Our
Process
Process
Step One
Discovery Call
A genuine conversation to understand your business. We’ll talk about your goals, challenges, and current marketing systems. At this stage, we’re gathering context (not performing a deep audit) so we can determine the right path forward together.
Step Two
Proposal & Kickoff
If we’re aligned, we’ll prepare a clear proposal outlining scope, deliverables, timelines, and pricing. Once approved, we officially kick off the engagement, introduce key contacts, and map out your first 30 days so you know exactly what’s coming next.
Step Three
Strategy & Audit
This is where we dig in. We conduct a detailed audit of your brand, marketing, systems, SEO, content, and sales enablement infrastructure. The audit uncovers what’s working, what’s blocking growth, and the exact opportunities we’ll prioritize. From this, we develop a customized strategy and execution plan for the next 3–6 months.
Step Four
Build & Execute
We bring your strategy to life.Whether we’re leading as your Fractional CMO, optimizing HubSpot, building SEO & GEO content, or empowering your sales team, we implement the work with clarity and collaboration. You always know what we’re working on and why it matters.
Step Five
Optimize & Review
Monthly reporting with transparent insights. We track performance, highlight wins and trends, and identify areas for optimization. This helps ensure your marketing system becomes stronger, more efficient, and more aligned with your business goals over time.
Step Six
Grow Together
We’re not a “set it and forget it” agency. We’re an extension of your business. As your business evolves, we adapt your strategy, introduce new opportunities (including practical AI and automation), and help you scale sustainably.