We study your market, your competitors and the people who actually sign the contract. Then we sharpen what you say and who you say it to. You get a 12-month plan with clear targets and a budget your CFO can stand behind.
Most mid-market companies don't lack marketing activity. What they lack is a shared answer to three questions: who exactly are we selling to, why should they pick us, and what should each dollar bring back?
Your website, decks and ads list the same features your top three competitors claim. Buyers can't tell you apart, so procurement treats you as swappable and the talk turns to price.
Marketing reports lead counts while sales drops half of those leads on the first call. Nobody has written down who's involved in the decision, what each person needs to hear, or which deals to walk away from.
Spend is split out of habit: last year's trade show, some search ads, an agency retainer. When the CFO asks what each line returns, the answer is a guess, and the first cut hits the wrong channel.
You get working documents, not a slide deck that gets filed away. We write each one so your sales team, your agencies and your automation tools can use it on day one.
A clear picture of your market in Canada and the US. Who competes for the same budget, how they position and price, where demand is growing, and which gaps are open.
A profile of the companies you win most profitably, by industry, size and region. Plus a map of everyone who shapes the deal: the budget holder, your champion, the technical reviewer, procurement and legal.
One positioning statement and three to five key messages with proof. Plus approved wording for each person in the decision, ready for your website, decks and campaigns.
Which customer groups to go after first, the offer for each, the channels that reach them, and how marketing hands leads to sales.
A month-by-month calendar of campaigns, content and launches. It sets early and end results to track each quarter, and a budget split by channel.
A good strategy ends the daily debates. People stop arguing about tone, targets and budget, because the answers are written down and agreed.
Your ideal customer and drop rules become fields and scores in your CRM. Both teams measure success against the same companies.
Writers, designers and agencies work from the same message guide. First drafts land closer to final, and approvals go faster.
Every channel has a job and a target. At each quarterly review you move money toward what brings real deals, with reasons finance accepts.
Customer groups, buyer profiles and key messages feed lead scoring, follow-up emails and the automated content pipeline. Automation spreads a clear message, not noise.
Most projects take four to eight weeks, depending on how many customer groups and markets we cover. You get a working session at each step, not a big reveal at the end.
We look at your CRM history, won and lost deals, analytics, current materials and financial targets. Together we agree on the questions the strategy must answer.
We study competitors and search demand. Then a senior strategist interviews customers, lost prospects and your sales team to learn how buying decisions really get made.
Our Head of Marketing runs a workshop where your leaders test positioning options against the facts. We leave the room with one direction and the proof behind it.
We turn the positioning into a go-to-market plan, a 12-month calendar, targets and a channel budget. Then we review it with sales and finance.
You get editable documents and definitions ready for your CRM. Optional quarterly reviews keep the plan current as results come in.
Strategy work pays off most when things are changing, and the old message no longer fits the market you're selling into.
A Canadian company moving into the US, or a US company coming to Canada, that needs to know which groups and regions to go after first.
A new offer that needs its own buyer, message and plan, without confusing the customers you already have.
Two product lines, two sales teams and two stories that need to become one clear position.
You're about to raise ad budgets or bring in new vendors, and you want a brief they can't misread.
We build the strategy on your real data. Then we hand it back in formats your systems can use.
Deal data from HubSpot, Salesforce, Zoho or Pipedrive, to find which customer groups close fastest and at the best margin.
GA4 and Google Search Console, to see what buyers search for and which pages help close deals.
Search visibility, ad libraries and public prices, to compare how competitors position and spend.
Planned interviews and short surveys with customers, lost prospects and sales reps.
Customer rules and buyer profiles exported as CRM fields, scoring rules and briefs for the automated content pipeline.
We size strategy work by the number of customer groups, markets and people involved. Tell us what you need to decide and we'll send a fixed quote.
One customer group or product line: competitor review, buyer interviews, positioning and a message guide.
Request a quoteEverything in the sprint, plus the ideal customer and decision map, go-to-market plan, targets and budget split.
Request a quoteRegular quarterly meetings to review results, move budget and update the plan.
Request a quoteA brand agency often starts with visuals, and a management consultancy often stops at the slide deck. We start with market and buyer facts. We end with a 12-month plan, targets and a budget, turned into CRM fields and campaign briefs. Because we also run SEO, paid ads and automation, the plan is written by people who have to carry it out.
Plan on a sponsor from leadership, usually the CMO, VP Sales or CEO, plus one or two people who know your CRM and current campaigns. We'll also ask for introductions to five to ten customers and lost prospects for interviews. Finance joins the budget review, so the budget split is approved before handover.
Yes. We often look at demand and competition on both sides of the border, and we can break it down by province or state. If Quebec is in scope, the message guide includes advice for French-language materials. We point out where translation alone isn't enough and the message needs adapting.
You own everything we hand over, in editable form: the research summary, the ideal customer and decision map, the positioning and message guide, the go-to-market plan, the 12-month calendar and the budget model. We also provide CRM-ready definitions for customer groups and scoring, so your team can put them in place with or without us.
Each quarter has early signs, like meetings booked and engagement from target companies, and end results, like pipeline created, win rate and cost per deal by group. We agree on these targets with you while building the plan. So success is defined before any money is spent.
Tell us about your market, your growth targets and what isn't working today. A senior strategist will reply with a scope and a fixed quote.