Your Game Plan For Marketing Success

Marketing doesn’t have to feel overwhelming. I help business owners understand the framework behind a successful marketing strategy, breaking it down into a clear, actionable formula that aligns with your unique goals. Together, we’ll customize a plan that shows you where to invest, where to save, and how to confidently navigate every stage of growth.

Whether you’re just getting started, working with a tight budget, or ready to take your marketing to the next level, you’ll gain the tools, knowledge, and confidence to handle it all long-term—your way, on your terms.

Let’s build a strategy that works as hard as you do!

Get Championship-Level ROI on Any Budget

Save Time with a Game-Ready Playbook

Call The Right Plays Using Expert Guidance

Amplify Your Brand to Reach The Right Audience

Get discovered online with our guide to setting up your business on the top 10 platforms, plus voice search tips!

Our Services

We offer a structured coaching framework designed for small-to-medium business (SMB) owners to build, execute, and scale impactful marketing strategies. Our three-phased approach—Establish, Activate, and Evolve—guides businesses through establishing a strong foundation, launching effective campaigns, and scaling their efforts for sustained growth. Whether you’re just starting out or ready to take your marketing to the next level, our framework ensures your strategy is aligned with your goals and set up for success.

1

Establish

We help you establish the essential building blocks of a successful marketing strategy, including defining your brand, crafting compelling messaging, understanding your target personas, setting up website and social media essentials, and more. Whether you’re learning to manage this internally or prefer hands-on support, we ensure your marketing efforts are always rooted in a clear and cohesive foundation.

2

Activate

This phase brings your marketing strategy to life through actionable campaigns. After reviewing the performance of your marketing channels, we’ll work closely with you to create a comprehensive playbook tailored to your goals. Your strategic game plan will include best practices, quick wins, and a roadmap for effective activations. This process ensures your marketing efforts are aligned with your goals and set up for measurable success.

3

Evolve

Evolve focuses on scaling your marketing efforts to drive growth once your strategy and execution are stable. This phase helps you expand by upgrading systems like your contact database, launching initiatives such as newsletters, podcasts, or branded merchandise, and implementing strategies like client referral programs. By identifying opportunities for growth, we ensure your marketing evolves alongside your business goals.

1 Establish Your Foundation

The Coaching Package

Get your small business marketing off the sidelines and into the game with The Coaching Package. This comprehensive program equips SMB owners with the equipment to establish a strong brand and build a winning marketing strategy. Whether you’re just starting out or looking to refine your efforts, this package is designed to meet you where you are and help you move forward with clarity and confidence.

With 11 total hours of coaching and review sessions over 12 weeks, we’ll tackle the essentials that set you up for success, including:

  • Customizable Templates: Designed to streamline your efforts and save time.

  • Website, Social Media, and Google MyBusiness Audits: Identify gaps and opportunities to improve your digital presence.

  • Customer Communications Recommendations: Build lasting relationships with tailored messaging and strategies.

  • Best Practices and Real-World Examples: Learn from proven strategies to stay ahead of the competition.

We’ll break down the basics of branding, messaging, and customer profiling, giving you everything you need to create a solid foundation. By the end of this package, you’ll have the tools and confidence to run the right plays and drive your business toward marketing success.

Get ready to huddle up, strategize, and kick off your journey with the fundamentals that make all the difference. Let’s build your game-winning strategy together!

Here’s a breakdown:

  • You’ll receive and complete:

    • Discovery Questionnaire: Let me get to know you! This simple form will save time and allow me to better understand your business, goals and challenges, making our time together more efficient.

    • Self-Assessments: To move forward effectively, you need to understand where you stand. You'll complete simple, quick assessments to evaluate your current marketing position, which will guide our coaching sessions.

    • Branding: What it is, examples, best practices, why it’s critical to your business, we’ll review the brand kit template and discuss the current state of your brand.

    • Message House: What it is, examples, best practices, how to approach writing, we’ll review the template and discuss your current messaging.

    • Customer Profiles: What they are, examples, how to approach creating them, we’ll review the templates and discuss your current customer base.

