To have a successful working relationship, we need to put a roadmap in place. After the items below are completed, we can craft a custom marketing strategy to help you grow and scale your business.
What do you need to prepare internally to best support us if we are to partner? We’re glad you asked! Here is a checklist of information we will need from you to get started.
Goal Setting
- What are your company’s vision, mission and values?
- What are your 1-, 3- and 5-year goals? What are your long-term goals (think 10+ years)? These are goals for your company and not just marketing goals. We don’t need hyper details, but we need just enough to help us understand major priorities and focus.
Audience
- What is your current and ideal target market?
- What core problem do you solve for ideal clients?
Marketing Strategy
- What have you done in the past for marketing? What has worked and what has not?
- Who are your primary competitors?
- What is your primary competitive advantage?
Communication (please share name and contact information)
- Who is our day-to-day contact?
- Who is your administrative coordinator? This person will help with printing, event prep and other more administrative items.
- Who manages operations and has access to email list management?
Onboarding
- We will send you a checklist of files, logins and more we will need to get started
- We will get you onboarded with our project management tool, Asana
- What you can expect from us:some text
- Discovery call (1.5 hours)
- Follow-up meeting from the discovery call to go over the game plan (1 hour)
- Weekly check-in meetings
- Regular communications and project updates via Asana