Personalized Strategy Session

We believe that the greatest marketing successes begin with a conversation. Whether you are a startup or an established business, there will be hiccups along the way. That’s where we come in.

At Macleod & Co., we meet you where you are,

to help you get where you want to go.


Most businesses treat marketing as one component of their overall operation. The truth is, marketing affects every aspect of your organization. We’ve witnessed this firsthand with every business we’ve worked with. Sitting down with our team and discussing your business goals and pain points provides us the necessary information to chart out an efficient route to success. Your business is only as good as your strategy, and the first step towards developing a great strategy is a Personalized Strategy Session.

Pre-Session Consultation

The initial phone consultation is all about you — your organization’s structure, culture, business processes, strengths, goals, pain points, and needs. Next, we will map out a Customer Journey framework to provide insight on what your customer experiences while interacting, purchasing, or making a repeat purchase of your product or service. We’ll also outline a key Buyer Persona — a model of your ideal client and their specific demographic information, goals, and habits.


Next, we get to the fun part: the Strategy Session. Macleod & Co.’s expert team will meet with one or more members of your leadership team to outline your unique strategy. We’ll discover as much as we can about your business and its processes so we can help you set SMART goals and get you to where you want to go. We’ll break down your entire sales process in great detail, and compare your current sales structure to the various models we’ve found to be most successful. We will also delve into your business’s delivery process and audit it for efficiency and customer experience. Lastly, we’ll construct an actionable strategic plan to help you reach your goals.


Following your Strategy Session, you receive all the valuable findings in a custom-tailored, designed workbook:

  • A formalized Customer Journey
  • A complete Buyer Persona
  • An optimized model of your sales and delivery process
  • A detailed analysis identifying opportunities within your existing business
  • New ideas to help your company improve and grow
  • Outlined SMART Goals to help you

Like what you see? We’d love to work together!