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OUR PROCESS
Guiding you through the
steps to a successful marketing
program
Step #1
Focus Workbook
Clients complete a focus workbook that helps shape their vision while we assess marketing needs. A UBS account representative will assist in the completion of the focus workbook for up to five hours of one-on-one consulting. The workbook is broken into four phases:
Phase One: Building Your Vision
Phase Two: Branding and Corporate Identity
Phase Three: Envisioned Future
Phase Four: Marketing Plan
Step #2
Creative Workshop
We conduct a content evaluation of your current website and collateral material. We then conduct a workshop with our creative team to examine our findings and then partner with you to develop an affordable plan to reach current and future customers.
Step #3
Develop Yearly Plan
After we complete our initial steps, we have all we need to develop an impactful marketing plan. We will give you several options of services and budget your annual marketing costs into a fixed monthly payment.
Step #4
Measure the Impact of the Plan
Your personal account representative will conduct quarterly impact reviews to measure the success of your marketing programs. In the third quarter of our yearly program, we will also survey your customers again to measure their feedback and to help shape next year’s plan.
Step #1
Focus Workbook
Clients complete a focus workbook that helps shape their vision while we assess marketing needs. A UBS account representative will assist in the completion of the focus workbook for up to five hours of one-on-one consulting. The workbook is broken into four phases:
Phase One: Building Your Vision
Phase Two: Branding and Corporate Identity
Phase Three: Envisioned Future
Phase Four: Marketing Plan
Step #2
Creative Workshop
We conduct a content evaluation of your current website and collateral material. We then conduct a workshop with our creative team to examine our findings and then partner with you to develop an affordable plan to reach current and future customers.
Step #3
Develop Yearly Plan
After we complete our initial steps, we have all we need to develop an impactful marketing plan. We will give you several options of services and budget your annual marketing costs into a fixed monthly payment.
Step #4
Measure the Impact of the Plan
Your personal account representative will conduct quarterly impact reviews to measure the success of your marketing programs. In the third quarter of our yearly program, we will also survey your customers again to measure their feedback and to help shape next year’s plan.