Marketing planning workspace with The Occasion Formula materials, priorities and notebook.

Marketing that starts with what the business actually needs.

I help small and growing businesses work through real marketing challenges and opportunities, from launching something new to improving what isn’t working. I look at what you’re trying to grow, when and why customers have a reason to care, and what deserves attention first.

START WITH THE BUSINESS NEED

I start by getting clear on what the business actually needs, then look at where marketing can make the biggest difference.

Good marketing should have a job to do.

Growing Businesses

The One Question Session

Bring one marketing question. Leave knowing what to do next.

A 30 to 45 minute working session focused on one defined challenge, decision, or opportunity. We’ll organize what you know, pressure-test assumptions, and identify the 2 to 3 priorities that matter most so you leave knowing what to do next.

Best for: Businesses with one specific marketing question or challenge that would benefit from an experienced outside perspective.

Good to know: If you move forward with a Marketing Checkup within 14 days, your $125 session fee is credited toward the $495 Checkup.

$125.00

Marketing Checkup

See what’s working and what may be getting in the way.

A focused review of how your business shows up to customers and how the pieces work together.

I look across your positioning, messaging, offers, customer journey, marketing channels and other customer facing growth drivers to identify what is working, where there may be friction or missed opportunity, and what deserves your attention first.

This is not a long marketing audit with dozens of recommendations. The goal is to narrow the field and identify the one or two priorities most likely to make a meaningful difference.

How it works

After you book, you’ll complete a short intake so I can understand your business, what you are trying to grow or improve, and where you currently have questions.

You’ll also share the materials that are most relevant to the review, which might include your website, current marketing, offers, customer communications or other information that helps me understand how the business is showing up today.

I’ll review what you provide through the TOF lens, looking at:

What the business actually needs
Who the customer is and what may be influencing their behavior
When and why they have a reason to care
How your offer, messaging, marketing and customer experience work together
Where there may be gaps, friction or opportunities being left on the table

What you’ll get

You’ll come away with:

A clearer view of what is working and what may be holding growth back
The one or two areas I believe deserve attention first
Practical recommendations for what to do next
A concise summary you can use as a guide for your next decisions

Best for: Businesses that know something could be working better but are not sure what deserves attention first.

Coming from a Marketing Clarity Session? If you book your Marketing Checkup within 14 days, your $125 Clarity Session fee is applied toward the $495 Checkup.

$495.00