uses the existing monthly content allowance; it does not add extra campaigns or guarantee a lead outcome.
| Activity | Role in the campaign | Next step |
|---|---|---|
| Service / landing page | Explain the problem, scope and useful preparation; present a project enquiry. | A request is saved with its source and routed to sales. |
| Two articles | Answer scoping, quality and retrieval questions with service-owner input. | Point to the relevant consultation or planning resource. |
| Weekly LinkedIn and Facebook posts | Adapt the approved topic into expertise, process, FAQ and people stories. | Use tagged links and pass explicit requests to the sales owner. |
| Two emails | Share the relevant insight, then offer the resource or a scoped conversation to an eligible segment. | Record requests and respect suppression/unsubscribe choices. |
| LinkedIn and Google ads | Promote one focused professional offer and cover relevant service-intent searches. | Review fit and follow-up, alongside delivery and spend. |
| Sales + Power BI review | Connect the month’s requests to qualification and later opportunity progress. | Choose the next content, campaign or conversion-path improvement. |
Channel standards
Publish three company posts each week: a practical tip or document carousel on Tuesday, an expert viewpoint or short video on Wednesday, and a proof point, FAQ or service example on Thursday. Start by testing 8:30 am and midday in America/Edmonton time, then use actual account results. These times are hypotheses, not proven best times.
Each month should include a useful checklist, a consultant perspective, a process demonstration and an approved customer lesson. Give one clear next step. Use real delivery photographs or diagrams where approved. Use two to four relevant hashtags when helpful, such as #InformationGovernance, #SharePoint or #DocumentManagement; hashtags are not the keyword strategy.
Invite one executive or SME to write one original personal post per week. Supply prompts and approved facts, but retain their voice. Spend three short sessions weekly responding to questions and joining relevant industry discussions. Do not automate unsolicited sales messages or copy the same post across every employee account.
Publish two posts weekly: a plain-language process or useful visual on Wednesday, and a people, community or behind-the-scenes story on Friday. Rewrite LinkedIn ideas for a broader audience. Keep employer-brand content separate from lead-generation results. Use captions on video and alternative text on images.
LinkedIn hook: Before you scan a records room, agree how people will find the information afterwards. Explain document types, indexing, permissions and acceptance checks, then link to the planning worksheet. Facebook version: show a simple illustrated journey from a paper file to a searchable record and invite readers to the same resource.
The weekly workbook supplies 156 LinkedIn and 104 Facebook post concepts. Marketing turns each into copy and artwork two weeks before use. The service SME checks technical statements within two business days. Marketing answers normal comments within one business day and routes service enquiries to sales. Never publish client documents, identifying metadata or invented results.
Publish two substantive articles each month. Aim for 1,000 to 1,400 useful words where the topic needs them, with a concise answer near the top, one worked example or diagram, practical steps, FAQs and a service-specific CTA. Length is an editorial guide, not a ranking requirement.
| Keyword family | Use | Example |
|---|---|---|
| Local scanning | Initial Google Search and service page | document scanning calgary |
| Information governance | Initial Google Search and advisory page | information governance consulting |
| M365 and migration | SEO and controlled paid tests | sharepoint governance consulting |
| Energy and handover | Sector content and narrow tests | well file scanning services |
| Copilot and AI governance | Education first and qualified-intent tests | copilot information governance |
| Records lifecycle and workflow | SEO and email education | records retention programme |
The workbook contains 96 candidate terms, including brand/comparison monitoring terms. These are derived from public service language and observed pages. They are not verified competitor ranking keywords. Search volume, CPC, bid ranges and SEO difficulty have not been measured. Validate Calgary and Alberta demand in Keyword Planner and review Search Console before launch. [S22]
Start paid search with a shortlist of roughly 10 to 15 exact/phrase keywords across scanning and governance. Keep the rest as an editorial and test backlog. The document-control category is especially prone to recruitment traffic. Add negatives such as jobs, salary, resume, internship, course, certification and home scanner where clearly irrelevant. Do not apply negatives that block a service Integra actually sells.
Use existing live service URLs where suitable. Create focused pages for governance, M365 information management, digitisation and energy information only when needed. Proposed paths in the workbook are placeholders. Each page should state who the service is for, the problem addressed, what the first engagement produces, relevant proof and a working enquiry form. Avoid many near-duplicate city pages.
Link each article to its relevant service and one related article. Check indexability, titles, mobile usability, canonical URLs and page speed. Refresh six existing articles or service pages during the year where evidence supports an improvement. Review product terminology and licensing before publishing Microsoft technical guidance. [S21]
Send two planned campaigns each month: a useful insight or newsletter around the second week, and one focused resource, service story or webinar invitation around the fourth week. Segment by M365 and IT, records and governance, energy and engineering, and existing clients. A recipient receives the relevant version rather than all segment variants.
In webinar months, move the invitation early enough to allow registration. Invite the relevant consented segment about two weeks before the event; replace that month's focused campaign rather than adding a third general blast. Send reminders only to registrants and separate requested event logistics from unrelated promotions.
| Flow | Timing | Action |
|---|---|---|
| Resource request | Immediately | Deliver requested asset and confirm the next step; record consent separately. |
| Consented nurture | Day 3 | Send one practical lesson relevant to the requested resource. |
| Consented nurture | Day 8 | Share an approved example or related checklist. |
| Consented nurture | Day 15 | Offer a scoped discovery conversation; stop if sales takes over. |
| Webinar follow up | Within 2 business days | Send recording to eligible attendees and registrants; sales contacts people who requested a discussion. |
| Service enquiry | Within 1 business day | Named sales owner responds, qualifies and records outcome. |
Use a recognisable sender, one main CTA, descriptive links, readable mobile layout and a text alternative. Test subject clarity rather than clickbait. Use unique clicks, relevant replies, meetings and opportunities as primary measures. Opens are a secondary signal because privacy features and automation can distort them.
For Canadian commercial email, establish a valid consent basis, identify the sender and provide an unsubscribe mechanism. Record source, consent type, timestamp, applicable expiry and suppression. Do not assume a downloaded guide, public email address or webinar registration automatically authorises unrelated marketing. Have the responsible owner review the actual workflow against CRTC guidance. [S25]
Google Search receives CAD $800 every month and $9,600 annually, 40% of paid media. Start a narrow set of high-intent terms and relevant service pages. Do not spend beyond qualified demand.
Use one service-focused Search campaign with two tightly themed ad groups: document scanning and information governance. Start in Calgary using presence-based geography. Expand to Alberta only after delivery coverage and lead quality are confirmed. Keep service keywords without a city modifier within the same geographical targeting. [S23]
Use exact and phrase match initially. Keep Search Partners and display expansion off during the initial measurement period. Avoid competitor-name bidding, broad AI queries and Performance Max at this budget until evidence supports a controlled change. Swap weak terms for migration or energy terms before creating more always-on campaigns.
Build two responsive search-ad variants per group, with several distinct headlines and descriptions. Examples include Document Scanning Calgary, Searchable Business Records and Information Governance. Use the matching service page and CTA. Do not promise savings, security certification, pricing or turnaround without verified evidence. The workbook includes draft ad copy and destination requirements.
Count a valid service enquiry or booked discovery as a primary conversion. Track downloads, video views and webinar registrations separately as secondary actions. Review search terms weekly and check actual lead quality with sales. Record spam, job seekers and vendors as rejected with reasons rather than treating every form as a qualified lead.
For the first month use a controlled bidding approach with a CPC ceiling based on account estimates. Evaluate conversion-based bidding only after the account has trustworthy conversion history. Set campaign pacing from the monthly allocation, monitor spend twice weekly and respect the CAD 2,000 cross-platform cap.
After 30 days, pause clearly irrelevant search terms and fix poor destination pages. After 60 to 90 days, compare qualified lead cost, opportunity creation and sales feedback by service. At small volumes, a single missed conversion or long sales cycle can distort the result; do not scale on click-through rate alone.
LinkedIn receives CAD $1,200 every month and $14,400 annually, 60% of paid media. Start with one focused professional audience and one principal offer. Keep creative tests small enough to learn within this budget. Review qualified enquiries monthly and accepted opportunities over 90 days. Lead quality remains a hypothesis until measured.
