Marketing Clarity Findings
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What’s working (keep)
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What’s not working (stop or fix)
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Root causes
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Key risks if nothing changes
Before You Invest in More Execution
Marketing Diagnostic
Before you add another campaign, channel, or new hire, clarify what your business actually needs.
This diagnostic defines clear priorities and translates them into a focused 90-day direction your team can confidently move forward with.
Purpose:
The Marketing Diagnostic exists to create executive-level clarity around marketing activity.
Most businesses don’t need more marketing tactics. They need better decisions, made once, and supported by a system their team can actually run. This engagement identifies why marketing feels heavy, inconsistent, or ineffective and translates surface-level requests into the strategic decisions that need to be made next.
This is not a tactic audit. It is a leadership diagnostic designed to establish clear direction before any systems, campaigns, or ongoing support are put in place.
This engagement focuses on:
- Business direction and decision-making
- Marketing alignment across messaging, visibility, and lead flow
- Identifying root causes rather than symptoms
- Defining what should be prioritized, delayed, or stopped
This engagement does not include:
- System builds or implementation
- Campaign design or execution
- Copywriting or asset creation
- Tool setup or technical configuration
Workflow
Step 1: Prework + Asset Intake (Days 1–2)
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Intake form and link collection
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Review of existing assets, channels, and materials
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Ecosystem snapshot identifying what exists, what’s missing, and what’s duplicated
Step 2: Leadership Interview (Day 3)
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60–75 minute live call with the founder (and optionally an operations lead)
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Focus on decision bottlenecks, execution reality, prior attempts, and what currently feels heavy or stuck
Step 3: System Review (Days 4–6)
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Review using a consistent diagnostic rubric
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Translate requested tactics (social, email, ads, etc.) into underlying needs such as strategy, alignment, or lead flow logic
Step 4: Findings + Decision Plan (Days 7–9)
Assemble findings, priorities, and a clear 30–90 day direction
Step 5: Readout + Next-Step Mapping (Day 10)
- 75–90 minute live readout call
- Walkthrough of findings and recommendations
- Alignment on priorities and handoff
- Presentation of 2–3 clear next-step options tied to the offer suite
Deliverables
This engagement is intentionally concise and decision-focused.
Priority Decision Plan
- Now / Next / Later priorities
- Tradeoffs clearly explained
90-Day Marketing Direction Map
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One primary objective
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2–3 supporting priorities
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Recommended channel focus
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Cadence guidance aligned to capacity
Owner Map
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What’s working (keep)
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What’s not working (stop or fix)
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Root causes
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Key risks if nothing changes
Measurement Starter Set
- 5–8 metrics that matter right now
- What healthy performance looks like for their stage
Next Step Options
Clear recommendation for the most effective next engagement:
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Strategic Lead System Design
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Strategic Campaign Design & Oversight
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Fractional CMO Partnership
Outcomes
By the end of the Paid Marketing Diagnostic, the client has:
- Clear marketing direction
- Fewer decisions competing for attention
- Confidence in what to focus on and what to ignore
- A realistic, capacity-aware path forward
- A grounded recommendation for the right level of ongoing support
This engagement replaces guesswork with clarity and sets the foundation for sustainable growth.
"Linda brings both strategic insight and collaborative energy to everything she does."
Linda brought an exceptional depth of knowledge in SEO and email marketing, consistently applying data-driven strategy with creative execution.
She had a strong understanding of digital optimization, audience targeting, and performance metrics, and she used that expertise to elevate our campaigns in meaningful, measurable ways.
She brings both strategic insight and collaborative energy to everything she does.
AnnMerritt Taylor
Strategy & Growth Systems | Digital Strategy, Marketing Ops & AI Enablement