Pre-work of a brand assessment due prior to our strategy session. Day one we will navigate thru stages one thru three. There will be assigned homework for planning day two. Day two we will finalize stages three thru six.


Stage One: You will have a clear Vision, Mission, and Core Values Statements.

Every firm has a set of core values that complement its Vision and Mission. Even if a firm’s statements are not written, they exist and will require identification as part of this process. During this stage, you’ll examine your core values to understand how they should influence the development of your marketing strategy.

Stage Two: This stage of analysis, you will consider: your company, your brand, your customers, your industry, and your competitors.

We will analyze the strengths, weaknesses, opportunities, and threats to your business. We will assess your competition. We will define how to measure your marketing efforts and who in your team is responsible for which marketing activities.


Stage Three: To this point, you’ve done your homework in preparation for setting goals and developing your Marketing Strategy.

Stage Four: You will build a profile for your ideal customer to target. We will explore how sales and marketing should work together to complement each other.

Stage Five: You will prioritize your marketing channels (examples include: social media platforms, email marketing, online advertising), refine your core messaging, and build a marketing program calendar to execute your Vision.

Stage Six: You will ensure that there is a rationale marketing budget in place to support your strategy.