Facebook paid media is paused at CAD $0. Keep two organic Facebook posts per week. Review any future remarketing proposal against evidence, eligible audience size and the combined CAD $2,000 monthly cap.
Blog production
Each brief sets the audience, candidate keyword, outline, proof requirements and next step. These are complete editorial briefs; the articles themselves have not been published.
Reader outcome: understand the decisions behind information health check and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to know what information you have, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind information health check and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to know what information you have, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind m365 governance discovery and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to make microsoft 365 easier to govern, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind m365 governance discovery and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to make microsoft 365 easier to govern, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind copilot information readiness workshop and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to prepare information for copilot, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind copilot information readiness workshop and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to prepare information for copilot, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind records programme assessment and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to give records a practical lifecycle, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind records programme assessment and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to give records a practical lifecycle, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind energy records discovery and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to make energy records usable, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind energy records discovery and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to make energy records usable, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind digitisation scoping consultation and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to turn paper into searchable information, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind digitisation scoping consultation and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to turn paper into searchable information, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind migration discovery and roadmap and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to move to sharepoint with a plan, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind migration discovery and roadmap and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to move to sharepoint with a plan, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind document workflow discovery and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to remove manual document work, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind document workflow discovery and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to remove manual document work, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind asset information handover review and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to get engineering information ready for operations, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind asset information handover review and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to get engineering information ready for operations, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind governance roadmap conversation and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to keep ai information governance practical, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind governance roadmap conversation and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to keep ai information governance practical, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind 2028 information services planning session and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to plan the next year of information services, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind 2028 information services planning session and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to plan the next year of information services, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind 2028 discovery or client review and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to review results and agree the next step, including ownership, preparation and the decisions to make before starting.
Related planning resourceReader outcome: understand the decisions behind 2028 discovery or client review and identify a useful next step for their organisation.
Interview the delivery SME. Verify Microsoft product statements where relevant. Use customer results only when the figures and wording are approved. Do not invent statistics or guaranteed savings.
A practical guide to review results and agree the next step, including ownership, preparation and the decisions to make before starting.
Related planning resourceEmail production
Draft copy for review, with subject, audience and CTA. Link to the relevant service or resource when the campaign is built. Replace a webinar month’s focused draft with the confirmed event invitation using the session outline. Consent, sender identification and unsubscribe handling must be configured in the email platform.
Draft for approval. Marketing consent and suppression apply. One main CTA: Request a discovery call.
Draft for approval. Marketing consent and suppression apply. One main CTA: Request a discovery call.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss your M365 priorities.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss your M365 priorities.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the readiness webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the readiness webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss your records programme.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss your records programme.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss a records backlog.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss a records backlog.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the digitisation webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the digitisation webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss a migration pilot.
Draft for approval. Marketing consent and suppression apply. One main CTA: Discuss a migration pilot.
Draft for approval. Marketing consent and suppression apply. One main CTA: Bring one manual workflow.
Draft for approval. Marketing consent and suppression apply. One main CTA: Bring one manual workflow.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the handover webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the handover webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Request a governance review.
Draft for approval. Marketing consent and suppression apply. One main CTA: Request a governance review.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the planning webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Register for the planning webinar.
Draft for approval. Marketing consent and suppression apply. One main CTA: Book a January planning discussion.
Draft for approval. Marketing consent and suppression apply. One main CTA: Book a January planning discussion.
Creative library
Document Scanning Calgary | Searchable Business Records | Plan Your Scanning Project
Turn paper records into searchable files. Discuss scope, indexing and delivery.
Proposed campaign destination: /services/document-digitisationProposed URL; must exist before launch. This is a planned destination, not a published campaign landing page.
Information Governance | Records Management Advice | Build a Practical Roadmap
Clarify ownership, retention and access. Discuss an information governance roadmap.
Proposed campaign destination: /services/information-governanceProposed URL; must exist before launch. This is a planned destination, not a published campaign landing page.
SharePoint Migration Help | Plan Before Moving Files | Discuss Your Migration
Plan metadata, permissions and adoption before moving content to SharePoint Online.
Proposed campaign destination: /services/m365-information-managementLater test; validate capability and URL. This is a planned destination, not a published campaign landing page.
Can your team find the right record?
See the questions to ask before starting a digitisation project. Get the practical worksheet.
Proposed campaign destination: /resources/digitisation-planningOnly eligible audiences; no promised results. This is a planned destination, not a published campaign landing page.
Prepare Your Information for Copilot
Join Integra for a practical session on permissions, content quality and information ownership. Register for the proposed webinar.
Proposed campaign destination: /events/copilot-readinessConfirm speaker date and destination. This is a planned destination, not a published campaign landing page.
Plan a Useful Digitisation Project
What needs scanning, how should files be indexed, and how will quality be checked? Join the practical session.
Proposed campaign destination: /events/digitisation-planningConfirm date and destination. This is a planned destination, not a published campaign landing page.
Get Asset Information Ready for Handover
A practical session for engineering and operations teams covering completeness, metadata and access.
Proposed campaign destination: /events/asset-information-handoverConfirm date and destination. This is a planned destination, not a published campaign landing page.
Build Your 2028 Information Roadmap
Review recurring information work, prioritise improvements and plan the next step. Join the planning session.
Proposed campaign destination: /events/information-roadmapConfirm date and destination. This is a planned destination, not a published campaign landing page.
Report chapter
Twelve direct, regional and adjacent providers, compared through their public positioning, services and selected content.
The observations above identify possible ways to differentiate. These are recommended campaign choices to validate with Integra, supported by approved evidence rather than claims about competitors’ private performance.
| Buyer problem | Offer to make clear | Proof to prepare | Campaign destination |
|---|---|---|---|
| IT cannot trust ownership and permissions. | An information health check or scoped governance review. | An approved review process, sample deliverables and relevant consultant experience. | Governance service page with a consultation form. |
| Records are hard to retrieve or digitise usefully. | A digitisation scoping consultation covering indexing, OCR and quality. | Approved process images, acceptance criteria and a relevant customer story. | Digitisation page with a project-brief form. |
| Engineering information is difficult to hand over. | An asset-information handover review. | A sample acceptance checklist and approved sector-specific example. | Engineering/energy page with a review enquiry. |
| An organisation needs recurring support and a roadmap. | A prioritised information-services planning session. | An example roadmap, ownership model and measurable review process. | Managed-services/planning page with a discovery CTA. |
Market implications
Service overlap
Qualitative coding of reviewed public material. Green marks an observed offer; a dash means not assessed. This is not a capability score, market-share chart or proof that a provider lacks a service. Profiles below contain source links.
| Provider | Information / ECM | M365 / SharePoint | Digitisation | Records storage | Ongoing services |
|---|---|---|---|---|---|
| Gravity Union | — | — | |||
| WCD | — | — | |||
| Tesseract Solutions | — | — | |||
| Access | — | ||||
| Ricoh Canada | — | — | |||
| Johal Consulting | — | — | |||
| Copyseis | — | — | — | ||
| Iron Mountain Canada | — | ||||
| Cadence Solutions | — | — | |||
| Long View Systems | — | — | — | ||
| ARC Calgary | — | — | — | — | |
| DHQ Imaging Centre | — | — | — | — |
Calgary office listed
M365 governance, SharePoint, records and AI.
Calgary-based public profile
Scanning, ECM, workflow and managed back office.
Primarily Calgary per website
OpenText, SharePoint Online, scanning and BI.
Multiple Calgary facilities
Scanning, records lifecycle and energy information.
Canadian provider; Calgary delivery evidenced previously
Information governance, RIM, ECM and education.
Calgary stated
Records health checks, digitisation advice and procurement.
Calgary warehouses and data centre
Seismic and geological data, corporate records storage.
Canada-wide offer; Calgary facility not verified in scan
Enterprise scanning, intelligent capture and content platform.
Canadian regional competitor; Calgary office not verified
M365, Purview, OpenText and legacy ECM migrations.
