Strategy Enhancement Report


Conduct an in-depth review of launch plan and marketing strategy, with a focus on marketing to and closing high-net-worth (HNW) clientele. Once a detailed review is completed, I will deliver an enhancement report showcasing additional ideas and tactics to reach additional qualified clients.


Focus areas include:

  • Specialized strategies for targeting and converting High-Net-Worth targets.
  • Review of messaging strategy.
  • Drip marketing campaigns.
  • Strategic social media strategy.
  • Website reviews and recommendations to increase inbound leads.
  • Collateral review and recommendations (enhance current collateral & recommend new). : Whitepapers, bylined articles, case studies, corporate literature, infographics.