01
Understand the business
Talk through your offer, customers, goals, and current website, store, or marketing. Identify what is getting in the way before recommending more activity or spend.
No mystery handoffs or activity for activity’s sake. Start with the business problem, agree on the priorities, and make progress visible.
Talk through your offer, customers, goals, and current website, store, or marketing. Identify what is getting in the way before recommending more activity or spend.
Set priorities and scope around the actual need: create a new digital experience, fix a conversion issue, improve visibility, or streamline follow-up.
Deliver the agreed work, review useful signals, and adjust the next steps based on what customers and performance data reveal.
Bring your questions and current challenges. The first step is getting clear on what would make the biggest difference.