How to find your breakthrough in commerce

When you work in marketing at a retailer — whether that’s bricks and mortar, Ecommerce, D2C, or all of the above — it always feels like there’s more you can offer your customer. More personalization, more relevance, more joy, at every touchpoint. But to do so you also need more. More time, technology, money, staff.

Not everyone has the luxury of more. Retail businesses are reluctant to make big investments right now in these uncertain times. There’s no consensus among economists on whether a recession is still coming. And regardless, inflation is high, the labor market is challenging, and loyalty is low. So the answer must be that your current marketing needs to work harder in 2023. We’re looking for breakthrough efficiency.

But how? At Theorem, we’ve tried and tested methodologies that deliver. We break the process of finding breakthrough marketing into three: Diagnosis, strategy, tactics.


First, diagnosis. Before we decide on a course of action, we take the pulse of the company we’re working with. We do gap analyses, performance benchmarking, and workshops with stakeholders and experts. We map the comms journey from end to end. We analyze the business’s strategy, vision, and goals.

This initial diagnosis helps identify what can be solved now, what can be solved in the future with investments now, and what’s best to leave alone or remove altogether. Change isn’t without risk, so this audit helps mitigate that. For any business looking for breakthrough marketing, it must start with an honest look in the mirror.


Next, we design the strategy that solves the challenges or exploits the opportunities we found. The strategy is the plan that turns identified opportunities into breakthrough results. We look at MartTech stack, CRM, solution design and architecture, automation processes, team capabilities, customer journeys, platform selection, procurement, roadmaps, and more.

We look at how it all ties together — ideally, in a decentralized, de-siloed architecture that can drive an automated omnichannel marketing strategy.

What does that technical-sounding sentence mean? Your plan should give your customers a seamless, useful, and joyful experience with your brand, in the most cost- and resource-effective way for your business.


The final step is action. Getting results. These tactics are the specifics that help you execute the strategy. It’s now that we orchestrate our client’s new data infrastructure based on the strategy we designed to hit specific business goals.

Things to implement at this point might include: Personalized product recommendations; Automated order confirmation and shipping notifications; Re-engaging disengaged customers with abandoned carts; Automated segmentation and content delivery; and much more.

Finding your breakthrough

Every marketer knows they need to innovate to keep up with the experiences currently on offer today. It’s certainly not an easy task, but fortunately it’s not a task you need to take on by yourself.

One way to shortcut ‘offering more’ is to work with a full-service digital marketing solution such as Theorem. Our experience working with many organizations of all shapes, sizes, and verticals gives our clients a big advantage. It means we create robust and ambitious yet deliverable strategies. And we can execute them if required.

The benefits of our work are that you’ll stand out from competitors, reduce the cost of new customer acquisitions, improve engagement, and maximize the lifetime value of customers.

Read the Find Your Breakthrough workbook to start analyzing your processes and identifying breakthrough opportunities.

You may also like...

Subscribe to Our Blog

Subscribe to receive an email when we publish new content!

    Ready To Empower Your Business?

    We can help you future-ready your business with customized, innovative solutions designed to foster sustainable growth.



    Meto is a tech-based nonprofit intent on making access to quality higher education a reality for all students. We have a special focus on creating scholarships for low-income students.

    In 2018, Meto was founded to connect African students with university opportunities. Along the way, we have learned that all students can benefit from our innovative model, wherein universities make the first move and invite good-fit students to apply. So, in 2023, we opened our platform to students across the globe.


              Nikhil Badlani Foundation

              The Mission of the Nikhil Badlani Foundation (the “Foundation”) is to enhance the lives of underserved children in West Orange, NJ and neighboring communities through music lessons, scholarships, and traffic safety education for all.

              Since the Foundation was established in 2011, Theorem has consistently been an annual sponsor of and team participant in the STOP for Nikhil 5K Run/3K Walk. This event intends to raise traffic safety awareness and to serve as a way to remembervbgfc ≈ and honor those who have been killed or seriously injured in traffic accidents. We recognize the importance of raising awareness and road safety amongst teenagers and parents alike, especially in the local communities of our Chatham, New Jersey office. Learn more about the Nikhil Badlani Foundation at

              Diversity and Inclusion

              Theorem actively aids in the ongoing fight against systemic racism and discrimination, realizing the importance of ongoing discussions surrounding diversity and inclusion.

              By contributing to organizations such as Black Girls Code and the Anti-Racism fund, we aim to be a fundamental supporter of diversity in the workplace and beyond. These organizations specifically speak to Theorem’s role as a leading voice in the technology innovation space and we avidly support their missions. The vision of Black Girls Code is to empower girls of color, ages 7-17 to become innovators in STEM fields and encourages them to be the builders of their own futures. The Anti-Racism Fund serves as a response to the inequities experienced by the African-American community. It provides monetary support to a dynamic portfolio of curated organizations as a way to inject and enable social change.

              Feeding America

              Feeding America is the largest charity working to end hunger in the United States. By partnering with local food banks, food pantries and other community food programs, Feeding America looks to advance change across the country and ensure equitable access to nutritious food.

              As a long-standing contributor and sponsor of Feeding America, we deeply believe in their vision of an America without hunger. The need for and importance of organizations like Feeding America has has become more and more prevalent as communities face more hardships as a result of the pandemic and the current economy. Theorem is dedicated to its continued contributions to Feeding America to do our part to empower and strengthen our communities. Learn more about Feeding America at

              Grameen America

              Grameen America is dedicated to helping entrepreneurial women who live in poverty build businesses to enable financial stability mobility.

              Since their founding in the United States in 2008, Theorem has supported Grameen America’s mission, which seeks to build upon the legacy of Presidential Medal of Freedom, Congressional Gold Medal and Nobel Peace Prize winner Muhammad Yunus. Through financial contributions and event participation, Theorem has contributed to Grameen America’s cause. As an immigrant entrepreneur himself, our CEO Jay Kulkarni is especially eager to support the organization’s mission of aiding underserved communities. Learn more about Grameen America at

              Vision Spring

              VisionSpring is making the wonder of clear vision possible for all by helping provide affordable and quality eyeglasses to those in need. For many, lack of access to affordable eyeglasses leads to loss of employment or less educational opportunities.

              VisionSpring partners with organizations who join them in their mission of supporting livelihood initiatives, enhancing potential for all. Learn more about Vision Spring at Theorem has consistently partnered with VisionSpring to organize free events, such as eye check-ups, across multiple villages in the Mysuru, India region, impacting over 3,000 rural residents. We stand with VisionSpring in their mission to increase accessibility to quality eyewear and eye care.

              Covenant House

              Covenant House provides housing and supportive services to youth facing homelessness, helping young people transform their lives.

              For more than 5+ years, Theorem has supported Covenant House with corporate sponsorships, leading career-building workshops at their Newark, NJ shelter facility and participation in the organization’s fund raising Sleep Outs. Covenant House utilizes these Sleep Outs to raise funds and help shine a light on the injustice of youth homelessness, inspiring communities to step up and protect the vulnerable. We are proud to support Covenant House’s programs, which are designed to empower young people to overcome and rise above adversity, today and in the future. Learn more about Covenant House at

              Contract Type



              Job Title

              Contract Type



              Job Title

              Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.