Only Do What Works

No cookie cutter solutions here.

Marketing and Sales Strategy Roadmap

We begin every new engagement with a comprehensive series of workshops to understand your target audience, your company’s unique selling proposition and your competitors. The deliverable is an actionable twelve-month roadmap to hit your revenue goal.

Here is how we help you determine your strategy:

Company analysis: In addition to going through all of your current collateral, we interview key stakeholders from your sales, marketing and service departments to understand your value proposition, brand, and products.

Goal-setting and budget: We work with you to calculate the marketing and sales budget you will need to hit your revenue goal.

Buyer personas: We use the StoryBrand framework to document at least three buyer persons to have a clear messaging strategy to your target audience.

Competitor analysis: We take a deep dive into your competition to get a better understanding of what makes you different and what opportunities you have to gain market share. 

The result:

An annual plan to do the right things in the right order to produce the best results.

Web Design

We design your website not to just look pretty, but to meet the needs of your specific customers.

  • Overall content strategy: Using the StoryBrand framework, we map out the content and pages you need on your website.
  • Navigation structure: We organize your products and content to reduce friction and increase conversions.
  • Product attributes and filtering: We systematize your product attributes and create filters to make it easy for your visitors to find the exact product they are looking for.
  • Content writing: With keyword research, competitor analysis and conversations with your team, we write the StoryBrand content for your site.
  • Collection and product page descriptions: Using the StoryBrand framework, we write SEO optimized product descriptions and collection descriptions.
  • Page layout: Our design team does the heavy lifting of the UX and UI visual design to correctly balance words and images while adhering to your brand standards.
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Web Development

It's not just the bits and bytes. We architect and build a solid foundation to execute successful sales and marketing campaigns.

  • Clean code: There are dozens of ways to code a page; we follow Shopify and Hubspot best practices to make sure the code is not brittle.
  • Mobile-friendly: From desktop to tablet to smartphone, we make sure that the site is responsive.
  • Cross browser: We cover the most popular browsers (Chrome, Safari, Edge and Firefox).
  • Business user friendly: We make sure that the pages we create in Hubspot or Shopify can be updated and edited by a business user.
  • Web migration: We do all the necessary pre- and post-launch checks during the web migration. 404 errors, 301 redirects, broken links, site map submissions - we got you covered.
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Site Optimization

We help you adapt to how visitors use YOUR site.

Looking at competitors' websites is fine, but it doesn't tell you if their design is actually working.

We analyze YOUR visitors' behavior and actions and make the necessary adjustments to navigation, layout and content to improve your site's SEO mojo and make it easier for visitors to find what they are looking for.


Conversion Optimization

One of the three multipliers in generating revenue on an e-commerce store is conversion rate. No matter what your conversion rate is today, there is always room for improvement.

Here are the major things we analyze and improve:

  • Product page layouts
  • Product descriptions
  • Collection page layouts
  • Collection page descriptions
  • Product reviews
  • Shopping cart checkout
  • Abandon cart checkout
  • Reviews

Traffic Generation

Just because you built a new website doesn't mean visitors will come.

We analyze cost, revenue, and traffic for all major traffic channels and allocate the right resources and tactics to bring in the right visitors who will convert.

  • Organic search from Google and Bing
  • Paid search
  • Social media
  • Email campaigns

Search Engine Optimization

We approach SEO by segmenting it into two very different types of activities.


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Technical SEO:

Each month, we look at  the technical side of SEO to make sure that Google and Bing understand what your website is all about.

  • Organic search from Google and Bing
  • Paid search
  • Social media
  • Email campaigns

Content SEO:

Depending on your strategy, budget, and organic traffic, the exact execution of content SEO can vary, but includes the following elements:

  • Content topics: Based on the buyer personas, we work with your sales team to determine the relevant topics that buyers are looking for.
  • Keyword research: Using the correct type of keywords is critical for generating the best results, so we use short-tail keywords for products and long-tail keywords for blog and page content.
  • New content: We interview your sales and customer support teams to help create the right content that answers your customers' questions.
  • Existing content: Based on the performance metrics, we identify which topics need to be expended and updated.

HubSpot Suite

As one of the best in class tools in marketing today, we specialize in helping companies get the most out of their HubSpot investment. The HubSpot technology stack that we use includes:

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HubSpot CRM

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HubSpot Sales

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HubSpot CMS

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HubSpot Marketing


We help you configure HubSpot Sales and CRM to your Sales process and also provide group and 1 to 1 training so you can get the most out of the HubSpot technology stack.


We help your marketing team connect with the sales team to create high impact email marketing campaigns to nuture prospects and keep current customers engaged.


Using HubSpot Sales, we make sure the Support team stay connect to current and future customers as well as the Sales and Marketing Team.