Inside Our Process For Creating Your Unique Marketing Plan
Our Process
1. Discovery
Our journey together begins with a Discovery Call. This is a crucial step in understanding your business, your goals, and your unique marketing needs. During this conversation, we’ll take the time to learn about your company, its products or services, and your overall vision.
This call isn’t just about us understanding you; it’s also an opportunity to ensure we’re the right fit for one another. Together, we’ll set clear expectations, discuss the potential scope of work, and outline timelines and outcomes. Transparency is key, and we believe in creating a collaborative partnership from the start.
We’ll also talk about your marketing budget, ensuring we can make the best use of resources to achieve your desired results. This step lays the foundation for a tailored, results-driven strategy designed to align with your business goals.
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After your Discovery Call, we don’t just send over a pitch, we engineer a revenue-focused roadmap that blends smart marketing, automation, and social media strategy to help you scale.
Within 24 hours, you’ll receive a custom proposal that outlines:
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How we’ll use AI-powered systems and automation to reduce your workload
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The best social media strategy to grow your presence and convert your audience
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The ideal funnel for capturing and converting leads on autopilot
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What content + tech stack will maximize ROI based on your audience’s behavior
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Where to implement time-saving systems to free you up to lead—not micromanage
Our proposals are not just plans. They’re predictive blueprints for building a lead-generating, revenue-driving machine without burnout or guesswork.
2. Proposal
3. Contract
Once you approve our proposal, we’ll send a contract to your email within 24 hours for your review and signature. Upon signing, your first month’s payment will be due, and we’ll schedule your strategy and onboarding session to kick off our partnership.
The onboarding process is where we lay the groundwork for your business success. We will help you develop an engaging and tailored a strategy that aligns with your business goals and speaks directly to your target audience. This strategy serves as the foundation for building a strong, consistent online presence.
During this step, we will send over an extensive onboarding document where you can outline every aspect of your business. We’ll also collect all necessary assets and administrative details such as logos, brand guidelines, social media account access, and logins needed to seamlessly execute your marketing plan.
Our goal is to set you up for success with a strategy that not only resonates with your audience but also drives measurable results.
4. Onboarding
5. Execution
With all the necessary assets and information in hand, we bring your strategy to life. This is where the magic happens. Where campaigns are launched, your brand story is told, and meaningful connections with your audience begin to flourish.
During this phase, our team will create engaging marketing content and implement your strategy. Every step is carried out with your team’s input and approval to ensure the strategy aligns seamlessly with your vision and objectives.
Execution typically takes 2–3 weeks, during which we focus on crafting high-quality content, scheduling campaigns, and setting the stage for measurable success. This is the moment your brand begins to truly shine online.
The success of a marketing campaign is determined by how effectively it meets your goals, and this is where data-driven insights come into play. Each month, we analyze key metrics such as engagement and conversion rates to evaluate how well the campaign is resonating with your target audience.
This ongoing measurement provides valuable insights into what’s working and what can be improved. By giving our campaigns a minimum of three months, we allow time to gather accurate and meaningful data, ensuring that adjustments are based on solid evidence and not short-term fluctuations.
Regular reporting keeps you informed every step of the way, so you’ll always know how your marketing efforts are performing and what’s being done to optimize results.