To fully step into your role as CEO and visionary of your company, find someone you trust to help you implement your vision.

Marketing Growth Formula

Marketing Growth Formula is an implementation system that gives you strategy, tools, and systems to set your business and your teams up for efficient growth.

Click on each phase below to learn about the formula and what it means for CEOs like you.

THE BLUEPRINT

You wouldn’t build a house without understanding how all the pieces of the home need to come together. You’d start with a blueprint.

Similarly, you need a blueprint for the marketing system of your business. Every decision you make is based on the guiding principles you’ve established in your blueprint — your strategy. You have designed this strategy to work for your customer — the people who will live in your marketing house.

Your blueprint is a guide for your team. It aligns them towards the same mission and goals and provides them with guidelines for executing on your vision.

PHASE I DETAILS (CLICK TO EXPAND)

Phase I of Marketing Growth Formula is a 6-week, one-on-one deep dive into your marketing strategy that will:

Provide you a written blueprint for making important decisions about where you spend your time and money
Focus you and your team on growth-oriented activities that produce ROI
Help you build a supportive team who is clear on your mission and vision and invested in helping you succeed
Create major goals and milestones to help you track your progress

After successfully completing the Phase I of Marketing Growth Formula —

=> You will have enough clarity to confidently choose where your time and money will be best spent.

=> You will be able to stop the overwhelm and focus only on the specific activities that you KNOW will drive you closer to your goals.

=> You will be able to set your marketing plans with intention because you’ll have a roadmap for success. Bonus: the confidence to tune out all the other noise.

=> You’ll have the confidence to step into the CEO role and allow your business to grow and scale with a strategic plan and capable team to support that success

Here are the tools I’ll be using to set you up for growth:

MARKETING GROWTH FORMULA GUIDE BOOK

All clients get a free copy of my book, A Fresh Wave of Marketing: An Intentional Approach to Marketing for Visionary CEOs. This book walks with you hand in hand through the exact details you need to create your personalized Marketing Growth Formula. This easy read is filled with strategies, tips, and actionable exercises to prepare you for our weekly meetings and maximize our time together.

STRATEGY SESSIONS

Six weekly one-on-one working strategy sessions to dive deep into each pillar of your Marketing Growth Formula. We use the formula to get a handle on how the pillars apply to your business and how to implement the formula going forward.

Each session covers one vital area of marketing development and strategic planning in how they apply to the marketing arm of your business. Remember, with this solid foundation, all of the modes of marketing become EASY when you have a solid plan in place.

Here’s what we’ll cover during our 6-week deep dive:

Week 1: Know Your WHY.

This isn’t just a cliche phrase. Your “why” is the purpose behind your business. Your passion is what gives you and your team focus and direction. Without it, there is no driving force to give life to your brand.

During this week, we will nail down your —

Vision — where you’re headed with your business
Mission — how you plan to get where you’re going
Goals — how you’ll know when you’ve arrived

Week 2: How to Attract Your Tribe.

How you present yourself to the world has everything to do with the type of attention you will attract. Make sure you attract the right audience to create and maintain connection with the people who are most likely to buy from you.

Your customers’ perception of you is shaped by your brand. During week 2, we will flush out your —

Brand Story - turn your “why” into a relatable story about the type of impact you want to make
Brand Values - what you stand for
Brand Personality - humanize your brand
Your “one thing” - that quickly and simply tells people how you can help

Week 3: Know Your Audience.

So many businesses struggle with the “if you build it, they will come” mentality. But the hard truth is that, in most cases, you have to find your perfect audience so you can get in front of them.

Week 3 is all about —

Defining your target market - put parameters around who you work with
Creating a buyer persona - identify your ideal client and put yourself in their shoes
Understanding customer need - get really clear on the main problem you solve

Week 4: Evaluate Growth Opportunity.

You can have the best idea in the world, but if there’s not enough people out there willing to pay you for your idea, you don’t have a business.

In week 4, we will tackle the complicated art of —

Calculating market opportunity - knowing where you stand in the marketplace
Using what we know about market opportunity to set goals and forecast revenue

Week 5: How to Stand Out.

People are inundated with up to 5,000 advertisements a day. These messages are all competing for your customers’ time, attention, and $$$ -- which makes it vital to know how your brand can stand out in the marketplace.

We will spend time during week 5 —

Identifying your top direct competitors
Finding your indirect competition
Nailing what makes you a better choice

Week 6: Solve Your Customer’s Problem

Your customers aren’t likely to stumble all over themselves to open their wallet for you. You need to solve a legitimate problem. Whether you (make life easier or better, facilitate a transformation, or alleviate a struggle), you’ll need to convince people you can do it better than the alternatives.

Week 6 will focus on —

Creating a strong offer
Defining your product or service and how it solves a major problem
Deciding on the right pricing strategy
Creating a customer journey so you know exactly what buyer’s need at any given stage of the buying process

$3500

THE ROAD MAP

If the blueprint establishes the foundation of your business, the roadmap provides the path to getting to the destination.

During this phase, we will work on setting up marketing systems that allow you to plan and prioritize your work. With your roadmap in place, your team will be focused on the marketing activities that are most critical for your growth.

