Resources

We want to keep you up to date with all the information you need to help your business thrive. Get informed on topics like branding, customer experience, sales, marketing, and digital transformation, or read our Q&A with other interesting business owners like you.

Stop Guessing. Start Scaling.

How a Go-To-Market System Turns Strategy Into Predictable Growth 

If you’ve ever launched a new product, run a sales campaign, or built a brand from scratch — you know how easy it is to move fast and still miss the mark. 

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Stop Chasing Leads. Start Creating Demand.

How Modern Demand Generation Powers Full-Funnel Growth 
It’s easy to chase clicks and call it marketing — but that’s not what builds lasting growth. Before you launch another campaign, take a step back and ask: Are we creating real demand, or just collecting names? 

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Unlocking Business Growth Through Strategic Branding with Shannon Hewlko
Unlocking Business Growth Through Strategic Branding with Shannon Hewlko

During a recent appearance on Beyond Wealth: Success Unscripted, Shannon shared valuable insights into the world of branding and how businesses can leverage it to fuel their growth. Here are some key takeaways from the conversation.

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Why You Need to Embrace RevOps

The reason sales and marketing often don't work well together is that they aren't actually working together!

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Why the Switch to GA4 Matters for Your Brand

With Google sunsetting universal Analytics and making the switch to GA4, gone are the days of navigating with "good old maps"—now, we're equipped with a high-tech GPS offering real-time traffic updates for the digital age.

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The Essential Features of a Successful E-commerce Website

Creating a successful e-commerce website goes beyond showcasing products and facilitating transactions. It involves crafting an experience that answers buyers' decision-making questions throughout their journey. 

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Mastering the Sales Funnel for Success: Tactics from Demand Generation to Conversion

Mastering the sales funnel in today's competitive landscape is a must for organizations. The achievement of all business goals starts with sales.

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Image of a pair of hands on a laptop, with a coffee cup and notebook nearby, on an orange background
Why Your Organization Needs a CRM: Beyond the Promise to Real Value

In the landscape of modern business operations, the significance of a Customer Relationship Management (CRM) system cannot be overstated. While many are drawn to CRM by its established promise—increased sales, improved customer communication, and enhanced transparency—it's the deeper, real value of CRM that transforms organizations.

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Roadmap team members discuss effective Lead Generation. Sticky notes on a white board demonstrate a Demand Generation Ecosystem in the background.
The Road to Effective Lead Generation: A Demand Generation Ecosystem

Every business aims for growth, and at the heart of this growth is a crucial element – lead generation. Many clients come to us seeking ways to expand their business, and invariably, this boils down to the need for more leads. But how do you effectively generate these leads? The answer lies not in quick fixes but in a comprehensive, strategic approach.

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Webinar: How To Use AI

AI is everywhere, but where do you start? Have you been thinking about how to use AI to enhance your business but don’t know what technology to use or how to use it? Watch our latest webinar to learn practical and real-world AI applications. 

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Building Brand Recall Through Category Entry Points

Your branding today equals tomorrow's demand. This statement is especially true in the B2B space when referencing the new gold standard of the 95:5 in market buyer rule: 20% of business buyers are 'in the market' over the course of an entire year; around 5% per quarter – or put another way, 95% are not in the market.

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How To Listen To Your Customers For Content Ideas

The key to reaching customers through social media is creating content that resonates with your ideal client and that answers questions and pain points they have. So how do you create this content?

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How to Navigate a Successful Rebrand

Navigating the intricate process of rebranding is a combination of strategic planning, creativity, and thoughtful execution. It's more than just a logo switch or a new colour palette; it's about ensuring that the brand’s core values, vision, and essence are reflected in every nuance of its new identity.

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CDAP - Building The Best Digital Adoption Plan

The Government of Canada's Canada Digital Adoption Program (CDAP) supports small and medium-sized enterprises (SMEs) in embracing digital tools to boost their market edge. Businesses that meet the criteria can secure a grant for their digital adoption plan and a no-interest loan up to $100,000 for its execution.

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Big Beautiful Brand Guides

Your brand is the foundation of any Go-To-Market strategy and the biggest part of creating a brand identity is the brand guide. This is an essential document that outlines how an organization presents itself to the world. In this blog we cover why a brand guide is important and the key pieces of information we include in every big, beautiful brand project!

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What the font?! Web Fonts VS Web-safe Fonts

When designing for web, designers don't have total control over how a font might display across various devices, email clients, or organizations with multiple operating systems. This is where web-safe fonts have their time to shine!

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What is Threads? (and What Does It Mean for Your Brand?)

