The Act-On strategy session.
A working session on your real instance. Run by the person who wrote the strategy guide that ships inside the platform.
Phil Easley-Bosley spent years as Lead Marketing Automation Strategist at Act-On Software. He authored the platform's Marketing Automation Strategy Guide, which is still in use. The Act-On strategy session is the working version of that guide, applied to your account.
Most Act-On instances are running at a fraction of what the platform can do. The programs are present. The sends go out. The dashboards populate. Underneath the activity, the segmentation is shallow, the scoring is decorative, and the program architecture does not match how a real buyer makes a real decision. The session is the conversation that names what is actually happening and what to do about it.
The thinking behind the session is published as a perspective piece: The marketing automation strategy session. For our full take on the platform itself, read the Act-On software review. Neither is required before the call.
What the session covers
- A read of the current program against the buyer journey, stage by stage.
- A look at the lead scoring model and whether it is producing a usable Marketing Qualified Lead.
- A check of the segmentation and the integration with the CRM.
- A short written plan with the changes to make in priority order.
- A clear recommendation on what to keep, what to repair, and what to retire.
Free service
Prefer a written read first? Get a free Act-On audit.
Before the session, or instead of it, we will run a 27-point audit of your real Act-On instance, score it on a weighted checklist, and send back prioritized recommendations. No charge. The only requirement is access to your account.
Request your free auditWhat people who have worked with Phil say
"Phil Bosley & Tactical MA are the reason why we have stayed with Act On. Their expertise and support have brought our marketing automation strategy to a level of sophistication that directly translates to our retention."
"I've worked very closely with Phil daily for almost 5 years at Act-On and can sincerely say that I've benefited tremendously from his creative problem-solving, tireless work ethic, and willingness to do whatever it takes to get the job done. Phil takes initiative and goes above and beyond what's expected of him every day. Everyone who's ever had the pleasure of working with Phil knows that he thinks through what's needed to get the job done right the first time."
"I have had the pleasure of working with Phil for 3 years and found him to be a leading-edge thinker that challenges the status quo. He helps organizations think in new ways and assists in implementing those strategies. There is a saying we often used when he was at Act-On - 'In Phil We Trust.' His dedication and passion for client success are invaluable."
"I've tried a lot of vendors and consultants for all areas across the world for decades but never found such a deep relationship as the one with Tactical MA. You can find cheaper companies but they will never pay off. Every second invested with Phil makes up for ages spent with another supplier. Our relationship lasts for over ten years now. His ability to think cross-functional and to keep track of all possible actions and implications is real."
"I highly recommend Tactical MA. I personally have been working with them for over four years, and their knowledge, guidance, and creative resources have helped to elevate our email marketing program. We consider Tactical MA an extension of our own internal CRM team!"
"I have worked with Phil at Tactical MA for over three years. His vast experience has been essential in navigating the complexities of email deliverability across Gmail, Yahoo, and Microsoft. His strategic insights are specifically tailored to our audience, enhancing our email campaigns significantly."
Beyond the session
A strategy is only as good as the team that runs it.
If the session produces a plan your team does not have the hands to execute, the Act-On Marketing Operations retainer is the ongoing version of this work: strategy, production, and reporting run for you, month after month.
Explore the retainerBook the session directly.
The fastest path is to grab a time on Phil's calendar. The first call is a working conversation, not a sales pitch.
Book a timeOr send the details first.
If you would rather describe the situation in writing first, use the form below. Phil reads every inbound personally and responds within one business day.
Read the thinking behind the session.
The strategy session is the conversation. The perspective piece is the written argument that the conversation is built on. Plain language. No download.