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PLANNING & CONSULTANCY

The Umbrella Approach

A structured, repeatable process that aligns marketing with sales objectives and delivers measurable results .

OUR PROCESS

From confusion to clarity 

We'll move you from scattered, marketing activity to a clear working plan in just a matter of weeks

01

Review 

We start by understanding your business objectives, sales targets, ideal customer profile, and revenue goals. This ensures marketing is directly connected to commercial outcomes from day one. We review any existing activity and spot the gaps fast.

02

Align with sales

We clarify your audiences, your offers and your messages so they resonate with your customers' challenges.

03

Build the plan

We help you focus on what the next three to six months looks like in terms of marketing activities - where to put your time, effort and budget to best support sales.

04

Execute

Whether you have a team in place or not, we make sure the work gets done. We can guide your people or deliver it ourselves with the right specialists around us.

WHAT YOU GET

A sales-aligned marketing plan

Clear message

Say what you do in a way that people understand. Clear positioning that cuts through and gives customers a reason to choose you. 

Right audience

Stop trying to talk to everyone. Define target audiences so your effort goes where it actually counts.

A proper marketing plan

A simple plan that turns disconnected activity into something that works.

Real momentum

Create consistent activity that leads to sales conversations. Better use of CRM, content and sales activity so opportunities don’t get lost.

OUR SERVICES

Where each product fits the approach

Marketing Tune - Up

Examine what marketing and sales activities you do today, identify opportunities to generate new business leads, and outline the steps to take to improve your sales.

Marketing Accelerator

Execute campaigns to fuel your lead generation strategy as well as monitor performance and outcomes giving regular updates and ideas to support you.

Marketing Max

We have the expertise to manage all aspects of the marketing mix, helping to generate valuable, high-quality sales leads.
 

Start with a planning call

Book a free 30-minute consultation with two of our expert consultants to discuss your goals and discover how the Umbrella Planning Approach can drive real growth.

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