Concierge Services

It’s hard to keep everything running while transitioning to a new system. We can help get you set up for success.

Pricing is based on the hourly rates listed and estimated time for project completion.
An estimate will be provided after determining project scope.

Lead & Nested Plan Structure

For enterprise organizations that are dealing with multiple high level calendars and countless tactical ones, we will review your existing plans and data visualization needs and propose a structure for a connected Lead and Nested calendar system. Our recommendations will include a plan for structuring Channels, Strategic Priorities, and Initiatives.      $250/hr

Plan Set Up

We will work with you to determine and set up the foundational elements of your plan:

  • Marketing Channels, Tactic Types and their associated Custom Fields of data
  • Strategic Priorities: Objectives, Target Segments, Journey Phases, and more
  • Initiatives: Campaigns, Promotions, Key Dates

When we are through your calendar will be ready for tactical planning.      $200/hr

Data Migration

You give us your existing marketing calendars as spreadsheets, slide decks, or word documents and we upload or hand enter the data. We’ll connect each Tactic to your Strategic Priorities and Initiatives to enable the creation of strategic views via Filters. Your team can hit the ground running.      $150/hr


After creation of the marketing plan in Annum next comes implementation. Annum integrates with project management and production tools to reduce double data entry and keep your executional teams in the loop.

Zapier Integration  – Annum is set up on Zapier for quick integrations with their 3000+ available applications. Check to see if your app is available for integration via Zapier. If so, we can help you quickly set up an an integration.      $150/hr

Custom Integration Consulting  – A discovery engagement is required to determine requirements and an approach.      $200/hr

With Annum’s support we integrated HubSpot so that when a tactic is entered into Annum a task is automatically generated in HubSpot to start the content creation and publishing process.

– Kelsie McMahon, Creative Manager, Dispatch

Case Study →

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