The Problem:
A financial services business was seeing sustaining growth and was looking to formally structure their marketing activities into a marketing strategy.
The Solution:
An eight-week strategy engagement that included in-person and virtual discovery meetings, brainstorming sessions, and an in-depth review of current marketing assets and performance. The analysis looked at the website, email marketing, social media, print assets, activities, and existing metrics, budgets, and reports.
The Results:
A comprehensive, action-focused marketing strategy, including defined target clients, key priorities, a 12-month planned marketing calendar, a recommended marketing budget, and marketing reporting structure to track client acquisition, retention, and B2B engagement and referral metrics.
Sarah did an amazing job with a full marketing strategy report for our company. She always was prepared to lead our brainstorming sessions, and had clearly studied our industry and had clear and insightful questions. Her report was thorough and thoughtful, and clarified where we need to spend marketing time and money. We were so impressed by her intelligent, insightful, practical recommendations.
- Sarah Yakel. Managing Partner, Meridian Financial