Like many this morning, you may have opened up Instagram only to have it tell you to download a new app — Threads — to claim your username.  It's not a bad idea if you haven't already. 

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Nick Verwymeren, writing in a notebook. The outline of a website conversion funnel can be seen on the page.
How to Make a Website That Converts

Your website is the foundation of your marketing strategy. It is the place so much of your marketing efforts are focused on, like linking digital ads there or creating content to improve your search engine ranking. Your goal is to drive traffic there and then use the website to get sales or leads.

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Simple graphic showing two solid dark green hands passing a baton over a light grey background, symbolizing the Sales Handoff process
What is a Sales Handoff Process?

The most important part of the customer journey doesn't include the customer. 

It is called the Sales Handoff.

Why is this important? 

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Shannon Hewlko writing on a large notepad while her team discusses corporate culture
Why You Need a Culture That Embraces Change

We all know change is constant, but what is the cost of a change-resistant company culture?

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How to Narrow Down Your Target Market

When you are bringing a product or service to market (or in fact, deciding how you want to position your whole business in the marketplace), businesses often start by looking at their Total Addressable Market - that is, the maximum size of the possible customer base who would want to buy your product or service.

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How to Create An Annual Plan For Your Business

At Roadmap, we start our annual planning for the coming year in November. Our annual plan is actually broken down into several, interconnected plans that are created in this order. These plans start high-level and all build off each other, allowing us to have an overarching, cohesive strategy to meet our goals.

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How To Build An Ad Campaign

A request we often get from clients is: "We need to run some ads." What they're really saying is "we need some leads" or "we need to build awareness in the marketplace to support our outbound sales process."

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What We Learned From Our Virtual Customer Council

Roadmap recently held a virtual customer council with six of our key clients to help us better understand what we’re doing well and areas we need to improve in. A customer council is a group made up of a business’ top customers that meets at least once a year to allow the business to gain deep customer insights.

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Where Should You Be Priced?

A question that a lot of businesses tend to grapple with is where their pricing should be. There are a lot of inputs that go into the price an organization can charge, and not all of them are fully considered. The age-old first rule is to charge what the market can bear. This requires competitive intelligence, and if your pricing is out of line, generally, the market will let you know pretty quickly.

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Webinar: Why Do You Need A CRM?

Customer relationship management (CRM) is technology that allows your business to manage all of your company's interactions and communication with customers. It is a platform that connects all of the data from your prospects, subscribers, leads and customers into one place - making your CRM platform the single source of truth about your customer.

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How to Set Up a Successful Customer Council

A customer council is a group made up of a business’ top customers. This group meets once or twice a year to allow the business to gain deep customer insights and market research. The council’s purpose is to give open and honest feedback on the business’ initiatives and process, and to advise the organization on customer  insights and help set priorities.

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Demand Generation or Lead Generation: Which One Should You Do?

This is a question I hear a lot: demand generation or lead generation, which one is the right strategy for my business? In most cases, the simple answer is that you need to disenthrall yourself from the tyranny of "or". You need both.

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What is Essential in a Go-To-Market Strategy?

Go to market (GTM) traditionally referred to a strategy for how a company brought a new product to market. While the foundation for these projects remain, GTM is no longer just a “one and done.” It should be a holistic and on-going process for your business to drive revenue.

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How Many Sales Pipelines Do You Need?

One sales pipeline, or two or three or four? Simplicity is elegance for a process, but true understanding occurs in the details. There is an argument that most organizations can keep their sales process for their products or services in one pipeline (there are some exceptions to this rule, as always.) What is meant by "one pipeline" is one consistent sales process, from which each salesperson can have their own pipeline.

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To Hit Your Sales Goals, You Need To Do The Math

If you have sales goals for the month, the quarter or the year, you must have adequate leads coming in so you have enough deals to close to reach your targets. How do you know how many deals and leads you need?

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The Main Benefits of a CRM and Why Your Company Needs One

Your relationships with your customers are the most important part of your business. Are you doing everything that you can to nurture those relationships? They say you can’t manage what you can’t measure, so how do you measure a customer relationship?

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How To Attract Employees In A Competitive Market

As the job market is getting tighter and tighter, many organizations are making recruitment a top priority. As Canada experiences low unemployment rates, it’s becoming more difficult to find the right employees for your business.

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What We Learned From Our Customer Survey

Surveys are a great way to gather customer feedback on many aspects of your business. You can gain valuable insights on customer service, product offerings, your website and much more.

