Explore a curated collection of client engagements that showcase how thoughtful strategy, disciplined planning, and focused execution translate into measurable growth.
Marketing and Branding Agency – Strategic Planning/Goals
Leading a comprehensive strategic planning engagement focused on identifying and roadmapping profitability goals. Review and further assessment determined that operational expenses exceeded industry metrics relative to annual revenue performance.
The client encountered ongoing challenges in maintaining profitability targets while operating under current processes and workflows. To address these concerns, new streamlined Standard Operating Procedures (SOPs) and enhanced workflows were developed and implemented. A virtual time-keeping system was introduced to further support operational efficiency. As a result, the client experienced a 7% reduction in contract labor outsourcing expenses over a 15-month period.
Additionally, the project addressed persistent challenges related to limited sales infrastructure and lead generation systems, paving the way for growth with the hiring of a new senior sales manager.
Strategic Planning/Marketing
MDOTROSS is a curated styling studio that focuses on personal and professional empowerment through luxury style selection. Working directly with the CEO, the team focused on development of clear marketing strategies were designed to reach the Ideal Customer Criteria (ICC) of high-level, high performing female targets. The team worked with the founder and marketing team to clearly define target market segments and align those segments with optimal channel strategies.
Strategic Plan
The Leo F. Cain Library has been recognized as one of A. Quincy Jones most unique commercial designs.
A full services campus library, the time had come to to embrace the “Next Gen Services” digital concept in meeting students evolving needs. The library services team of 40 employees was led through a 2-day development process crafting current Mission, Vision and Core Values Statements to lay the foundation.
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The final deliverable was a complete Strategic Plan that defined executable goals and action steps based on foundational statements along with directives provided from the Provosts’ Office.
HYBRID STRATEGIC AND MARKETING PLAN
ADLA serves Los Angeles, Ventura, and Santa Barbara Counties. The archdiocese operates schools focused on academic excellence and Catholic values. To maintain these standards, ADLA launched dual language immersion programs in select L.A. County schools. Our role was to develop strategy, messaging, and campaign goals to attract both Catholic and non-Catholic families. The final product was a combined Strategic and Marketing Plan outlining annual print and digital actions for each school and the region.
Strategic Plan
Wise and Witty Words for Life’s Journey, LLC is a professional training service that equips leaders with essential soft skills through immersive and impactful workshops. Working with the CEO, the team assisted with development of a full business plan including business modeling, Industry Analysis, Sales and Marketing plan and strategies, Expansion Plan, Operations Plan, and 3 YR Financial Forecast.
