What marketing tactics will be most effective for your company? What do you want your brand to represent? How should you communicate to your audiences about your products and services? What creative elements are worth your investment, and what isn’t needed?

A Strategy Session is the first step to answering these questions and more.

In a Strategy Session, our strategic marketing team to works closely with you to get a thorough, in-depth understanding of your vision, needs and goals. Based on your specific needs, we’ll discuss your objectives, existing and proposed marketing strategy and tactics, target audiences, and much more. Keep reading to learn more about our Strategy Sessions.

Why should I do a Strategy Session?

It’s easy to dive right into tactical marketing decisions without having a bigger-picture marketing strategy in mind. Decisions that are not based on a larger understanding of your branding, positioning, audience and market strategy can lead to wasted time and money. A Strategy Session ensures we have a comprehensive approach and that all marketing efforts contribute to your objectives.

What is a Strategy Session?

Strategy Sessions include guided discussions with your relevant stakeholders, as well as a variety of exercises, described below, to help us determine your most effective marketing strategy and how we should work together. Sessions are usually 2-4 hours long, but could be longer or shorter, or even included multiple sessions, depending on your needs.

What happens during a Strategy Session?

Based on your unique situation, we will cover a variety of topics to ensure we are prepared to make recommendations on your marketing strategy and tactics. Your session might include the following exercises:

Organizational DNA

We take a deep-dive into your organization’s DNA to uncover your organizational and marketing goals for growth, then devise a strategy to achieving them.

A SWOT analysis is an excellent starting point for determining the marketing strategy and tactics that will be most effective. We evaluate the strengths and weaknesses your organization possesses, as well as the opportunities and threats it faces.

Target Audience Breakdown

Identify your target audiences and what makes them tick, so you know how to find them (and how to talk to them when you do).

We examine your target buyer profiles — realistic descriptions of your targeted groups of customers. They contain demographics, behavior patterns and motivations. A buyer profile may include information such as: age range, job roles, media influences, education and website usage.

Opportunity Analysis

What can you be doing right now to get closer to your mission? We’ll seek out opportunities you might not have noticed.

We will review any existing marketing pieces (including website, collateral, campaigns, etc.) and brand messaging to identify what’s working as well as opportunities to refine. How are you communicating with each of your target audiences and how can your messaging be fine-tuned?

Analytics & Competitor Review

A thorough review of your existing website and marketing metrics will provide evidence-based insight. We take a look at your primary competitors, and consider their positioning in the market.

Marketing Operations Evaluation

We map the marketing and technology systems are you currently using, such as a CRM, marketing automation, and email marketing service providers. Do you have an up-to-date prospect and customer list?

Next Steps Action Plan

You’ll receive a comprehensive summary of our recommendations, plus suggested next steps.

Start Your Strategy Session

Our Strategy Session is the first step to a marketing plan that helps you achieve your mission. Pricing is based on the complexity of your project, and is right-sized to fit your needs. Complete the form to let us know you’re interested.

Have questions? Get in touch.