marketing services


Research, Strategize, Budget.

Planning Services are at the core of every project. 

It’s far too common to jump straight into tactics - design, advertising, social media, website development, do the Google thing…. go, go, go!

No. Stop.

Slow down.  Let’s do some heavy thinking first.  It’ll save you countless hours and $1000s running off in the wrong direction.

Better answers, start with better questions. We’ll guide the process with goal setting, market research, brand strategy, messaging, tactics, and budgeting… whatever it takes to make you successful.  Each company is different, so we’ll only pick the Planning items that make sense for your company.

The end result is your Marketing Roadmap - a clear path to your destination.

better answers start with better questions

P.S.  These plans aren't fluff.  After your Roadmap is created, we're here to help execute the plan.  This process really works.  It's the same process that's generated millions of dollars for our clients over the years.

  • Goal Setting
    Let’s define the key performance indicators that have the most impact on your business— financial or other. Setting goals gives us targets to hit, plus accountability and direction.  Plugging your numbers into our Marketing Funnel Calculator will confirm assumptions and predict success.
  • Brand Strategy
    The strange thing about branding is that it’s going to happen with or without you because your customers already have their own opinions about your company. Your reputation precedes you, but you can certainly influence it!  Let's think ahead and organize your main brand as well as any product or service sub-brands.  Your customers will gain clarity, and your employees will gain sanity!
  • Customer Conversion Optimization
    Work smarter, not harder. Using your sales cycle and current conversion rates, we’ll optimize your process for better results.
  • Measurement Strategy
    You won’t know what’s working if you don’t measure it.  We have the processes, tools, and technology to develop a measurement strategy for your company.
  • Baseline Website Performance
    Is your website working? I mean, really working? Your stats will tell us. We know how to read all the numbers and we’ll tell you the story in plain language.
  • Website Search Engine Optimization
    What does Google really think about your website? These days, bots and AI’s (artificial intelligence) play a big role when it comes to ranking well online. Ranking well equals more website traffic, so let’s find out where you stand.
  • Website User Experience Optimization
    Do people like your website, can they find what they’re looking for, and are they taking the right actions? Let’s find out and create a plan to improve.
  • Online Competitive Analysis
    Who are the current industry leaders, how do you stack up, and what can we learn from their website, market position, social media activity, and digital marketing tactics?
  • Google Keyword List & Rankings
    First, we'll create a list of search words and phrases that people commonly type into Google to find you.  Once you know what people are typing in to find your products or services, you can use this knowledge to create more relevant website pages and articles - a key to SEO. Higher Google rankings will earn you more visibility and boost website traffic. Or use the list to trigger Google Search Ads - you only pay for clicks and you'll instantly increase the number of website visitors.
  • Customer Surveys
    What do your customers think about your business, your products, or services? Tap into the collective intelligence of your own community to answer questions you’ve always wanted to know.
  • Customer Personas
    Let's get laser-focused! Together we’ll develop profiles of your ideal customers— fictitious, but accurate representations. These people become our target audiences for all communications and advertising campaigns.
  • Customer Journeys
    Bring clarity to your project by mapping out the complete sum of experiences that customers go through when interacting with your company and brand. Identify deadends and opportunities. 
  • Annual Marketing Budget & Revenue Projections
    Using the strategy developed, we’ll create detailed annual marketing budgets and projected campaign performance.
  • Value Proposition & Messaging
    Related to branding, and with an eye on your market position, we’ll create the value proposition and campaign themes that speak to your target audience and inspire action.
  • Sample Ads & Templates
    Mocking up ads are a great way to set the tone for a larger campaign.  Depending on the campaigns planned, we could create Google Search Ads (text), or graphic ads for digital and print use.
  • Marketing Asset Inventory
    Do your salespeople or managers have all the tools they need? We’ll explore options such as brochures, web pages, videos, photos, written reviews & testimonials, email templates, checklists, case studies, signage, swag, design templates, etc.
  • Action Plan
    Put the plan into action!  Our Roadmaps are designed for action, not to sit on the shelf and collect dust.  You know those consultants that hand you a big stack of strategic plans and wish you luck?  Well, we're not them.  We're here to build and then execute.  We're here to help you grow by being your ongoing marketing department behind the scenes.  Ready?  Let's go!