• This document is a guideline to use before, during, and/or after a prospect meeting to help you ascertain a prospect's needs clearly, understand what marketing initiatives the prospect is currently implementing, what past initiatives were tried, and what future initiatives will work best.
  • The SWOT Analysis Tool contains how to instructions (PDF) and a template (Word) to start building a strong understanding of your company's strategic and marketing plans. Special thanks to Darcy Bien, Strategy in Motion, who collaborated on this tool. Utilize this tool when building or revisiting your firm's marketing strategy. It helps identify areas where you should be growing your business, eliminating wasteful areas, and preparing for growth or disaster.
  • Are you in the midst of annual marketing planning and can't seem to identify your most important goals, strategies, objectives, or tactics Are you stuck wondering how to implement the next step or how to begin that lingering marketing project? Personalized 1:1 virtual consultation for marketing professionals to assist with analysis, strategy, or implementation of initiatives / projects. Brainstorm with our expert or ask questions to seek a solution that may be holding you back.  
  • Are you in the midst of annual marketing planning and can't seem to identify your most important goals, strategies, objectives, or tactics Are you stuck wondering how to implement the next step or how to begin that lingering marketing project? Personalized 1:1 virtual consultation for marketing professionals to assist with analysis, strategy, or implementation of initiatives / projects. Brainstorm with our expert or ask questions to seek a solution that may be holding you back.  

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