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Return on Investment in Content Marketing 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
Measurement is a key area where B2B marketers are struggling. 
Only 21% say they are successful attracting ROI, referred to as Return 
on Investment. However, having a documented strategy helps. 
35% of those with a strategy say they are successful. 
tel: 323.212.6020, www.fluiditypartners.com 
2 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
What is ROI? 
✓ ROI is known as Return on Investment. 
✓ ROI is the money that flows back into your 
business after making an investment, such as 
spending the content marketing aspect of 
your marketing budget. 
✓ ROI blends the art of Content Creation with 
the science of metrics and accountability. 
✓ ROI can show your CEO, CMO and CFO the 
real results of Content Marketing in terms of 
cost, revenue and margins. 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 3
Why is ROI Important? 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 4 
✓ You need ROI to know what is working 
and what is not working, in every aspect 
of your Content Marketing plan. 
✓ ROI allows you to create a process and 
analytical framework for the Content 
Marketing budget, tying it directly into 
your company’s bottom line. 
✓ Allows you to create new marketing 
budgets because you will understand what 
is required to meet your marketing goals. 
✓ ROI allows you to tell a story. It is the 
tool required to explain trends, justify 
strategy, and submit reports in a logical 
manner. 
✓ The entire process allows you to make 
fact based decisions. 
✓ Showing your team a solid ROI report will 
garner further support for your initiatives.
KPIs 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 5 
✓ KPIs are known as Key Performance 
Indicators. 
✓ Select the right KPIs and you will know what 
is required for business growth. 
✓ If you are not selective in choosing your KPIs 
you will get buried in the weeds and find 
yourself in an unmanageable data dump 
situation. 
✓ Content marketing KPIs are a direct 
reflection of your company’s ability to 
manage the Buyer’s Journey and the sales 
pipeline.
Choosing Your KPIs 
✓ How effective is the content at exposing your brand? 
✓ How effective is the content in creating interest, engagement and interaction with your 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 6 
brand? 
✓ How effective is the content at driving actual revenue? 
✓ Ultimately, we want the KPIs to measure Reach, Engagement and Conversions. 
✓ Metrics answer the question, “What should we measure?” 
✓ KPIs answer the question, “Is our content building our business?”
Metrics and KPIs for ReachCK 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 7 
Metrics 
Impressions 
Traffic 
Subscriber and Audience Size 
Sharing 
Audience Penetration 
Conversations Generated 
Inbound Links 
KPIs 
Is our contact being amplified and 
seen? 
How large is the audience? 
Is the audience growing within our 
defined buyer persona targets? 
What are the sharing results? 
What types of content is getting 
shared well with our community? 
What types of content is not 
resonating with our community?
Metrics and KPIs for EngagementCK 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 8 
Metrics 
Average page time 
Page views 
Return visits 
Social sharing and interaction 
Interactions and flow 
KPIs 
Click through rates on calls to action 
Cost per lead and cost per acquisition 
Average sales cycle duration 
Where and how are people engaging 
with us? 
Average revenue per user 
Customer retention 
Revenues per channel and category
Metrics and KPIs for ConversionsCK 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 9 
Metrics 
Sales volume 
Lead volume 
Follower or fan volumes 
Behavioral conversions 
KPIs 
Conversion rate to sale 
Channel conversion rate 
Online originated sales and revenue 
Average order size 
Cost per sale
Organizational Goals for Planning A Content Marketing Plan 
tel: 323.212.6020, www.fluiditypartners.com 
10 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
Setting up Content Marketing Goals 
✓ Establishing brand awareness 
✓ Setting up lead generation 
✓ Boosting community engagement 
✓ Lead nurturing through the Buyer’s Journey 
✓ Customer retention 
✓ Develop customer evangelism 
✓ Develop upsell and cross-sell opportunity 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 11
Three Pillars of Content Marketing Measurement 
Engagement 
Conversion 
tel: 323.212.6020, www.fluiditypartners.com 
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Reach 
This should be measured to 
see if you are attracting your 
target audience. 
This should be measured to 
see if the content you are 
publishing, is actually 
grabbing and keeping the 
visitor’s attention. 