Calgary office linked
Modern Workplace, AI, cloud and managed services.
Calgary location verified
Document and construction scanning, archives and OCR.
Downtown Calgary address
Document and large-format scanning, OCR and archiving.
No providers match your search.
Ongoing monitoring
Each month, log new offers, useful articles, webinars, landing pages and relevant public social examples. Record the source and observation date. Use exact advertiser identities and country/date filters in ad-transparency tools. An empty search does not prove that a competitor is not advertising.
This scan does not establish search rankings, posting frequency, tender results, private email performance or verified ad spend.
Report chapter
96 candidate terms across 12 industry groups, with intent, recommended use and a relevant service offer.
The sixteen “Initial paid” candidates are a validation pool. With $800 per month on Google, the launch should concentrate on one priority service offer and roughly five to eight relevant exact/phrase terms, rather than activate every candidate. Confirm demand and service capacity before selecting them.
| Decision | Evidence to check | Action |
|---|---|---|
| Choose the first service group | Relevant local demand, Integra’s delivery capacity and a suitable landing page. | Select scanning or governance first; avoid fragmenting the budget across the library. |
| Approve an individual term | Intent, geography, estimated bids and the page’s ability to answer the request. | Retain only terms with a clear service fit and measurable next step. |
| Review early queries | Actual search terms, irrelevant requests and sales-confirmed fit. | Add negatives or adjust matching; expand only when current demand is useful. |
| Assess the campaign | Spend, valid requests and accepted opportunities over an appropriate window. | Treat a low click price as a delivery metric, not proof of commercial quality. |
Paid search priorities
Use a shortlist of around 10–15 exact and phrase terms across local scanning and governance consulting. Validate Calgary demand first. Add migration, energy and document-control terms through controlled tests rather than opening many small campaigns.
Google launch · Digitisation scoping
Google launch · Information health check
Google test · M365 governance discovery
Google later test · Migration discovery
Google narrow test · Energy records discovery
Google narrow test · Handover review
SEO first · Readiness workshop
SEO first · Records programme assessment
SEO · Scoping worksheet
SEO first · Workflow discovery
SEO first · Governance review
Monitor only · Relevant service page
Search hygiene
Review search terms for recruitment and consumer intent. Add negatives such as jobs, salary, resume, internship and home scanner where clearly irrelevant. Review training or certification searches against Integra’s actual service scope before excluding them. Competitor names are for monitoring, not initial bidding.
Keyword validation worksheet: query, geography, monthly searches, bid range, service fit, landing page, launch/test decision and review date. The supplied Excel workbook keeps unknown volume and CPC fields labelled as unvalidated.
Report chapter
Lead with LinkedIn for professional audiences, supported by focused high-intent Google Search. Review this allocation after 90 days.
Approved planning allocation: Google 40%, Facebook 0%, LinkedIn 60%.
Planned allocation in CAD. Total annual cap $24,000.
| Channel | Annual CAD | Share |
|---|---|---|
| Google Search | 9,600 | 40% |
| Facebook Ads | 0 | 0% |
| LinkedIn Ads | 14,400 | 60% |
CAD 2,000 every month. LinkedIn $1,200, Google $800 and Facebook $0 every month.
| Month | Google CAD | Facebook CAD | LinkedIn CAD | Total CAD |
|---|---|---|---|---|
| January | 800 | 0 | 1200 | 2000 |
| February | 800 | 0 | 1200 | 2000 |
| March | 800 | 0 | 1200 | 2000 |
| April | 800 | 0 | 1200 | 2000 |
| May | 800 | 0 | 1200 | 2000 |
| June | 800 | 0 | 1200 | 2000 |
| July | 800 | 0 | 1200 | 2000 |
| August | 800 | 0 | 1200 | 2000 |
| September | 800 | 0 | 1200 | 2000 |
| October | 800 | 0 | 1200 | 2000 |
| November | 800 | 0 | 1200 | 2000 |
| December | 800 | 0 | 1200 | 2000 |
Planned cumulative spend, not sales, revenue or money already spent.
| Through month | Cumulative CAD |
|---|---|
| January | 2000 |
| February | 4000 |
| March | 6000 |
| April | 8000 |
| May | 10000 |
| June | 12000 |
| July | 14000 |
| August | 16000 |
| September | 18000 |
| October | 20000 |
| November | 22000 |
| December | 24000 |
The 60% LinkedIn / 40% Google split is the agreed starting allocation. It is reviewed against observed enquiry fit and opportunity progress, while the combined monthly cap remains $2,000.
| Signal | First review | Decision after checking the evidence |
|---|---|---|
| Little or no delivery | Audience eligibility, geography, permissions and campaign configuration. | Fix delivery constraints or keep unspent funds available; do not force spend. |
| Clicks without enquiries | Landing-page relevance, form function and the offer’s next step. | Improve the conversion path before assuming the channel is ineffective. |
| Enquiries without qualification | Company fit, the need described, targeting and sales response. | Refine message/audience and agree consistent qualification reasons. |
| Qualified demand without progress | Next actions, stage ageing, proposal blockers and service capacity. | Agree sales/delivery actions before increasing acquisition spend. |
Media pacing
| Month | Google CAD | Facebook CAD | LinkedIn CAD | Total CAD |
|---|---|---|---|---|
| January | 800 | 0 | 1200 | 2000 |
| February | 800 | 0 | 1200 | 2000 |
| March | 800 | 0 | 1200 | 2000 |
| April | 800 | 0 | 1200 | 2000 |
| May | 800 | 0 | 1200 | 2000 |
| June | 800 | 0 | 1200 | 2000 |
| July | 800 | 0 | 1200 | 2000 |
| August | 800 | 0 | 1200 | 2000 |
| September | 800 | 0 | 1200 | 2000 |
| October | 800 | 0 | 1200 | 2000 |
| November | 800 | 0 | 1200 | 2000 |
| December | 800 | 0 | 1200 | 2000 |
Every month: LinkedIn $1,200, Google $800 and Facebook $0. Keep Facebook organic activity. Start one focused LinkedIn audience and offer; review quality monthly, and accepted opportunities and pipeline after 90 days.
If an audience cannot deliver or enquiry quality is poor, review targeting and creative before reallocating to proven demand or leaving money unspent. Keep the combined monthly spend within CAD $2,000. The comparison charts are illustrative allocation views and do not change the baseline plan.
Managed delivery
The monthly service covers content, email, social, paid campaign management, website checks, lead routing and reporting. Integra receives a visible delivery checklist and a monthly review of results and next actions.
Proposed setup: CAD $13,505.90. Monthly managed service: CAD $4,362.47, plus CAD $2,000 in paid media. First-year total: CAD $89,855.54 before software, hosting and tax.
View investment and monthly deliverablesReport chapter
The proposed website, connected enquiry workflow, Ruddr sales pipeline and Microsoft reporting layer.
An illustrative digitisation enquiry shows how the proposed connections work. This is a workflow example, not a live lead or a statement that accounts are already connected.
The campaign links to a matching service page using a consistent campaign identifier.
Marketing
Channel engagement, spend and permitted website activity.
The form saves the request, campaign source and submission ID, then sends a receipt and routes the request.
Website and integration owner
One saved enquiry; delivery status and assigned owner.
A request is accepted, rejected with a reason, or held for an appropriate follow-up. A download alone is not a qualified opportunity.
Integra sales
Qualification outcome, response time and next action.
The sales owner maintains value, stage, expected close date and next action in Ruddr. Automation follows the operations supported by the workspace.
Integra sales
Accepted opportunity, stage ageing and estimated pipeline.
Link the opportunity to the appropriate client and project, and reconcile financial outcomes using the agreed reporting definition.
Integra sales, delivery and finance
Won engagement, project link and actual financial outcomes.
RainRocks compares channel activity, qualified enquiries and later opportunity progress to recommend the next changes.
RainRocks with Integra
A reconciled review and prioritised actions; assisted touchpoints remain separate.
