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Marketing Momentum Diagnostic
The Marketing Momentum Diagnostic is a 30-day engagement designed to uncover root causes, validate opportunities, and build a practical 90-day roadmap.
Through research, analysis, and collaboration, you'll gain the clarity to make smarter marketing decisions before investing more time or budget.
Built for Growing Businesses Ready for the Next Level
This diagnostic is a great fit if:
You're a growing business or small marketing team that needs more than a high-level assessment
You're preparing to make meaningful marketing investments
You want to ensure you're solving the right problems before committing additional resources
Build a Marketing Plan You Can Move Forward With
The Marketing Momentum Diagnostic goes beyond identifying roadblocks by uncovering the underlying issues affecting marketing performance, validating opportunities, and building a practical roadmap for the next 90 days.
Instead of relying on assumptions, you'll gain a strategic plan built specifically around your business, goals, and resources.
How It Works
Apply
Tell me about your business, your goals, and the challenges you're facing.
Introductory Conversation
We'll meet to discuss your business, determine whether the Diagnostic is the right fit, and answer any questions.
Begin the Diagnostic
If we decide to move forward, we'll kick off the 30-day Diagnostic and begin gathering the information needed to understand your business.
Receive Your Roadmap
At the end of the engagement, you'll receive a complete Diagnostic Report, recommendations, and a clear plan for what happens next.
Your Marketing Momentum Diagnostic Includes
Executive Summary
A concise overview of the most important findings, key opportunities, and strategic recommendations, giving you and your team a clear starting point.
Marketing Performance Assessment
A comprehensive evaluation of your current marketing efforts, customer journey, technology, reporting, and operations to identify what's working and where improvements are needed.
Root Cause Analysis
A deeper look at the underlying issues preventing marketing progress, helping you solve the right problems instead of treating symptoms.
Prioritized Opportunities
A ranked list of recommended initiatives based on potential business impact, implementation effort, and strategic value so you know exactly where to focus first.
90-Day Marketing Roadmap
A practical action plan outlining priorities, recommended projects, milestones, and the sequence needed to build momentum over the next three months.
Budget & Resource Recommendations
Guidance on where to invest your marketing budget, internal resources, and external support to maximize impact and reduce wasted effort.
Executive Presentation & Strategic Discussion
A collaborative presentation of the findings, recommendations, and roadmap, providing the opportunity to align stakeholders, ask questions, and confidently determine the next steps.
Invest in Clarity Before Execution.
A structured 30-day engagement designed to uncover what's holding your marketing back and build the roadmap for what comes next.
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30-day engagement
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Stakeholder interviews
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Marketing audit and analysis
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Root cause evaluation
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Marketing Momentum Diagnostic Report
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Executive presentation
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90-day roadmap
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Budget and resource recommendations
Testimonials
Cassidy is an expert in her field and a joy to work with. Her knowledge of digital marketing, organization and communication skills allowed her to grow her positive influence across brands within the holding company portfolio. For us, she provided an easy-to-use audit of our website that clearly defined our action items while educating us on best practices. It was a game changer for our website overhaul, and we use her model to this day. I unequivocally recommend her to anyone looking to up their digital marketing game.
I had the pleasure of working with Cassidy for over a year. She is thorough, thoughtful, and analytical—always approaching projects with a keen eye for both content and performance. Beyond her skill set, she was a great team player—collaborative and proactive. I truly enjoyed working with her and would highly recommend her to any team looking for a talented and dependable marketing professional.