    • What You’ll Learn: Gain the foundational knowledge to build a brand kit, craft a strategic messaging document, and create and prioritize customer profiles. Understand why these are critical to scaling your brand and how they form the backbone of all your marketing efforts.

    • Website: Best practices, examples, walk-through your website and audit, discuss recommendations

    • Social Media: Best practices, examples, walk-through your social channels and audit, discuss recommendations

    • Google MyBusiness Profile: Review your profile audit and discuss recommendations

    • Discuss and review brand, messaging and persona work from previous week

    • Communications: Best practices, examples, discuss templates and create strategy for welcome email

    • Discuss relevant online communications privacy guidelines (opt-out/ unsubscribe)

    • Best practices for setting up and maintaining a healthy contact database

    • Brand Kit template including placeholders for Logo, Color Palette, Typography, Tone of Voice, Values

    • Message House template including placeholders for Vision, Mission, Strategic Positioning, Customer Segments with Value Proposition, Proof Points

    • 3x Customer Profile templates including placeholders for Demographics, Behaviors, Online Preferences, Values, Goals, Pain Points, Challenges

    • Website

    • Social Media

    • Google MyBusiness

    • Welcome email templates

    • US Email Privacy Law Quick Guide (CAN-SPAM)

    • Canada & Europe Email Privacy Law Quick Guide (Anti-SPAM & GDPR)

    • Tips for building and maintaining a healthy database

Why Choose This Package?
This package combines customizable templates with tailored coaching and interactive workshops. You’ll not only learn the strategies to create a strong marketing foundation but also gain the support and confidence to put them into action.

Best for: SMB owners or marketers who want to learn from an expert, gain hands-on guidance, and confidently build their marketing foundation themselves.

Invest in your business, and let’s build your marketing strategy together!

The Quarterback Package

Take the guesswork out of establishing your marketing foundation with The Quarterback Package. Designed for SMB owners who want expert hands-on support, this package delivers the essential building blocks of a successful marketing strategy—all crafted specifically for your business.

We’ll create a brand kit, message house, and customer profiles that align with your goals and audience, giving you a clear and cohesive foundation to build on. No templates or coaching required—just actionable deliverables tailored to your business.

Here’s what’s included:

  • Custom Brand Kit: A cohesive compilation of your existing logo, colors, typography, and style guidelines to ensure your business presents a unified and professional image.

  • Message House: Clear, compelling messaging that communicates your value to the right audience.

  • Customer Profiles: Deep insights into your target audience, helping you understand who they are and how to reach them.

  • Digital Presence Essentials: Audits of your website, social media, and Google MyBusiness to ensure everything aligns with your brand.

  • Tailored Strategy: Actionable recommendations for next steps to activate your marketing and grow your business.

Whether you’re just starting out or need a fresh foundation, The Quarterback Package sets you up for marketing success by doing the heavy lifting for you.

Let us build your game-winning strategy—so you can focus on running the plays that matter most.

Here’s a breakdown:

  • The questionnaire and self-assessment make the strategic workshop much more efficient. The workshop agenda will be customized to focus on your business’s goals, current state, gaps and challenges.

  • The workshop agenda will be customized (driven by the questionnaire and self-assessment) to focus on your business’s goals, current state, gaps and challenges.

  • Brand kit, customer profiles and inital messaging drafts reviewed and feedback discussed

  • Agendas driven by you and can be collaborative to work on your marketing plan, discuss ideas, create content plans, review results, whatever makes sense for your business goals.

    • Brand and build the doc

    • Identify brand color codes (hex, pantone, RGB, CYMK)

    • Work with you to define tone of voice & values

    Deliverable: Completed Brand Kit

    • Review website and up to 6 company documents

    • (Re)Write vision, mission, strategic positioning

    • Write value proposition for up to 3x customer segments

    • Define up to 5 proof points

    Deliverable: Completed Message House

    • Review company documents and/or data about customers

    • Light desk research on behaviors, online preferences, pain points

    • Organize customers into “Personas” and create a profile for up to 4

    Deliverable: Up to 4x Completed Customer Profiles

    • Audit website for branding, messaging, user journeys, conversion optimization

    • Audit social media for best practices

    • Audit Google MyBusiness for optimization

    Deliverable: Completed audit documents with recommendations for improvements

    • Review up to 3 existing branded emails

    • Review/discuss current database and workflows

    Deliverable: Recommendations on email optimization, database setup and/or maintenance and automated workflows

Why Choose This Package?
This package offers the ultimate convenience for busy business owners who want expert support without the extra effort. We handle every detail of your marketing foundation, from branding to messaging and beyond, ensuring it’s tailored to your business and ready to drive results.