Connecting the ecosystem does not require copying every platform metric into Ruddr. Each tool keeps the records it is responsible for; shared identifiers connect the management view.
| System | Primary role | Connection to the rest |
|---|---|---|
| Website and CMS | Service pages, articles, resource pages and enquiry forms. | Forms save requests and source information; consent-aware analytics measures permitted activity. |
| Secure intake and reporting store | Submission history, attribution, delivery exceptions and reporting extracts. | Keeps a saved request available for retry and joins approved sources using stable identifiers. |
| Ruddr | Company/contact records, sales opportunities and linked delivery projects. | Sales owners maintain progress; the reporting layer reads supported records or approved exports. |
| Advertising and social platforms | Campaign delivery, spend, post engagement and platform conversion reports. | Authorised extracts feed Power BI; explicit form enquiries enter the sales workflow. |
| Email platform | Campaign sends, consent, suppression and unsubscribes. | Engagement feeds reporting; relevant requests go to sales without overriding opt-outs. |
| Power BI | Combined management reporting and restricted financial views. | Shows the agreed acquisition, pipeline and delivery measures with source coverage and refresh status. |
The report pages are designed around decisions, with available data and role-appropriate access confirmed during onboarding.
| View | Measures to review | Decision it supports |
|---|---|---|
| Executive growth | Spend, valid/qualified enquiries, meetings, accepted opportunities and won outcomes. | Where should leadership focus effort next month? |
| Paid acquisition quality | Campaign spend, clicks, qualified enquiries and later opportunity progress. | Which audience, creative or search terms should continue, change or stop? |
| Website and content | Landing-page activity, enquiries, resource actions and search-query themes. | Which pages or conversion paths need improvement? |
| Organic social and email | Post/campaign engagement, visits and explicit requests. | Which topics and formats deserve the next production slots? |
| Sales pipeline | Stage ageing, next actions, close dates, estimated value and loss reasons. | Which opportunities need an owner action or a better qualification decision? |
| Delivery and finance | Linked projects, capacity, revenue, costs and the agreed margin measure. | Can delivery support the pipeline, and how are won projects performing? |
A connected system also needs a visible recovery process.
| Exception | Agreed handling | Visible result |
|---|---|---|
| Ruddr delivery fails | Keep the saved submission, retry safely and assign unresolved failures to an owner. | An exception queue and a traceable delivery status. |
| The person or company already exists | Match carefully and retain the new enquiry without duplicating the contact unnecessarily. | A history of separate requests linked to the appropriate record. |
| Direct API access is unavailable | Use an approved export or the included tracked sales handoff, and reconcile the opportunity link. | A documented connection route with coverage shown in reports. |
| A refresh or permission fails | Flag the failed source, show the last successful refresh and investigate on the agreed review cadence. | Users can assess freshness instead of treating stale results as current. |
Build a new Integra website around clear service offers and relevant enquiries. Connect its forms to a secure lead intake service and Ruddr sales workflow. Bring acquisition, sales and delivery data together in Power BI so leadership can follow enquiries through to won projects and financial results.
Proposed architecture: website and platform lead forms → secure intake and attribution store → Ruddr companies, contacts and sales pipeline → reporting dataset → Power BI. Google, LinkedIn, Meta, website analytics and email results also feed the reporting dataset directly. Ruddr remains the sales and delivery workspace; Power BI is the combined reporting destination.
Implementation begins with an account, licence and access review, followed by the agreed website, integration and reporting delivery. Integra retains ownership of its accounts, website content and business data.
Sitemap: Home; About and team; information governance; Microsoft 365 and SharePoint; digitisation and scanning; energy and engineering information; customer stories; insights and blog; resources and webinars; contact and project enquiry; privacy and cookie information; and a useful 404 page. Confirm the final service structure with Integra before design.
Deliverables: mobile-first RainRocks design for Integra, reusable service and campaign landing-page templates, an editable CMS, approved copy and imagery, resource and webinar templates, site search where justified, accessible navigation, fast images, metadata, canonical URLs, sitemap and structured data where applicable. Migrate approved existing content and preserve valuable URLs through a tested redirect map.
Forms: consultation request, project brief, resource or webinar registration, and separate newsletter signup. Show a clear next step after submission. Notify the assigned owner and retain the enquiry even if a downstream system is unavailable. Do not treat a resource download as a sales opportunity automatically.
Before launch: test forms, routing, duplicate handling, consent controls, keyboard access, mobile layouts, analytics events, redirects and search indexing. Train editors, document ownership, take a backup and agree a reversible launch plan.
Build on Integra’s existing Ruddr system with a sales workflow that connects contacts, opportunities and delivery projects. Confirm the existing plan and access during onboarding so only necessary licence changes are proposed. [S26 S31]
Proposed workflow: Incoming enquiry → Qualified → Discovery → Scoping → Proposal sent → Negotiation → Won or Lost. Keep unqualified, spam and nurture records outside the active opportunity forecast. Confirm which stages and fields can be configured in the workspace before migration.
Incoming: validate the request, source and owner. Qualified: sales confirms company fit, a relevant need and a next action. Discovery: record the business problem and stakeholders. Scoping: agree the proposed engagement and delivery input. Proposal: record the value, issue date and follow-up. Negotiation: record the decision date and blockers. Won: confirm the agreement and hand over to a delivery project. Lost: capture a reason; nurture only with an appropriate communication basis.
Require a company, contact, owner, service interest, source campaign, next action and due date. Add estimated CAD value and expected close date once the engagement is scoped. Use sales-approved probabilities for weighted pipeline, and distinguish estimated contract value from recognised revenue. Keep campaign attribution in the linked intake store when native fields are unavailable.
Sales responds within one business day, reviews overdue next actions weekly, and reviews stage ageing and lost reasons monthly. Link a won engagement to the client and project so delivery can plan capacity and finance can report actual revenue and margin.
Integration setup includes validation of supported company, contact and opportunity updates. Where automatic opportunity creation is unavailable, a tracked sales task and a reconciled opportunity link provide the agreed handoff. Access and connector requirements are confirmed during onboarding. [S32]
Capture name, business email, company, service interest and enquiry details, with phone optional. Capture consent separately for newsletters. Store submission time, consent wording version, landing page, referrer, original and latest UTMs, and permitted advertising click identifiers. Collect only fields that have a defined use.
Use server-side validation, spam protection, a unique submission ID and a durable queue. Match companies and contacts carefully, retain multiple enquiries from the same person, and make retries idempotent. Keep a delivery audit, retry failures and alert an owner when intervention is needed. Keep API credentials on the server.
Send a receipt only after the enquiry has been saved. Route by service and account ownership, with a fallback sales owner. Test successful delivery, duplicates, an existing client, invalid fields, spam, a Ruddr outage and a failed retry. A failed CRM delivery must remain visible in an intake queue rather than silently losing the lead.
Acceptance test: one website enquiry produces one saved intake record, one appropriate contact or company match, an assigned owner, a recorded source and a visible sales next step. A replay must not create a duplicate. Keep personal information out of GA4 event parameters and URLs.
Google Search: CAD $800 monthly. Connect approved ad accounts, campaign IDs, costs and conversion definitions. Use GA4 and Google Tag Manager for consent-aware website measurement and Search Console for aggregate search queries and landing-page performance. Validate qualified-lead feedback through the currently supported Google route before enabling offline conversions.
LinkedIn: CAD $1,200 monthly. Start with one focused professional audience and one principal offer, testing creative without fragmenting the budget. Use website conversions or Lead Gen Forms as appropriate. Lead Sync access requires approval; use an approved connector or controlled first-party export if direct access is unavailable. [S34]
Facebook: CAD $0 paid initially, with the organic publishing plan retained. Connect authorised Page insights and post results where permissions allow. Enable remarketing or Meta conversion tracking only if the agreed measurement and consent setup requires it; tracking availability does not create a paid campaign.
Social reporting brings authorised company-page reach, engagement and clicks into Power BI. Publishing remains in the social platform or agreed scheduling tool, while explicit enquiries enter the sales workflow. Data coverage follows each platform’s permissions.
