“…people get obsessed about tactical detail before they embrace a strategy…and as a result, when a tactic fails, they begin to question the strategy that they never really embraced in the first place.”

~Seth Godin, from When tactics drown out strategy

At Charter Marketing I provide custom solutions to your specific needs, business and objectives. I don’t shoehorn you into templated solutions. I don’t take shortcuts. All my work is based on you, to meet your needs and your objectives.

I help Chart Your Course for success!

Marketing Strategy

It all begins with the strategy. As the old saying goes, measure twice, cut once. Without a plan, you can get by, but you cannot predict or determine success in a repeatable manner.

The first step is listening. I find out what you want, where you are, and where you want to be. From there, I do the research and develop a plan and recommendations to take your business even further, down a new path you may not have realized was there for you.

Every plan includes recommendations for tactics, segmentation, messaging and creative to reach your audience and your goals.


Tactics & Implementation

I don’t just come up with the ideas for the direction, I develop a plan within the strategy. The tactical strategy includes recommendations for the logistics of implementing your future.

I can work with you to implement the actual tactics, to put you in contact with the experts, or to work with your own team, identifying KPIs and applicable metrics, developing QA and testing plans, and providing results reporting and analysis.

While I am a single person “shop”, I have experience in many production areas, and also have access to top freelancers, also former agency folk. I can provide scalable services that fit your exact resource and budget needs.

Part of the strategy engagement is to work through the tactical implementation of the strategy, to continue to monitor and track it, and make recommendations for revisions based on the success. Continuously evaluating and optimizing the tactics is critical.


Audit and Strategy

This is the initial engagement and forms the basis for developing a plan to move forward to grow your business. It typically includes:

  • Review and audit the current platforms and initiatives
  • Develop recommendations for enhancements & additions to social and digital channels.
  • Review email marketing programs and responses to determine audience interest, engagement, approaches.
  • Identify and determine KPis, Value of a Customer, and tracking needs.
  • Identify and recommend digital traditional channels and approaches.
  • Develop a high level marketing strategy that can be managed internally or with external resources.
  • Audience research
  • Content Theme Calendar

Monthly or Quarterly Maintenance Programs

Tactical support, consulting, and implementation packages can include:

  • Program performance review
  • Social media set up, management
  • Email template creation
  • Email Marketing Automation Setup
  • Content development
  • Website Updating
  • Customer research
  • Lead Nurturing programs
  • Metrics Tracking, Reporting
  • Internal team support & development
  • Marketing coaching sessions

Special project plans are also available to include creative support, brand & creative guides, media planning, print management and creation, brand identity, and more.

Marketing “Tune Up” Programs

Pricing is based on frequency, available for
Monthly | Quarterly | Semi-Annually

Once we’ve gone through the initial audit and strategy development program, you will have a plan to move forward. But we’re still here when you need support.

We can come in and check up on how the program is going.

We review the strategy and plan, the implementation of it, and the outcomes. We also review additional initiatives and business goals and objectives. After reviewing this, we work with your team to refine or update your plan and make recommendations for the next round of engagements.