Strategy
Digital success starts with understanding where you're going -- and the fastest path to get there.
A mid-sized professional services firm came to us spending $14,000/month across six marketing vendors: an SEO agency, a Google Ads manager, a social media company, a PR firm, a content writer, and a web development team. Each vendor reported independently. Each claimed their channel was producing results. The SEO agency showed ranking improvements. The ads manager showed click volume. The social media company showed follower growth. But when we asked the CEO a simple question -- which of these six investments generated the most revenue last quarter? -- he could not answer. Nobody could. The vendors did not talk to each other. The tracking was siloed. There was no unified view of which dollar spent on marketing produced which dollar of revenue. We built a digital strategy that started with a single question: what are the three ways this firm actually gets clients? After interviewing the sales team and pulling CRM data, the answer was clear: referrals (48%), Google search (31%), and repeat business (21%). Social media, which was consuming $2,500/month, had generated exactly zero attributed clients in 12 months. The PR firm, at $3,000/month, had placed four articles that produced a total of 23 website visits. We recommended killing both, doubling the investment in SEO and Google Ads (the channels that actually produced revenue), and spending the remaining savings on a referral program and client retention email sequences. Within six months, their marketing spend was $11,000/month (down from $14,000) and their marketing-sourced revenue was up 34%. Digital strategy is not a deliverable you hang on the wall. It is the operating logic that determines where your limited budget goes, which channels earn investment, which get cut, and how you measure whether any of it is working. Most businesses skip this step and go straight to tactics -- build a website, run some ads, start posting on social media -- then wonder why nothing connects and nothing compounds. We build strategies grounded in your actual revenue data, your actual customer acquisition patterns, and your actual competitive landscape. Not aspirational visions based on best practices from companies that look nothing like yours. The output is a prioritized roadmap with specific investments, expected returns, and measurement frameworks that hold every vendor (including us) accountable to business outcomes.
Every recommendation ties to revenue, not marketing vanity metrics. We pull your CRM data to identify which channels actually produce clients and at what cost, then build your strategy around amplifying what works and cutting what does not. If your best clients come from referrals and Google search, your strategy should invest heavily in those channels -- not spread budget across seven platforms because a marketing blog said to.
We audit your top 5 competitors' digital presence using SEMrush, Ahrefs, and SimilarWeb -- their traffic sources, keyword rankings, ad spend, content strategy, and conversion approaches. This identifies the gaps you can exploit and the strengths you need to match. The goal is not to copy competitors; it is to understand the competitive landscape well enough to find the positioning angle where you can win.
We evaluate your current tech stack (CRM, marketing automation, analytics, website platform, email, ad management) and recommend specific changes based on your budget and team capacity. Sometimes the answer is 'you already have HubSpot -- use it properly instead of buying a new tool.' We prioritize technology investments by their impact on revenue attribution and operational efficiency, not feature lists.
Before any tactic is approved, we define the KPI it must hit and the timeline for evaluation. Every channel gets a cost-per-acquisition target derived from your unit economics. Monthly reporting shows spend, pipeline created, and revenue attributed by channel. If a channel does not produce within its evaluation window, the strategy explicitly calls for reallocation -- no sunk cost fallacy.
We interview your leadership team, sales team, and marketing team separately to understand goals, revenue targets, current client acquisition patterns, and pain points. We pull data from your CRM (deal sources, close rates, average deal value by source), your analytics (traffic sources, conversion rates), and your financial records (marketing spend by channel). The goal is a data-backed picture of how your business actually grows, not how anyone thinks it grows.
We audit your competitive landscape using SEMrush, Ahrefs, SimilarWeb, and manual review. We map competitor traffic sources, keyword strategies, ad spend estimates, content approaches, and conversion mechanisms. We identify market gaps -- high-value searches nobody is competing for, audience segments competitors are ignoring, and positioning angles that differentiate you from the pack. This is research, not guesswork.
We build a prioritized roadmap with specific initiatives, budget allocations, expected returns, and measurement criteria. Each initiative includes: what it is, why it was selected (data justification), what it costs, what it should produce, and when to evaluate. We also define the technology stack needed and the team capacity required. The strategy is opinionated -- it says 'stop doing X' as often as it says 'start doing Y.'
We can serve as fractional CMO to oversee execution, project manage vendor selection and onboarding, configure analytics and attribution systems, or advise your internal team on a monthly retainer. Quarterly strategy reviews evaluate what is working, what is not, and adjust the roadmap based on real results instead of annual assumptions. The strategy is a living document, not a one-time deliverable.
Real work that delivers real results

Clear path to digital transformation

Strategic technology decisions
Strategic consulting engagements deliver actionable roadmaps, not just recommendations. You receive detailed implementation plans with timelines and resource requirements, competitive analysis reports, technology evaluations with vendor comparisons, frameworks for measuring success, and ongoing advisory support to ensure execution succeeds. We also provide comprehensive training, detailed documentation, and ongoing support to ensure you maximize the value of your investment and achieve sustained success.
The most expensive decision you can make is continuing to invest in tactics without a coherent strategy. Before you spend another dollar on marketing, let us help you identify what will actually move the needle for your business—and what to stop doing.