The systems we develop in The Roadmap grow with your business and can be repeat for each planning period.

PHASE 2 DETAILS (CLICK TO EXPAND)

Phase II of Marketing Growth Formula is 4 weeks of intense planning and prioritizing.

After creating your roadmap, you will be able to:

Use a repeatable planning process that grows with your business
Prioritize the most important work
Plan your teams weekly work and deliverables
Create a budget that fits with your current financial plan
Track your performance so you can gauge the success of your marketing activity

Here are the tools I’ll be using to create your roadmap:

MARKETING GROWTH FORMULA GUIDE BOOK

All clients get a free copy of my book, A Fresh Wave of Marketing: An Intentional Approach to Marketing for Visionary CEOs.

This book walks with you hand in hand through the exact details you need to create your personalized Marketing Growth Formula.

This easy read is filled with strategies, tips, and actionable exercises to prepare you for our weekly meetings and maximize our time together.

STRATEGIC PLANNING TEMPLATE

This fully customized Trello template will help us capture the different marketing initiatives and prioritize them based on the quarter they need to be completed.

You and your team will know exactly what to do every single day to keep things on track, get things done and meet your goals.

BUDGET TEMPLATE

A simple template outlines your annual and quarterly marketing spend and allocates it to specific strategic priorities. We make sure there’s a strategic plan for your marketing dollars so you’re not overwhelmed at the idea of multiple initiatives, where the money will come from, and have the confidence to know the initiatives will make an impact on your bottom line. We align the moving pieces of the budget with the strategic priorities outlined on our Trello board so you can see that your hard-earned money is being spent in the right places. There is comfort that comes in knowing that your initiatives are set in place to achieve goals.

WEEKLY ACTIVITY TEMPLATE

Another Trello template to focus your team on the most important work for the week so they can keep things on track and get things done. This starts with strategic planning to create and organize marketing initiatives that align with your goals and will provide focus for the plan.

MARKETING DASHBOARD TEMPLATE

A simple template tracks key metrics that are most meaningful to your business and outlines only the 10-15 KPI’s (key performance indicators) you need to know to measure your success. These analytics give you a base for tracking what is working in your marketing efforts so you can be smart, strategic, and pivot directions if needed.

Here’s what we’ll cover in our 4 weeks together:

Week 1: Strategic Planning & Priorities

As a visionary, you have a million ideas of things you want to be doing in your business. But not all of those things are necessarily the best use of your team’s time.

During week 1, we will —

Create a Trello template to map your strategic marketing objectives (the things that will make the most impact)
Prioritize your objectives and set 90-day goals
Review your priorities in relation to your long-term goals so that you are focused on the RIGHT work
Create a Weekly Action Plan template in Trello to give your team accountability to get things done

Week 2: Set A Budget

One of the biggest mistakes businesses make in terms of marketing is spending money without a plan on marketing activity without a clear budget. Setting a budget forces businesses to think strategically about where and how they spend their marketing dollars. No more buyer’s remorse on quickly thrown together campaigns that didn’t yield the results you expected. It’s all planned out in a thoughtful and strategic way.

During week 2, we will establish a budget that you are comfortable with and that can grow and scale with your business.

Your budget is a simple template that covers —

Annual and quarterly projected marketing spend based on your strategic marketing objectives (the dollars you need to achieve success with your marketing plan)
Allocation to specific campaigns, project, or channels (specific initiatives and the amount you’ll spend)

Week 3: Track Your Success

As CEO, it’s important to you that the time and money you spend on your business results in positive outcomes.

During week 3, we will define the short list of the most important metrics you should be tracking on a regular basis. We use these metrics to determine if you’re on track to reach your goals.

This week, we will —

Create a simple, easy-to-use Marketing Dashboard
Focus your business on 10-15 of only the most important metrics
Set up more templates for your team to track marketing activity on a more granular level

Week 4: Create a Messaging Platform

You’ve heard that content is king, but you have no idea what your company should be talking about to engage your customers.

During week 4, we will create a messaging platform that provides a baseline for talking about your business and the groundwork for content you put out to the world. This is your brand story and message, created to be clear about who you help and what you offer--in a way that makes it all about your customer and their needs.

From ad and website copy to email marketing and social media messaging, you’ll have a clear direction for what to say and how to say it.

$3000

BUILD THE TEAM

WHO you surround yourself with in your business is as important to executing your vision as what they do.

Finding talented people you can trust who are a good fit for your business, fit your budget, and have skills in the right areas is challenging and time consuming.

As we build your team, I will stack your team with just the people you need to help you get ish done.

PHASE 3 DETAILS (CLICK TO EXPAND)

Rome was not built in a day…and it certainly wasn’t built by just one person.

The key to truly being CEO is surrounding yourself with the right support team so that you can focus on solving big problems, developing breakthrough ideas, and managing key relationships in your business.

When you start spending more money on marketing, it’s imperative that you hire or outsource marketing activities to the right people with the right skill sets--and that fit your budget.

Otherwise, you risk wasting money on poorly executed campaigns or spend too much money for the return you receive.

