Plan with Confidence

ANNUAL MARKETING ASSESSMENT

DRIVE BUSINESS GOALS IN 2025

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You’ve already built your strategic marketing plan with our team. Now, it’s time to assess the success of your efforts this year and ensure that your strategy is aligned with your business goals for the year ahead.

As a past client, you have exclusive access to our annual marketing assessment. This work will allow you to have a crystal clear picture of marketing performance for 2024, and you’ll walk away with a detailed guide for exactly how to approach marketing in the year head to accomplish your business goals.

No guessing. No “shooting from the hip.” Just a clear, detailed roadmap to confidently crush your goals.

  • This marketing assessment is built exclusively for our past clients who:

    • Are looking to maintain dominance in their industry or expand in the year ahead

    • Are actively implementing marketing efforts

    • Have access to marketing analytics, but aren’t sure what the metrics mean or how to gauge performance

    • Are unsure how to connect marketing performance to business goals

  • The marketing assessment includes :

    • Discovery call with our team

    • Comprehensive audit of all marketing channels

    • Optional assessment of leads and lead sources (access to CRM tool needed)

    • Integrated marketing channel recommendation for 2025

    • Detailed marketing budget

    • Performance measurement tracking guidance, including benchmarks and KPIs

  • Total investment: $1,500

    Additional benefits:

    • 2 complimentary hours to be utilized for any adhoc requests (e.g. website support, graphic design support)

    • 10% discount on first month's engagement if ongoing support is requested to execute marketing in the year ahead

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