<aside> ⚡

This is an example report if we are doing a deep-dive into expanding into new markets or

• not only would you get direction on those objectives
• but also tactical, practical marketing strategy to get you there
• and suggestions on messaging and branding (personality and tone of voice (TOV) so that the strategy sticks </aside>

What I did over the past month to arrive at these conclusions

• interviewed the heads of each department and customer-facing teams and your existing marketing peeps to understand the state of company name and marketing past and present
• looked over existing messaging, customer profiles, day-in-the-life reports, and spoke with CEO to understand what best-fit customers looked like and the shortfalls and wins of previous marketing experiments in years past
• to determine spots for quick wins to shore-up renewals and assist with new sales/expansions

Here’s what I saw

• [company name] is, without question, the most people-centric, customer-focused, flexible solution for lab and pharmacy scheduling and competency training management. The room to build further relationships and expand in the industry is almost limitless.
• but that’s not coming across in the current messaging outside of 1:1 interactions, and it’s not in the visuals or sales materials so it takes someone with the initiative and desire to schedule a demo for them to realize [company name] is what they’ve been looking for
• and with the past problems in the product - which I know have now been resolved - some customers are a bit shaken about the future, impacting renewals

So, my overarching recommendations are twofold:

1. create a clear set of expectations around product and messaging to energize and re-instill [company name]’s value for existing customers
   1. protect renewals from on-the-fence customers
2. Create marketing materials that expound on that messaging to make [company name]
   1. easy to find by those searching for a solution
   2. easy to buy into as the solution that can solve their problems (and wants to!)
   3. easy to share to higher ups that can make the decision
   4. a no-brainer for leadership to say yes to

So, in short, I see marketing as rebuilding trust to keep customers and showcasing [company name]’s commitment to caring, backed by data and self-serve “mini demos” to win new customers.