there is a proven formula that works for your business

You’ll find it here.

An energizing, interactive marketing strategy process that will give you clarity, direction, and results

Many consultants deliver expensive binders full of useless information. We give you a set of tools, a roadmap, and then help you put it into action. 

The IdeaTree process will uncover the right words and channels to make your marketing work for you

7 Step Messaging Strategy Process that determines the right words to use every day in your marketing.

Distill

strategize

Set clear objectives, audit current marketing channels, develop 6 -12 month marketing strategy.

execute

Turn strategy into action with a plan, a project management system and the team to execute.

When was the last time you really thought about how you improve the lives of your customers?

take the self-guided tour

distill

our 7-step messaging process

Starting at $6,795

  • Key stakeholder interviews

    Understand business objectives

    Understand problem

    Uncover target audience, points, success, failure

    Define objections that need to be overcome

    Outline key questions that need to be answered

01

  • Read existing internal docs

    Look at competition

    Review key internal metrics such as sales data, analytics, etc.

    Additional Q&A

02

  • Core writing chunk

    Make sense of the messaging

    Outline

    Summary of initial findings

    High level messaging points

    V1 of Brandscript

03

  • Incorporate feedback

    Revise & Fine Tune

    Return to client with loom video walk through

05

  • Layout messaging in comprehensive messaging guide document

    Branded and presentable for use throughout the organization

06

  • Recommendations for deploying the messaging in the market place

    Suggestions for how to use the guide within your organization to improve marketing outcomes.

07

  • Round one of messaging delivered with Loom video talk through

    Optional meeting to discuss and receive feedback in person OR return feedback via loom video

04

once your messaging is finalized, we help you put it to work

roll out recommendations 

During this phase of the project we’ll comb through your top 5 - 12 marketing channels to audit and rate each one. We’ll be looking at the clarity and consistency of your messaging, your overall visual brand, and the channel’s content strategy. We’ll then recommend improvements and organize them in the order of priority according to your goals and objectives. 

There’s an option here to invest in a 6- or 12-month marketing strategy. This is perfect for an organization looking to expand its marketing and/or a team with a dedicated marketing resource capable of execution.

Marketing Scorecard + Marketing Strategy

  • Review, audit, and rate current marketing channels

  • Provide recommendations and priorities for optimization

  • Optional in depth channel audits for web, social, and seo

  • Optional 6 mos and 12 mos marketing strategy

Starting at: $4,400

build your bench

This third phase is where we bring together the strategy, experience, and network of resources necessary to help you execute. With over 20 years of experience overseeing large scale sales and marketing initiatives we’ve got a deep bench of vetted marketing professionals by channel and the capacity to put together the right set of resources to understand your goals and help you meet them. 

Vendor Selection, Budgeting, and Website Strategy

  • Vendor recommendations by channel

  • Website strategy and project management

  • Optional 6 mos and 12 mos marketing budget with my team of vendors

  • Optional marketing operations assessment + systems optimization and implementation

Starting at: $4,750

annual marketing review

For past or existing clients that have been through the messaging and/or strategy processes, we provide an annual review, analysis, and planning for future calendar years. This process includes a 90 minute strategy session where we look at what you’ve done, discussing what has and has not worked - from a performance and operational perspective. Then we analyze the available metrics to understand performance by channel. Finally, we make informed strategy recommendations for an upcoming 6 or 12 month timeframe. 

Annual Marketing Review

  • Review, audit, and rate previous strategy’s goals, objectives, and follow through. 

  • Compile and analyze available metrics to understand performance and inform decisions for upcoming strategies. 

  • 6 or 12 month strategy based on outcomes and findings

Starting at: $4,200

Keely made sense out of all the jumbled thoughts and ideas we had. She gave our messaging direction and purpose, we actually couldn’t have done it without her.

– Destina, Austin Dental