Vision Financial Planning
The team at Vision Financial Planning engaged Trident Marketing to create a customized annual strategy to help them make sense of their marketing.
Our Solution:
Trident Marketing created a detailed, yet easily-understandable annual strategy. Here is what is included:
A SWOT analysis of your business
A breakdown & identification of your target audiences
A clear understanding of your business goals, your current marketing efforts (if any), and your brand.
Four quarters of marketing tactics that align with your goals.
Our Process:
When you decide to work with Trident Marketing, you are making an investment in a quality team that cares about your marketing. Here is how we work:
We start with a discovery call that is focused on getting to know you, your business, and your goals. We dive deep to uncover opportunities we can act on.
From the discovery call, we hold an in-depth strategy call. The goal of this call is to collaborate on the initial strategy to ensure it is feasible, and both parties are aligned on what success looks like. This is also a time where we discuss what is needed for implementation.
After the strategy is confirmed, we launch your marketing plan! We report on a quarterly basis, and keep you updated on wins and opportunities for improvement.