The discovery phase is where we identify insights, opportunities and challenges. This involves conducting workshops, research, analysing data and engaging with customers and other stakeholders to gain a deeper understanding of their needs and behaviours.

The goal of this phase is to inform and guide the development of marketing strategies and tactics which are more effective in reaching and engaging your target audience, driving business growth and delivering value to your customers.

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Usually, we start with a marketing audit - looking at and evaluating your marketing performance, strategies, and tactics. We take a look at what you’re doing, what is working and what is not.

What does it involve? We’re looking at your marketing mix - your products, how you price and promote them, and where. Add that to market research, branding, advertising, sales promotions, public relations, social media and digital marketing and we’ve got a solid background to base any decisions upon.

We gather and analyse data from various sources - customer surveys, sales data and industry reports. Our team then uses this information to identify issues and develop recommendations and formulate action plans to address them.

Ultimately, our marketing audit can help you to improve your performance, stay ahead of the competition, and achieve your objectives.


Facilitating a client workshop involves creating a safe and inclusive environment where all participants can share their knowledge and insights, collaborating to achieve a common goal.

We guide you through a structured process that encourages active participation and engagement. We help to manage group dynamics, keep the discussion on track, and ensure that the workshop delivers the desired outcomes.


We have an excellent research partner who we work alongside to gather and analyse data related to your target market, products and services to help inform business decisions.

The research phase usually follows one of two approaches.

First is quantitative research which focuses on collecting and analysing numerical data using statistical methods. This is often used to answer questions about the frequency, prevalence, and correlation of specific variables.

The other is qualitative research and is a type of research that focuses on collecting and analysing non-numerical data such as text, images, and sounds to gain a deeper understanding of a particular phenomenon. This type of research is often used to answer questions about attitudes, beliefs, and experiences.

This phase should help you understand your customers' needs, preferences, and behaviours, as well as the competitive landscape and market trends.

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Analytics review

We analyse your marketing data to gain insights into customer behaviour, market trends, and the effectiveness of marketing campaigns.

We begin by collecting and organising your marketing data in a way that makes it easy to work with. This may involve using spreadsheets, databases, or specialised software to store and manage your data. Once we have it, we organise the data in a way that is meaningful and relevant to your objectives.

Once your data is collected and organised, we use statistical analysis techniques such as regression analysis, correlation analysis, and clustering to interpret the data and gain insights into your marketing efforts. This will help us understand what is working and what is not, allowing you to make data-driven decisions about your marketing strategy.

Finally, we present our findings in a clear and concise manner to help inform your team and drive your marketing efforts forward.

Data & Segmentation

Segmenting your customer data involves dividing your customer base into groups based on common characteristics or behaviours. This process helps you tailor your marketing efforts to better meet the needs and preferences of different customer segments.

By segmenting your customer data, you can better understand and meet the needs of your customers, ultimately leading to increased customer satisfaction and loyalty.

The two common approaches to segmenting customer data are based on demographics and behaviours. Once you have identified common characteristics or behaviours among your customers, you can tailor your marketing efforts to each segment and track the effectiveness of your campaigns over time.

Marketing channel review

This part of the process is to consider the marketing channels you should use depending on several factors, including your target audience, budget, and business goals.

Ultimately, the marketing channels you choose should align with where you’re trying to take your business. A well-planned and executed multi-channel marketing strategy can help you reach more customers and achieve more.

That’s where we come in. Together, we complete a communications plan which considers the persona profiles and the most relevant channels to deliver you maximum traction.

Competitor Analysis

Competitor analysis is a process of evaluating the strengths and weaknesses of a company's competitors to understand their strategies, capabilities, and market position.

It involves gathering and analysing information about a company's direct and indirect competitors, such as their products or services, pricing, marketing tactics, distribution channels, and customer base. The aim of competitor analysis is to identify opportunities and threats in the market, and to inform the development of a company's own marketing strategy.

These methods help companies to identify areas where they can differentiate themselves from their competitors, such as by offering unique features, targeting a specific customer segment, or using a different distribution channel.

Overall, competitor analysis is an essential tool for companies looking to stay competitive and succeed in their market.

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