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Outsourced Marketing Advisor and Manager

The Elevate Marketing Program

Optimal Growth Opportunity

A 6 - 9 - 12 Month Program. Your team has unlimited access to me via telephone and email. Includes project management, some implementation, and oversight of your holistic marketing strategy including brand management and MarCom, monthly analytics reports and proactive analysis, access to my professional vetted Rolodex, and more.

Having these challenges?

  • Projects take months instead of days or weeks to implement
  • You’re flying by the seat of your pants and don’t have a formal marketing plan
  • You spend too much time focused on the day-to-day minutiae of your marketing
  • You aren’t sure if your marketing is producing a positive ROI
  • You’re guessing when it comes to the value of your marketing investments
  • Your marketing team is missing at least a few key individuals
  • Hiring and vetting team members has been a challenge, and you’ve had mixed results
  • You’re unable to audit the technical work quality of your suppliers
  • You’re becoming a bottleneck in your marketing processes, slowing things down
  • You know you could do things better, but you’re not sure where to start

These are some of the big challenges that business owners face when it comes to their marketing. Image what you could do if you had someone to plan, manage, and scale your entire marketing strategy for you so can take more time back and spend it on the high-value tasks of your business instead.

If you want to grow your company faster without scaling up the burden of managing it all, then you’re in the right place. You need someone on your team with the right tools, strategies, and systems to speed up and sustain your growth. That’s where I can help you!

How it works

6, 9 or 12 -month program

Everything is taken care of with our hands-on approach; the research, design, brand dev, communication strategy, optimization, process and system dev, and campaigns.

With dozens of contractors in my network to refer, you’ll have copywriters, designers, salespeople, developers, and others to help fill the gaps in your operation.

And unlike an agency, the team and resources you build during our relationship are yours to keep. If we stop working together, everything continues to run without a hitch. The built up knowledge of your business doesn’t go away.

Areas of Expertise

The areas of holistic marketing that I can most effectively manage and advise and some implementation on include:

  • Positioning and marketing strategy
  • Brand Development + Management
  • Analytics and data
  • Website design, development, and user experience
  • Content marketing strategy
  • Social media marketing
  • Email marketing and automation
  • Search engine optimization
  • Art Direction
  • Business Modeling
  • Email Marketing
  • Creative Direction
  • Conversion rate optimization
  • Copywriting and direct marketing
  • Graphic design, video, and photography

Who This Is For

The CMO option is ideal for you if:

  • You’re the CEO or founder of a rapidly-growing organization
  • You already have a working  brand positioning, messaging, and target audience needs wants, and desires
  • You would rather build a team than hire a full-service marketing agency to “do it all” for you
  • You’re looking to add additional experience, expertise, and technical proficiency to your team
  • You’re looking to gain back your time and leverage your strengths
  • Your company is between $3 and $30 million in annual revenue
  • A significant portion of your marketing budget is spent online
  • You would rather have the management and oversight of your marketing handled for you

Please note: There is a 6-month commitment

Who Does the Implementation Work?

I will manage and oversee the implementation of all work. Technical implementation work is billed separately and is not included in my fee. You will need to set aside a budget to help implement the strategies we produce.

Implementation work can be performed by your internal staff, current suppliers, or would be sourced, hired, and managed by me. Third-party suppliers enter into a direct business relationship with you and invoice your company directly.

Investment Costs

Starts at $5,000- $7,500 per month. Minimum six-month contract

100% Money-Back Guarantee – If we’re not a good fit, I don’t want your money. If you’re unsatisfied for any reason after the first 30 days, I’ll refund my entire fee in full.

Please note you should have additional funds for marketing ad spend or dollars and design or content creation.

What you get

The program includes:

  • Marketing Strategy + Audit
  • Unlimited 1:1 access to me via email and phone.
  • Initial assessment during our kick-off call.
  • Deep-dive advisory calls every other week.
  • Structured assignments with due dates attached.
  • Access to my personal network of vetted marketing specialists.
  • Monthly analytics report, CRM Reporting and KPI dashboard to give you clarity on your data.