Best for: SMB owners or marketers who want to save time and rely on an expert to create their marketing foundation for them.

Invest in your brand, and let us build a strategy that works for you—effortlessly!

Dr. Andrea Johnson-Davis, PT, DPT, MSPT

“When we launched Davis PTSR, Susan created our brand kit and customer personas, building a strong foundation for our marketing efforts. She has been instrumental in aligning our strategies with our evolving goals and providing invaluable support as challenges arise.”

2 Activate Your Channels

The Activation Playbook

Your marketing strategy is only as powerful as its execution. In the Activate phase, we transform your goals into actionable campaigns that drive results. We’ll begin by analyzing the performance of your current marketing channels and identifying opportunities to optimize and expand.

Together, we’ll create a comprehensive playbook tailored to your unique objectives. This 12-month strategic marketing game plan will include:

  • Audience Prioritization: Pinpoint the right customers to target for maximum impact.

  • Messaging That Resonates: Craft offers and communications that connect with your audience.

  • Channel Selection: Determine the best platforms to amplify your brand and reach your goals.

Packed with best practices, quick wins, and a clear roadmap, The Activation Playbook package ensures you know exactly what to do and when to do it. Whether you’re launching a new product, scaling your business, or reengaging customers, we’ll set you up for measurable success.

Your strategic game plan is more than a document—it’s your playbook for winning in the marketplace.

Why Choose This Package?
This package combines a tailored 12-month marketing playbook with hands-on guidance and practical strategies to bring your marketing vision to life. Through collaborative sessions, you'll gain actionable insights, quick wins, and a roadmap to confidently activate your channels and achieve your goals.

Best for: SMB owners or marketers who have established the basics of their brand, messaging, and customer profiles and are ready to transform their strategy into impactful campaigns.

Let’s turn your foundation into action and set the stage for long-term success!

3 Evolve Your Game Plan

The Scale-Up Playbook

Ready to take your marketing to the next level? The Evolve phase focuses on scaling your efforts to drive growth and expand your reach. Once your strategy and execution are in place, we’ll help you identify opportunities for advancement, whether that’s upgrading your systems, adding new channels, or launching initiatives like newsletters, podcasts, or branded merchandise.

This package is highly flexible and tailored to your business goals. It begins with a free 1-hour discovery session, where we’ll assess your needs, scope the project, and create a customized plan to evolve your marketing alongside your growth.

Best for: Established companies and brands with:

  1. A clearly defined brand and messaging aligned with target audiences.

  2. An executed strategic marketing plan looking to scale or accelerate growth.

  3. A desire to add new channels or initiatives, such as referral programs, podcasts, or newsletters.

Let’s unlock new opportunities for your business and ensure your marketing strategy grows with you. Schedule your discovery session today!

Why Choose This Package?
This package is designed to scale your marketing efforts and unlock new growth opportunities. With a highly customized approach, you’ll gain practical strategies and expert guidance to implement initiatives that align with your business goals. Together, we’ll craft a plan that evolves your marketing to match your ambitions.

Best for: Companies with an established foundation, including clear messaging and a strategic marketing plan, who are ready to accelerate growth, expand into new channels, or scale their efforts.

Let’s evolve your strategy and take your marketing to new heights!

Tracy David, Owner

“Susan transformed our marketing by defining customer personas, enabling targeted strategies. Her guidance on digital presence enhanced audience connection, driving brand growth and measurable results.”

Driving Success for Top Brands

Your Game Plan Starts Here.

Every winning strategy starts with the right game plan. I’d love to connect and hear about your business goals and challenges. Let’s explore how I can help you create a tailored marketing strategy for long-term success.