Does your marketing
feel too heavy to lift?

We help owners, marketers and business development get in the zone.

Turn your marketing muscle from flabby to fit!

Are you committed?

Done With You Digital
Marketing Agreement

Thank you for meeting with us.

We hope the time had value and you have a better understanding of marketing and the positive impact an effective marketing engine can make.

Key points from our meeting:

  • Why do we need marketing?

  • What’s our job in marketing? What is success?

  • What are the key functions of a successful “marketing department”?

  • What’s included within a Done with You Digital Marketing Agreement?

  • What are the milestones and timeframes?

  • How do the fees work?

  • What are the basic terms of the agreement?

  • The Importance of a Digital Marketing Director

  • The Importance of a Digital Marketing Account Manager

Why do we need
successful marketing?

Company Without It

Low, poor, or inconsistent leads.
Unpredictable forecast and sales.
Few to no referrals or repeat customers.

Company With It

Reaching people with problems, and helping them see what we have to offer as a solution
Giving people confidence to try and buy.
Enhancing their customer experience. Encouraging them to buy again and even refer us.

What’s Our Job in Marketing?
What is Success?​

Our job in marketing is to PREDICTABLY help people, with problems we are good at solving get to know us, like us and trust us.

Marketing must drive sales, PREDICTABLE trys and buys. Effective marketing makes trials and transactions more likely, with less risk or trepidation about the decision being made.

Mature marketing thinks beyond the lead and the sale to service. Mature marketing impacts repeat business and referral business.

Successful marketing accomplishes that at a cost-effective rate.

What are the Key Functions of a Successful Marketing Department?​

What is included in a Done With You Digital Marketing Agreement?

Total Online Presence Audit (TOPA)

Audit and Analysis:

  • Why do we need marketing?

  • Analytics & SEO

  • Keywords & Rankings

  • Social Media


  • Reputation

  • Competitors

  • Executive Presentation

  • Recommended Sitemap, Milestones, Schedule & Digital Marketing Retainer Fees

Strategy, Tactics and Schedule (STS)

  • Strategy, Tactics and Schedule (STS): Define where you are going, how, and what happens when.

  • Marketing Calendar – Annual with quarterly updates

  • Campaign Planning
  • Tactics Planning

  • Annual Marketing Steering Meeting

  • Quarterly Marketing Steering Meeting

Branding and/or Brand Make Overs (BMO)

  • Brand Guide document creation and maintenance

    • Core Message
    • Tag Line
    • Voice/Tone
    • Color Palette
    • Type Faces
    • Mood Elements
    • Trust Elements
  • Add-ons (separate fees apply)

    • Logo Design
    • Custom Graphics
    • Business Cards
    • Brochures
    • Signage
    • Event Materials

Design, Build, Launch (DBL)

  • Website DBL
  • Google My Business DBL
  • Social Media Company Presences DBL

Help Desk & Quick Wins

  • Fixing Website Issues
  • Basic Moves/Adds/Changes
  • Add-ons (separate time and material fees apply)

    • Quick Wins
      • Small Digital Marketing Projects requiring less than 12 hours of work (larger one-time projects will be fix-bid)

Central Services

  • Use of Content Management System (CMS) 
  • Pre-Launch CMS Training 
  • CMS User Account Management  
  • Domain Name Renewals 
  • Website Hosting 
  • Backups 
  • Firewalls 
  • SSL for HTTPS traffic

Account Management

  • Digital Marketing Director 

    • Formal Strategy and Planning
    • Informal Strategy and Planning
  • Digital Marketing Manager

    • Relationship Management
    • Campaign Management
    • Tactics Management
    • Schedule Management
    • Brand Guide Management
    • Help Desk / Quick Wins Management
    • Analytics Management
    • Results Management

Tactics & Campaigns (T&C)

Customer may opt in or out of recommended campaigns each quarter. Number, type and scope of campaigns will impact monthly retainer fees.

  • Content Campaigns

    • Local SEO
    • SEO Authority
    • Newsletter
    • Social Media
    • Video
    • Reputation (reviews, testimonials, case studies)
    • Employee Recruitment
    • Other Authority
    • Email Campaigns
    • Nurturing Campaigns
  • Paid Advertising

    • Google Campaigns
    • Facebook Campaigns
    • LinkedIn Campaigns
    • Other Digital Advertising

Sales & Prospecting Coaching (separate fees apply)

  • Business Development Planning
  • Business Development Coaching
  • CRM Implementations & Training

What are the milestones
& timeframes?

The following graphic depicts a typical client’s journey: milestones, the zones they enter and the timeframes involved.

NOTE: Each client is different. The stronger the marketing muscle is, the faster the journey.

How do the fees work?

Total Online Presence Audit (TOPA)

The TOPA is a one-time fee. This is charged upfront and must be paid before work begins.

The TOPA is typically completed and presented to the client 14-21 days after project kick off meeting. All findings and recommendations are provided to the client.

Following a TOPA, a proposal is presented for a Digital Marketing Retainer Agreement which the customer can accept or decline.

Digital Marketing Retainer Agreement

Base Fee: The minimum monthly retainer is $2,000/mo. and covers ongoing:

  • Auditing and Analysis
  • Strategy and Planning
  • Branding Guide Maintenance
  • Key Digital Property Maintenance
  • Help Desk
  • Central Services
  • Account Management

Base Fee + Recurring Add-ons: $2,500/mo. to $5,000/mo. depending on the number, type and scope of the customer’s managed marketing tactics and campaigns.

What are the Terms?

Retainer agreements have a 12 month term with variable pricing depending on the number, type and scope of the customer’s managed marketing tactics and campaigns.

Do Retainer Fees cover 3rd Party Costs?

No, 3rd party costs incurred from Advertisers, Contractors, Graphic Design, and Specialized Tool Subscriptions will be billed separately.

The Importance of a Digital Marketing

The Importance of a
Digital Marketing


Your Digital Marketing Director works with you during the initial phases of your digital planning & TOPA. The Director works to strategically plan out your best marketing avenues. You will revisit with your Marketing Director quarterly for check-ins to ensure you and the team are hitting your milestones and to set new goals for the year ahead. They’re your strategic partner and goal-setter.

Primary Roles:

  • Total Online Presence Audit
  • Strategy, Tactics, & Scheduling
  • Design, Build, Launch of Website
  • Marketing Standards Alignment & Report Card
  • Campaign Planning
  • Annual Marketing Steering Meeting
  • Quarterly Marketing Steering Meetings

The Importance of a Digital Marketing

The Importance of a
Digital Marketing


Your Digital Marketing Manager is the executor of your strategy and your primary point of contact throughout your journey. The Digital Marketing Manager works closely with you to coordinate resources and hit those milestones!

Primary Roles:

  • Relationship Management
  • Campaign Management
  • Tactics Management
  • Schedule Management
  • Brand Guide Management
  • Help Desk / Quick Wins Management
  • Analytics Management
  • 3rd Party Management
  • Results Management

Choosing a
Marketing Agency

We have a complete team of small business marketing professionals to meet all your needs.

  • Digital Marketing Director

  • Digital Marketing Manager

  • Content Boss

  • Graphic Designer

  • SEO Specialist

  • Digital Advertising Specialist

  • Web Developer

  • Central Hosting Services

  • Business Development Coach

Additionally we expect (and enjoy) a close relationship. 

We want to work as your marketing department, not as your marketing agency or vendor. 

We deliver quick wins where we can while also taking the long view to ensure the end result is a predictable know/like/trust marketing engine that produces predictable results.