Square One Strategic Planning Retreat

Establish or Revamp Your Marketing Program

Develop a Concrete Marketing Strategy for Your Nonprofit or Small Business
Whether It's Day 1 or Year 10

Stop Googling. Start Strategizing.

The frustration is real. Are you wearing yourself out searching for ways to get more sales or donations and getting stuck with endless marketing acronyms and "7-figure" course offers?

You can do so much better. Your time is valuable, and you should be spending it on activities that make you more profitable. Create a strategic marketing plan that elevates your business.

Uncover Spectacular Selling Points You Didn't Know You Had

During the 2.5-day Square One Strategic Planning Retreat, we'll take a deep dive into your business goals, target audience, and existing marketing efforts. Then we'll work with you on a research-based strategy to achieve your revenue and funding goals.

Our team will analyze your data to give you a better understanding of your customers and why they need YOU. Together, we'll craft a compelling brand message that will have premium prospects diving into your sales funnel to become your people.

Why Invest in a Square One Strategy Session
for Your Business or Nonprofit?

Business, audience, & competitor analysis

Get a clearer understanding of your market, target audience, and their needs to improve your communication strategy

A solid marketing strategy foundation

Create a real plan to get in front of the right audience so you can nurture and convert more leads and prospects into customers

Comprehensive brand messaging

Craft a compelling story that sparks emotional connections with your people that lead to brand loyalty & evangelism

A Documented Marketing Strategy is Your Roadmap to Success

Only 40% of marketers have a documented marketing strategy. But 64% of the most successful marketers have documented marketing strategy.*

That means just writing out your small business or nonprofit marketing strategy gives you a huge advantage over your competition. That document is a true business asset.

Our Square One Retreat is specifically designed to help small business owners and nonprofit leaders who don’t have a marketing department. We understand that marketing can seem like a confusing and tedious task, especially if you’re juggling multiple roles. That’s why our team is here to help you every step of the way.

Experience your 2.5-day retreat via highly interactive online meetings, or plan to connect with your team in person away from daily distractions. Enjoy continental breakfast & catered lunch on both strategy days at our private retreat venue.

After our engagement, we’ll compile the work documents into a formal strategic plan that can be implemented by your team, our team, or your professional of choice.

Your booking includes up to 3 leadership team members.

What to Expect From Your Square One Retreat

Step-By-Step Marketing Program Development for Small Teams
(And Teams of One)
Prework Session

We'll spend this session learning who you are, reviewing your existing data, and discussing your current strategies.

Day 1: Research & Analysis

On Day 1, we get allll in your business (or nonprofit). We'll dig into your market, competition, and best customers or donors.

Day 2: Defining Your Strategy

We'll craft your message from what we've learned about your buyers & donors, then create an execution plan for your team.

What People Say About the Square One Retreat
Amazing. Photographer

I thought my business didn't matter. Then I discovered that I was simply talking to the wrong people. This gave me the confidence to charge my rate and plan for growth. Even with a background in marketing, I learned so much about my business and clients.

Life-changing. Nonprofit Executive Director

We're an established organization. We needed help to grow, but I had no idea just how deep our reputation was. We were missing so many opportunities that were right under our noses. Not anymore!

Humbling. Nonprofit Executive Director

I honestly thought posting regularly to social media was enough. I thought we were well-known, but all we were doing was communicating with my personal circle. I was shocked when I learned all the steps that really go into marketing effectively.

    A Few of the Clients We've Supported Over the Last 14+ Years
    Ready for better leads and breathtaking growth?

    It all starts with a conversation. Book a discovery appointment with our head of strategy below.

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