Email: connect the selected email platform for campaigns, consent, unsubscribes and engagement. Pass relevant requests to sales and aggregate campaign results to Power BI. Keep a central suppression process so a sales sync cannot resubscribe someone who opted out.
Use a consistent lowercase UTM convention for source, medium, campaign and content. Reconcile platform lead IDs with intake IDs. Retain first-touch and latest-touch fields separately, and label assisted conversions separately from primary attribution. Do not add overlapping platform conversion totals and call them unique leads.
Executive growth: monthly spend versus budget, valid and qualified enquiries, meetings, accepted opportunities, open pipeline and won business. Include source coverage and last successful refresh beside the headline measures.
Paid acquisition quality: LinkedIn versus Google spend, clicks, qualified leads, cost per qualified lead, meetings and opportunities by campaign. Show unavailable where the denominator is zero or data is missing. Review acquisition monthly and follow opportunity outcomes over at least 90 days.
Website and content: landing pages, traffic sources, enquiry completion, resource downloads, search queries, article and social clicks. Keep website conversion rates within a consistent session or user definition; do not imply that an anonymous page view identifies a buyer.
Sales pipeline: value by stage, stage ageing, overdue next actions, forecast close dates, win/loss reasons and conversion over defined cohorts. Keep a snapshot or stage-change log from implementation onward so historical movement is measurable rather than inferred from the current stage.
Delivery and finance: won engagements linked to Ruddr projects, recognised revenue, actual costs, agreed margin definition, utilisation and capacity. Limit financial detail to authorised roles. Contract value, recognised revenue, cash receipts and advertising-attributed revenue must remain distinct.
Reporting combines campaign spend, website activity, unique enquiries, opportunity progress and project financials using consistent dates and identifiers. Reconciliation checks help prevent duplicate leads, spend or revenue from distorting the management view.
Implementation: use scheduled extracts or approved connectors into a Microsoft-hosted staging store such as Azure SQL, then a Power BI semantic model. Choose storage after volume, licence and access discovery. Start with daily refresh and expose refresh failures; higher frequency requires a confirmed business need and supported configuration. [S33]
Distribution: publish to a restricted Power BI workspace or app with appropriate viewer and author licences. Confirm Pro, PPU or capacity requirements for the actual audience before quoting. Financial dashboards must not use public Publish to web. [S35]
Indicative eight-week sequence, subject to discovery and content approval: week 1 confirms scope, licences, access, data fields and baseline; weeks 2–3 approve design, sitemap and copy; weeks 3–5 build the website and intake; weeks 4–6 configure and test the Ruddr workflow; weeks 5–7 build the data model and Power BI pages; week 8 reconciles results, trains owners and launches with monitoring. API approval or content delays can extend this.
RainRocks owns web delivery and integration implementation; Integra appoints a sales process owner, service reviewers and a finance reporting owner. The Microsoft administrator approves access and dashboard distribution. Agree ongoing support, incident response and connector ownership before handover.
Implementation is CAD $13,505.90, followed by CAD $4,362.47 per month for managed delivery. Both service fees include the agreed 20% discount. Advertising is CAD $2,000 per month separately. See the Investment and monthly service chapter for the transparent breakdown and complete deliverables.
Go-live evidence: approved website pages and redirects; successful and replayed test enquiries; outage recovery; source attribution matched across forms and sales; one test opportunity progressed to a linked project; authorised dashboard access; daily refresh and failure alert tested; platform spend reconciled; and finance totals agreed. Use synthetic records for testing and remove or label them before production reporting.
First 90 days of media: LinkedIn 60%, Google 40%, Facebook paid 0%. Review enquiry fit and follow-up monthly, then compare accepted opportunities and pipeline after 90 days. Change the allocation using observed quality and commercial progress rather than click cost alone. LinkedIn is the primary test, not a guaranteed source of most leads.
Campaign links, website forms and lead records share source identifiers.
For Integra: Compare channels using relevant enquiries and accepted opportunities, alongside clicks and reach.
Saved form submissions, owner routing and the Ruddr workflow connect marketing to sales.
For Integra: Review unassigned requests, next actions and overdue follow-ups in one agreed process.
Articles, email and LinkedIn/Facebook posts follow one approved service-led calendar.
For Integra: Build a useful content library and give prospects a clear route to a consultation.
LinkedIn and Google results are reviewed with qualification outcomes.
For Integra: Make budget decisions using enquiry fit and pipeline progress over a 90-day view.
Won opportunities link to Ruddr clients and projects where supported.
For Integra: Understand delivery demand, revenue and margin without confusing forecasts with actuals.
Power BI brings acquisition, content, sales and delivery measures together.
For Integra: Use a monthly review to decide what to continue, improve or stop.
Report chapter
A new website, connected sales workflow and clear reporting, supported by consistent content, campaign management and monthly improvement.
Integra receives a decision pack rather than a set of unexplained charts. Measures populate from available account data after implementation; no lead or revenue results are assumed in this proposal.
| Review item | Evidence supplied | Discussion or decision |
|---|---|---|
| Work delivered | Published article URLs, email previews/results, social post links and the completed checklist. | Confirm what was completed and what is awaiting input or approval. |
| Spend and acquisition | Platform spend reconciled to campaigns; unique valid and qualified enquiries. | Assess pacing and enquiry fit before changing the budget. |
| Sales progress | Accepted opportunities, ageing, next actions and logged qualification/loss reasons. | Agree the sales actions that can move current demand forward. |
| System health | Form test records, failed-delivery exceptions, refresh history and completed fixes. | Identify unresolved issues and their owners. |
| Next month | Three prioritised actions with an owner, reason and target review date. | Approve the next campaign and improvement priorities. |
The fees cover the agreed implementation and recurring service. The distinction below keeps the delivery commitment clear.
| Included in setup | Included each month | Separately agreed |
|---|---|---|
| 15 core pages, four page templates and four form types. | Two articles and two emails per month; three LinkedIn and two Facebook posts per week. | Pages, accounts or workspaces beyond the agreed allowance. |
| One Ruddr pipeline, mapping and up to 1,000 supplied company/contact records. | Paid campaign management, routing exceptions and pipeline review. | Major new automations, bespoke adapters or historical data reconstruction. |
| One model, six Power BI pages, testing and two recorded training sessions. | Existing report monitoring; up to two hours of minor web/content changes and one hour of minor report adjustments. | Software, hosting, connectors, video shoots, travel and webinar hosting/presentation. |
Implementation is a one-time project. The managed retainer begins when the marketing and tracking foundation is ready for delivery, with the date agreed at onboarding. Advertising starts only after the relevant destination, enquiry routing and measurement have passed their checks. The first-year comparison assumes twelve months of managed service and twelve months of media; it is not a claim that all costs occur during the build.
| Cost | Timing / assumption | CAD |
|---|---|---|
| Implementation | 40% / 40% / 20% milestones shown above. | $13,505.90 |
| Managed service | Per active service month after the agreed start. | $4,362.47 |
| Paid media | Separate monthly cap; actual spend follows eligible delivery. | $2,000.00 |
| Combined monthly service + media | Excludes third-party subscriptions and applicable tax. | $6,362.47 |
An account/licence owner, a sales owner, service reviewers, approved proof assets and one consolidated approval contact. Sales conversations and commercial decisions remain with Integra.
No replacement is proposed. The implementation builds on the existing Ruddr workspace and uses Power BI for combined reporting. Necessary plan or permission changes are confirmed before commitment.
Existing-system maintenance and the stated minor changes are included. Requests outside the allowance are written up with scope and cost for agreement before work begins.
Integra retains ownership of its accounts, website content and business data. The handover includes the agreed operating guide and recorded training.
The proposal provides working-day support and scheduled checks. A 24/7 response commitment is not included.
Campaign links, website forms and lead records share source identifiers.
For Integra: Compare channels using relevant enquiries and accepted opportunities, alongside clicks and reach.
Saved form submissions, owner routing and the Ruddr workflow connect marketing to sales.
For Integra: Review unassigned requests, next actions and overdue follow-ups in one agreed process.
Articles, email and LinkedIn/Facebook posts follow one approved service-led calendar.
For Integra: Build a useful content library and give prospects a clear route to a consultation.
