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Home / How We Help / Work With Us / Marketing Review and Action Plan

Marketing Review and Action Plan (Foundation Sprint)

A defined diagnostic engagement to establish what needs to change and where to start.

Who it is forCare groups with two to eight homes who know their marketing is not delivering the self-funding enquiries they need, but are not sure why or what to fix first.
TimescaleFour to six weeks
InvestmentFixed fee, confirmed at proposal stage
The problem

What this project addresses

Activity without direction. Spend without evidence. Homes that sound the same as their competitors. Enquiries that are not tracked. You do not need more marketing; you need to know which marketing.

Scope

What is included

  • Marketing audit across website, search, directories, social, print and enquiry handling
  • Mystery shopping of the enquiry process for each home
  • Competitor and audience review for each catchment
  • Interviews with directors, managers and any in-house marketers
  • Commercial objectives by home
Deliverables

What you receive

  • Written review with findings by home and by channel
  • Prioritised action plan for the next 12 months
  • Budget guidance and recommended sequence
  • Presentation to the board or leadership team
  • Recommendation on how to proceed, with no obligation
Process

How it runs

  1. Kick-off

    Objectives, access and timetable agreed. Homes and contacts confirmed.

  2. Review

    Audit, research and mystery shopping carried out over three to four weeks.

  3. Findings

    Draft findings shared with you for a sense-check.

  4. Action plan

    Priorities, sequence and budget guidance presented and discussed.

  5. Next step

    You decide: implement in-house, start a project, or begin the partnership.

Client inputs

What we need from you

  • Access to analytics, Google Business Profiles and advertising accounts
  • Current marketing materials and any previous plans
  • Enquiry and admissions data for the last 12 months
  • Time with managers and leadership

Our approach to marketing had been scattergun at best and we didn't have a clear goal or message. Now we have both.

Alex MacFarlaneDirector

Sally is refreshingly direct and straight talking for a marketing person. At the same time, she's easy to work with and fully engaged with the trials and tribulations of the board.

Louis MacWilliamDirector
FAQ

Questions about this project

Is this a sales exercise?
It is a genuine review. Some groups implement the plan themselves; some ask us to. Either is a good outcome.
Can we do this for one home?
Yes, though the value is greatest across a group where priorities need to be set between homes.
What if we already have a strategy?
Then this becomes a shorter check against evidence, and the action plan builds on what you have.

Ask about the Marketing Review and Action Plan

Final names, boundaries, pricing and timescales are confirmed in a proposal. Tell us about your homes and we will send one.

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