The Marketing Refresh Framework
Stop Guessing.
Start Scaling.
Refresh Your Marketing Approach
Established businesses with a disconnected marketing approach lack clarity. When activity is high, but the results are blurry, and no one can connect spending to revenue. Our goal is to fix that by gaining clarity through analyzing your strategy; what is working, what isn’t, and developing an actionable roadmap so we don’t have to guess, and you know exactly what you’re investing your time and money into.
A Marketing Plan Built Around Your Business.
Trust Your Strategy
After years of working with established businesses across industries, we’ve learned that the marketing problems that look unique on the surface usually aren’t.
The patterns showing up in your business right now, which ones are costing you the most, and which ones are quietly working better than anyone realizes? That’s where we start: not with assumptions about what your business needs, but with a clear-eyed look at what’s actually happening.
What is your definition of success?
How we think about marketing.
Most marketing fails for one of two reasons: nobody knows what’s actually working, or you know what’s working and aren’t doing enough of it. Both require the same first move, which is getting an honest read on the current state of things.
What this can look like:
- Identify Strengths VS Bottlenecks
- Assign focus areas & relieve bottlenecks
- Find supporting strategies – what to do now & in the future
- Define your expectations
- Identify areas that we can help
Let’s Start Off Right
The Marketing
Focus Snapshot.
The Marketing Focus Snapshot is a paid strategy engagement designed to help established businesses pause, refocus, and make confident decisions about what needs attention next.
WHO IS THIS FOR
This is a strong fit
for businesses that:
- Have outgrown their current marketing approach.
- Have tried multiple tactics that don’t feel connected.
- Want clarity before investing more time or money.
- Are tired of guessing what to do next.
WHAT YOU’LL GAIN
- A clear picture of where your marketing stands today.
- Confidence around what actions actually matter next.
- Practical, realistic next-steps for real-world results.
- Less noise. More focus.
WHAT’S INCLUDED
Pre-Session Review
- Website & messaging review.
- Current marketing touchpoints (SEO, Google presence, ads, email, social).
Live Strategy Session
- 60–90 minute guided working session.
- Plain-language discussion of what’s working, what’s not, and why.
Priority Focus
- Clear identification of your top 3 focus areas for the next 90 days.
- What to act on now and what can wait.
Snapshot Summary
- Written recap you can reference, share internally, and use for alignment.
What’s next?
Refine Your Strategy
Once we have a clear picture of your goals, what’s working for you, and what isn’t, we will collaborate to create an actionable plan and budget.
Once the plan has had some time to work for you and enough data has been collected, we will reevaluate your strategy and refine it.
At a Glance
Client Case Studies
Hartpence Law
The Challenge
Hartpence Law had built a strong reputation through exceptional client service and legal expertise, but its brand and website no longer reflected the quality of the firm or supported its long-term growth goals.
The Work
- Brand Refresh & Repositioning
- Website Redesign
- SEO & Content Marketing
The RESULTS
- Website Performance Growth
- Search Visibility Growth
- Audience Growth
- Lead Generation
Fear Free Dental
The Challenge
Fear Free Dental had built a strong reputation for delivering a more comfortable and compassionate dental experience, but they wanted to expand their visibility and reach more prospective patients throughout the Portland area.
The Work
- Connected TV Advertising
- Google Ads
- SEO & Website Optimization
The RESULTS
- Connected TV Campaign Results
- Google Ads Performance
- Website Growth Year Over Year
- Organic Search Growth
- Increased Brand Recognition
Hartpence Law
The Challenge
Hartpence Law had built a strong reputation through exceptional client service and legal expertise, but its brand and website no longer reflected the quality of the firm or supported its long-term growth goals.
The Work
- Brand Refresh & Repositioning
- Website Redesign
- SEO & Content Marketing
The RESULTS
- Website Performance Growth
- Search Visibility Growth
- Audience Growth
- Lead Generation
Services A-La-Carte
Already Know
What You Need?
Most clients start with the Snapshot because it tells us where to focus. But if you’ve already done the diagnostic work and know which lever you want to pull, you can engage us directly on a single service. We’ll still ask a few questions before we start.
Marketing Focus Snapshot
The diagnostic. A written report and review session that pinpoints what to fix and what to scale.
Social Media
Content strategy, creation, and scheduling across the platforms where your audience actually spends time.
Digital Ads / PPC
Paid campaigns on Google, Meta, and beyond. Built for measurable return, not vanity metrics.
Marketing Automation
Email sequences, lifecycle campaigns, and conversion systems that move prospects through your funnel without manual lift.
Media Day
A focused production engagement that captures a quarter’s worth of brand assets in a single day.
Google Ad Reports
Monthly performance reporting designed for business owners, not analysts. Built so you actually understand what your ad spend is doing.
FAQ
Common Questions
Not at all. Most clients do because it’s the cleanest way to make sure we’re solving the right problem, but you can engage us directly for a specific service. We’ll still ask a few questions about your goals and current state before we start, since that context helps us do better work.
That’s totally fine. Plenty of clients come to us for ads only, or for a Media Day and nothing else. The framework is how we think about marketing as a whole, not a package you have to buy in full. The quality of the work doesn’t change based on scope.
The Snapshot is a paid deliverable, which means we can spend real time on it and give you honest recommendations, including ones you can do yourself. Free audits are usually built to point you toward a retainer. The Snapshot is built to give you a useful document, whether you keep working with us or not.
It depends on what the Snapshot finds. Some clients move into a full retainer covering several framework stages. Others run a focused project on one stage. We build the engagement around the recommendations, not a fixed package, so the scope matches what your business actually needs.
It depends on the stage. Paid ads can move numbers within a few weeks. Content and SEO build over months. Lifecycle automation pays off as your audience grows. The Snapshot gives you realistic timelines for your specific situation, so you’ll know what to expect before you commit to anything.
We work best with established businesses that have some marketing infrastructure already in place and want it working harder. If you’re pre-revenue or just launching, we can usually point you to better-fit resources. The Snapshot conversation is the easiest way to find out for sure.
That comes up often, and it’s not a problem. The Snapshot is a useful second opinion regardless of who you keep working with afterward. We’ve had clients run the Snapshot, take the recommendations to their existing agency, and stay there. That’s a fine outcome for us.
We’re based in Portland, Oregon, and we work with clients across the US. Most of our communication is remote. For Media Days and select projects, we travel to you.
