How It Works

Marketing Solutions

Marketing is the cornerstone of growth.

From an impactful website to an engaging social media presence, marketing is a cornerstone of growth. But it takes expertise, time, and a strategy to effectively market your business to its full potential. Marketing Solutions pairs you with an experienced marketing consultant who will create and execute a digital marketing plan on your behalf.

Here is a high-level view of how it works:

  • Welcome Meeting – You’ll share your timelines and expectations, get answers to any questions, and update your information with our senior digital marketing consultant. Once we understand your needs, we’ll pair you with your own dedicated marketing consultant and schedule your first discovery call.
  • Discovery Phase – On your first discovery call, you’ll learn more about your marketing consultant and working together, have an in-depth discussion to reveal more about you and your business. During this call you’ll share your goals, objectives, target markets, competitor insights, and your current approach for marketing your business. Then, the Marketing Solutions team will assess your digital marketing assets and accounts including your company website, SEO, social media, blog, email, creative messaging, and tools such as CRM integration, data analytics, and previous lead-generation campaigns.
  • Prep Action Plan – On your next call, your consultant will present a marketing plan with a content, lead-generation, and client-retention strategy to meet your specific business objectives. You’ll review the plan with your consultant, define the necessary tasks and sketch out a timeline for completion.


Next steps include:

  • Finalizing your plan and outlining next steps
  • Compliance review and approval of marketing content
  • Executing the plan
  • Weekly or bi-weekly check-in calls to discuss activity for the previous week and what your marketing consultant has planned for this week.
  • Monthly campaign reporting, with performance, KPIs and benchmarking
  • Ongoing website and campaign optimization


Unleash the power of digital marketing and empower your practice.

We invite you to learn more about Marketing Solutions by speaking with one of our business solutions consultants. Schedule a call today