Intake Process

Confirm.

Before you review our intake process, here is what to know.

What We Do:

We provide marketing management to organizations that need structure, direction, and execution.


Who We Work With:

  • City and County Departments
  • Public Agencies
  • Nonprofits
  • Arts and cultural organizations
  • Community Programs
  • Institutions managing public-facing initiatives 


Now that we have that out of the way, scroll down to find out everything you need to know about our process. We're looking forward to talking soon.

This intake is part of onboarding. It starts after an agreement is signed and a kickoff is scheduled.

The Process

Our goal is to understand your marketing needs before making recommendations or starting projects. This is an important step to ensure alignment, costs, and time. In short, this process allows us to design marketing management services that support your organization’s goals and keep your team focused on its core work.

1. Current State of your Marketing Systems

We start by reviewing how marketing is handled today:


  • Who manages marketing decisions
  • How initiatives are planned and launched
  • How staff and vendors are coordinated
  • How consistency is maintained.

2. Gaps and Breakdowns

Next, we identify what's not working:


  • Missing structure or ownership
  • Inconsistent execution
  • Overloaded staff
  • Disconnected efforts across channels

3. Impact

We look at what those gaps affect:


  • Missing structure or ownership
  • Inconsistent execution
  • Overloaded staff
  • Disconnected efforts across channels

4. What Creates Stability

We define what will improve results:


  • Determine the need for a marketing system
  • Clear marketing structure
  • Organized planning and rollout
  • Consistent brand direction
  • Ongoing management support

What this Means for You

All the things that delay or bottleneck your marketing objectives are addressed:


  • Clarity before action
  • Focused marketing efforts
  • Staff support
  • Aligned messaging and branding
  • Programs launch with intention
  • Leadership gains confidence in execution

This intake sets clear priorities, clear ownership, and a steady cadence for planning and rollout so marketing stays consistent and your team stays focused on program work.