DISCOVER YOUR
WAY FORWARD
WE SPEND THE TIME TO TRULY
UNDERSTAND YOUR NEEDS
STRATEGIC
PLANNING SESSION
You need someone to really listen to what you’re facing and get a real sense of your goals.
The Strategic Planning Session is what happens first, before any of our other services. The goal is to gather the right information to hone in on the right opportunities, and take the guesswork out of where to go next.
HOW IT WORKS
questionnaire &
customer journey
You’ll start by filling out a questionnaire designed to give us some rich background on what you’re currently doing, how it’s working, and what you’d like to achieve. You’ll also fill out a customer journey map, to help us understand what experiences your customers go through.
COLLABORATIVE SESSION
Next, we’ll jump in our strategic planning session with you, where we’ll lead you through a series of exercises to gather further information, ask clarifying questions on your answers in the questionnaire, and really pinpoint your opportunities.
FINDINGS PRESENTATION
We’ll combine the data from your questionnaire and customer journey, analyze it, and present back our Buyer’s Journey scorecard and our 7Ps of Marketing scorecard to highlight the most relevant & impactful opportunities.
when your partner
really understands,
big things can happen
At BottomLine, we don’t believe in a cookie cutter approach, and we won’t sell you any services that we know won’t drive value. By starting at the beginning and getting to know you and your business, we can offer tailored solutions that really affect your bottom line.
OUR PROCESS

BottomLine and its President, Lisa Genovese, has been a strong supporter of Alberta IoT.
The Alberta IoT Association is a nonprofit consisting of organizations with a vested interest in the success of the Internet of Things in the province of Alberta.
Alberta IoT is a fast-growing organization that added a business accelerator program and a Centre of Excellence to its portfolio in 2020. With these new initiatives, we needed guidance on market strategy, as well as research on who our audience is, along with powerful messaging to serve and meet the needs of that audience.
BottomLine has been instrumental in building our go-to-market strategy while implementing and supporting our social media efforts along with any other necessary marketing collateral. Having a knowledgeable agency support us through our growth stage has given us the ability to be agile, to hit the right targets, and be successful in our market.
I like best how the BottomLine Team has the ability to pivot as required with the current market situation, and even our needs as an organization. The team’s ability to reply so quickly has exceeded my expectations. The support BottomLine offers is very thorough, coupled with a professional team and quality work it’s a great fit for the market and our organization. They do their “research” . Thanks for the continued support, BottomLine.
BL is real! We have built a great partnership with BottomLine and their dedication to excellence, professionalism and above all their transparency and exemplary communication level has greatly helped our brand’s healthy growth. BL is also result oriented and very cautious about smart allocation of the budget which makes them a great fit for startups as well as the brands on their growth path.
Brenda Beckedorf
Executive Director, Alberta IoT
Wilson Acton
Chief Commercial Officer, Verge Agriculture
Lyndsay Barch
Executive Director, Safer Roads Alliance
Corey Brannon
President, C.Brannon Construction
Ali Asghari
Founder and President, PilotsFriend West
Pina Romolo
President and CEO, Piccola Cucina