Know Where You Stand, Adjust With Confidence
Periodic check-ins that reveal what's working in your marketing, where adjustments would help, and what new opportunities have emerged along the way.
Return Home
Periodic check-ins that reveal what's working in your marketing, where adjustments would help, and what new opportunities have emerged along the way.
Return HomeWaypoint Assessments give you structured moments to pause, reflect on progress, and make informed adjustments. Rather than constant monitoring or sporadic reactions, you get quarterly clarity about where your marketing efforts stand and thoughtful recommendations for moving forward.
Understanding what's actually working in your marketing and where results fall short of expectations
Specific recommendations based on what the data reveals, helping you adjust course thoughtfully
Fresh perspective on emerging possibilities you might have missed while focused on execution
You're investing time and resources in marketing, but without regular check-ins, it's hard to know if you're making progress. You might have a sense that some things are working better than others, but lack the structured analysis to confirm your instincts or reveal what you're missing.
Your team stays busy executing tactics, but rarely pauses to ask whether those tactics still make sense given how things have evolved. Small issues compound because they're not caught early. Opportunities go unnoticed because everyone's focused on what's already planned rather than what's newly possible.
Without periodic assessment, you're navigating by feel rather than by informed observation. You might be on the right path, but you could also be drifting without realizing it. The gap between effort and results grows when there's no structured reflection on what the data and market feedback are revealing.
Waypoint Assessments provide quarterly check-ins that examine progress systematically, identify what's working and what needs adjustment, and offer informed recommendations for the period ahead.
We examine your marketing metrics and activities from the past quarter, looking for patterns in what's generating results and where efforts aren't translating into outcomes. This isn't about judgment—it's about understanding reality clearly.
Based on what the analysis reveals, we provide specific recommendations for adjustments. These might involve doubling down on what's working, pivoting away from what isn't, or exploring new approaches that market conditions now favor.
We help update your planning for the next quarter based on current realities rather than outdated assumptions. This keeps your marketing responsive to actual conditions while maintaining strategic consistency.
Each quarterly assessment follows a consistent process, creating reliable waypoints where you can evaluate progress and recalibrate as needed.
Before the assessment session, we gather relevant metrics and activity information from the past quarter. This preparation ensures the review session focuses on analysis and recommendations rather than data gathering.
During the assessment session, we walk through findings together. Your team provides context about what influenced results, and we offer external perspective on patterns that might not be obvious from inside.
We develop specific, actionable recommendations based on what the assessment reveals. These aren't theoretical suggestions—they're practical adjustments your team can implement in the coming quarter.
You receive written documentation of findings and recommendations to reference throughout the quarter. This creates a record of progress and decisions over time.
Quarterly assessments provide enough time between check-ins to see meaningful results from marketing activities, while staying frequent enough to catch issues before they become significant problems. This rhythm creates predictable reflection moments without the overhead of constant monitoring.
Billed quarterly in advance. Cancel anytime with notice before the next quarter begins.
These assessments follow a consistent framework while remaining flexible enough to address what matters most each quarter.
Four waypoint assessments per year, scheduled at consistent intervals to create predictable reflection moments
Focused collaborative review that provides depth without consuming excessive team time
Written recommendations delivered within one week of the assessment session for timely implementation
Organizations using waypoint assessments report increased confidence in their marketing decisions. Rather than second-guessing whether activities are worthwhile, they have regular confirmation of what's working and clear guidance on adjustments. Teams appreciate the external perspective that helps them see patterns they might miss when focused on daily execution.
These assessments don't replace internal analysis—they complement it by adding structured frameworks and outside perspective. The goal is helping you make better-informed decisions about where to invest marketing effort.
We bring external perspective unclouded by internal politics or attachment to specific initiatives. The focus is understanding what's actually happening, not defending past decisions or pushing preferred approaches.
Recommendations are grounded in your organization's actual capabilities and constraints. We won't suggest approaches that sound good theoretically but aren't feasible given your resources or situation.
You can discontinue assessments at any time with notice before the next quarter. This service should remain valuable—if it stops being helpful, you shouldn't feel locked in.
Reach out to discuss whether quarterly assessments make sense for your organization right now. We'll explore what you're looking to understand better and whether this approach addresses those needs.
If we proceed, we'll establish what metrics and information to review, ensuring the first assessment examines what actually matters for your organization rather than generic benchmarks.
We schedule quarterly check-ins at intervals that align with your planning cycle, creating predictable waypoints where you can assess progress and adjust direction.
This service works well for organizations that have established marketing activities and want periodic external perspective on what's working and where adjustments would help.
Let's discuss whether quarterly assessments would help bring clarity to your marketing progress and confidence to your decision-making.
Start the ConversationNo commitment required. Just an honest exploration of fit.
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