Discovery & Plan

Workshops, audits, and a written marketing plan you own — so the next twelve months of spend follow a strategy instead of a hunch.

Most marketing fails before it launches

Budget gets spent channel by channel with no shared plan, no baseline, and no agreement on what a win looks like. Discovery fixes the order of operations: understand the business first, audit what already exists, then commit to a plan everybody can point at.

What you walk away with

  1. 01

    Onboarding and Business Alignment

    Collaborative process to align our team with your business goals and objectives.

  2. 02

    Strategy Workshops to Understand Your Business

    Delve deep into your business for a greater understanding of your goals, target audience, challenges, and opportunities.

  3. 03

    Audit Analytics Tools and Provide Recommendations

    Assess your current analytics tools to identify strengths, weaknesses, and optimization opportunities.

  4. 04

    Audit Marketing Assets and Provide Recommendations

    Evaluate your marketing assets to provide recommendations for improvement and effectiveness.

  5. 05

    Provide a Comprehensive Marketing Plan and Strategy

    Develop a detailed marketing plan and strategy tailored to your business objectives.

Our Process For Achieving Results

01.

Analysis of business goals and objectives

02.

Best practice
recommendations

03.

Marketing strategy & plan development

Discovery & Marketing Strategy Development

  1. Collaborate with You to Fill Out the Strategy Questionnaire

  2. Hold Workshops to Understand Your Business

  3. Audit All Analytics Tools and Provide Recommendations

  4. Audit All Marketing Assets and Provide Recommendations

  5. Develop a Marketing Plan and Strategy Presentation

  6. Present Our Plan to You and Answer Any Questions

  7. Provide All Deliverables for You to Keep and Do with as You Please

Expectations

  1. 01

    Gain insight into your current marketing landscape

  2. 02

    Receive actionable best practice recommendations

  3. 03

    Receive a comprehensive marketing strategy & plan

Common questions

What happens in the workshops?

Structured sessions with your team covering goals, buyer types, competitors, sales process, and current channel performance. We do the prep; you bring context only you have.

Do we have to work with you afterwards?

No. The plan and every deliverable is yours to keep and execute with anyone. Most clients continue with us because the plan is already built.

How long does it take?

Typically a few weeks from kickoff to plan presentation, depending on how quickly we can get access and time with your team.

What if we already have a strategy?

Then this becomes a validation and gap exercise — a marketing audit may be the cheaper starting point.

Start with a plan, not a guess

Book a free consultation and we will tell you whether discovery is the right first step for your business.