Research & Strategy

Research & Analyze

Discovery meeting

Meeting face-to-face allows for a more open conversation and allows our teams to get to know each other. We treat all clients as partners where vulnerability and collaboration are values that guide our process every day. Knowledge sharing and hearing challenges and objectives kick off our creation of a strategic marketing roadmap.

Audits & Analytics

Allow us to dig into your site analytics, social media successes, email wins and other analytics to uncover trends and opportunities. We can also complete a full technical audit of your web site to surface and prevent search engine penalties, ensure proper indexing of the site, and outline needed search engine optimizations to increase visibility and traffic.

Market & Audience Research

We’ll dig into your industry, your competitors, and your audience. We’ll look at industry trends, competitive positioning, keyword research, audience pain points, and more, primarily from a digital perspective to identify opportunities and build a foundation for success.


Marketing Strategy

Brand Positioning

With a clear look at the industry and competitive landscape, we will work with you to differentiate your brand with a clear positioning statement and a north star for content and messaging. Without this understanding, it’s difficult to make decisions and put together a strategy and metrics for success that are authentic to your company and employees.

Audience & Messaging Definition

Once we understand your brand positioning and purpose, we hone in on your key customers and build personas to understand their online behaviors. From there we can identify how to segment messaging for a more personalized strategy.

Marketing Roadmap

From a communication and content strategy to an advertising and measurement plan, our audits and research lead the way in putting together a sound plan forward. We will prioritize recommended marketing tactics and outline a plan to execute that we can collaborate on together to work efficiently and get the results you are looking for for your business.

Our research and strategy process usually takes us a full month, from our kick-off meeting to our research and audit and recommendations presentation delivering you a strategic digital marketing roadmap.


Reporting & Analytics

Measurement & Analytics plan

No strategy is complete without a measurement plan with agreed upon key performance indicators (KPIs). We will work with you to put together the best tracking and reporting to measure performance for optimization and success. We create custom reports that are accessible at any time and easily shareable with key stakeholders aggregating multiple data sources with dynamic date range manipulation for trend analysis.  The tools in our reporting toolbox include custom HubSpot reporting dashboards, Google Data Studio reports consolidating google analytics, google ads, google search console, social media metrics and email marketing results.

Reporting & data interpretation

With every new tactic in place we determine the best measure for success and optimize daily toward that goal.  We don’t just send you a report, we interpret the data with monthly executive summaries and have key action items that tie back to our strategy and big picture goals. Let data lead the way as a foundational element of your marketing operations.