Marketing

Success Roadmap

Are you ready to finally get more strategic about your digital marketing, but you’re not sure where to start?

Let’s create a customized strategic marketing plan that will work for you.

Marketing Success Roadmap

Comprehensive Customized Strategic Marketing Plan + Implementation Support

Get the clarity, focus and detailed plan that you need in order to help you attract and convert more of your ideal clients.

Chances are…

  • You’re feeling like there’s more you can do to help your business reach it’s full potential.

  • You’ve invested in different areas of business and marketing, but you’ve never had a comprehensive marketing plan that ties everything together.

  • You want an expert guide to help you figure out what to focus on, and how to avoid shiny object syndrome.

Let’s dive in!

First, we’ll start with a marketing analysis and assessment. 

I’ll start by immersing myself in your marketing - both from a data and content standpoint so we can figure out what’s working well, what needs improvement and how can we make sure everything ties together to deliver you the BEST results.

Once you share account access, I’ll take it from there to review your:

  • Google Analytics (or other website stats)

  • Social media content and analytics

  • Email marketing content and metrics 

  • SEO (Search Engine Optimization)

Data Tool + Personalized Action Plan

I’ll compile a Data Report that includes key findings regarding your current digital presence. This will include data points from your social media accounts, Google Analytics, an SEO report, and any email marketing efforts you have done. I’ll explain my observations and insights based on my analysis. The Personalized Action Plan will include detailed recommendations that address your overall content strategy, improving website usability and conversions, refining your approach to social media, and effectively leveraging email marketing to nurture and convert ideal clients.

 

Next, we’ll debrief my findings and recommendations.

We’ll meet virtually to review the Data Report and your Personalized Action Plan. I’ll share my observations and recommendations, collaboratively asking for your input as we go through each key area of your marketing. You’ll gain an in-depth understanding of each recommendation that I make and be able to ask any questions or raise any concerns that we need to talk through. The result is a detailed marketing plan that you feel confident in and excited about executing.

Client Experiences…

“After working with Kristi, I felt informed on all of those things I ‘didn't know I didn't know’ before and had a clear list of actions to get my marketing in order.  I not only had a repeatable system for my marketing, but one that made sense for me and that I was excited to follow, which makes all of the difference because I knew it would be sustainable.  Because I have a clear focus and system now, my marketing has already been much more effective, while also requiring less effort.”

—Jordan T.

 

“Kristi understood us right away, and was able to help us immediately. Since working with Kristi, we're much clearer in our messaging and we're focused on the areas that are yielding real results. Her approach is collaborative, simple and effective. We now have much more engagement with all our outreach methods - and we're already starting to get new leads after only a few months. We would recommend Kristi without reservation.”

-Erika A.

Then we’ll go through my proprietary content strategy process.

In order to help you attract your ideal clients through helpful, relevant content that solves their biggest problems, we’ll dive deep into a thorough content strategy process. This process will produce a laundry list of content ideas that will fuel your marketing (think blogs, social and email content, etc.) for months and years to come.

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Buyer Persona Exercise + Content Strategy Workbook + Content Pillars

In order to help ensure your future content will resonate with your target audience, we will work through the Buyer Persona Exercise in order to fully identify your top 3 ideal client types and then complete the Content Strategy Workbook to generate a long list of topics and ideas for future content. Lastly, we'll craft Content Pillars to give you a guideline for future content creation. These processes will result in a clear understanding of your ideal clients and the content that will most effectively attract and convert them into clients for you.

Lastly, we’ll plan for successful execution of your marketing.

Once we have the Personalized Action Plan and Content Strategy Process complete, we can get to work planning the execution of these marketing efforts. We’ll collaboratively discuss your existing provider relationships and any internal resources you have for marketing execution. I will then introduce you to subject matter experts in my network for any remaining marketing tasks that you need executed.

Ready to up-level your marketing?

Schedule a complimentary discovery call to see if we’re a good fit to work together.

The Full Marketing Success Roadmap Process

  • You complete a kickoff questionnaire and provide me access to your marketing systems.

  • I complete the analysis and assessment of your online presence and marketing materials.

  • We meet virtually for 60 minutes to debrief my findings and review my recommendations. 

  • You take a week to digest all of the information that I’ve shared with you.

  • We meet weekly to go through my Buyer Persona Exercise (90 minutes), Content Strategy Workbook (90 minutes) and Content Pillars (45 minutes).

  • We meet again for 60 minutes to start prioritizing your personalized action plan and determining resources needed for execution.

  • You get started marketing more strategically! (With my continued guidance and support. See below.)

Total Duration: 8 Weeks

Investment

You’ll receive the Data Report, Personalized Action Plan and Tool, Buyer Persona Framework, Content Strategy Workbook, Content Pillars and a total of 5 meetings over the course 8 weeks.

Program pricing starting at $10,000

Then I’ll stay on as your Marketing Guide.

Having the plan and the tools is just the start. When running your own business, you know that follow through is key. That’s why I include implementation support after this initial 8-week planning period. Accountability, feedback and support are key ingredients to successful implementation of a strategic marketing plan. Whether you’re a solo business owner executing your own marketing or a CEO with a team and external marketing partners, implementation support is available to suit your unique needs. Options include:

  • 1:1 Implementation Support - If you’re taking the lead on managing all of the execution but you know you need direct guidance and support, this is a great option! Every month we will meet to go over any questions and check-in on progress made on the plan. You also receive weekly marketing content reviews and unlimited email and Voxer/WhatsApp support for questions. Every quarter we will check in on metrics again and adjust as needed to optimize for best results.

  • Marketing Support Group - If you need consistent support and accountability to execute these plans on your own, and you like the idea of being in community with other business owners working on similar marketing tasks, this is a great solution! Every month, you’ll have the opportunity to attend biweekly live virtual office hour sessions (group format) to ask questions and receive feedback, along with biweekly virtual coworking to help you carve out the time dedicated to your marketing. You’ll also benefit from learning alongside other business owners. You can submit content for feedback every week in order to help you stop procrastinating and start executing!

Other Services

Marketing Content Kickstart

Need help knowing what to talk about on social media or in your blog? With this package, you’ll gain clarity on your target audience, learn how to create compelling content for them, and help you attract and convert more ideal customers. LEARN MORE

Marketing Strategy Power Hour

Need clarity and focus when it comes to your marketing efforts? In this session, I’ll help you organize your current marketing initiatives and identify the top areas that need your attention right now to attract and covert more clients. LEARN MORE

Marketing Support Group

DIYing your own marketing efforts and needing some guidance and support? This learning community will help you make progress on your marketing efforts in specific and tangible ways, with the help of experts and peers. LEARN MORE