Business Evaluation & Marketing Plan

One-on-One and in Person

Sometimes figuring out where you want your business to go requires an objective assessment of where you are. Taking that quite literally, I come to where you are, to meet you in person and review the totality of your current business and get to work with you on a drafting a marketing plan that zeros in on the most effective ways for you to implement and structure your marketing, pricing and staffing.

Through my work with designers for the past 20 years, I have learned to quickly identify the best practices and red flags evident in the largest and smallest firms, and that’s exactly what I’ll do for you. In the broadest sense, I’ll want us to revisit the steps you have taken to get where you are today. More specifically, we’ll drill down on the most important elements of your business, such as:

  • Organizational structure and stakeholders
  • Existing clients and client relations
  • Pricing methodologies, marketing strategy, succession planning
  • Current marketing materials
  • Client agreements
  • Portfolio
  • Financial statements (profit and loss – balance sheet)
  • Anything else you would like me to be aware of

After we review these materials, I’ll provide you with my assessment, benchmarked against industry best-practices, identifying your business’s strengths and weaknesses. This appraisal will serve as the foundation on which we’ll build your marketing plan.

We’ll Collaborate on Your New Marketing Plan

Together, we will construct your new marketing plan, based on the resources (people, time and money) you are willing and able to invest. We’ll evaluate the return you are seeking on that investment, and determine what you can realistically expect. Depending upon your choices, I will formalize everything in a written plan outlining the best ways to allocate your resources to achieve your marketing goals.

  • You’ll learn how to identify and market to your ideal prospective clients through enhanced messaging and brand identity.
  • You’ll be able to improve your marketing efforts, by learning new strategies for increasing their presence on the Web through blog development, social media engagement and pay-per-click advertising, as well as the time and place for traditional print advertising.
  • You’ll be able to answer the following important questions: Who is your ideal client? What services do they want? How do they want to pay you? How do they want to learn about you? What do you need to do differently?
  • You’ll learn strategies to broaden your reach to potential clients, media, and other referral sources, and the best places to invest your money to get the most bang-for-your-buck out of paid advertising.

For a flat fee of $5,000 (each additional principal is $1,250) plus travel expenses, you will receive:

  • A full, in-person consultation
  • Immediate, in-person feedback and ideas shared with you during the first meeting
  • A detailed marketing plan, with action steps to improve your marketing and operations, within 7-14 days

As needed, follow-up coaching support by phone and e-mail for 4 months, to assist you in reviewing your evaluation and implementing your plan, is provided at no additional charge.

Schedule Your Evaluation and Marketing Plan

Get Started:

Request an appointment for your consultation, with immediate feedback on your marketing efforts, and how to leverage your work for better results.

Request Your Appointment Now

shiree-hanson-segerstrom“After working with Lloyd and receiving the decisive marketing plan he created especially for me, my interior design business has definite direction. I find I’m much better equipped to deal with the ups and downs of a volatile economy with this valuable road map.” Shiree Hanson Segerstrom