LinkedIn and Google results are reviewed with qualification outcomes.
For Integra: Make budget decisions using enquiry fit and pipeline progress over a 90-day view.
Won opportunities link to Ruddr clients and projects where supported.
For Integra: Understand delivery demand, revenue and margin without confusing forecasts with actuals.
Power BI brings acquisition, content, sales and delivery measures together.
For Integra: Use a monthly review to decide what to continue, improve or stop.
The purpose is a clearer connection between marketing activity, sales follow-up and commercial outcomes. The system supports decisions; lead volumes and revenue are measured results, rather than promised returns.
All amounts are in Canadian dollars unless marked EUR. Service fees include a flat 20% discount. Published package rates and project-specific services are shown separately below. Currency conversion uses EUR 1 = CAD 1.5852, dated 10 November 2026. S36 S37
| Service | EUR price | CAD before discount | Scope |
|---|---|---|---|
| Website | €4,150.00 | $6,578.58 | Published service package |
| CRM and automations | €2,500.00 | $3,963.00 | Published service package |
| Power BI and extended integration delivery | €4,000.00 | $6,340.80 | Project-specific scope |
| Investment summary | CAD |
|---|---|
| Service subtotal | $16,882.38 |
| 20% service discount | −$3,376.48 |
| Your fee | $13,505.90 |
Payment schedule: 40% on commencement ($5,402.36), 40% at implementation review ($5,402.36), and 20% on acceptance and handover ($2,701.18).
| Service | EUR price | CAD before discount | Scope |
|---|---|---|---|
| Social management | €1,000.00 | $1,585.20 | Published service package |
| Online ads | €500.00 | $792.60 | Published service package |
| SEO | €500.00 | $792.60 | Published service package |
| Email production and automation | €640.00 | $1,014.53 | Project-specific scope |
| Power BI and integration monitoring | €480.00 | $760.90 | Project-specific scope |
| Website maintenance and improvements | €320.00 | $507.26 | Project-specific scope |
| Investment summary | CAD |
|---|---|
| Service subtotal | $5,453.09 |
| 20% service discount | −$1,090.62 |
| Your fee | $4,362.47 |
The monthly fee covers the delivery checklist below. Advertising, hosting and third-party subscriptions are charged separately.
| Cost | Annual CAD |
|---|---|
| Setup | $13,505.90 |
| Managed service · 12 × $4,362.47 | $52,349.64 |
| Media · 12 × $2,000 | $24,000.00 |
| First-year total | $89,855.54 |
| Ongoing annual service + media after setup | $76,349.64 |
Third-party costs are additional: Ruddr plan changes if required, Power BI licensing/capacity, hosting, email platform, storage and approved connectors. Applicable taxes and any bank charges are additional. Any required subscriptions and connector costs will be confirmed with Integra before commitment.
One connected acquisition and sales system: a new website, trackable forms, a reliable lead intake service, Ruddr sales workflow, authorised channel data extracts and a restricted Power BI reporting workspace. The website and channels generate enquiries; Ruddr records sales progress and delivery; Power BI explains commercial performance across the system.
Website delivery allowance: up to 15 core content pages, up to four reusable service/campaign page templates and four form types. Set up the CMS, migrate up to 20 approved existing articles or case stories, implement a redirect map, and deliver two consolidated design revision rounds. Campaign pages created from those templates reuse the approved design.
Ruddr delivery allowance: one workspace, one agreed sales process with up to eight stages, the required company/contact/lead mapping, owner rules, next-action fields and a cleaned import of up to 1,000 supplied company/contact records. Confirm supported native fields before configuration; retain supplementary attribution in the linked intake store.
Reporting delivery allowance: one semantic model and six Power BI report pages covering executive growth, paid advertising quality, website and content, organic social and email, sales pipeline, and delivery/finance. Includes shared date, channel and service filters, last-refresh indicators, metric definitions and role-appropriate access.
Connect one business property/account for each agreed source: website forms, Ruddr, GA4, Google Search Console, Google Ads, LinkedIn advertising and company-page insights, Facebook Page insights, and one email platform. Lead Gen Form retrieval and organic data coverage depend on approved platform permissions. Use a documented first-party export where an approved API route is unavailable.
Include staging, deduplication, retry/error visibility, campaign attribution, test records, a launch checklist, two recorded training sessions and a concise operating guide. The fixed price assumes these standard authorised connection routes and clean source data; additional bespoke adapters or account/workspace expansion require a separate agreed variation.
Website: track permitted visits and completed enquiries, storing the landing page, original/latest UTMs, consent evidence and a unique lead ID. A secure server-side intake saves the enquiry before attempting Ruddr delivery. Avoid putting names, emails or message contents into analytics events.
Sales: connect each relevant enquiry to the appropriate Ruddr company, contact and owner. During onboarding, confirm which opportunity updates can be automated. Where a platform requires manual entry, the assigned sales task and lead-to-opportunity reconciliation remain part of the agreed workflow.
Advertising: extract Google and LinkedIn campaign spend, clicks and available conversions into the reporting store. Join lead source identifiers to accepted opportunities where the evidence supports it. Keep Facebook paid spend at zero initially while its organic Page results remain measurable.
Social and email: collect authorised post/campaign impressions, engagement and link-click metrics, and route explicit enquiries to sales. Aggregate results feed Power BI directly; they do not need to be stored as individual records in Ruddr. Publishing, newsletters and unsubscribes remain in their appropriate platforms.
Power BI: combine source-level results with unique leads, pipeline snapshots and linked project financials. Report both acquisition-month and later sales outcomes, without adding overlapping conversion totals. Initial refresh target is daily, subject to connector access and licensing; show the actual last successful refresh.
RainRocks supplies implementation, content production, campaign management, monitoring and the reporting process described here. Integra supplies account access, subject-matter input, approved case-study evidence, one consolidated review contact and timely approvals. Integra’s sales team handles enquiries, discovery calls, proposals and opportunity updates.
The monthly service includes two articles, two email campaigns, three LinkedIn posts each week and two Facebook posts each week, together with paid campaign management, website checks, pipeline reviews and dashboard monitoring. The annual plan contains 260 social post placements, 24 articles and 24 email campaigns. Content is adapted across channels to make effective use of approved expertise and assets.
Included maintenance covers the existing implementation and stated minor changes. New pages beyond the agreed template allowance, new data sources, major automation changes, historical data reconstruction, video shoots, travel, webinar hosting/presentation and extensive copy rewrites are separately scoped. Critical issues are triaged during working days; a 24/7 response SLA is not included.
The retainer begins when the marketing and tracking foundation is ready for managed delivery; phase the website, reporting and campaigns together. Quarterly webinar promotion uses that month’s existing email/social allocation, with a recording edited only if separately agreed. Keep a shared issue and approval log so work and dependencies are visible.
Every item has a cadence and a reviewable output. RainRocks maintains the checklist and shares the evidence in the monthly review. Operational checks start once the relevant connection is live.
Why it matters: A clear plan and fewer last-minute approvals.
Confirm the campaign offer, audience and service capacity with Integra; hold one 45-minute planning/performance meeting; maintain the next four weeks of content, owners and approval dates.
What you receive: Approved calendar, meeting notes and action register.
Why it matters: Useful service content that supports discovery and enquiry conversion.
Interview the service reviewer where needed; research intent; draft, edit and publish two useful articles; add metadata, headings, internal links, images and a relevant enquiry CTA. Review Search Console queries, indexing and priority service pages.
What you receive: Two published URLs and a dated SEO change log.
Why it matters: A consistent professional presence with useful routes to the website.
Write and schedule company-page posts using consultant insights, service explanations, document/carousel assets and approved proof. Adapt the monthly articles into platform copy. Keep links tagged and route relevant comments or messages to Integra.
What you receive: 156 planned annual post placements, asset files and post-level results.
Why it matters: An active company presence and a clear handoff for relevant enquiries.
Adapt the approved content for Facebook with clear language, team content and useful explanations. Review company-page comments/messages twice weekly during working days; escalate sales enquiries and sensitive responses.
