Research, Strategy, and Planning

Your business needs a plan, based on knowledge, to know where and how to focus your efforts. The first step is to determine your strengths, preferences, and resources, in order to design an appropriate marketing plan. A plan that you’re unable to follow is not a good plan!

Some areas I can help you with:


  • Competitors, markets, trends and opportunities

  • Audit of your current marketing efforts

  • Synthesis and analysis of findings

  • Or, I can guide you in your own research (an excellent way to deepen your understanding)


  • Differentiation and positioning, derived from your mission, vision, and values

  • Key messages

  • Keywords for Search Engine Optimization (SEO)

  • Best methods (social media? direct mail? information seminars? mass media outreach? etc.)


  • Articulating goals

  • Action plan with timetable

  • Determining metrics against which successes can be measured, and tactics can be adjusted