Morning Brew with Act-On

optimate.me teamed up with Act-On for a live "Morning Brew" session: a fast-paced run-through of what's shipped recently, what's coming on the roadmap, how Act-On addresses lifecycle marketing and advanced analytics. We also included a look inside our own Act-On instance.

We've cut the 1.5-hour session into five short clips so you can jump straight to what's relevant to you. Below each video you'll find a quick summary of what's covered.

1. What's New at Act-On

Kade opens the session with a rundown of the feature releases and product updates Act-On has shipped most recently. If you haven't logged into Act-On in a few months, this is the fastest way to catch up on what's changed under the hood - and what's already available for you to start using.

2. What's Coming at Act-On

From what's shipped to what's next: Kade previews the upcoming releases on Act-On's roadmap. Useful if you're planning marketing workflows over the next few quarters and want to take advantage of all the upcoming capabilities.

3. Lifecycle Marketing

Andy digs into lifecycle marketing inside Act-On - covering the customer journey, how the Audience Centre and automation tools support it, and the common friction points that crop up between sales and marketing teams. If misaligned handoffs between the two teams are costing you leads, this segment is the one to watch.

4. Contact Insights & Attribution

Sticking with Andy: this segment covers Act-On's newer advanced analytics capabilities - specifically contact-level insights and attribution. If you've ever struggled to prove which campaigns actually influenced a deal, this is the clip that answers that question.

5. The optimate.me Act-On Workflow

We don't just implement Act-On for customers - we run our own marketing on it. In this segment, Steven walks through optimate.me's own Act-On workflow: how we've set the platform up internally and how it fits into our day-to-day marketing operation. If you want a real-world example rather than a demo environment, this is it.