Consulting & Project Services

Get the highest level of expertise to evaluate your business, scope your best growth strategy, and assist in developing out key assets and deliverables to make that growth a reality.

Half-Day Strategy Workshop

A la Carte Strategic Projects

Free Growth Strategy Call

Half-day strategy workshop

This workshop is far more than just a half day. It's a transformative, multi-week collaboration to align your goals, analyze your position, and craft a targeted approach for accelerated growth.

This growth consulting workshop is for you if...

You're seeking clarity on how to turn business goals to results, aiming to ensure your brand not only stands out but deeply resonates with your target audience, driving both market presence and growth.

A deep dive into your competitive and positioning landscape is essential for you, to align actionable marketing strategies with business objectives, while optimizing your sales funnel to enhance lead-to-customer conversion rates efficiently.

Tailored recommendations are what you're after, to craft impactful marketing and go-to-market campaigns that deliver measurable results, alongside operational improvements for scalable success.

A feasible, efficient and prioritize plan of action is needed, as you look to deepen your understanding of customer behavior and engagement strategies, ensuring every marketing dollar contributes towards growth.

Roadmapping opportunities for growth now and down the road resonates with you, especially in harmonizing team efforts and leveraging data for informed decision-making, increasing customer loyalty, and identifying up-sell and cross-sell opportunities.

Schedule a free strategy call to get started

Strategy workshop process, agenda and key deliverables

Pre-preparation:

Every service and engagement starts with:

Initial Consultation: A kickoff call to understand your core objectives, challenges, and what success looks like to you. Along with a breakdown of what to expect and timelining for the workshop with key stakeholders.

Then during a 7-14 day preparatory period, we complete the following:

Pre-Workshop Custom Questionnaire: Distribute a detailed, customized questionnaire to gather insights on your current marketing strategies, operational challenges, and growth aspirations.

Market, Business & Competitive Landscape Analysis: Conduct a preliminary review of your market position, competition, and potential growth avenues to tailor the workshop content and flow.

During the workshop:

Aligning Business Goals with Marketing Strategies: We start by ensuring a clear understanding of your business goals and how they align with actionable and impactful marketing strategies.

Customer Journey Mapping and Engagement Strategies: Dive into analyzing customer behavior, identifying key touchpoints, and strategizing on engagement improvements for better conversion rates.

Operational Efficiency and Sales Funnel Optimization: Focus on streamlining operations, harmonizing team efforts, and optimizing your sales funnel to enhance lead-to-customer conversions.

Strategic Marketing and GTM Planning: Develop tailored marketing and go-to-market campaigns, prioritizing based on impact, feasibility, and alignment with your business goals.

Budgeting and Resource Allocation: Provide clarity on budgeting needs and timelines for the planned marketing initiatives, ensuring efficient resource allocation.

Post-deliverables & support:

Strategic Growth Roadmap: A comprehensive document outlining prioritized marketing strategies, operational improvements, and a step-by-step plan for implementing the growth initiatives identified during the workshop.

Follow-Up Strategy Session: A scheduled call post-workshop to review the strategic growth roadmap, clarify any doubts, and ensure your team is ready to take action.

Implementation Guidance: Recommendations for next steps, including options for ongoing support from PivotalPitch, to assist in the implementation of the strategies developed.

Resource Toolkit: Access to a curated set of tools, templates, and guides to support the execution of your new marketing strategies and operational improvements.

Outcome: You walk away not just with a clear vision and plan for leveraging pivotal growth opportunities within your business, but also with the practical tools and insights needed to implement these strategies for sustainable, compounding revenue growth.

Schedule a free strategy call to get started

Strategy workshop FAQs

This workshop is specifically designed for B2B companies looking to accelerate their growth through strategic marketing efforts.

Ideal participants include the founder/CEO, and any essential leaders or key contributors in the business across marketing, product , sales , and customer success keen on aligning their strategies directly with business outcomes.

To ensure an immersive and personalized experience, we anticipate the workshop to include 3-6 key stakeholders from your organization who play a pivotal role in your marketing and growth strategies.

The workshop spans a half-day session, meticulously structured over 4 hours. This includes a blend of interactive discussions, strategy formulation, and actionable planning.

Prior to the workshop, there's a 7-14 day preparatory phase involving email correspondence to tailor the session to your specific needs through the questionnaire and strategy work. After initial consult call and determination of the scope of your need for the workshop, we'll give more specificity on that preparatory time bespoke to time needs from your key stakeholders and what's needed in research and planning prior to your workshop.

Following the workshop, within 3 business days, you'll receive immediate strategic insights and a roadmap for implementation over the next 1-6 months.

Our half-day strategy workshop is an investment in your company’s future, starting at $5,000.

This investment not only covers the workshop itself but also the preparatory analysis, bespoke strategy development tailored to your business, and post-workshop deliverables designed to kickstart your growth trajectory.

In some cases, tailored to what you need specific to your business, if we scope more pre-strategy work or extended workshop hours, the cost will range a bit higher. This will be confirmed in our first consult call.

This service is ideally suited for businesses with a minimum annual revenue of $1 million, possessing at least one marketing technician/doer yet seeking refined, actionable strategies to surge ahead.

It’s particularly beneficial for those contemplating a Fractional CMO or Advisor for strategic leadership, but would like to get an idea of what that strategy can look like and how PivotalPitch and our founder, Monique Olan, would actually guide that direction forward with your business.

Post-workshop, businesses often find value in exploring a deeper engagement through our Fractional CMO or Advisory services, or split between in-house execution and specific strategic projects with PivotalPitch to implement the workshop's outcomes.

We offer tailored follow-up options to ensure the momentum gained during the workshop translates into detailed action plans for tangible results for your business, whether you choose to continue collaborating with us or proceed forward on your own.

Upon signing your contract, our founder and team dig into your unique market and state of business discussed in the initial consultation, develop out and then send a bespoke, detailed questionnaire to align objectives and gather essential insights. This questionnaire is extensive, and the preparatory work ensures the workshop is both customized to address your unique challenges and opportunities effectively, and pre-scoped with strategic research to inform the workshop discussion with greater depth.

A la carte consulting & projects

Often businesses need specific areas of their business enriched, developed, and actioned upon to make growth a reality. Aligned to our Pivotal Points of Growth™ framework, we provide strategy development and execution services across the following key areas: