consulting & coaching

our services include…


Helping the client articulate (and align his/her organization with) core values before reaching out to customers/prospects.

  • Conduct deskside interviews, focus groups, staff retreats.
  • Facilitate development of mission and vision statements.
  • Design and produce newsletters, annual reports, corporate communications.

Discovering what people want, so that the client’s products/services and communications about those products/services can find a receptive audience.

  • Design, conduct, and analyze focus groups and interviews.
  • Develop, implement, and analyze surveys.
  • Competitive research.

Identifying a business’s strengths, resources, and untapped potential.

  • Conduct deskside interviews, focus groups, staff retreats.
  • Analyze results from prior marketing efforts: email campaigns, direct mail, Google Analytics, Facebook Insights
  • Develop, implement, and analyze customer/prospect/consumer research.

Crafting a platform that can secure the client’s product/service in people’s minds as the one they want.

  • Informed by company vision, resource assessment, and customer research, identify points of difference as a framework for integrating marketing communications.
strategic planning

Working with the client to develop communication plans that are both aspirational and achievable.

  • Identify behavior desired from target audience(s).
  • Set achievable, measurable objectives.
  • Identify communications approaches for grabbing the target’s interest and eliciting the desired behavior.
tactical planning

Charting the path toward the client’s goals with an effective, efficient mix of marketing communications to reach measurable goals within budgetary constraints

  • Advertising planning — Broadcast, print, direct mail, email, search engine marketing, social media advertising
  • Online marketing — Website navigation and content development, social media, content marketing, search engine optimization
  • Incentive planning — Coupons, trials, sweepstakes, sampling, giveaways, contests, in/onpacks, events
  • Sales support planning — Selling kits, sell sheets, sales manuals, signage and displays
  • Public relations planning — Media kits, press releases, ghostwriting, fundraising letters
plan writing

Putting the client’s marketing communications plan in writing to keep staff focused and on track.

  • Lay out a clear roadmap for management and staff, detailing marketing objectives, strategies, and tactics.
  • Align each strategy and tactic with an accountable staff member.
  • Provide for evaluation of each element of the plan.
agency sourcing

Helping the client find freelancers or full-service agencies to support plan implementation.

  • Develop criteria for agency/freelancer selection.
  • Screen prospective agencies/freelancers.
  • Set up and participate in agency/freelancer interviews.
agency relationship management

Assisting the client in communicating with freelancers and agencies to secure topnotch results.

  • Develop a communications strategy and creative briefs to focus and guide agency/supplier in its efforts.
  • Act as a conduit between client and agency, to make sure the agency knows what the client is talking about and vice versa.

Working with staff to strengthen their understanding of goals and empowering them to do their best work.

  • Meeting management training.
  • Meeting/project facilitation.