When clients are facing customer acquisition or retention challenges, we recommend starting the process with a solutions workshop. This is where we review and explore their mission, vision, goals, existing branding and digital strategy, identify marketing challenges, including your customer experience, competitive set, content and social strategies, SEO and analytics.
These workshops help uncover primary underlying issues, establish the main strategic priorities and help form the basis for a strategy and creative solution for the business.
Why a workshop?
We believe this is the most time and cost effective route to a solution. The workshop discovery session combines our project team and the client. It is a business immersion session; a time to ask questions you might not, identify norms, challenge your assumptions, and review your ambitions around the business and the brand. We use the insights, content, and data gathered to inform our recommendations.
Depending on the specific client requirements, especially where a minimum viable product(MVP) is involved, we can run week-long, lean inception sessions.
Who needs to be involved
Generally, we like to allow a minimum of half a day for a strategy workshop. We love to build in flexibility to avoid good discussions being curtailed and to account for the number of, and the chemistry between, the attendees. Some clients also like to add team bonding activities that add to the time of the workshops in which case we recommend a day.
Overall, timing is dependent on each client’s requirements. For example, for MVP development, a complete product inception sessions would be a week.
Setting expectations and requirements ensures attendees understand the purpose of the workshop and their role. Before a workshop we require:
- Organization chart
- Business mission and key goals
- Branding guidelines
- Latest product/services break-down and how your business currently categorizes its services.
- Marketing asset examples (e.g. print, newsletters, webinars, social media, video, etc) the collateral you use to drive acquisition and retention.
- Marketing or content calendar to reveal how you communicate
- Competitor list (local/national)
- Analytics or metrics data
We don’t require any attendee preparation other than an open mind and pre-agreement on the workshop objective
We moderate and encourage a lively group discussion and rating of:
- Business vitals
- Products/Service delivery
- Target customers/Existing users
- Marketing and Ad Communications
- Website review
- Content quantity and quality
- Social Media
- Competitors impact
Map the buying cycle for products and services
We will dissect the customer journey from awareness right through to retention to identify where there are perceived issues or opportunities for the business to support the user or customer.
A week to ten days after the workshop we will meet to present our proposed strategy and a creative solution. Our deliverables, a strategy presentation to define a plan to address your business challenges, and an original content solution, including examples of how it will be executed across different media or platforms. We will also include timelines and budget.
Quotes outlined in proposals are valid for 30 days from the date of receipt.