It all starts with a plan!

Similar to the process advisors use to develop a financial plan for clients, we begin by developing a marketing plan for our clients with our Marketing Roadmap.

Are you looking to grow your business but unsure how to effectively market your services? 

Over the course of six weeks, the Crystal Marketing Solutions (CMS) team will work with you to develop a customized plan tailored to your specific needs. Our audit will include recommendations aimed at increasing conversions with a review of your messaging, site functionality, opt-ins, mobile optimization, SEO, grammar, and compliance. 

At the end of the process, you'll have a formal Business Summary, complete Marketing Audit, and a recommendation roadmap outlining the next steps for taking your marketing to the next level. 

Marketing Roadmap Steps:

  • Pre Work: Client Completes Questionnaire & Sends Files
  • Week 1: Discussion Meeting
  • Week 2: Develop Business Summary
  • Week 2: Perform Marketing Audit
  • Week 3: Present Draft of Marketing Roadmap
  • Week 4: Discussion Meeting
  • Week 5:  Roadmap Finalization 

Includes a Full Marketing Audit:

  • Website
    • Grammar, Functionality, Mobile, Opt-In, Compliance, and SEO To Help Increase Conversions
    • Includes Metadata Recommendations
  • Social Media Channels
    • To Maximize Content Sharing
    • Facebook, Twitter, LinkedIn, YouTube
  • Email Marketing and Lead Generation Pieces for Clear and Conversion-Focused Communication
  • Digital Profiles
  • Marketing Collateral

Marketing Roadmap Includes:

  • 4-6 Week Process
  • Complete Marketing Audit
  • Formal Business Summary
  • Recommended Roadmap Outlining Next Steps