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Why Customer Service Should Be Your Top Priority And How To Do It

When it comes to your business, the customer should always be put first. This may seem like common sense, but all too often organizations start to focus on other priorities and customer service may take a back seat.

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Why You Should Conduct A Customer Survey

Every year, businesses lose money due to a lack of customer feedback. It’s not that companies don’t care – they just aren’t given a chance to fix any problems a customer might have.

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Why You Need to Adopt a RevOps Mindset

RevOps (Revenue Operations) is a term that is becoming more common, yet many still do not know what it is, why it is essential and how to adopt it.  

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how to choose a marketing agency
How to Choose the Right Marketing Agency for Your Business

The start of the year is a great time to review your marketing needs for the next 12 months. You may have some great ideas about how to grow your business, or you may need some help in that department.

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Why You Need a Marketing Plan and How to Create One

“If you fail to plan, you are planning to fail.” – Benjamin Franklin

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Six Branding Mistakes And How to Avoid Them

Branding is an important and complex part of your business and mistakes can happen, even to the most experienced brands. Here are some common branding mistakes and ways you can correct them.

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Government funding now available for digital projects in Manitoba

The Digital Manitoba Initiative will invest $15 million into registered Manitoba business through two new funding programs to help organizations with their digital upgrading and modernization projects.

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How to Create Customer Personas

The Instagram algorithm has changed to promote eCommerce and video, what does that mean for your business?

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6 Steps to Build your E-commerce Strategy

Today’s consumer is turning now more than ever to e-commerce for their shopping needs. You want to reach this audience, but where do you start?

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How to Measure Customer Satisfaction KPI’s

Most businesses do not assess and measure the customer journey as a whole. However, with six key performance indicators, your team will be well-positioned to transform your organization's results.  

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Strategic Account Management Best Practices

Strategic Account Management is a process that focuses on building strong and mutually beneficial relationships with a company’s most important customers. Here's how you can implement it.

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How to Create a Blogging Content Strategy That Drives Leads

Writing a blog is more than coming up with a topic and putting words on paper. Long before pencil hits paper (or hands hit the keyboard), some critical thinking is needed.

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Ultimate Guide to Email Marketing for Businesses

Email marketing is far from a new concept, so is it worth joining the game now? We still think so, in fact we use it ourselves. Here’s why. 

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Instagram Algorithm Change 2021

The Instagram algorithm has changed to promote eCommerce and video, what does that mean for your business?

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How to Use Instagram Insights to Gain Leads

Have you wondered if your efforts on Instagram are gaining traction? Instagram Insights is a free native tool that proves your efforts are creating an impact with your audience.  

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Website Prelaunch Checklist

We promise that if you devote that little bit of extra time to answering these six questions, you will be that much more confident your website is ready to meet the world.

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Amazon vs. Shopify: What platform should my small or medium-sized business use?

Here is a comparison between Amazon and Shopify, and our recommendations for use.  

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What You Need to Know About the Google Mobile Update

Learn more about this major update, and what it means for your business!

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The Importance of Attribution - Call Tracking Using CallRail

Learn about our partnership with CallRail and how it's helping clients get the most out of their marketing spend.

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Why Sales and Marketing Need to Work Together

It starts by aligning both departments with one simple goal...

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Successes and Lessons From our First Month

It’s not all rainbows and butterflies.

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Customer Council: Yay or Nay?

Roadmap has formed our own customer council and our President, Steve, is going to explain exactly what this is and why you should have one. 

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Behind the Scenes of the 2020 Hewlko Photoshoot

Learn more about updating marketing materials regularly and to keeping things fresh.

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How to Build Relationships and Find a Job

Many students have recently graduated so we thought now would be a perfect time to talk about building relationships and finding jobs.

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Preparing for Your Digital Transformation

All businesses need to “go” digital and transform their organization’s overall experience and processes into digital processes.

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Ten Things You Need to Know Before You Brand

The visual elements are just one component of building your business.

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Four Typical Stages of Classifying Leads

As an organization, you need to create your definition of a qualified lead and continue to refine it based on your sale process needs.

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What To Do When You Get a Bad Online Review?

Bad reviews are going to happen. We do not live in a world in which everything is five-star or 10 out of 10.

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The First Step in Your Strategic Planning Process

Strategic planning outlines business goals and can identify any barriers so that we can make appropriate recommendations.

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Great Service is Not About Being Perfect, it is About What You Do When Things Fall Apart

As sure as the sun rises you will have a day when your organization did not provide an excellent customer experience.

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The Four Stages of The Customer Journey

As I look at the retail and service landscape, I see organizations failing to meet customer expectations. Why?

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