This is where we get to know about you and your business. We’ll go over your business aims and what marketing you’ve run so far. After we’ve met, we’ll go away and assess whether we can help. If we can, we’ll move on to creating the Proposal.

Deliverables to the client

• The meeting
• Define the business problem
• Identify the business opportunity
• Timelines for the next step

What we’ll need from you:

• General information about your business, your marketing to date and what you’re looking to achieve
• Some of your time during an evening or weekend to meet

Deliverables to the client

• How we can help and for what cost
• Outlining the broad financial case
• Estimated project timings
• Presentation of the Proposal
• The findings from any initial research carried out

What we’ll need from you

• Before creating the Proposal, we need to go back and forth with you to gain additional info
• Some of your time during an evening or weekend to meet and discuss the Proposal

We now develop the overall recommendations of how to achieve the business aims. This may involve product and pricing recommendation, plus the promotional, advertising and branding recommendations. To develop the strategy, we’ll use various forms of research, some of which will involve observing your customers. We work closely with our clients during this stage.

Deliverables to the client

• Define the revenue/business opportunity
• Identify existing bottlenecks to sales
• Customer research
• Competitor and any relevant market research
• Generate ideas for growth, across product, pricing, and promotional factors
• Presentation of the Marketing Strategy

Invoicing

• 1st invoice for 50% of the Strategy cost on acceptance of the Proposal (0-day terms)
• The remaining 50% invoiced on completion of the Strategy (14-day terms)

What we’ll need from you

• Access to your customers, to gather customer feedback, either face-to-face or access to your customer data (which can be anonymised)
• Existing sales patterns and possibly other figures (e.g. store footfall) for benchmarking how the business is currently performing (the “baseline”)
• We’ll go back and forth with you so some of your time is needed
• Time during an evening or weekend to discuss the Marketing Strategy

The Marketing Plan takes all of the strategic recommendations and develops an actionable series of marketing activities, customised to the unique circumstances of the client, their business aims, and the characteristics of their prospective customers.

Deliverables to the client

• Breakdown of actionable marketing activities and their timings
• Specify any additional media or creative costs (e.g. graphic design, website costs, advertising, etc)
• Suppliers that will be used
• Presentation of the Marketing Plan

Invoicing

• 1st invoice for 50% of the total on acceptance of the Plan (14-day terms)
• The remaining 50% invoiced on completion of the Plan (14-day terms)

What we’ll need from you

• We’ll go back and forth with you, so some of your time is needed
• Clarification of your budget and your minimum payback requirements
• Time during an evening or weekend to discuss the Marketing Plan

This is where we action the Marketing Plan and get the campaigns live. Before we do that, we’ll set up the measurement framework so we can capture the results when the campaigns go live. After that, some campaigns will involve a “pre-go-live test” to check we’re on the right path.

We typically work with other suppliers to execute some aspects (e.g. creative, media, printing), that we manage. If a designer is involved, we’ll connect the two of you.

Once the campaigns come to an end, we’ll spend time with you going through how you can maintain your marketing, and we’ll provide our recommended “next best action” as part of achieving long-term growth.

Deliverables to the client

• Actioning all the activities specified in the Marketing Plan
• Pre go-live tests (if needed) to check we’re on the right course before committing additional spend
• Supplier management (if applicable), including payments
• Set-up of campaign measurement and reporting structure
• Delivering the measurement until the end of the project
• Recommendations for the next-best-step, to build upon the first project, for long-term growth
• Handover to the client

Invoicing

• 1st invoice for 33% of the total on acceptance of the Plan (14-day terms)
• 2nd invoice for 33% of total at the midway point (14-day terms)
• The remaining 34% invoiced on completion (14-day terms)

What we’ll need from you

• The login details of any platforms we will be managing (e.g. website and company social media)
• Any relevant sales and performance data, to track project performance
• Access to your customers
• Time during some evenings or weekends to discuss progress