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Outsourced Marketing Advisor

The Start-Up Marketing Program

Marketing Decisions Made Easy

6- 9- 12- month program. You have unlimited access to me via telephone and email. You can forward emails to me for review and include me on marketing-related calls with your team. Includes monthly KPI reports and analysis, access to my professional network, work quality reviews, and more.

Draw from over two decades of Design, Product Development, Marketing, Brand Strategy, and Communication experience to help you make decisions faster and get better results from your marketing with this program.

Having these challenges?

  • Projects take months instead of days or weeks to implement
  • You’re flying by the seat of your pants and don’t have a formal marketing plan
  • You spend too much time focused on the day-to-day minutiae of your marketing
  • You aren’t sure if your marketing is producing a positive ROI
  • You’re guessing when it comes to the value of your marketing investments
  • Your marketing team is missing at least a few key individuals
  • Hiring and vetting team members has been a challenge, and you’ve had mixed results
  • You’re unable to audit the technical work quality of your suppliers
  • You’re becoming a bottleneck in your marketing processes, slowing things down
  • You know you could do things better, but you’re not sure where to start

These are some of the big challenges that business owners face when it comes to their marketing. Image what you could do if you had someone to plan and scale your entire marketing strategy for you so can take more time back and spend it on the high-value tasks of your business instead.

If you want to grow your company faster without scaling up the burden of managing it all, then you’re in the right place. You need someone on your team with the right tools, strategies, and systems to speed up and sustain your growth. That’s where I can help you!

What You Get

You and your entire marketing team get private and unlimited 24/7 access to me via phone and email.

The program includes:

  • Simple yet Effective Marketing Strategy + Audit
  • Unlimited 1:1 access to me via email and phone.
  • Initial assessment during our kick-off call.
  • Deep-dive advisory calls every other week.
  • Structured assignments with due dates attached.
  • Access to my personal network of vetted marketing specialists.
  • Monthly analytics report, CRM Reporting and KPI dashboard to give you clarity on your data.

How it works

  • Contact me any day or time with questions. I reply within 24 hours
  • Get access to my vast network of digital marketing specialists, copywriters, designers, and developers to help build your team.
  • I’ll help you source marketing suppliers if I don’t have immediate access to someone who fits your implementation needs.
  • Forward emails and include me on supplier calls to ensure you get advice as you need it.
  • Get advice on which marketing tools and software to use for your unique situation.
  • Get help building a detailed budget, allocating it effectively, and planning the necessary resources to get it done.
  • We’ll develop measurable goals to determine what success will look like in the short- and long-term
  • Get feedback on marketing materials and quality assurance on all marketing assets you or your suppliers produce.
  • Get a detailed monthly analytics report, CRM Reporting and KPI dashboard, which we can review together during our calls.

What’s not included in the plan?

Unlike other available tiers of service, the following is not included in The Advisor plan.

I don’t do project management. You will need to allocate a certain amount of time every week to the management of your marketing. This includes managing timelines, task follow-ups, adherence to budgets, and team accountabilities.

I don’t facilitate strategic brand workshops. You will need to have a solid brand foundation developed and be able to communicate your brand to me. I only advise on brand strategy and positioning in this program. Please view my brand programs to establish an effective brand positioning seperately.

Access to me is restricted to members of your marketing team. In the CMO tier, your entire organization is able to contact me for advice, direction and questions as long as it relates to your marketing.

I don’t provide in-depth training. If you want to learn new skills (i.e. graphic design or website development), you’ll need to learn how to do it independently. I can help by pointing you in the right direction or we can work out a fixed-fee training project, if required.

I don’t do hands-on implementation work. This includes things like software configuration, entire website wireframes, or writing content/communication drafts with this service. I can, however, provide content general outlines, creative input, strategic direction, and feature mockups/wireframes where needed to illustrate a point.

Pricing and Terms

This investment for this tier of service is $2,900/month with a 6-month minimum commitment. All payments are due in advance of the period. I require 14-days notice for cancellation to unwind my involvement and transition any work over to you.

100% Money-Back Guarantee – If we’re not a good fit, I don’t want your money. If you’re unsatisfied for any reason after the first 30 days, I’ll refund my entire fee in full.

What areas of Marketing do you advise on?

