STRATEGIC MARKETING REVIEW

clarity before more execution

A focused, point-in-time review of the business and the marketing around it.

I look at where the company is going, how Sales and Marketing are working today, what already exists, what the market is doing, and where the biggest gaps and opportunities are.

You leave knowing what deserves attention next.

WHEN THIS MAKES SENSE

THE BUSINESS HAS MOVED FORWARD. MARKETING HASN’T FULLY CAUGHT UP.

Maybe marketing has grown in pieces. The website says one thing, Sales says another, content has no clear direction, vendors are working independently, or the team is simply doing too much without knowing what matters most.

You do not necessarily need more marketing yet. You need to understand what is helping, what is getting in the way, and what deserves attention first.

This is a flat-rate, 3-week engagement.

Line to divide space
Line dividing space

You know marketing needs work, but you do not want to keep adding tactics blindly.

01

Yellow watercolor circle for The Co

The business has changed, but the strategy, messaging, systems, or support around marketing have not kept pace.

02

Yellow watercolor circle for The Co

You need a clear plan before hiring, outsourcing, restructuring, or spending more.

03

Yellow watercolor circle for The Co

THE REVIEW

WHAT i LOOK AT

  • Business goals + priorities

  • Sales process + what Sales is hearing

  • Ideal clients + pain points

  • Competitors + market context

  • Existing strategy + positioning

  • Messaging + content

  • Website + marketing materials

  • Team, vendors + systems

  • Relevant performance data

THE OUTPUT

WHAT YOU LEAVE WITH

  • What is working

  • What is no longer serving the business

  • The biggest gaps + opportunities

  • What should stay, change, stop, or simplify

  • What needs restructuring

  • What should be prioritized first

  • Clear recommendations + next steps

A line dividing space.

THE GOAL ISN’T A LONGER MARKETING LIST.
IT’S BETTER DECISIONS ABOUT WHAT DESERVES TIME & MONEY.

get the full picture before making a plan

HOW IT WORKS

→

→

I learn about your business, goals, team, current priorities, and what prompted the review.

A yellow watercolor circle.

01

CONTEXT

I look across the marketing function, materials, systems, relevant data, and your industry.

A yellow watercolor circle.

02

REVIEW

We walk through what I found, what matters most, and what I recommend prioritizing next.

A yellow watercolor circle.

03

RECOMMENDATIONS

“Megan was able to identify issues we had gotten too close to see ourselves. The recommendations were specific, practical, and tied back to the business rather than a generic list of marketing tactics.”

THE POINT IS TO KNOW WHAT TO DO NEXT

The Strategic Marketing Review is designed to give you something useful to work from. Take the recommendations back to your team, use them to better direct existing partners, or see how I can help.