Our Proven Process
A tried-and-true process should be repeatable–but not inflexible. Our team has spent over a decade refining our processes based on deep collaboration and meaningful, data-driven results.
A Proven Process, Customized to Your Business
A proven process is a framework, not a rigid checklist. Search results look different for your industry and even for every business. We understand that your buyers respond to a tone that’s unique to your brand.
Our process ensures that we recognize those nuances and integrate them into every marketing effort as quickly as possible. For over ten years, we've been refining this approach, known as The Workshop Way.
The Workshop Way
To achieve successful results, early collaboration is important to tailor our strategy to your business—not the other way around. We understand that what works for one website, company, or industry may not work for another. The Discover Phase focuses on setting business goals and initial benchmarks to track performance over time.
Our discovery meeting allows us to gain a deep understanding of the nuances of your business and industry, which are key factors in crafting a strategy that truly works.
What does the Discovery meeting entail?
Our discovery call is a deep dive into:
Business goals and key performance indicators (KPIs)
Product/Service features, benefits, and differentiation
Target audience and competitors
Unique value and sales propositions.
We also assess your current marketing efforts to define success and identify growth opportunities.
Initial Analysis & Optimization
After the discovery meeting, we analyze baseline data to:
Evaluate digital marketing visibility (organic & paid)
Establish key performance benchmarks
Implement quick wins for immediate impact
Prioritize high-impact opportunities
For example, our SEO team audits your website for content, technical issues, and keyword strategy, while our Paid Media team assesses campaign efficiency, targeting, and budgeting across platforms like Google Ads, Meta Ads, or LinkedIn Ads. Our Analytics team also plays an important role at this stage in auditing and refining your analytics accounts to ensure accurate data aggregation.
Strategy Development Phase
With benchmarks set, we create a 12-month roadmap prioritizing growth opportunities based on research and expertise.
What’s in the Strategy?
Each strategy outlines:
Strategic driver: What’s the overarching approach?
Desired outcome: What are we aiming to achieve?
Key initiatives: What actions will drive results?
KPIs: How do we measure progress?
Opportunity type: Which channels (SEO, PPC, etc.) will be used?
Timing: When will each initiative take place?
Next steps: What’s left to be done?
Priorities can shift, and our strategies are designed to adapt. However, starting with a structured plan ensures clarity, and alignment, and avoids a scattered marketing approach.
Once the strategy is finalized, we review it with your team, ensuring full transparency and collaboration. This marks the end of onboarding and the beginning of execution.
Implement and Optimize Phase
The final phase of The Workshop Way is all about execution–prioritizing strategy from highest to lowest impact. We meet monthly to review data-driven results, track progress, and ensure full transparency through detailed reporting dashboards, available to you 24/7.
We believe client education is a core tenet, not an add-on. We break down insights so you can confidently share progress, opportunities, and challenges with key stakeholders. After 12 months, we conduct a comprehensive review, analyzing results to shape a strategy that builds on year 1’s success.
Markets change, and so do we. Our annual planning considers:
Industry shifts & competitor moves
New locations, products, or services
Emerging trends & ad platform updates
Algorithm changes & performance insights
Using these factors, we refine the strategy, leveraging experience, scaling what works, and testing new tactics for continued growth.
Frequently Asked Questions
Get Meaningful Results with The Workshop Way
Our team is here to support your team, and The Workshop Way is the proven process we use to get data-driven results for your business. Contact us today to learn more.