internal review + external review + defining success

Discovery is about gaining an understanding of the current state of your business as well as the environment in which it competes and ultimately articulating what success look like over a defined period of time.  This stage is vitally important to understanding your clients, how they interact with your firm, what works and what doesn’t, as well as what may be missing.   In addition, this is an exploration of what the perceived strengths, weaknesses, opportunities and threats are to the firm.

Understanding the Business and Its Goals

  • Comprehensive Analysis: This begins by conducting a thorough analysis of the business, including its products or services, target market, competition, and current marketing strategies. This holistic view helps identify strengths, weaknesses, opportunities, and threats ( the famous SWOT analysis) within the market context.
  • Defining Business Objectives: Working closely with business owners to clarify their short-term and long-term objectives. Whether it’s increasing brand awareness, increasing sales, entering new markets, or improving customer retention, understanding these goals is crucial for developing effective strategies.