From complete marketing reviews to help with customer research and plans, we offer a wider range of services to help smaller charities and social enterprises

Effective marketing can really help to drive an increase in awareness, income and engagement – but when resources, time and expertise are in short supply, a helping hand can make a big difference to smaller organisations.   From complete marketing reviews and strategies to help with customer research and plans – we’d love to help.

Marketing Review

Our Marketing Review service that is quick, affordable and effective.   Delivered by an experienced third sector marketing expert, the review has been developed to be as practical as possible to help smaller organisations like yourselves.

What’s involved:

Step 1 – Discovery – ‘Where you are now’
Interviews, desk research and a customer survey to review your current activities, plans, opportunities and challenges – along with a review of your customers and the marketplace

Step 2 – Strategy – ‘Where you want to get to’
Agreeing your unique customer proposition, target audiences, marketing objectives and priorities to achieve your ambition

Step 3 – Plan & Implementation – ‘How you are going to get there’
Producing a high-level marketing plan for your products and services, promotional activity and the channels through which you sell.   The plan will detail quick wins and longer-term initiatives

Final output
The end result is a presentation of the discovery findings and a detailed proposal in the form of a power point presentation.

Benefits to you:
– provides an experienced independent review of your marketing activity and potential
– identifies priority focus areas for maximum impact – saving time and resource
– a clear strategy and plan with practical guidance and ideas to make an immediate impact
– signposting of additional resources and support to help you and your teams

Contact us to find out more

We commissioned Julian to conduct a marketing review for us and were really impressed with how thorough his research and presentation was. His understanding and expertise of marketing in the third sector really shone through and the recommendations he made will definitely make a huge difference to our business. In fact, we’re already starting to implement some of them.

Julia Edwards, Head of Outreach, Charity Retail Association