Marketing Strategy Consultation

Help Tax-Aid brainstorm and plan ways to reach their target audience most effectively over a few phone calls.
Tax-Aid
San Francisco, CA, USA
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Tax-Aid
San Francisco, CA, USA

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Posted August 8th

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Marketing Strategy Consultation

Project Details

What We Need
  • 3-5 one hour strategy sessions with a marketing professional covering topics like marketing channels, messaging, branding and target audiences
  • A written summary of marketing goals, target audiences and channels to prioritize
  • A starter plan of recommendations & actionable next steps to begin executing your strategy
  • Note: This project does not include the creation of content such as emails, print materials, or social media posts
What We Have In Place
  • Hi there marketing guru! We're looking for some help marketing our services to people with low income. We've seen some decline in our client base the last few years. We've worked with some excellent marketing volunteers in the past who have helped us but we're ready for a fresh set of ideas. Would you like to help us?
How This Will Help
This project will save us $2,998 , allowing us to help even more people with low income

There are clients out there that could use our help with our free income tax services. We want to find them.

Project Plan

0
Prep: Information Sharing & Goal Setting
  • Volunteer Manager outlines any current marketing activities and strategies
  • Volunteer Manager shares any existing marketing materials
  • Professional connects with the Volunteer Manager for a brainstorming/overview session, to discuss goals, target audiences, and existing activities/materials
  • Professional and Volunteer Manager outline next steps and timeline for the project
1
Milestone 1: Strategy Sessions
  • Up to 3 strategy sessions with Professional, marketing/communications team, and/or others involved in strategy & decision-making
  • [Suggested Session] On-boarding session to discuss goals, themes and core messaging
  • [Suggested Session] Identifying target audience and messaging
  • [Suggested Session] Prioritizing marketing channels and executional starting points
2
Milestone 2: Next Steps
  • Professional shares brief with summary of discussion, agreed upon marketing strategies & tactics to prioritize, and areas for further exploration
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About The Org

Tax-Aid
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Our Mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.