Marketing Strategy Workshop with a Senior Marketing Strategy Consultant
Get your leadership team aligned on one growth plan in a single day.
From $2.5k · half or full day
What does a marketing strategy consultant do in a workshop?
A marketing strategy consultant helps your leadership team decide who to target, how to position the business, which channels to fund, how to split the budget and which KPIs to track. In my Marketing Strategy Workshop we do that in a half or full day, and you get a written plan within five business days.
Merrick Lee Jr. is a strategic growth advisor based in New York City, and the founder of Croes Ave, a digital marketing agency he started in 2014. He works with established, owner-led and PE-backed service brands across New York City and the US.
Do you need a marketing strategy workshop?
Signs it's the right fit for an established, owner-led or PE-backed service brand.
- Leadership disagrees on where growth should come from
- You're entering a new market, launching a service or integrating an acquisition
- Budget gets set by habit, not by return
- Nobody has defined who the ideal customer is
- You need a plan before hiring an agency or a marketer
What's included in the Strategy Workshop?
Pre-workshop intake
A short survey and a review of your current numbers and materials
Positioning session
Who you serve, why you win and how you say it
Channel mix
Which channels to invest in, test or cut
Budget & KPIs
A budget split and the handful of metrics that matter
Written plan
A summary plan delivered within a week
Follow-up call
A 30-minute check-in after the plan lands
How does the Strategy Workshop work?
What do you walk away with?
- One agreed positioning statement
- A channel plan and budget split
- The KPIs leadership will review
- A written plan everyone has signed off on
Next step: Growth Audit or Advisory Retainer
Many teams follow the workshop with a Growth Audit to check the current accounts, or an Advisory Retainer to keep the plan on track month to month.
Where Croes Ave comes in
Once the plan is set, Croes Ave can build and run the campaigns, email automation and conversion sites it calls for, scoped and priced separately.
Results
Results from Croes Ave clients
Google Ads and Meta campaigns that fill summer camps and enrollment classes.
Father's Day brunch campaign on Meta that packed the room for pennies per guest.
Paid Search campaigns with intake tracked end to end. Over the last 90 days, Paid Search sessions converted to key events at 36.8% — up 44% vs the prior 90 days.
“If I have any kind of a problem, any kind of an issue, I call and he picks up — or he calls me right back.”Harry Sgantzos · Owner, Clark's Diner
Strategy Workshop questions
What happens in a marketing strategy workshop?
We review your numbers, define your ideal customer and positioning, choose the channel mix, set a budget split and agree on the KPIs leadership will review. The output is a written plan.
Half day or full day?
A half day suits one focused question. A full day covers positioning, channels, budget and KPIs end to end.
Who should attend a marketing strategy session?
The owner or CEO, whoever owns sales and marketing, and finance if budget is on the table. Usually three to six people.
Is the workshop in person or remote?
Either. In person works best in the New York City area. Travel can be arranged.
What happens after the workshop?
You get the written plan and a follow-up call. Ongoing support is available through the Marketing Advisory Retainer.
Do you work with tree care or lawn care companies?
No. Because of my exclusive partnership with Almstead, I don't take on tree care, lawn care or landscaping clients. If that's your industry, Almstead is in great hands.
Ready to start with a Strategy Workshop?
Book a 30-minute fit call. If it's not the right fit, I'll tell you what is.
Prefer to send a message? Open the contact form
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