Use Marketing Automation to Scale Client Success

Sep 16, 2020, 11:00 PM – Sep 17, 2020, 12:15 AM

Marketers can no longer afford to focus on filling the funnel — they’ve got to consider engagement throughout the entire lifecycle of a client. That’s why Chris Bayerle and Allie Petrina are teaming up to talk about how they work together to grow Idealist Consulting’s follow-on revenue and scale client success through marketing automation.

About this event

They will talk about what client success is, why it’s important to Idealist’s business development goals and company values, how together they scale client success efforts through Pardot marketing automation, and how they report on those efforts with Salesforce. This presentation will be great for marketers looking to focus on customer success, customer experience, or interdepartmental collaboration in the next few months.


  • Christopher Bayerle

    Traction on Demand

    Marketing Automation Consultant

  • Allie Petrina, MBA

    Idealist Consulting

    Client Success Representative

Group Leaders

  • Stacy Jewell

    Business Valuation Resources


  • Amanda Adams

    Community Group Leader

  • Apoorva Mahale

    Adelante Mujeres

    Community Group Leader

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