Citizens Bank - Year 2 Partnership
Building on Our Success:
Your Next Evolution in Marketing Excellence
From Managed Services Foundation to Integrated Revenue Engine
Dear Jeff,
It's been an incredible year partnering with Citizens Bank on your Pardot managed services journey. As we approach the renewal of our partnership, I wanted to personally reach out to discuss how we can elevate your marketing capabilities even further in Year 2.
When we first started working together in July 2024, you had a vision for transforming Citizens Bank's marketing operations. Through our managed services engagement, we've laid a strong foundation together—implementing core Pardot capabilities, establishing email automation workflows, and beginning the critical work of aligning your marketing and banking teams.
Year 1 Foundation: What We've Built Together
Why Year 2 Matters: The Opportunity Ahead
While we've accomplished much in Year 1, I know you're feeling pressure to show greater ROI and accelerate your digital transformation. The board is expecting significant revenue growth, your competitors are advancing their AI and personalization capabilities, and your bankers need better tools to engage customers effectively.
Year 2 is about moving beyond basic automation to create a truly integrated revenue engine. This means:
- Deeper Integration: Connecting Pardot with Demandbase for account intelligence and Seismic for content enablement
- Advanced Scoring: Moving from basic lead scoring to sophisticated behavioral and intent models
- True Alignment: Breaking down the silos between marketing and your banking teams with shared dashboards and SLAs
- Measurable Impact: Implementing attribution and reporting that directly ties marketing to revenue
Three Paths Forward
Based on our experience together and understanding of your goals, I've outlined three options for Year 2. Each builds on what we've created in Year 1 but takes you to different levels of marketing sophistication.
I recommend we schedule time to discuss which path best aligns with your priorities for 2025. Your success is our success, and we're committed to helping Citizens Bank become a leader in digital banking engagement.
Looking forward to our continued partnership,
Jeff Pedowitz
President & CEO
The Pedowitz Group
Year 2 Investment Options
Each option builds upon your Year 1 foundation
Essential Evolution
Continue managed services + core enhancements
Core Focus: Continue your successful Year 1 managed services while adding essential enhancements for better alignment and scoring capabilities.
Key Additions: Enhanced Marketing-Banking alignment framework, fundamental scoring model, and expanded campaign capabilities.
- Ongoing Pardot administration and support
- Campaign execution and optimization
- Monthly reporting and insights
- Technical troubleshooting
- Banker-Marketing funnel design
- 4 executive education sessions
- 6 cross-functional workshops
- RACI matrix and basic SLAs
- Salesforce configuration improvements
- Single scoring model (fit + behavior)
- Enhanced Pardot configuration
- Basic Demandbase integration
- 5 standard dashboards
- Banker training (2 sessions)
- 4 new nurture journey templates
- Advanced email automation
- Improved segmentation
- Content mapping
Strategic Transformation
Full integration + intelligence layer
Core Focus: Full platform integration with Demandbase and Seismic, sophisticated multi-scoring models, and advanced multi-channel orchestration.
Key Additions: Account intelligence, predictive analytics, personalized journeys, comprehensive enablement, and strategic governance framework.
- Full Demandbase account intelligence integration
- Seismic content enablement activation
- Cross-platform data synchronization
- Unified reporting architecture
- 3 scoring model options with A/B testing
- Intent data integration from Demandbase
- Content engagement scoring via Seismic
- Automated SLA enforcement
- 8 role-based dashboards
- Predictive analytics foundation
- 6-8 personalized journey builds (vs. 4 templates)
- Account-based marketing campaigns
- Dynamic content personalization
- Cross-channel attribution
- 2 optimization cycles with testing
- 4 advanced training sessions (vs. 2 basic)
- Banker playbooks and job aids
- Content strategy framework
- Ongoing office hours
- Executive steering committee
- 40-page transformation playbook
- SLA governance framework
- Peer bank benchmarking report
- Quarterly business reviews
Executive Partnership
Complete revenue transformation
Core Focus: C-Suite advisory program, advanced AI/ML capabilities, enterprise-wide transformation, and premium white-glove support.
Key Additions: Executive strategy sessions, machine learning models, change management program, dedicated success manager, and complete MarTech optimization.
- Monthly executive strategy sessions
- Board presentation development
- Direct CEO/CFO briefings
- Competitive intelligence reports
- Innovation roadmap planning
- Machine learning scoring models
- Predictive revenue forecasting
- AI content optimization
- Real-time personalization engine
- Custom attribution modeling
- Department-wide transformation program
- Center of Excellence development
- Certification programs for team
- Cultural change workshops
- Success metrics framework
- Dedicated Customer Success Manager
- Weekly strategic reviews
- 24/7 priority support
- Quarterly innovation workshops
- Annual strategy summit invitation
- Full technology audit and rationalization
- Vendor negotiation support
- Integration architecture design
- Data governance framework
- 12-month post-implementation support
Our Recommendation for Citizens Bank
Based on Year 1's success and your 2025 objectives
Option 2: Strategic Transformation - $250,000
This option provides the perfect evolution from your Year 1 managed services foundation. It delivers the platform integrations and advanced capabilities you need to compete effectively, while maintaining continuity with your existing investment. The 8-month timeline aligns with your budget cycle and allows for proper change management across your teams.
Investment Comparison
| Investment Level | Amount | Duration | Focus |
|---|---|---|---|
| Essential Evolution | $200,000 | 6 months | Managed services + core enhancements |
| Strategic Transformation | $250,000 | 8 months | Full integration + intelligence |
| Executive Partnership | $300,000 | 10 months | Complete revenue transformation |
Flexible Payment Terms
- • 25% upon contract signing
- • 25% at 90 days
- • 25% at 180 days
- • 25% upon project completion
- • Monthly payment options available
Ready for Year 2?
Let's discuss how we can build on our Year 1 success and take Citizens Bank's
marketing capabilities to the next level.
Jeff Pedowitz
President & CEO
The Pedowitz Group
jeff@pedowitzgroup.com
541-967-1992
Jeff DeMarco
VP, Commercial Marketing
Citizens Commercial Banking
jeff.demarco@citizensbank.com
+1 917-363-0048
The Pedowitz Group
Your Partner in Revenue Marketing Excellence
This proposal is valid for 30 days.
Building on our successful Year 1 partnership.