Every content campaign 
should have conversion 
goals. Identifying the 
conversion goals allows you 
to measure results.
Reverse Engineering A Content Plan and ROI 
tel: 323.212.6020, www.fluiditypartners.com 
13 
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Defining the Buyer’s Journey 
Decision 
Retain 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 14 
1 
Awareness 
Generate traffic for visitors 
during the research & 
information gathering stage. 
Content types consist of 
Analyst Reports, Research 
Reports, eGuides, eBooks and 
Educational Content. 
2 
Evaluation 
Generate content specific to the 
evaluation stage, where the 
lead is continuing to understand 
all approaches and methods to 
solving a defined problem. 
Content types consist of 
Comparison White Papers, 
Expert Guides, Live Interaction 
and Webcasts. 
3 
Generate content specific to the 
decision stage, where the lead 
is finalizing a decision by 
reviewing supporting 
documentation, benchmarks, 
data or endorsements. 
Content types consist of Vendor 
Comparisons, Product 
Comparisons, Case Studies, 
Product Literature and Free 
Trials. 
4 
The Goal is to retain 
customers, extend life time 
value, upsell, cross-sell and 
create company advocates. 
Content types consist of access 
to product resource centers, 
video and written tutorials, 
ideas on how to use the 
product in new ways, referral 
programs and workshops.
Framework for ROI 
The framework for establishing and measuring ROI, user behavior and sales should 
evaluate transitions between each step, not just the final step of customer acquisition. 
Regular metrics reports establishes transparency for all stakeholders in your 
organization. 
Create a Content Performance Report Card to identify and measure top performing 
content. This means you will metric (measure) the cost per lead, acquired from your 
content through a web form. 
Create a Channel Level Report to provide an aggregate view of the business impact, 
resulting from your marketing activities. This allows you to fine tune the correct 
marketing mix. 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 15
Forecasting ROI to Build A Budget 
If you are new to creating a Content Marketing budget, you are probably overwhelmed 
with sample budgets and spreadsheets in an effort to answer just one question; “How 
much money do you need to budget?” 
Start by creating a forecast of what ROI you expect to achieve. Now you can work 
backwards to create the budget. 
Some standard costs to account for include: 
X – Original content 
Y – Syndicated content 
Z – Staff editors 
Now you can solve for X, Y and Z 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 16
Forecasting ROI to Build A Budget 
Across your marketing campaigns, say the average conversion rate is 4% and the LTV 
(Loan to Value Ratio) of the customer is $1,000. 
For every 100,000 website visitors, your business generates 4,000 new customers. 
At an LTV of $1,000, this traffic stream is valued at $400,000. 
If you spend an additional $100,000 on content production, content licensing, traffic 
acquisition and team members, your operating margin is 75%. 
Your cost per customer is $25.00 and your cost per unique visitor is $1.00. 
Remember, a number of variables will impact conversions and sales. 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 17
Forecasting ROI to Build A Budget 
To accurately capture ROI from your content marketing program, you will need to 
customize your analytics tools with the right attribution models. 
As defined by Google Analytics, “an attribution model is the rule or set of rules 
that determines how credit for sales and conversions is assigned to touchpoints in 
conversion paths.” 
Two examples of an Attribution Model Include: 
•Last Interaction Attribution, which assigns 100% credit to the final touchpoints (i.e., 
clicks) that immediately precede sales or conversions. 
•First Interaction Attribution, which assigns 100% credit to touchpoints that initiate 
conversion paths. 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 18
Sample Content Performance Report 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 19 
White 
Paper 
Webinar eBook Total 
Number of Campaigns – 5 
Marketing Spend - $4,137 
Leads Generated – 279 
Cost Per Lead - $14.83 
Number of Campaigns – 3 
Marketing Spend - $5,090 
Leads Generated – 419 
Cost Per Lead - $12.15 
Number of Campaigns – 5 
Marketing Spend - $2,875 
Leads Generated – 109 
Cost Per Lead - $26.38 
1 2 3 4 
Number of Campaigns – 13 
Marketing Spend - $12,102 
Leads Generated – 807 
Cost Per Lead - $15.00
Data Reporting 
Avoid the Data Dump! 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 20 
Standardize Reports 
Automate the Data 
Streamline the Presentation 
Define All Terminology 
Establish Reporting Consistency 
Staff Different Segments Appropriately 
Make All Reporting Actionable and Growth Oriented
Getting the Right Tools 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 21 
With so many tools out there, how do you 
choose the right one and avoid the 
“shiny new toy” syndrome? 