What you receive: 104 planned annual post placements and an enquiry handoff log. Paid Facebook remains $0.
Why it matters: Relevant follow-up that helps interested contacts take the next step.
Prepare copy, template layout, segmentation, links and test previews; obtain approval before sending; check suppression/unsubscribe handling and record engagement. Maintain existing resource follow-up flows within the monthly improvement allowance.
What you receive: Two approved campaigns, test checklist and delivery/click/unsubscribe summary.
Why it matters: Paid activity refined against audience fit and sales outcomes.
Manage the $1,200 media allocation, one core audience and one principal offer. Prepare up to two new creative/copy variants per month; check delivery, audience fit, frequency, form quality and spend; update targeting or creative using sales feedback.
What you receive: Campaign change log, spend pacing, qualified-lead and opportunity outcomes.
Why it matters: Focused coverage of relevant searches with less irrelevant traffic.
Manage the $800 allocation; review search terms, negatives, geography, ads, destinations and conversions. Maintain focused service-intent campaigns and test up to two ad-copy variants monthly.
What you receive: Search-term decisions, budget pacing and landing-page/conversion checks.
Why it matters: Working conversion paths and visible exceptions before they become lost opportunities.
Submit one labelled test enquiry through every active form, verify receipt and owner routing, check duplicate handling and review failure queues. Check broken priority links, backups and key mobile pages. Apply up to two hours of minor website/content improvements each month.
What you receive: Dated test IDs, issue log, backup confirmation and completed improvement list.
Why it matters: Clearer ownership and fewer enquiries left without an agreed next action.
Review failed syncs, unassigned enquiries, duplicates and missing source fields. Present stale opportunities and overdue next steps to the sales owner. Agree qualification outcomes and loss reasons; reconcile won projects against linked opportunities.
What you receive: Exception report and agreed follow-up list. Integra owns prospect calls, deal decisions and stage accuracy.
Why it matters: Reports that remain usable and show when data needs attention.
Review refresh status, expired permissions and connector errors. Reconcile platform spend, unique intake leads and Ruddr opportunities; check that joins do not multiply records. Maintain existing report pages and include up to one hour of minor report adjustments monthly.
What you receive: Refresh history, reconciliation log, data coverage notes and visible last-refresh dates.
Why it matters: A clear explanation of results and practical decisions for the next month.
Deliver the six dashboard views plus a short written explanation of spend, website conversions, social engagement, email engagement, qualified leads, meetings, pipeline and won outcomes. Distinguish platform conversions, unique leads and assisted touchpoints.
What you receive: Dashboard access, month-end snapshot and three prioritised next actions.
Why it matters: A campaign programme that changes as commercial evidence develops.
Review accepted opportunities over 90 days, service mix and the paid allocation. Refresh the competitor/content watchlist. Support the four planned webinars through the existing content and email slots; Integra provides the presenter and approved source material.
What you receive: Quarterly recommendations and updated next-quarter campaign priorities.
| Timing | RainRocks activity | What Integra receives |
|---|---|---|
| Week 1 | Review results, agree priorities, draft articles and email, refresh calendar | Prior-month report, approval pack and next actions |
| Week 2 | Publish approved content, optimise ads and review pipeline exceptions | Published assets and campaign/lead-routing change log |
| Week 3 | Publish second article/email, check forms, inspect data and priority pages | Second content release and tested improvements |
| Week 4 | Reconcile spend and lead outcomes, close actions and plan next month | Dashboard snapshot, completed checklist and recommendations |
| Throughout | Scheduled social posts, twice-weekly ad checks and weekly data/pipeline review | A maintained acquisition-to-sales process |
Report chapter
A launch sequence, practical acceptance checks and a consistent route from enquiry to opportunity and won project.
These are two related clocks. The indicative eight-week build establishes the foundation; the first 90 campaign days start after the agreed launch checks. January–December describes the editorial plan, while actual campaign activation follows readiness and the agreed start date.
| Phase | Work | Ready to progress when |
|---|---|---|
| Week 1 | Confirm scope, access, licences, current data and client owners. | The account inventory, connection routes and responsibilities are agreed. |
| Weeks 2–3 | Approve design, sitemap, key copy and metric definitions. | Integra provides consolidated sign-off. |
| Weeks 3–6 | Build pages/forms; configure intake, owner rules and Ruddr mapping. | Successful, duplicate and failed-delivery test paths are evidenced. |
| Weeks 5–8 | Build reporting; reconcile sources; test permissions; train owners. | Acceptance checks and handover are complete. |
| Campaign days 1–30 | Activate LinkedIn and Google within the 60/40 cap and verify incoming enquiries. | Spend, routing and qualification feedback are visible. |
| Campaign days 31–60 | Refine creative, terms and destinations using relevant requests and sales feedback. | Changes and reasons are logged for review. |
| Campaign days 61–90 | Review accepted opportunities and delivery capacity alongside acquisition activity. | The next-quarter allocation and priorities have an evidence-based decision. |
RainRocks and the relevant Integra owner review these checks before the agreed service goes live.
| Workstream | Acceptance evidence | Client owner |
|---|---|---|
| Website | Approved priority pages; mobile and keyboard review; working redirects and consent controls. | Approval contact and service reviewer |
| Enquiry handling | Test receipts, assigned owner, preserved source, duplicate replay and failed-delivery recovery. | Sales owner |
| Ruddr handoff | Required fields, supported update routes, next actions and a reconciled opportunity/project test. | Sales and delivery owners |
| Reporting | Campaign spend and lead counts reconciled; financial definitions agreed; refresh/failure states tested. | Marketing and finance owners |
| Handover | Recorded training, operating guide, support route and unresolved-issue register. | Account/licence owner |
Attribution and Ruddr
Use one campaign ID across website links, email, ads and the opportunity record, for example ip_2027_03_copilot. Keep the initial source separate from the latest campaign interaction. UTM source identifies the platform, medium identifies paid versus organic, campaign identifies the offer and content identifies the creative.
| Stage | Definition | Owner |
|---|---|---|
| Enquiry | A unique person requests information or submits a valid form | Marketing |
| Qualified lead | Sales confirms company fit, a relevant need and a credible next step | Sales |
| Opportunity | Sales accepts a scoped potential engagement with stage and estimated value | Sales |
| Won project | Agreement accepted and project created | Sales and delivery |
| Delivered value | Recorded revenue, delivery costs and margin for the agreed period | Finance and delivery |
Capture lead ID, company, business contact, service interest, original source, original campaign, latest campaign, landing page, consent evidence, owner, status, rejection reason and relevant opportunity ID. Record estimated opportunity value separately from won revenue. Do not send confidential form content into analytics platforms.
Ruddr supports companies, contacts, opportunities and custom API integrations. Verify which fields and write endpoints are available in their actual workspace before choosing the integration. Keep consent, detailed attribution and email suppression in a marketing system or companion database if Ruddr cannot hold them. [S26 S27]
Suggested integration: website form creates a deduplicated lead in the lead store, sends an internal notification and creates or updates the relevant Ruddr record when qualified. Email stays in an email platform. Ads and analytics data join the lead and opportunity data in a reporting dataset, which can feed Power BI or a simpler dashboard.
Report spend, clicks, valid leads, qualified leads, meetings, accepted opportunities, pipeline value and won revenue. Cost per qualified lead equals spend divided by qualified leads. Paid ROAS equals attributed revenue divided by paid spend; it is not profit or total marketing ROI. Count each opportunity and sale once. Keep first-touch, last-touch and assisted views separate. Reconcile a 30-day acquisition report with 90-day opportunity follow-up.
Reporting framework
| Measure | Definition | Owner | Important distinction |
|---|---|---|---|
| Valid enquiries | Unique people making a relevant request | Marketing and sales | Deduplicate, reject spam and log reasons |
| Qualified leads | Company fit plus confirmed need and next step | Sales | Do not count all downloads as qualified |
| Cost per qualified lead | Paid spend divided by qualified leads | Marketing | Unavailable when qualified-lead count is zero |
| Meetings | Completed or explicitly agreed discovery meetings | Sales | Distinguish booked from attended |
| Accepted opportunities | Scoped potential engagements accepted by sales | Sales | One opportunity ID, one owner |
| Pipeline CAD | Estimated value of accepted open opportunities | Sales | Separate estimates from revenue |
| Won revenue CAD | Revenue attributed once using the agreed reporting view | Finance | Separate recognised revenue from contract value |
| Project margin | Revenue less agreed delivery costs for the period | Finance and delivery | Not the same as advertising ROAS |
Execution checklist
Owner: Leadership. Acceptance evidence: Offer scope and owner agreed.
