The Marketing Automation Gold Standard

Proven marketing automation best practices.

Incredibly effective for companies of all sizes.

To ensure clients reach the full potential of their marketing technology systems, Digital Pi has created The Gold Standard. Specializing in Marketo, our signature framework consists of 12 foundational processes that focus on strategic marketing as well as technical and campaign operational services. See why the Gold Standard is integral to successfully adopting and maximizing the capabilities of marketing automation technology.

Strategic Planning

High-level strategic planning to establish business objectives, determine baseline metrics and tactics, and identify needs around technical and operational support.

Organizational Alignment

Alignment of sales and marketing to agree on definitions, outcomes and roles and improve your company’s understanding of marketing’s impact.

Marketing Technology Architecture

Strategic guidance and expertise on selecting and scaling martech solutions: planning, execution, training and reporting.

Systems Configuration

Setup and configuration of Marketo, Iterable, CRM systems such as Salesforce and MS Dynamics, custom applications, and commercial martech apps.

Global Lifecycle

Lifecycle modeling to unify lifecycle stage definitions and transition points to help sales and marketing teams better align with each other.

Revenue Attribution

Providing visibility into marketing campaigns, tactics, and marketing effectiveness to report on what's working and what's not.

Marketing Tactics

Operationalize marketing plans to develop and execute campaigns that accomplish specific marketing objectives within a set time period.

Global Scoring

Automatic behavioral, demographic and firmographic scoring to help measure digital footprint and engagement.

Segmentation & Targeting

Segment leads and clearly define targets to develop personalized messaging and cadence for improved engagement.

Data Management

Data management, configuration protocols, naming conventions and clear organization to optimize MAPs and CRMs and keep data clean and reliable.

Engagement Framework

Best practices to measure and manage your dialogue along the buyer journey, including audience, cadence, content and transitions.

Training & Documentation

Enable teams to succeed long-term with thorough documentation of all systems, processes, workflows and campaigns.

Benefits of Using the Gold Standard

Do more. See further. Scale faster.

When Digital Pi has successfully applied The Gold Standard framework to your marketing technology and operations, the world is your oyster.

You will be able to do more, see further, and scale faster with a solid foundation from which to manage your marketing strategies.

Because the Gold Standard is designed for comprehensive tracking of marketing operations data, it provides a rich set of metrics to help you identify which marketing tactics are effective and which are not. With built in flexibility, you can quickly pivot on lagging strategies and leverage successful ones without missing a beat.

Company executives can effectively validate strategic initiatives with trusted data, directly and accurately connect marketing strategies to revenue, and ultimately justify marketing budget growth and distribution.


All Gold Standard components are designed to operate together toward a common purpose.


All core functionality in the Gold Standard is included, from initial design through implementation.


Enable or support new talent, departments, or resource requirements better and faster.

Marketo and Evernote use the Gold Standard to scale smarter

Cookies help us keep the site running smoothly and inform some of our advertising, but if you’d like to make adjustments, you can visit our Cookie Notice page for more information.