At a minimum, you need the following: 
1. Content Drill Downs 
2. Traffic Source Analysis 
3. Conversion Analysis 
4. Conversion Reports 
5. Social Sharing & Engagement
Reality Check 
You might be a huge fan of your content, but does your audience love it? 
Always be asking the following: 
✓Do you underachieve, overachieve or just simply achieve your marketing goals? 
_ This should be answered with data driven information and KPIs. 
_ Marketing leader and author, Andreas Ramos highlights these steps: 
✓State the campaign costs. 
✓State the revenue produced as a direct result from the campaign. 
✓Describe the tracking process. 
✓State the number of leads and sales with a conversion rate. 
✓State the maximum profitable cost per lead (maxCPL) or cost per action. 
✓Use statistically relevant numbers. 
✓Describe the control group that you use to draw conclusions about your 
campaigns. 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 22
Key Takeaways 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 23 
One size does not fit all when designing your 
Content Marketing and ROI goals. Every 
program should be custom tailored to fit your 
company goals. 
Attribution 
Focus on attribution so you can directly 
connect your sales and revenue to specific 
content marketing programs. 
Reality Check 
Always ask why and challenge assumptions. 
Ensure your decisions are data driven. 
Pinpoint Your Metrics 
Get granular on the metrics that are 
applicable, so your team can consistently find 
ways to drive down customer acquisition, 
costs and boost customer lifetime value. 
Customize Your Plan
Contact Us PAGE 
E-mail: info@fluiditypartners.com 
www.fluiditypartners.com 
Offices in Los Angeles & Orange County, CA 
____and Las Vegas, NV. 
Fluidity Partners is a management consulting agency, 
specializing in business strategy, marketing 
excellence and technology solutions. 
We address and resolve the most complex and 
challenging issues that face our clientele. 
We strategically analyze issues and vigilantly resolve 
existing problems, with high touch analysis, solution 
design and implementation. 
tel: 323.212.6020, www.fluiditypartners.com 
twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 24

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ROI in Content Marketing

  • 1. Return on Investment in Content Marketing tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
  • 2. Measurement is a key area where B2B marketers are struggling. Only 21% say they are successful attracting ROI, referred to as Return on Investment. However, having a documented strategy helps. 35% of those with a strategy say they are successful. tel: 323.212.6020, www.fluiditypartners.com 2 twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
  • 3. What is ROI? ✓ ROI is known as Return on Investment. ✓ ROI is the money that flows back into your business after making an investment, such as spending the content marketing aspect of your marketing budget. ✓ ROI blends the art of Content Creation with the science of metrics and accountability. ✓ ROI can show your CEO, CMO and CFO the real results of Content Marketing in terms of cost, revenue and margins. tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 3
  • 4. Why is ROI Important? tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 4 ✓ You need ROI to know what is working and what is not working, in every aspect of your Content Marketing plan. ✓ ROI allows you to create a process and analytical framework for the Content Marketing budget, tying it directly into your company’s bottom line. ✓ Allows you to create new marketing budgets because you will understand what is required to meet your marketing goals. ✓ ROI allows you to tell a story. It is the tool required to explain trends, justify strategy, and submit reports in a logical manner. ✓ The entire process allows you to make fact based decisions. ✓ Showing your team a solid ROI report will garner further support for your initiatives.
  • 5. KPIs tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 5 ✓ KPIs are known as Key Performance Indicators. ✓ Select the right KPIs and you will know what is required for business growth. ✓ If you are not selective in choosing your KPIs you will get buried in the weeds and find yourself in an unmanageable data dump situation. ✓ Content marketing KPIs are a direct reflection of your company’s ability to manage the Buyer’s Journey and the sales pipeline.
