Our Services
A collaborative, hands-on approach to address today’s marketing and distribution challenges and drive tangible outcomes based on knowledge, experience, and sensibility.
Vision & Strategy
Working with business leaders to articulate overall, line-of-business, and/or marketing strategy with clarity and confidence so that it can be effectively conveyed both internally and externally. Supported through intake from key personnel, offsite planning and development of executive management and board presentations.
Opportunity Analysis
Leveraging internal and external data sources, to help identify, quantify and focus on opportunities for new markets, expansions, and new products and programs. Using qualitative and/or quantitative primary and secondary market research, as appropriate, to help validate strategy.
Program & Market Planning + Execution
Working with Marketing and other functions to articulate specific objectives and tactical plans, documenting core assumptions and reflecting key business objectives. Including core messaging, targeting, and budgeting. Program design for the full array of marketing mix elements: content, email, direct mail, web, webinars, client meetings, advertising, social media, and public relations. Experienced and comfortable working with and/or directing internal functions and external agencies on execution.
Organizational Design & Effectiveness
Honest, direct perspective about organizational structure and work processes in Distribution, Marketing, and related support areas. Helping firms deal with organizational silos, revenue operations issues that cut across units and greater alignment of teams. Highly experienced in change management, including reductions in staff and introduction of new technologies/support systems.
Marketing Operations & Technology
Thinking through realistic objectives, looking for efficiencies in existing operations, analyzing off-the-shelf and SaaS alternatives, and collaborating with internal business and technology partners. Focus on enabling infrastructure to multiply the effectiveness of personnel and improve speed-to-market. Practical action plans that effectively satisfy business needs and can be implemented within sensible timeframes and budget parameters.
Contact Us
Get in touch to discuss how we can help.