Strategy Assessment & Roadmap

The owner of a $5M title firm wanted to grow the business but wasn’t clear on the most productive path to take that would generate the best ROI.
I was engaged to research the competition and external market (to uncover best-practices and market opportunities), assess the firm’s marketing processes/capabilities and approach (including a 24 point inspection of the existing website), and scope out an orderly SOW roadmap with 3-5 future projects (complete with financial investment ranges, timelines, ROI potential, and full details on approach and path to implementation) to be used as RFP material.

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