During Phase III, I will —

Define and document the roles and role responsibilities necessary to carry out the marketing plan set in Phase II
Find and interview qualified resources to fill those roles
Hire and spend 2 weeks on-boarding new employees, contractors, freelancers, or agencies

$1250 per role

MANAGE THE TEAM

The whole idea of stepping into your role as CEO and visionary is to get yourself out of the day-to-day details so you can focus on the big picture of growing your business.

In this phase, a trusted professional will optimize your company’s marketing activity, keep your team accountable, and systematize the day-to-day management of your teams so you don’t have to.

PHASE 4 DETAILS (CLICK TO EXPAND)

By this time, we’ve set the foundations of your marketing, prioritized the most important activity, and built your team.

But who’s going to lead this group of star players as they work towards achieving your vision?

As a Virtual Marketing Officer, my role is to integrate all the moving pieces of your business and oversee the marketing strategy and priorities for your team, saving you time, money, and stress.

During Phase IV, my team and I will remain engaged on retainer to:

Execute the plan
Handle team communications, set up team communication systems
Manage marketing projects, maintain accountability, and prioritize weekly activity
Remove obstacles and resolve issues
Foster unity and cohesiveness through all marketing campaigns
Track and analyze campaign results
Liaise with the leadership team, apprising you of status and performance
Run the day-to-day marketing activity

Virtual Marketing Officers are engaged on retainer for a minimum 3-month commitment* and monthly from that point forward.

The ultimate goal of a Virtual Marketing Officer is to grow your business to a point in which you are ready to hire a full-time professional CMO or director of marketing.

*30-days advance notice required to terminate services. Payments made in full at the beginning of each month.

$3,000/mo*

*3-month minimum commitment

OTHER WAYS TO WORK WITH CASEY

STRATEGY CALL

Just need a quick boost of marketing clarity? Book a 60-minute strategy call.

Don’t know what you want to chat about?

Here are ways I’ve helped other clients get clarity in just 60-minutes:

I need help articulating my company’s vision. Can you help me clarify my mission, vision, and goals?
We are having trouble connecting with our audience. Can we get some help strengthen our brand strategy?
I know that I need to niche down, but I don’t know where to start. Can we talk about my target market?
I thought I had a great business idea, but I’m having trouble gaining traction. How do I validate my idea?
I am in a very saturated market. How can I set myself apart from the competition?
I know I have a great product, but how do I get my audience to see the value?
I know we need content to be visible, but what should we be talking about?

Following each call, you’ll be sent a link to the recording, a written answer to your question and next steps to implement the solution.

$297

BOOK A STRATEGY CALL

Ask About My VIP Days

In a Marketing Growth Formula VIP session, I go to my client and spend 1 or 2 days hammering out Phase I and or Phase II of the Marketing Growth Formula specific for their business.

Pricing is custom based on where the client is located and the kind of scope for the project, but this is perfect for CEOs who don't want to take the 3 months to see results from the traditional Marketing Growth Formula program!

INTERESTED IN A VIP DAY?

I approach marketing in a different way.

When people think marketing, they think facebook ads, promoting their offers on social media, getting PR attention, and alllll of the other means of getting visible.

Marketing is not channels or platforms.

It’s not advertising, social media, content, or your website.

The truth of it is: none of that stuff will work unless you build your foundations and systems out first.

But, once you have marketing systems built out, the rest of that stuff--the ads, the content, the social media--becomes EASY.

It’s because you finally have a clear message and a clear plan to execute all of the modes of visibility in a way that markets your offers, your business, and your brand.

When people think they need to get a handle on the marketing, they’re typically grasping at more sales, revenue, leads… all things that can be tracked and measured and quantified.

But they aren’t aware--or don’t understand the true value--in first doing the groundwork to plan for a marketing approach that works for their business and audience.

The magic happens when everything else then can fall into place.

We all want and need new eyes on our business; that’s the way we grow in revenue and profit, after all.

But applying marketing tactics for the outcome of ONLY numbers (new leads, increased revenue, more follows, clicks, traffic, sales, whatever it is) is a business-centered strategy.

This is where my fresh approach comes in.

I believe:

Consumers really want to be cared for. Thought of. Not explicitly sold to.

I believe:

Consumers want to be helped, served, and transformed.

I believe:

They can tell when an ad is in existence for the sole purpose of selling something, and they won’t buy into that.

Just think about it.

If you put yourself in the shoes of your audience or consumer base, would you appreciate the marketing efforts that your own brand is putting out, from a human perspective? Or do they make you feel icky and talked down to like an object?

This is why we center the entire marketing strategy and plan around the customer.

Even though marketing goals are analyzed by way of tangible results (you know, the indicators like number of increased traffic or clicks or followers), but intangible result (number of humans impacted for the better) is truly based on what is important to the customer: their needs, their preferences, knowing the timing of what they want to hear at the point at each point of the customer journey.

It’s a customer-experience marketing perspective.

Because we all want to be treated and cared for like a human being.

A strategic perspective on your customer experience.

This is the basis of strategic marketing.

READY FOR THE MARKETING GROWTH FORMULA?