Marketing Assessments and Planning

Start with a Stronger Foundation

Gain clarity on where your marketing stands and how to move forward through strategic evaluation and purposeful planning.

Schedule a Fit Check

Are your current marketing efforts aligned with your goals, or are they going through the motions?

Our Marketing Assessments and Planning services help you uncover what's working, missing and where to focus next. We help you build a clear, data-informed path forward, whether you're launching something new or looking to refine what exists.

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Does This Sound Like You?

  • Do you want to assess and enhance my marketing strategies?
  • Do you want to sharpen your brand and marketing foundation?
  • Are you unsure which of your marketing efforts are driving results?
  • Do you need a clear, objective view of your strategy, channels, and messaging?
  • Are you preparing for a pivot, launch, or growth phase and want to plan intentionally and align goals, channels, and messaging?
  • Do you need help evaluating the effectiveness of your team, systems, campaigns, or content?
  • Do you want to audit performance before scaling or hiring?
  • Are you preparing for an annual planning cycle and need to set a clear marketing strategy?
  • Do you want help making sense of your analytics to inform future marketing decisions?

Why Clients Choose Marketing Assessments and Planning

Clients typically seek marketing assessments and planning when:

  • They feel unclear on what's working, what's not, and where to focus next
  • They want a professional second opinion before investing more in execution
  • Their brand and messaging no longer reflect who they are or where they're going
  • They're juggling multiple channels without a cohesive strategy
  • They're preparing for a board meeting, budget ask, or internal marketing realignment
  • They've been running marketing efforts in-house and want to audit performance before scaling or hiring

Choose the Support That's Right for You

Explore our marketing assessments and planning services to see how we can help.

Marketing & Brand Audits

Marketing & Brand Audits

Get a full-picture view of your marketing health, blind spots, and opportunities.

Our Marketing & Brand Audits deliver an objective, full-spectrum review of your current marketing and brand ecosystem. We assess and review what's working, what's missing, where the gaps are in your channels, content, audience targeting, positioning, and visual identity, and where your messaging, systems, and strategy can improve. It's the clarity-building first step for organizations ready to refine their marketing foundation and unlock new opportunities, providing a review of your current efforts and uncovering opportunities to align your brand, messaging, and systems for growth.

Foundational Strategy Level of Support

Our audits give you a structured, high-level, yet in-depth understanding of your marketing and brand efforts. We tailor our audits to the depth of review and areas of the marketing ecosystem each client needs to address, providing clarity, structure, and action-ready marketing and brand recommendations.

Who This Supports

Perfect for business owners, marketing teams, or executive leaders who want a clear, objective understanding of their marketing foundation, those who are ready to assess what's working and what needs to evolve, or those who are building their brand or marketing systems from the ground up and want to make sure they're setting up the right foundations.

Your Experience Includes

  • Project scope with timeline and deliverables
  • Review of current brand positioning, marketing systems, performance, messaging, and assets
  • A report with actionable recommendations and a prioritization list
  • Market research
  • Meeting with key stakeholders related to the goals of the audit
  • Optional follow-up support

What You’ll Walk Away With

  • Clarity on gaps, strengths, and where to focus for growth
  • A high-level view of performance, brand alignment insights, and opportunities
  • A prioritized, action-oriented roadmap to improve clarity and results.

The Tangible Takeaways

While takeaways depend on each client's needs, some deliverables you can expect may include:

  • Marketing & brand health report
  • SWOT or gap analysis
  • Messaging and positioning evaluation
  • Website and content review
  • Audit findings presentation or walkthrough
  • Actionable recommendations and prioritization list
  • Optional audit-to-action plan

What We Review:

  • Messaging & positioning
  • Website & digital presence
  • Brand consistency & design
  • Channel strategy
  • Data & analytics
  • Team structure & tools
Request an Audit Fit Check

FYI: Pricing varies based on scope. We’ll work with you to determine the right level of support.

Real-World Fit

  • If you've been doing "all the marketing things" but aren't sure what's working

  • If you're unsure if their brand, messaging, or channels are aligned

  • If you want to know where to focus first (or next)

  • If you need an expert second opinion before hiring or scaling

  • If you want clarity before investing in execution or campaigns

  • If you need brand and marketing tune-up

Common Questions

Yes, we review your entire marketing ecosystem, including digital channels, branding, messaging, print, events, sponsorships/partnerships, and more, depending on your business model and goals.

You'll receive a written audit report with key takeaways, plus a walkthrough session to discuss insights and recommendations

Yes, clients use the audit to get a second opinion, align internal and external teams, or sharpen their strategy before working with a partner.

1-Hour Strategy Sessions

1-Hour Strategy Sessions

Expert insight and direction on a focused marketing challenge or decision

Our 1-Hour Strategy Sessions are collaborative planning and strategizing engagements designed to create or refine your marketing strategy. This can include annual planning, campaign planning, audience segmentation, and aligning business goals to marketing priorities.

