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Case Study: New Biz


The Client had years of experience in servicing his target market and wanted to lay a foundation for future expansion that could add service personnel to meet the projected growing need.

The Client lacked a web presence, branding and tool base to communicate with current prospective clients and his future team.


An assessment of the Client's Freedoms and Limitations found organizational opportunities.

A Target Market Analysis found a siginificant and rapidly growing market.

Target Market Pain Points provided a clear point of initial engagement with prospective Clients.


Once the Target Market Persona and Pain points were identified, the operational foundations and seamless marketing resources needed to communicate were defined.

(See sample above.)

Included: Entity, Insurance, CRM, Worksheets, Powerpoint, Hosting, Mobile Friendly, Payment Processing