Praxis Marketing Consulting · Document 01
Marketing Roadmap
[Client Name]
[Client Name]
A Note for [Client]
A Note for [Client]
How to Use This Roadmap
Where You Stand Right Now
Where You Stand Right Now
Your Vision
Your Current Marketing Snapshot
| Channel | Current Status | What This Means |
|---|---|---|
| Channel 1 | ||
| Channel 2 | ||
| Channel 3 | ||
| Channel 4 | ||
| Channel 5 | ||
| Channel 6 | ||
| Channel 7 | ||
| Channel 8 |
What's Working
What's Working — Build on These
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5
Your Marketing Roadmap
Your Marketing Roadmap
Priority 1 — Do This First
Priority Action One
Priority 1 — Do This First
Priority Action Two
Priority 1 — Do This First
Priority Action Three
Priority 1 — Do This First
Priority Action Four
Priority 2 — Do This Next
Priority Action Five
Priority 2 — Do This Next
Priority Action Six
Priority 2 — Do This Next
Priority Action Seven
Priority 2 — Do This Next
Priority Action Eight
Priority 3 — Build Toward This
Priority Action Nine
Priority 3 — Build Toward This
Priority Action Ten
Step-by-Step Action Guide
Step-by-Step Action Guide
1. Action One
Why This Matters
What to Do
1
2
3
4
5
6
7
8
Expected Outcome
2. Action Two
Why This Matters
What to Do
1
2
3
4
5
Expected Outcome
3. Action Three
Why This Matters
What to Do
1
2
3
4
5
Expected Outcome
4. Action Four
Why This Matters
What to Do
1
2
3
4
5
Expected Outcome
5. Action Five
Why This Matters
What to Do
1
2
3
4
5
6
Expected Outcome
6. Action Six
Why This Matters
What to Do
1
2
3
4
5
6
7
Expected Outcome
7. Action Seven
Why This Matters
What to Do
1
2
3
4
5
Expected Outcome
8. Action Eight
Why This Matters
The Three Numbers You Need
| Number | What It Is | How to Calculate It |
|---|---|---|
| Number 1 | ||
| Number 2 | ||
| Number 3 |
How to Start Tracking This
1
2
3
Expected Outcome
Branding Consideration
Branding Consideration
Practice Name
Logo and Visual Identity
Color Palette and Typography
Website Redesign
Provider and Staff Biographies
Printed Materials and Signage
Online Directory Updates
Our Recommendation
Marketing Budget in Context
Your Marketing Budget in Context
StageMonthly BudgetPrimary Focus
Action Checklist
Your Action Checklist
Priority 1 — Do These First
Priority 2 — Do These Next
Priority 3 — Build Toward These
Next Steps With Praxis
Next Steps With Praxis
One Final Thought
See what your roadmap looks like.
Reach out and we will be in touch within 48 hours.
Praxis Marketing Consulting · Document 02
Marketing Clarity Report
[Client Name]
[Client Name]
How to Read This Report
How to Read This Report
ScoreRatingWhat It Means
1
Critical Gap
2
Significant Gap
3
Developing
4
Solid
5
Strong
Gap Scores by Category
Gap Scores by Category
4
Goals and Vision Clarity
2
Channel Strategy and Execution
1
Budget and ROI Clarity
3
Brand and Positioning Strength
2
Market Share and Competitive Awareness
2
Digital Presence and SEO
3
Team and Vendor Structure
3
Customer Journey and Funnel Health
Overall Marketing Clarity Score
[X.X]/5
Competitive Landscape Review
Competitive Landscape Review
Scope Note
Competitor 1
| Dimension | Competitor 1 | [Client Name] |
|---|---|---|
| Provider Type | ||
| Location | ||
| In-Person | ||
| Telehealth | ||
| Bilingual | ||
| Evaluation Types | ||
| Insurance | ||
| Website Quality | ||
| Marketing Sophistication |
Strategic Read
Competitor 2
| Dimension | Competitor 2 | [Client Name] |
|---|---|---|
| Provider Type | ||
| Location | ||
| In-Person | ||
| Telehealth | ||
| Bilingual | ||
| Evaluation Types | ||
| Insurance | ||
| Website Quality | ||
| Marketing Sophistication |
Strategic Read
Competitor 3
| Dimension | Competitor 3 | [Client Name] |
|---|---|---|
| Provider Type | ||
| Location | ||
| In-Person | ||
| Telehealth | ||
| Bilingual | ||
| Evaluation Types | ||
| Insurance | ||
| Website Quality | ||
| Marketing Sophistication |
Strategic Read
Competitive Summary: Where [Client] Wins
AdvantageWhy It Matters
Budget and ROI Analysis
Budget and ROI Analysis
Current Spend Breakdown
| Line Item | Monthly Cost | Assessment |
|---|---|---|
| Total Tracked Spend |
Unit Economics: Baseline Targets
| Metric | Industry Benchmark | Target |
|---|---|---|
| Cost Per Lead | ||
| Cost Per New Patient / Customer | ||
| Customer Lifetime Value | ||
| Marketing Spend as % of Revenue |
Team and Vendor Assessment
Team and Vendor Assessment
Internal Marketing Ownership
Vendor Audit
Tools and Technology in Place
| Tool | Status | Notes |
|---|---|---|
Top 5 Prioritized Recommendations
Top 5 Prioritized Recommendations
#1 — Highest Impact, Lowest Cost
Expected impact:
#2 — High Impact, Low Cost
Expected impact:
#3 — High Impact, Moderate Effort
Expected impact:
#4 — Moderate Impact, Low Cost
Expected impact:
#5 — Strategic, Longer Timeline
Expected impact:
Phased Roadmap
Phased Roadmap
Phase 1Weeks 1–8
Phase 2Months 2–4
Phase 3Months 5–12
Agency vs. In-House vs. Fractional
Agency vs. In-House vs. Fractional
ModelBest When…Watch Out For…
Full-Service Agency
In-House Marketing Hire
Fractional Marketing Support
Our Recommendation
Summary and Next Steps
Summary and Next Steps
The Most Important Number Right Now
See what your report looks like.
Reach out and we will be in touch within 48 hours.