Quick Strategic Clarity Level of Support

We created our 1-Hour Strategy Sessions for leaders seeking rapid strategic insight, clarity, direction, or focused problem-solving without a long-term commitment. This entry-point session delivers high-value guidance quickly, perfect for resolving questions, testing ideas, or mapping out your next steps.

Who This Supports

Marketing leads, executive teams, and small business owners who are ready to build a stronger, more aligned marketing plan, need quick clarity or direction, and want expert insight without a long-term commitment.

Your Experience Includes

Pre-session prep, one 60-minute virtual or in-person session, summary notes and resources, option for follow-up support.

What You'll Walk Away With

Actionable next steps, focused recommendations, marketing confidence

The Tangible Takeaways

  • Session recording (if virtual)

  • Customized strategy notes or summary

  • Resource suggestions or frameworks

  • 1–2 next-step recommendations

  • Optional follow-up via email

Book a Strategy Session

FYI: Pricing varies based on scope. We’ll work with you to determine the right level of support.

Real-World Fit

  • If you want to talk through a specific idea, challenge, or opportunity

  • If you need focused insight without committing to a long engagement

  • If you're preparing for a pitch, campaign, or internal presentation

  • If you need help pressure-testing a decision or your next step

  • If you're exploring how Maison Peters could support them and want to start small

Common Questions

Yes, you're welcome to bring multiple questions or challenges. We'll prioritize and make the most of our time.

We'll send a brief intake form to help focus the session — no heavy lifting is required.

Absolutely. You can book recurring strategy sessions monthly or quarterly to stay on track. You can also join our recurring 90-Minute Strategy Studio Sessions if you need more group accountability.

90-Minute Strategy Studio Sessions

90-Minute Strategy Studio Sessions

Dedicated time and space to think strategically, ask questions, review, and move forward with expert backing

Our focused, coworking-style virtual sessions provide a structured time and space to work through your marketing questions and gain direction. They offer a way to think through your next steps with strategic support and accountability. Use these sessions to help you move from scattered to focused with expert backing, whether navigating a transition, untangling a marketing challenge, or simply craving time to think strategically.

Guided Group Strategy & Support

We built these 90-minute Strategy Studio sessions for entrepreneurs, nonprofit leaders, and small teams who want flexible, actionable support in a group setting without committing to a full engagement. It's excellent for quick resets, monthly check-ins, or turning stuck energy into clear steps.

Who This Supports

Entrepreneurs, solo founders, small teams, in-house marketers, or nonprofit leaders who need a strategy partner to think through immediate next steps, want dedicated space to refocus, reframe, and make progress, and don't mind a virtual group setting for accountability and addressing marketing questions and topics.

Your Experience Includes

Pre-session prep, 90-minute virtual group session, pre-session questions or topic submissions, follow-up summary & recommendations, half conversation, half implementation session coworking structure, post-session summary with key takeaways and recommendations

What You'll Walk Away With

Dedicated space to pause, zoom out, and focus on answering your marketing questions; Strategic guidance, recommendations, and clarity; Camaraderie and knowing you're not alone in your marketing challenges.

The Tangible Takeaways

  • Session recording and notes

  • Follow-up summary & recommendations

  • Summary of insights and action items

  • Custom frameworks or templates (if applicable)

  • Option to schedule recurring sessions for continued momentum

Schedule a Fit Check

FYI: Pricing varies based on scope. We’ll work with you to determine the right level of support.

Real-World Fit

  • If you need a weekly, monthly, or quarterly marketing check-in to stay aligned and intentional

  • If you're stuck and need to think through a specific challenge or decision

  • If you want support prioritizing efforts or building a strategic plan

  • If you want strategy time blocked on your calendar with expert input

  • If you want to work through marketing challenges and topics in a group with peers and expert support

Common Questions

It's structured and strategic. You'll get a blend of live discussion, real-time support, and space to implement or reflect during the session.

Not necessarily. You'll receive optional prompts to help you focus, but you can also show up as you are. You'll be able to submit questions or topics you want to go over as well and we'll prioritize the discussion around those questions or topics.

Yes! Clients can set up recurring sessions for weekly, monthly, and/or quarterly check-ins or a bridge between larger projects. Pricing will vary depending on the frequency of sessions you sign up for.

Compare Marketing Assessments and Planning Services

Service Ideal For Duration Key Deliverables
Marketing & Brand Audits Full-picture audit before scaling, hiring, or refreshing marketing or brand Custom project timeline (4-6 weeks) Marketing & brand health report, SWOT/gap analysis, messaging & channel review, prioritized recommendations
1-Hour Strategy Sessions Quick clarity or strategic direction on a focused marketing challenge 60 minutes Session summary, resource suggestions, 1–2 strategic recommendations, optional follow-up
90-Minute Strategy Studio Sessions Dedicated virtual time to think strategically and make progress with expert support 90 minutes, recurring weekly, monthly, or quarterly Session summary, strategic insights, next-step action plan, optional frameworks/templates, implementation time

Ready to Get Started?

