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Step One:


We tailor our programs to the unique needs of each client. Our first, and perhaps most important task, is to learn how your business does business. A complete review of operations and requirements eliminates the need to make revisions as the project progresses. We take a snapshot of your business which involves:

  1. Your financial footprint/profile: we evaluate how a company is doing financially compared to its industry. This aids us in understanding your profitability and solvency. This involves the calculation of five key financial ratios and provides benchmarks.

  2. Your brand identifiers: your brand is the name, term, design, symbol, or any other feature that identifies your product/business from any others. This is an intangible asset is the most valuable asset of your business. Brand valuation is an important management technique allowing marketing investment to be managed. We collect and analyze all brand identifiers and evaluate them for consistency and effectiveness.

  3. Your marketing strategies and resources: this is defined as a process that allows you to concentrate your resources on the optimal opportunities with the goals of increasing sales and achieving sustainable competitive advantage. This includes all basic and long-term activities in the field of marketing that deal with the analysis of the strategic situation of your company and the formulation, evaluation and selection of market-oriented strategies contributing to the goals of your company and your marketing objectives. We analyze your marketing collaterals evaluating them for both effectiveness and brand integration.

  4. Your sales profile including account analysis and collaterals: we analyze the media used to support sales of your product(s) or service(s) (i.e.: brochures and/or sell sheets). These assets function as brand amplifiers and need to be viewed in that light.

We provide a requirements checklist that defines each client’s specific needs. This checklist, and meeting with management and staff, forms the basis for the project plan.

"Sumner Solutions©"

5 Step Program

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