  • 6. Choosing Your KPIs ✓ How effective is the content at exposing your brand? ✓ How effective is the content in creating interest, engagement and interaction with your tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 6 brand? ✓ How effective is the content at driving actual revenue? ✓ Ultimately, we want the KPIs to measure Reach, Engagement and Conversions. ✓ Metrics answer the question, “What should we measure?” ✓ KPIs answer the question, “Is our content building our business?”
  • 7. Metrics and KPIs for ReachCK tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 7 Metrics Impressions Traffic Subscriber and Audience Size Sharing Audience Penetration Conversations Generated Inbound Links KPIs Is our contact being amplified and seen? How large is the audience? Is the audience growing within our defined buyer persona targets? What are the sharing results? What types of content is getting shared well with our community? What types of content is not resonating with our community?
  • 8. Metrics and KPIs for EngagementCK tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 8 Metrics Average page time Page views Return visits Social sharing and interaction Interactions and flow KPIs Click through rates on calls to action Cost per lead and cost per acquisition Average sales cycle duration Where and how are people engaging with us? Average revenue per user Customer retention Revenues per channel and category
  • 9. Metrics and KPIs for ConversionsCK tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 9 Metrics Sales volume Lead volume Follower or fan volumes Behavioral conversions KPIs Conversion rate to sale Channel conversion rate Online originated sales and revenue Average order size Cost per sale
  • 10. Organizational Goals for Planning A Content Marketing Plan tel: 323.212.6020, www.fluiditypartners.com 10 twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
  • 11. Setting up Content Marketing Goals ✓ Establishing brand awareness ✓ Setting up lead generation ✓ Boosting community engagement ✓ Lead nurturing through the Buyer’s Journey ✓ Customer retention ✓ Develop customer evangelism ✓ Develop upsell and cross-sell opportunity tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 11
  • 12. Three Pillars of Content Marketing Measurement Engagement Conversion tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 12 Reach This should be measured to see if you are attracting your target audience. This should be measured to see if the content you are publishing, is actually grabbing and keeping the visitor’s attention. Every content campaign should have conversion goals. Identifying the conversion goals allows you to measure results.
  • 13. Reverse Engineering A Content Plan and ROI tel: 323.212.6020, www.fluiditypartners.com 13 twitter: @fluiditypartner - e-mail: info@fluiditypartners.com
  • 14. Defining the Buyer’s Journey Decision Retain tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 14 1 Awareness Generate traffic for visitors during the research & information gathering stage. Content types consist of Analyst Reports, Research Reports, eGuides, eBooks and Educational Content. 2 Evaluation Generate content specific to the evaluation stage, where the lead is continuing to understand all approaches and methods to solving a defined problem. Content types consist of Comparison White Papers, Expert Guides, Live Interaction and Webcasts. 3 Generate content specific to the decision stage, where the lead is finalizing a decision by reviewing supporting documentation, benchmarks, data or endorsements. Content types consist of Vendor Comparisons, Product Comparisons, Case Studies, Product Literature and Free Trials. 4 The Goal is to retain customers, extend life time value, upsell, cross-sell and create company advocates. Content types consist of access to product resource centers, video and written tutorials, ideas on how to use the product in new ways, referral programs and workshops.