The areas of holistic marketing that I can most effectively manage and advise and some implementation on include:

  • Positioning and marketing strategy
  • Brand Development
  • Analytics and data
  • Website design, development, and user experience
  • Content marketing strategy
  • Social media marketing
  • Email marketing and automation
  • Search engine optimization
  • Art Direction
  • Creative Direction
  • Brand Plans and Org Dev
  • Conversion rate optimization
  • Copywriting and direct marketing
  • Graphic design, video, and photography

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Facilitation + Advisory

The Brand Leader Program

Let’s Build your Comprehensive Brand Engine

The 6-month program consisting of workshops, advisory, checklists, templates, education and activation plans Our work begins with building a strong brand positioning and core message and end with an ecosystem of brand touchpoints, communication strategy and alignment building your brand from the inside out. We work together with your people, processes and technology to build the ultimate brand experience.

Program Goals

  • Improve the quality and consistency of your brand messaging and positioning
  • Develop strong emotional connection and loyalty with current and potential customers
  • Become a category of one leader in the market(s) you serve
  • Make your space less vulnerable to competition through more effective repositioning
  • Track the results of your brand channels and metrics to measure RIO
  • Gain internal alignment, clarity and rally around one big idea to carry fourth into the organization
  • Streamline your communications, touchpoints and marketing with documented strategies for brand building

MONTH 1 & 2 Brand Positioning Workshops

THREE HALF DAYS

Description: A series of brand positioning workshops

Built through internal consensus, stakeholder feedback, and competitive research

This series of workshops are designed to create stakeholder consensus on all the elements of the brand’s position:  

  1. Target customer definition & review
  2. Brand Personality
  3. Brand Essence
  4. Brand Purpose
  5. Brand Promise

MONTH 3 Internal Brand Communication Workshop

ONE HALF DAY

Description: Developing the Voice and Tone of your brand

intrinsically engage and equipping the team to become brand advocates

Built through internal consensus and brand foundation

This workshop is designed to create stakeholder consensus on all the elements of the brand’s voice & tone:  

  1. Choosing which brand personality words correspond with each target’s customer moment
  2. Identifying brand tone per moment
  3. Identifying on-brand phrases and establishing words and/or phrases we don’t choose to use

MONTH 4 Comprehensive Touchpoint Effectiveness workshop

TWO HALF-DAYS / 1 FULL DAY

Description: Identify gaps and develop a more effective customer experience

Built through internal consensus and brand foundation

  1. a) This workshop is designed to create a plan to better address all areas of customer experience.

This workshop includes the initial inventory of touchpoints customers encounter throughout their life cycle along with its operation role and purpose within the customer experience. The initial scoring of the value of each touchpoint in terms of its impact on the experience.

MONTH 5-6 Brand Management Advisory and On-going Support

Brand Management Advisory and On-going Support

Weekly Check-in Calls

Description: Your Brand Partner: Support and advice in brand making decisions from naming, tagline, visual identity, brand marketing strategies, brand architecture, new product or service development, and resources/templates

Investement Costs

Payment Terms/Plan

$4,000 – $6,666 monthly retainer

The Program is a six-month program with ongoing monthly services available upon completion.

100% Money-Back Guarantee

If we are not a good fit, that’s okay. If you are not satisfied for any reason after the first 30 days, I will refund my entire fee in full. After that, there are no refunds under any circumstances.

Who This Is For

  • A rebrand or repositioning
  • A recent merger or acquisition
  • Revenue of at least 5 million or more
  • A leadership team to involve in the process
  • Does not expect results tomorrow
  • The conscious leader who wants to grow a culture and value-driven organization
  • Values steady- long-term growth
  • Is 100% committed to brand growth

Who Does the Implementation Work?

At some point, we will address roles and responsibilities and determine who will manage the brand implementation.

Please note, if the responsibility falls on the leaders, please make sure you have enough time to spend developing or managing brand updates. (Average range from 5-10 per week for 1-2 months. These updates include updating your website vendor, print vendors, technology vendors, etc..)

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Advisory + Facilitation

The Start-up Brand Program

Let’s bring your brand ideas to life!

The program consists of a series of brand positioning workshops, education, advisory, and how-to guides that will equip you and your team to successfully carry outgrowing your brand from the inside out.

