Initial Consultation

  • We talk. You tell me what's keeping you up at night—whether it's an empty pipeline, invisible marketing, a lapsed client list you're ignoring, or all of the above. I'll ask questions to understand your situation, your ambitions, and whether I can actually help.

    • Honest assessment of whether we're a good fit

    • Initial thoughts on your challenge

    • Clear recommendation on which service makes sense (if any)

    • No obligation, no pressure

    Not every agency needs what I offer, and not every challenge is one I can solve. This conversation makes sure we're both clear before you invest.

Discovery & Audit

  • Week 1 - 2

    I immerse myself in your business. I'll review your current marketing/BD efforts, interview key team members, look at your systems, and understand your market context.

    For marketing projects, this means auditing your website, social media, content, SEO, and competitor positioning.

    For BD projects, this means reviewing your pipeline, pitch processes, target client strategy, and win/loss patterns.

    For awards, this means assessing your recent work and identifying what's genuinely award-worthy.

    • Comprehensive audit report

    • Honest assessment of what's working and what's broken

    • Gap analysis and opportunity identification

    • Priority recommendations

    What I need from you:

    • Access to relevant systems, analytics, documents

    • Time with 2-3 key stakeholders

    • Transparency about what's really happening

Strategy & Development

  • Week 2-3

    Based on what I've learned, I'll develop your tailored strategy—whether that's a marketing roadmap, content plan, awards calendar, or new business strategy.

    This isn't generic advice. It's specific recommendations based on your strengths, your constraints, your market, and your goals.

    • Strategic roadmap (12-month plan)

    • Prioritized action plan (what to do first, second, third)

    • Resource and budget recommendations

    • Success metrics and tracking framework

    What I need from you:

    • Feedback on draft strategy

    • Reality check on what's feasible

    • Sign-off from decision-makers

Toolkit & Implementation

  • Week 3-4

    Strategy without tools is just a nice document. I'll create the frameworks, templates, calendars, and guides your team needs to actually implement the plan.

  • What should we know about the services you provide? Better descriptions result in more sales.

Handover

  • Final review session where we walk through everything, address any questions, and ensure you're clear on what happens next.

    • Final strategy presentation

    • All deliverables in usable formats

    • Clear next actions for your team

    • Recommendations for ongoing support (if relevant)

    What happens after: You implement. I'm available for questions via email for 2 weeks post-engagement. If you want ongoing support, we can discuss a monthly partnership arrangement.

Optional: Ongoing Partnership

  • Some agencies prefer ongoing support rather than one-off projects. If that's you, we can arrange a monthly retainer where I provide:

    • Monthly 90-minute strategy calls

    • Email/Slack support between sessions

    • Content review and feedback

    • Performance tracking and optimization

    • Accountability and momentum maintenance