Is your marketing working — or just working hard?
Most businesses aren't short on marketing activity. They're short on a strategy that makes the activity mean something.
What We Look At:
Strategy Alignment Is your marketing anchored to a defined business strategy — a clear target customer, a specific reason they should choose you, and a position you're actually trying to win? Marketing without that foundation isn't strategy. It's spraying and praying.
Go-to-Market / Channel Mix / Messaging Are you in the right channels for the customer you're trying to reach, and does your messaging speak their language and meet them where they are? Every channel should have a job. If you can't name it, you are wasting time and energy.
Processes How does marketing actually get executed in your business — and by whom? Lead response, follow-up cadence, review requests, referral programs — these are process problems as often as they are strategy problems. A good plan that no one owns doesn't stand a chance.
Data Do you know which channels are producing and which aren't? Can you connect marketing activity to sales outcomes? Most small businesses are making channel and budget decisions without the data to support them. We look at what you're measuring, what you're missing, and what decisions your data should be driving.
Resources Who owns marketing — and do they have what they need to execute? We look at your budget allocation, your org structure, and your tech stack. Whether you're running marketing in-house, outsourced, or somewhere in between, the question is whether your resources match the strategy you're trying to run.
What an Engagement Looks Like:
It starts with discovery. Whether you have a strategy or want one optimized, we recommend a deep dive — a structured audit across all four systems that maps the current state of marketing, identifies gaps and friction points, and their underlying causes. More often than not, the root cause isn't tactical. It's a lack of a marketing strategy.
We build or optimize your marketing strategy — positioning, messaging, channel mix, and the martech stack you actually need. Then a roadmap to implement it. If you need help executing, we stay involved.
What the deliverables look like:
We use synthetic data based on real experience to generate this interactive sample of work showing the marketing strategy. Click Marketing Strategy, Channels & Budget, or Roadmap to view the related content.
Unfortunately, mobile optimization isn’t always straightforward, so pdf’s are available here.