Program Goals

  • Improve the quality and consistency of your brand messaging and positioning
  • Gain internal alignment, clarity and rally around one big idea to carry forth into the organization
  • Develop strong emotional connection and loyalty with current and potential customers

Brand Positioning Workshops TWO HALF DAYS

TWO HALF DAYS

Description: A series of brand positioning workshops

Built through internal consensus, stakeholder feedback and competitive research

Theses series of workshops are designed to create stakeholder consensus on all the elements of the brand’s position:  

  1. Brand Personality
  2. Brand Essence
  3. Brand Purpose (message)
  4. Target Customer Review

What's included

Includes Research: homework for participating workshop attendees (5-8 leadership), and 2 external customer surveys. Includes recommendations for a brand rollout checklist to include Marketing and verbal communication and an initial questionnaire and meeting with the leader.

Investment Costs

Total investment $10,000

Payment Terms/Plan

The investment is a one-time fee of $10,000. Payment is due before we start and after the second half-day workshop.

Brand Management DIY

To help you on your way after we’ve created your brand message and positioning here are a few ways to integrate your brand into your communication, experience, and marketing all on your own.

  1. Brand rollout checklist
  2. Communication guide and template
  3. Touchpoint’s guide and framework
  4. Brand Promise development guide and formula
  5. Tagline development guide and framework
  6. KPI Dashboard to track and measure all brand actions with instructions

 

Who it's for

  • Leaders who value a culture driven and team approach to building a strong organization
  • Your brand does not own a clear, differentiated, relevant, and compelling position in its market
  • You want to strategically position your brand for growth and market leadership
  • Organizations where their competition is outperforming them
  • Year after year, your marketing is underperforming and you’re not seeing your marketing dollars RIO
  • How you are perceived in the market vs how you’re known is misaligned
  • You’re team members and stakeholders can not articulate what you do and why you do what you do synching and soundly
  • Your top talent is going elsewhere and hiring top talent is difficult

Fore more “when to reach out” questions, go here.

 

Who Does the Implementation Work?

After the workshop and deliverables have been completed and created the leaders are obligated to implement the brand checklists and additional workshops on their own with their team.

If you would prefer I help consult with the rollout plan and as an advisor I offer a monthly retainer of $1,500 – 3,000 a month depending on the organizational needs and budget.

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Testimonials

Life Changing Experince

“She helped redefine my core values as a leader. Before working with Michelle my team and I were not always consistent in how we represented ourselves and how we communicated with our patients and referral partners. After going through the strategic brand process and workshops we are much more cohesive with what we want patients, referring doctors and the general public to know about us. Now as a team we are all on the same page and loving our new practice environment. We are building a brand with Michelle’s help that is authentic and honest to our core and vision. “

Dr. Mary Ann Lester
Owner of Perio Health Partners

BRANDING & INCREASE IN REVENUE

“Working with Michelle to build our brand foundation enabled us to construct a better focused and cohesive marketing plan. We have seen a measurable increase in our revenues owing to these improvements. Understanding our brand has also made me a better leader as we continually shape the way we speak to our customers and about our business.”

Penelope Pankow
Proprietor of F.Olivers

Clarified Our Brand

“Michelle worked with our team to help us create a new brand strategy, design and web presence. What Michelle designed for us went above and beyond. Working with her was a gift. We now have a clear voice, a beautiful message and a stunning platform to launch our business into the next chapter”

Bob Rosenfeld
CEO of Idea Connection Systems, Inc.

Rebranding

“Working with Michelle on rebranding our company has made us look like the true technology leaders we are.”

Sharon Lechon
CEO of EDGE-GTS

Branding
“I hired Michelle to help me bring my brand to life. She blew me away with the results of her brand research. In short, she “nailed it”. Having worked at a big agency, I found Novus – Be Known, Inc. to be a personalized boutique-style agency with big agency results! “

Lisa Evans
CEO of Uncharted

Position and Identity

“Michelle offers a fantastic Branding service and she really helped us develop our brand along with a complete brand growth strategy! Michelle has a unique ability to identify what companies can do to be KNOWN!”

Mark Johnson
CEO of Techsnobs, LLC