Owner: Marketing lead. Acceptance evidence: Named reviewers and review deadlines.
Owner: Marketing lead. Acceptance evidence: Only eligible recipients enter campaigns.
Owner: Analytics owner. Acceptance evidence: Baseline with source dates and gaps.
Owner: Paid media specialist. Acceptance evidence: Volume, bid ranges and relevance recorded.
Owner: Web owner. Acceptance evidence: Working forms, mobile layout and correct routing.
Owner: Analytics owner. Acceptance evidence: One valid submission creates one lead.
Owner: Sales operations. Acceptance evidence: One definition used across channels.
Owner: Sales operations. Acceptance evidence: Original source survives opportunity creation.
Owner: Paid media specialist. Acceptance evidence: No more than two core groups; negatives applied.
Owner: Marketing lead. Acceptance evidence: First four weeks approved.
Owner: Sales lead. Acceptance evidence: Reject reasons and response time logged.
Owner: Marketing and sales. Acceptance evidence: Document one change to test.
Owner: Service SME. Acceptance evidence: Useful asset and confirmed host.
Owner: Marketing lead. Acceptance evidence: Audience large enough or budget returns to Search.
Owner: Marketing lead. Acceptance evidence: Spend capped and leads reviewed by sales.
Owner: Leadership. Acceptance evidence: Continue, change or stop each tactic.
Owner: Marketing lead. Acceptance evidence: Dated offer/content/ad log; no inferred spend.
Owner: Analytics owner. Acceptance evidence: No duplicated revenue or invented attribution.
Owner: Service SME. Acceptance evidence: No unapproved client names or results.
Ownership
| Role | Responsibility |
|---|---|
| Marketing lead | Calendar, copy, assets and distribution |
| Service SME | Technical accuracy and approved proof |
| Sales lead | Response, qualification and opportunity records |
| Web and analytics owner | Working forms, tags, deduplication and attribution |
| Leadership | Budget, capacity and commercial promises |
The managed programme includes content production, ads, website checks, lead-routing monitoring, pipeline hygiene and Power BI reconciliation.
Read the complete monthly checklistReport chapter
Four practical checklists and worksheets, plus four complete webinar outlines aligned to the annual calendar.
Resource library
Establish a useful baseline before choosing a technology project or starting a Copilot pilot.
Open checklist and worksheet →Q2Scope a records project around usable information, quality and retrieval rather than a page count alone.
Open checklist and worksheet →Q3Agree what operations needs before transferring project and asset documents.
Open checklist and worksheet →Q4Turn recurring information work into a prioritised, owned plan for the next year.
Open checklist and worksheet →Webinar programme
These are planned sessions, not scheduled live events. Dates, speakers and registration tools must be confirmed before promotion. Each page includes learning objectives, a 45-minute agenda, preparation and follow-up.
CIOs, IT owners and information-governance leads
Open session plan →June · plannedOperations leaders and records managers
Open session plan →September · plannedEngineering managers, project information leads and operations owners
Open session plan →November · plannedIT directors, operations leaders and existing clients
Open session plan →Report chapter
Trace the research and take the strategy, campaign workbook, blank performance tracker or complete offline report with you.
Working files
All main report chapters in one page, with embedded styles, GSAP and charts. Save the page or print to PDF.
Offline website packageAll chapters, monthly campaigns, worksheets, webinar plans, scripts and working files.
WordThe updated strategy, research and connected growth-system scope.
ExcelAnnual plan, channel and weekly briefs, keywords, competitors, budget, tracker and launch tasks.
The executive PDF is the concise introduction. The detailed PDF contains the extended campaign execution material. Both retain the agreed fees and service scope.
What the evidence supports
The research set contains the six original competitors plus six adjacent or regional providers. Public websites and selected indexed social material were reviewed. No private newsletter analytics, full social history, complete advertiser audit, measured search volumes or competitor spend estimates were obtained.
The charts show planned budgets, publishing counts and workload assumptions. They do not represent historical campaign results. Webinar dates, hosts and campaign destinations require confirmation before any launch.
37 source references
Company positioning and service scope.
Existing proof assets; results require context and permission.
Governance, migration, Microsoft 365 and AI.
Calgary presence.
Governance articles, newsletter and staff content.
Webinars and downloadable education.
Scanning, ECM, automation and managed operations.
Energy-sector digitisation story and community content.
Calgary consulting, OpenText, SharePoint and BI.
Local facilities, scanning, lifecycle governance and Energy.
RIM, ECM, education and assessment approach.
Local records health checks, advisory and procurement.
Calgary energy records, storage and seismic digitisation.
National enterprise alternative; local facility not verified.
Governance playbook, health check, oversharing workshop and migrations.
Calgary office link, Modern Workplace and AI positioning.
Local scanning, construction documents and quote offer.
Local OCR, large-format scanning and quote offer.
Existing social themes: M365, energy, governance and team.
Company-reported SharePoint and Power Automate workflow.
Technical editorial reference; recheck product details before publication.
Volume, competition and bid validation method.
Presence targeting for local campaigns.
Minimum audience and matching considerations.
Consent, sender identification and unsubscribe requirements.
Contacts, companies, opportunities and integrations.
Workspace integration and API access.
Future ad monitoring reference; advertiser audit not completed.
Future ad monitoring reference; advertiser audit not completed.
Webinar promotion, events and staff culture.
Sales Pipeline in Pro; confirm the existing subscription.
Company and contact endpoints; opportunity automation requires validation.
Refresh depends on model and source configuration.
Access and authorisation requirements.
Sharing permissions and licence requirements.
Package references and additional work at €80/hour; accessed 10 November 2026.
10 November 2026: EUR 1 = CAD 1.5852; reference conversion, not a bank settlement rate.
Resource appendix
Establish a useful baseline before choosing a technology project or starting a Copilot pilot.
Output: A repository inventory, a short list of practical risks and one prioritised pilot.
Resource appendix
Scope a records project around usable information, quality and retrieval rather than a page count alone.
Output: A scoped brief for quotation and an evidence-based cost comparison. No savings are assumed.
Resource appendix
Agree what operations needs before transferring project and asset documents.
Output: An agreed acceptance checklist and exception register for the receiving team.
Resource appendix
Turn recurring information work into a prioritised, owned plan for the next year.
Output: A prioritised 12-month roadmap with owners, assumptions and a first 90-day plan.
Webinar appendix
| Time | Topic |
|---|---|
| 0–5 min | Business context and the information foundation |
| 5–15 min | Permissions ownership and content quality |
| 15–25 min | A representative readiness review walkthrough |
| 25–35 min | Prioritising a manageable pilot |
| 35–45 min | Questions and next steps |
Webinar appendix
| Time | Topic |
|---|---|
| 0–5 min | The business problem behind a scanning project |
| 5–15 min | Inventory preparation and record selection |
| 15–25 min | Indexing OCR and quality checks |
| 25–35 min | Scope cost and acceptance criteria |
| 35–45 min | Questions and worksheet walkthrough |
Webinar appendix
| Time | Topic |
|---|---|
| 0–5 min | The receiving team perspective |
| 5–15 min | Required documents and metadata |
| 15–25 min | Gap review and exception ownership |
| 25–35 min | Search access and acceptance tests |
| 35–45 min | Questions and handover checklist |
Webinar appendix
| Time | Topic |
|---|---|
| 0–5 min | Reviewing the past year |
| 5–15 min | Where recurring information work consumes capacity |
| 15–25 min | Budget assumptions and a practical business case |
| 25–35 min | Priorities ownership and the first 90 days |
| 35–45 min | Questions and planning template |