There is a well-defined five-step process new clients should be prepared to follow.

In brief, new clients typically spend at least a day with us – in our office – going through a process we call The Meeting. Sometimes it takes two days.

During that time we will follow a defined, highly-structured protocol we developed over 10 years ago to learn much more about that client, their objectives, their products and services, the competitive landscape, strengths and weaknesses of the client and their competitors, and other issues.

We will issue a report from The Meeting for them to review. Once they've reviewed and approved that report, we'll create a marketing plan for them to address their objectives. This plan will include objectives, strategies and tactics. When they've reviewed and approved that plan, we'll assign budgets to everything for their final approval.

And then we're ready to start talking about specific projects within that plan.