A marketing plan, a marketing leader, or a marketing team. Each starts from one growth goal and ends in a report you can read.
For a firm with marketing running and no plan behind it.
We audit what is working, find where your clients come from, choose one goal, and write a 12-month plan your team can run. The plan covers positioning, ideal clients, channels, and the numbers we will track.
For a firm with a plan and no one to own it.
A senior marketer who owns your plan, your vendors, and your numbers, without the full-time hire. The role covers strategic direction, oversight of agencies and contractors, and budget planning.
For a firm that wants the work done and reported.
We run the work week to week: the editorial and campaign calendars, website, social media, newsletters, search and ads, and the monthly report.
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.
+1.5x leads per month after 12 months. Meridian Financial Partners. Read the quote
How will I know it is working? You get a monthly report that shows where meetings and new clients came from, what we did, and what we recommend next.
How does compliance review work? Everything we write goes to your compliance reviewer before it publishes, and we work inside your approval process. Final approval rests with your compliance team.
Can we start with one service? Yes. Some firms start with the website rebuild, and others add branding, social media, newsletters, Google Ads, or marketing leadership so every channel works toward the same goal.
Do we own what you build? Yes. Your firm owns its website, content, email list, and ad accounts.
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.