Whether you need a short-term strategic boost or a long-term partner, we’re here to help you lead with clarity.

Schedule a Fit Check to discover how our marketing assessments and planning services can align with your organization's goals.

Schedule A Fit Check

Marketing Areas We Lead In

Marketing Strategy

Marketing Strategy

  • Goal & objective development
  • Mapping business strategy & plans to marketing efforts
  • Strategy & growth planning
  • Developing & evaluating integrated marketing strategies & plans
  • Analyzing product, channel & audience effectiveness
  • Conducting competitive analysis
  • Developing target audiences, segmentation, & customer journeys
  • Pricing & offerings development
  • Advising on marketing team abilities with team skills and needs assessment
Marketing Analytics

Marketing Analytics

  • Setting marketing metrics/KPIs based on goals & strategy
  • Analyzing marketing data & performance
  • Developing marketing dashboards for reporting
  • Conducting market research
  • Setting marketing benchmarks
  • Keyword analysis
  • MarTech & insights audit
Digital Marketing

Digital Marketing

  • Evaluating digital marketing tactics across email, social, web, search, and paid ads
  • Developing cross-channel strategy & planning
  • Optimizing & crafting effective email campaigns, organic social, digital ads, and web pages
  • Analyzing digital campaign performance, including email, channel/list health, social media, ad, and web
  • Auditing CRM/database/list management
  • Developing audience targeting & segmentation
  • Developing campaign & lead gen automation & systems
  • Researching keywords & targeting
  • Web redesign strategy
Content Marketing

Content Marketing

  • Evaluating content strategy
  • Developing content plans & pillars
  • Customer journey content placement
  • Creating editorial calendars & frameworks
  • Converting long-form content to short-form content
  • Content repurposing strategy
Branding & Positioning

Branding & Positioning

  • Evaluating brand strategy
  • Conducting a rebrand
  • Developing brand voice & messaging platforms
  • Creating target audience/buyer personas & journeys
  • Crafting brand guides & branded templates
  • Assessing market positioning & reputation
Event Marketing & Sponsorship/Partnership

Event Marketing & Sponsorship/Partnership

  • Developing event marketing strategy & plans for owned events
  • Developing event marketing strategy & plans for participating events
  • Evaluating marketing activations at virtual & in-person events
  • Sponsorship & partnership evaluation
  • Identifying & pricing sponsorship & partnership assets
  • Sponsorship/partnership pitch deck creation & evaluation
  • Sponsorship/partnership valuation
Sales, Growth & Funnel Marketing

Sales, Growth & Funnel Marketing

  • Mapping sales funnel to marketing funnel
  • Mapping funnels to customer journey & content tactics
  • Conducting needs analysis
  • Identifying relationship-building opportunities
  • Optimizing lead generation & conversion for marketing and sales
Customer & Client Relations

Customer & Client Relations

  • Analyzing client/customer retention & loyalty
  • Mapping marketing to customer journey
  • Identifying client/customer lifecycle
  • Optimizing CRM
Channel Marketing

Channel Marketing

  • Developing integrated channel strategy & plans
  • Auditing marketing channel usage & effectiveness
  • Mobile responsiveness evaluation
  • Exploring other channels like mobile, SMS, & print marketing

The Maison Peters Experience

Your Marketing Transformation

Every engagement should create a meaningful impact. That's why we built our approach to clarify your direction, strengthen your confidence, and align your marketing with what truly matters to your business. We focus on outcomes that move you forward with clarity and intention.

We designed our focused and collaborative client experience to help you walk away with:

  • A renewed sense of focus and confidence
  • A clear path forward, grounded in strategy
  • Marketing that supports your business goals — not just fills channels
  • Smart, intentional progress without the noise or overwhelm

Your Strategic Investment

Our pricing model reflects the clarity and consideration we bring to every client engagement.

Each service, project, or retainer is custom-scoped to align with your goals, timeline, team needs, and level of strategic support. We aim to deliver clarity, confidence, and meaningful results without unnecessary complexity or commitment. After you schedule a Fit Check, we'll explore what's possible by walking through options, exploring the scope, and determining the best next step for your business.

Our Collaborative Process

What it’s Like to Collaborate with Maison Peters

Receive clear guidance every step of the way.

The best outcomes come from clear communication, shared ownership, and thoughtful partnership. No matter which service you choose, we guide you through a structured and supportive process to ensure clarity and impact. Expect a high-touch, intentional experience where you always know what's happening and why.

