The Strategic planning process is a deliberate series of steps to help you identify & reach your goals. Even more, you’ll discover what your customers want and develop products that meet those needs. A strategic plan involves setting goals and objectives, analyzing internal and external business factors, product planning, implementation, and tracking your progress.

"What really turned me over was the ability to understand how everything works without any prior knowledge of my business. The results were fantastic"
Sara Chen
Business Owner

Experience IN design for scaleABILITY

As you effectively grow your business there will be direct impact to your operational, financial and cultural bottom lines.   Strategic planning takes a look at your current state and capacities to determine the best route to achieve results.

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Understand your user experience

Strategic planning involves extensive research of your customer’s needs and wants.  By understanding your ideal customer you can adjuster your offerings to better fit their needs and provide the most appropriate solution.

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remain relevant across technology

Strategic planning accounts for the changes in technology utilization to search and find your company.  1980s it was print directories, 2000 it was Yahoo and AOL search engines, today its Google and Bing, social media and review sites like Yelp. 2021 Where do you need to be?

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Our Approach Includes:

1. Company Review

A thorough review of your company's core values, objectives, mission, vision, and purpose. By building clarity concerning who you are and what you will do to create revenue will help develop actionable goals.

2. Situation Analysis

The second step of the strategic marketing process is to evaluate internal & external factors that affect your business and market. Your current & prospective customers, industry trends, and your company’s position in the marketplace are all part of the market research.

3. Create The Marketing Plan

Now that you’ve identified opportunities through your analysis, you should prioritize and map out which ones you are going to pursue. Writing a marketing plan will specify your target customers and how you will reach them, and should also include a sales forecast of the anticipated results.

4. Marketing Mix

At this stage of the strategic marketing process, it’s time to focus on the “how” of planning. Your marketing mix is based on the 4Ps of marketing, including Product, Price, Promotion, and Place plus the 5Cs of modern marketing including Customer, Context, Content, Commerce and Convergence.

5. Implementation & Controls

Now it’s time to put your plan into action. Identify how and when you will launch your plan. At this stage of the strategic marketing process, you will reach out to customers to inform and persuade them about your product or service. Your next steps include getting the resources (cash and staffing) to market your product, organizing the people who will do the work, creating calendars to keep the work on track, and managing all the details for each goal. It will help you stay focused and energized if you create monthly benchmarks and projects, weekly action steps, and daily marketing appointments.


It has never been easier to attract and retain valuable clients, once you understand yourself and them.