Insights & Upgrades

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Growth doesn’t occur in a vacuum. Ensure that your marketing strategy is optimized for
growth with an Insights & Upgrades marketing plan today.

Identify holes in your marketing plan with an expert’s eye

When it comes to online marketing, there’s no prize for simply showing up. How confident are you in the strength of your marketing and sales materials? What about your overall marketing plan? Are you even targeting the right customers?

Assuming you know enough about industry best practices to answer these questions, do you have time to devote to the task? For many business owners, the answer is no. At Serial Marketer, we’ve designed a program to help with that.

Premium quality insights, without the premium price tag

Delivered over the course of a month, our Insights & Upgrades plan provides an
accurate, in-depth snapshot of your current marketing initiatives, as well as competitive
intelligence, recommendations, tools, and templates for moving forward. With 50+ hours
of custom, personalized analysis from industry veterans tailored specifically to your
needs, the program puts professional insights right at your fingertips.


    Our digital marketing experts do a deep dive into your current B2B marketing processes, including an audit of your website performance, SEO, and social media presence.


    Instead of hiring an expert for a full-time gig or trusting your marketing to an unseasoned amateur, our 1-month plan lets you access the expertise of professional marketers without breaking the bank.


    With 30+ years in marketing, we’ve helped 175+ companies develop winning marketing strategies. Our secret? A plan that is 100% unique and customized for your specific business, industry, and goals.


Often, businesses looking for external marketing help are stuck between a rock and a hard place: the type of professional help you need is priced out of your range and the solutions within your budget are inexperienced and ineffective.

We built the Insights & Upgrades program to provide a better way forward for startups and independently-owned businesses.


    Following a meeting with your team, Serial Marketer will get to work assessing and auditing your website, SEO, social media, and other marketing materials.

    During this initial stage, we will also develop an actionable customer persona, score your website and social media channels, and provide recommendations for brand positioning.


    To help you generate more demand and successfully grow your business, we provide customized recommendations based on a combination of our findings from phase 1, industry-standard best- practices, and discussions with you and your team.

    In addition to recommendations and advice, we will provide you with effective B2B marketing templates that we’ve developed over the years.


Founded by digital marketing veteran David Berkowitz, the Serial Marketer team has provided our unique blend of creative insight and data-driven analysis to clients representing 175+ global brands, agencies, and growth mode startups.

Don’t just take our word for it – using our streamlined Insights & Upgrades program, past clients have increased marketing-qualified leads by 100%, while simultaneously shaving months off the expected turnaround time.

Stretch your marketing spend further.

Since 2016, we have been fine-tuning our approach to deliver the most value at the lowest possible price point. By accessing professional marketing insights through a streamlined 1-month program, you can cut costs by up to 5x without impacting the quality of service.

Due to the in-depth, condensed nature of this collaboration, the number of clients we can work with at once is limited. Before working together, we require a meeting to discuss your specific goals and make sure we are a good fit.

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David Berkowitz
* Through the Serial Marketer consultancy that I founded, we create demand generation programs for breakthrough B2B businesses with a focus on positioning, thought leadership, and business development. * Companies I'm working with include Vestorly, Research Your Health,, and MediaVax. * My experience spans marketing strategy, content marketing, business development, and strategic partnerships at tech startups (Sysomos, Storyhunter) and agencies (360i, MRY, iCrossing) while working with some of the world's boldest brands (Coca-Cola, Johnson & Johnson, Mondelez, Porsche, Saks, and many others). * I also publish the weekly Serial Marketer newsletter (subscribe at, and I founded and run the Serial Marketers community on Slack (request access at * I'm one of the first 100 creators for the blockchain-based Creator Coins on Rally; you can check out my $CMO coin at Other highlights: * Speaker at 350+ events as keynote speaker, panelist, moderator, and emcee. Events include: Cannes Lions, South by Southwest (SXSW), Consumer Electronics Show (CES), Mobile World Congress, plus keynotes at events run by Google, Coca-Cola, NBC Universal, Cox, and more. I've delivered talks globally in a dozen countries. * Guest Lecturer: MIT Sloan School of Business, Yale School of Management, NYU, Fordham Business School, University of Maryland Robert H. Smith School of Business, Binghamton University, Rutgers Business School, USC Marshall School of Business * Worked on campaigns and led submissions netting awards for Cannes Lions, Digiday, MediaPost/OMMA, and Shorty Awards * Advisor:, MediaVax, Vestorly, Shorty Awards, Entrepreneurs Roundtable Accelerator, NUMA accelerator Curious to explore what we can do together? Let's chat.

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