Marketing Audit & Strategy Summit

Marketing Audit
and Strategy Summit

ENGAGE | CONSULT | ADVISE

Unlike the monthly commitment of the ENGAGE and ADVISE tiers, the CONSULT service offers a one-time, intensive Marketing Audit and Strategy Consultation. This half-day session is ideal for companies seeking clarity on their current marketing function and a clear roadmap for growth. Following a preparatory period of discovery and after a 4-hour strategy session, I’ll create a visual map of your marketing function, assess strengths, identify areas for improvement and craft a 90-day action plan designed for immediate execution.


What’s Included:


Discovery Phase: A 7-14 day preparatory period, typically via email correspondence, to gather information and understand your unique needs. I'll assess your marketing team, technology, branding, sales and marketing funnels, campaigns and performance metrics.


Strategy Session: A 4-hour, deep-dive strategy session with your team, on-site or via Zoom, using the Functional Marketing® Framework to analyze your current marketing function and determine essential steps to reach your goals.


Deliverables: A customized report including recommended initiatives and campaigns for the next 90 days, and a Functional Marketing® Systems Map to guide your team.

Functional Marketing Systems Map

The Functional Marketing® Systems Map transforms your marketing strategy into an actionable blueprint. It reveals hidden opportunities, pinpoints inefficiencies, and charts a clear path from your current operations to your ideal future state. Most importantly, it gives your team a shared vision and concrete roadmap for achieving your marketing goals.

The Functional Marketing® Systems Map transforms your marketing strategy into an actionable blueprint. It reveals hidden opportunities, pinpoints inefficiencies, and charts a clear path from your current operations to your ideal future state. Most importantly, it gives your team a shared vision and concrete roadmap for achieving your marketing goals.

Focus Areas

Consideration of 8 Key Dimensions of Your
Business and Marketing Ecosystem

Consideration of 8 Key Dimensions of Your
Business and Marketing Ecosystem

Business
Goals

Business Goals

Team & Agencies

Team & Agencies

Branding & Positioning

Branding & Positioning

Marketing Assets

Sales & Marketing Funnels

Channel Mix

Past Campaigns

KPIs & Results

Marketing Assets

Marketing Assets

Sales & Marketing Funnels

Sales & Marketing Funnels

Technology & Processes

Technology & Processes

Past
Campaigns

Past
Campaigns

KPIs &
Results

KPIs &
Results

What To Expect

Steps in the Marketing Audit
& Strategy Summit Process

Steps in the Marketing Audit & Strategy Summit Process

Steps in the Marketing Audit & Strategy Summit Process

Step #1
Discovery & Insights

Step #1
Discovery & Insights

The process begins with a call to understand your business goals and assess your marketing function and capabilities.


The discovery process centers around 8 key dimensions of your business and marketing ecosystem.


Additional details not covered during the call will be collected through follow-up emails or conversations as needed.

The process begins with a call to understand your business goals and assess your marketing function and capabilities.


The discovery process centers around 8 key dimensions of your business and marketing ecosystem.


Additional details not covered during the call will be collected through follow-up emails or conversations as needed.

The process begins with a call to understand your business goals and assess your marketing function and capabilities.


The discovery process centers around 8 key dimensions of your business and marketing ecosystem.


Additional details not covered during the call will be collected through follow-up emails or conversations as needed.

Step #2
Assessment & Planning

Step #2
Assessment & Planning

Over the next 7–14 days, I will:


a) Document my findings and insights from the assessment.


b) Develop a systems map to illustrate the interconnected elements of your marketing function.


c) Draft a proposed plan of action tailored to your needs and goals.

Over the next 7–14 days, I will:


a) Document my findings and insights from the assessment.


b) Develop a systems map to illustrate the interconnected elements of your marketing function.


c) Draft a proposed plan of action tailored to your needs and goals.

Over the next 7–14 days, I will:


a) Document my findings and insights from the assessment.


b) Develop a systems map to illustrate the interconnected elements of your marketing function.


c) Draft a proposed plan of action tailored to your needs and goals.

Step #3
Strategy Workshop

Step #3
Strategy Workshop

Step #3
Strategy Workshop

We meet for a 4-hour collaborative working session to:


a) Present my assessment and initial proposed plan.


b) Engage in a discussion to explore ideas, address questions, and refine strategies.


c) Collaboratively finalize the plan to ensure alignment with your vision and objectives.

We meet for a 4-hour collaborative working session to:


a) Present my assessment and initial proposed plan.


b) Engage in a discussion to explore ideas, address questions, and refine strategies.


c) Collaboratively finalize the plan to ensure alignment with your vision and objectives.

We meet for a 4-hour collaborative working session to:


a) Present my assessment and initial proposed plan.


b) Engage in a discussion to explore ideas, address questions, and refine strategies.


c) Collaboratively finalize the plan to ensure alignment with your vision and objectives.

Step #4
Roadmap Delivery

Step #4
Roadmap Delivery

I deliver a comprehensive, finalized report that includes:


a) A summary of findings from the assessment.


b) A summary of the insights uncovered in the strategy workshop.


c) A clear and actionable 90-day roadmap to guide your team in achieving their goals.

I deliver a comprehensive, finalized report that includes:


a) A summary of findings from the assessment.


b) A summary of the insights uncovered in the strategy workshop.


c) A clear and actionable 90-day roadmap to guide your team in achieving their goals.

Step #4
Roadmap Delivery

I deliver a comprehensive, finalized report that includes:


a) A summary of findings from the assessment.


b) A summary of the insights uncovered in the strategy workshop.


c) A clear and actionable 90-day roadmap to guide your team in achieving their goals.

Are random acts of marketing falling short of your goals?

Let's discuss how our Marketing Audit & Strategy Summit can get your team on a clear path to predictable results.


BOOK A DISCOVERY CALL
BOOK A DISCOVERY CALL
BOOK A DISCOVERY CALL

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© 2024 – Senior Living CMO