  • 15. Framework for ROI The framework for establishing and measuring ROI, user behavior and sales should evaluate transitions between each step, not just the final step of customer acquisition. Regular metrics reports establishes transparency for all stakeholders in your organization. Create a Content Performance Report Card to identify and measure top performing content. This means you will metric (measure) the cost per lead, acquired from your content through a web form. Create a Channel Level Report to provide an aggregate view of the business impact, resulting from your marketing activities. This allows you to fine tune the correct marketing mix. tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 15
  • 16. Forecasting ROI to Build A Budget If you are new to creating a Content Marketing budget, you are probably overwhelmed with sample budgets and spreadsheets in an effort to answer just one question; “How much money do you need to budget?” Start by creating a forecast of what ROI you expect to achieve. Now you can work backwards to create the budget. Some standard costs to account for include: X – Original content Y – Syndicated content Z – Staff editors Now you can solve for X, Y and Z tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 16
  • 17. Forecasting ROI to Build A Budget Across your marketing campaigns, say the average conversion rate is 4% and the LTV (Loan to Value Ratio) of the customer is $1,000. For every 100,000 website visitors, your business generates 4,000 new customers. At an LTV of $1,000, this traffic stream is valued at $400,000. If you spend an additional $100,000 on content production, content licensing, traffic acquisition and team members, your operating margin is 75%. Your cost per customer is $25.00 and your cost per unique visitor is $1.00. Remember, a number of variables will impact conversions and sales. tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 17
  • 18. Forecasting ROI to Build A Budget To accurately capture ROI from your content marketing program, you will need to customize your analytics tools with the right attribution models. As defined by Google Analytics, “an attribution model is the rule or set of rules that determines how credit for sales and conversions is assigned to touchpoints in conversion paths.” Two examples of an Attribution Model Include: •Last Interaction Attribution, which assigns 100% credit to the final touchpoints (i.e., clicks) that immediately precede sales or conversions. •First Interaction Attribution, which assigns 100% credit to touchpoints that initiate conversion paths. tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 18
  • 19. Sample Content Performance Report tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 19 White Paper Webinar eBook Total Number of Campaigns – 5 Marketing Spend - $4,137 Leads Generated – 279 Cost Per Lead - $14.83 Number of Campaigns – 3 Marketing Spend - $5,090 Leads Generated – 419 Cost Per Lead - $12.15 Number of Campaigns – 5 Marketing Spend - $2,875 Leads Generated – 109 Cost Per Lead - $26.38 1 2 3 4 Number of Campaigns – 13 Marketing Spend - $12,102 Leads Generated – 807 Cost Per Lead - $15.00
  • 20. Data Reporting Avoid the Data Dump! tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 20 Standardize Reports Automate the Data Streamline the Presentation Define All Terminology Establish Reporting Consistency Staff Different Segments Appropriately Make All Reporting Actionable and Growth Oriented
  • 21. Getting the Right Tools tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 21 With so many tools out there, how do you choose the right one and avoid the “shiny new toy” syndrome? At a minimum, you need the following: 1. Content Drill Downs 2. Traffic Source Analysis 3. Conversion Analysis 4. Conversion Reports 5. Social Sharing & Engagement
  • 22. Reality Check You might be a huge fan of your content, but does your audience love it? Always be asking the following: ✓Do you underachieve, overachieve or just simply achieve your marketing goals? _ This should be answered with data driven information and KPIs. _ Marketing leader and author, Andreas Ramos highlights these steps: ✓State the campaign costs. ✓State the revenue produced as a direct result from the campaign. ✓Describe the tracking process. ✓State the number of leads and sales with a conversion rate. ✓State the maximum profitable cost per lead (maxCPL) or cost per action. ✓Use statistically relevant numbers. ✓Describe the control group that you use to draw conclusions about your campaigns. tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 22
  • 23. Key Takeaways tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 23 One size does not fit all when designing your Content Marketing and ROI goals. Every program should be custom tailored to fit your company goals. Attribution Focus on attribution so you can directly connect your sales and revenue to specific content marketing programs. Reality Check Always ask why and challenge assumptions. Ensure your decisions are data driven. Pinpoint Your Metrics Get granular on the metrics that are applicable, so your team can consistently find ways to drive down customer acquisition, costs and boost customer lifetime value. Customize Your Plan
  • 24. Contact Us PAGE E-mail: info@fluiditypartners.com www.fluiditypartners.com Offices in Los Angeles & Orange County, CA ____and Las Vegas, NV. Fluidity Partners is a management consulting agency, specializing in business strategy, marketing excellence and technology solutions. We address and resolve the most complex and challenging issues that face our clientele. We strategically analyze issues and vigilantly resolve existing problems, with high touch analysis, solution design and implementation. tel: 323.212.6020, www.fluiditypartners.com twitter: @fluiditypartner - e-mail: info@fluiditypartners.com 24