Overview of Private Client Group
Our intensive onboarding process allows us to become intimately familiar with the client’s goals, needs, and areas of concern. After the discovery period has culminated, we organize all marketing projects and initiatives into a detailed strategic marketing plan. This customized plan places the highest priority on high-revenue marketing funnels that are appropriate for the client. To maximize the long-term benefits of our planning, we systematize all tasks, procedures, protocols, and responsibilities so that we may create a culture of organized priority-driven project management.
Next, we get down and dirty in the trenches with you. Together, we implement and execute the strategies and initiatives through weekly team meetings and detailed action plans to promote transparency and accountability. Every month, you will receive a detailed monthly progress report with important reactive and proactive information, data and strategic planning.
We are passionate advocates of tracking and hyper-tracking. We will help you establish and implement robust tracking systems to capture all necessary metrics. Lastly, and arguably most importantly, we help you innovate. It is this process of innovation that truly sets us apart from all others and allows us to expedite elite production goals.