Here's how we work through the strategic problem-solving process together:

  1. Clarify – We identify the challenge and root need.
  2. Diagnose – We audit what’s working, what’s not, and what’s missing.
  3. Strategize – We co-create direction with aligned goals and a practical roadmap.
  4. Plan & Execute – We turn strategy into action and help bring it to life through tactics, tools, and collaboration.
  5. Evaluate – We reflect, assess progress, pinpoint what to refine, and scale what works for growth.

Our Strategic Approach

Clarity from First Contact to Final Outcome.

Strategic perspective that meets you where you are and helps you confidently move forward.

We bring steady leadership, thoughtful guidance, and strategic clarity to every engagement. From day one, you’ll feel supported — whether we’re diving into strategy, coaching your team, or building a plan side-by-side.

The Maison Peters client experience is:

✔ Simple to enter — no red tape or confusion

✔ Supportive at every step — we meet you where you are

✔ Focused on transformation, not just tasks

✔ Rooted in clarity, confidence, and sustainable growth

Every engagement reflects our values: Discovery, Connection, Mastery, Foundation, and Wonder.

Our Marketing Philosophy

Marketing should feel like clarity, not chaos.

At Maison Peters, strategy is the foundation of good business and marketing. Strategy creates clarity and fends off chaos. Your strategy should connect to the bigger picture, your why, and what your audience wants and needs, not just convert unintentionally, causing a disconnect between your organization, your organization's purpose, and whom your organization serves.

We blend structure with soul and bring together high-level thinking with hands-on collaboration. We approach marketing as a tool for meaningful growth aligned with your values, voice, and vision.

We’re here to help you uncover what’s possible and act on it with confidence.

Find the Service That’s Right for You

Premium

Strategic Marketing Leadership

Custom and Day Rate Pricing
  • For clients who want high-level advisory or a CMO partner designed to lead their marketing with strategic clarity and confidence
  • Fractional (Part-time) CMO Retainers
  • CMO-For-A-Day
  • Need short-term or ongoing senior-leadership? Choose between CMO-for-a-Day for focused, high-level strategy or a Fractional CMO retainer for ongoing leadership, ideal for organizations needing expert guidance, marketing clarity, and executive insight without a full-time hire.
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Foundational

Marketing Assessments & Planning

Custom, Fixed Rate, and Subscription Pricing
  • For clients who want clarity on where they stand and how to move forward, including marketing audits, brand strategy, and campaign planning frameworks to evaluate, prioritize, and structure their marketing efforts
  • Marketing & Brand Audits
  • 1-Hour Strategy Sessions
  • 90-Minute Strategy Studio Sessions (Coming Soon!)
  • Unsure if your marketing efforts are truly driving results? Our Marketing Assessments & Planning services include comprehensive audits and strategic reviews to help you clarify what's working, what's missing, and where to focus next.
Explore Options
Flexible

Strategic Marketing Project Support

Project-Based and Hourly Rate Pricing
  • For organizations that need senior-level strategic marketing collaborative support for high-impact initiatives such as priority campaigns, product launches, brand initiatives, or time-sensitive marketing projects without hiring a full-time executive or agency
  • Strategic Marketing Projects
  • Hourly Marketing Consulting
  • Need strategic support to lead a critical marketing initiative or decision? Get custom-scoped projects and flexible hourly consulting built to help you tackle challenges like brand repositioning, analytics, campaign planning, or pricing strategy with clarity and confidence.
Get Support
Flexible

Marketing Workshops & Trainings

Custom Rates
  • For teams or leaders who want skill-building and internal capacity growth through interactive marketing training and strategy workshops to upskill teams and align internal efforts with external goals
  • Custom Training Sessions
  • Marketing Workshops
  • Need a strategic partner to equip or align your marketing team? We offer custom workshops and trainings, delivered virtually or in-person, designed to strengthen your team's skills, sharpen focus, and support your marketing goals with clarity and collaboration.
Discover Trainings
Foundational

Marketing Talks and Toolkits (Coming Soon!)

Custom Rates and Subscriptions
  • For those who want to grow on their own time or get inspired by expert insights through speaking engagements, marketing toolkits, and tailored insights to educate, inspire, and activate your team or audience
  • Marketing Strategy Studio (Coming Soon!)
  • Speaking Engagements
  • Looking for self-guided strategy tools or expert insight for your next event? Access the Marketing Strategy Studio for templates, guides, and toolkits that bring clarity and structure to your marketing, or book a speaking engagement to gain actionable expert insights for your audience.
Learn More

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Schedule a Fit Check

Not sure if Marketing Assessment & Planning services are the right fit for you? Schedule a Fit Check to discover how our marketing assessments and planning services can align with your organization's goals. Let's talk!

FYI: Pricing varies based on scope. We’ll work with you to determine the right level of strategic support.

Book a Fit Check