Realize the Benefits of

Marketing
Methodology
Management

Benefits of M3's AI-Assisted Services

Reinforce Your Agency's Foundation

and use it to differentiate

Document Your Legacy Processes

using Al without letting it genericize

Identify Your Best Practice Samples

and work product to use as templates

Record Institutional Knowledge

of key staff members before they retire

Map Your Workflows

identify gaps and streamline

Institutionalize

your core methodology to preserve your legacy

Provide Easy-to-Use Templates

using AI for consistency and speed

Onboard New Associates

quickly to avoid excessive shadowing

Ensure Compliance and Continuity

by using Al to monitor deliverables

Improve Your Profitability

by working faster and handling more clients

M3's Process

M3's Benefits

Contact M3

Please use the form to indicate your interest and availability. Or email us info@m3-mktg.com. We’ll be in touch quickly!

How M3 Positions Your Agency to Scale

Whether you are streamlining your operations or scaling for growth, now is the right time to bottle your special sauce. Here’s how M3 can help you thrive:

Capture your “special sauce” based on your best work

Scale your operations with repeatable processes

Equip your team for faster, more consistent engagements

Use AI to enhance and accelerate your methodology

Reduce hours/effort to produce deliverables

Increase profitability on fixed price contracts

Win larger contracts and add-ons 

Keep Your Agency on the Road to Success

AI is encroaching on the work traditionally delivered by marketing agencies and consulting groups. It’s writing copy, generating images, producing media and learning. In a sense, AI is both friend and foe.

But no matter wthere’s something special about your agency that AI can never replicate – let’s call it your “special sauce.” The combination of your legacy client work, long-term people, strategic methodology and ingenuity is what made you successful.

Now is the time to bottle your special sauce and preserve it as your differentiator–before AI genericizes it. 

M3 is a consulting firm focused on helping agency and in-house marketing leaders enhance their processes and profitability. Using our proprietary M3 system, we’ll will evaluate and enhance your methodology, building a legacy-based foundation for dynamic growth. We’ll even identify areas where AI can be your ally.

Defend your distinctiveness and prepare to grow forward. Use the online form to contact M3.

The M3 System - Our Methodology For Preserving Yours

1. Scoping

After an introductory session, M3 will review your website content, then provide a readout with recommendations.

2. Interviews

In the discovery phase, we'll interview your legacy subject matter experts and record essential process details.

3. Audits

M3 will audit process documents, templates and work product that you make available. This can include client samples under NDA.

4. Workflows

Using a virtual whiteboard, M3 will organize snapshots of your best methodology work and then diagram optimal sequencing.

5. Approvals

Based on a mutually agreed-upon schedule, M3 will present drafts and deliverables for your review and approval.

6. Playbooks

Approved documents, decks, workflows and samples will be collected in a playbook that can be used for onboarding and training.

7. Enhancements

You'll receive recommendations for methodology and AI-driven process enhancements, including adoption training and sales enablement.

8. Maintenance

Recurring audits are available to ensure that your methodology stays current, relevant and in regular use.

Recent M3 Clients

Enterprise-focused MarTech Consulting Group

ABM Practice & Methodology

M3 designed an end-to-end ABM practice for this agency's enterprise clients, including robust methodology for scaling.

PE-focused Marketing Advisory Group

ID of Best-Practices & Samples

M3 selected and templatized best-practice documents, diagramed sequences and delivered all methodology in a playbook.

Marketing Services Agency & Community

Process Mapping & Documentation

M3 streamlined and enhanced the agency's process for producing webinars and other user- community content.

SaaS Enterprise in Healthcare & Education

End-to-End Journey Mapping

M3 designed an E2E journey for this firm's key accounts, including touches, scoring and attribution between Marketing and Sales.

M3 Virtual Whiteboarding with MIRO

M3 will use Miro to capture your methodology and arrange in logical groups. We’ll help you see the big picture and enhance it.

Miro will be our forum for:

  • Cataloging best practice samples
  • Diagraming your workflows
  • Ideating collaboratively
  • Capturing decisions
  • Preserving project work
  • Training and testing

After our project, you’ll retain active access to your Miro board and receive a backup file.

Miro Deliverable

M3 Service Levels

1

Workflows and playbooks with samples and templates

2

Process enhancements and redesign for AI + staff training

3

Methodology updates and strategic support for 6 months

4

Annual reviews, compliance audits and updates

In addition to core deliverables, we’ll offer recommendations for enhancing your processes and creating new ones that incorporate AI.  Our team is also available for on-call coaching and regular process updates. Whatever your business needs to scale.

Sample Deliverables

To ensure access and adoption, M3 will convert all deliverables to your preferred formats,
save them to your storage areas and provide team adoption training.

Your best-practice samples & slides
displayed by phase in Miro

Your process workflows
mapped by phase in Miro

Team adoption exercises
conducted online in Miro

Detailed playbooks for reference
built as .doc/.ppt, saved as .pdf

Join other agencies and consultancies who have successfully paired AI’s capabilities with their legacy strengths. Engage M3 to help you grow forward.