Gather Phase
Foundation information collection - Building the knowledge base we need to create effective marketing campaigns
Overview
The Gather Phase is the foundation of your marketing transformation. During this phase, we collect essential information about Mutual Savings Association - your history, values, products, customers, and competitive landscape. This information becomes the single source of truth that informs every strategic decision and campaign we create.
What We're Building
This phase creates a comprehensive understanding of:
- Who you are as an organization (brand story, values, heritage)
- What you offer (products, services, pricing)
- Who you serve (current customers, ideal prospects)
- How you compete (positioning, differentiators)
- Where you want to go (strategic objectives)
Phase Objectives
Goal: Create a comprehensive company profile that serves as the strategic foundation for all marketing initiatives.
Key Deliverables
- ✅ Company Profile - Complete strategic reference document
- ✅ Kick-Off Meeting - Alignment on goals and process
- 🔄 Information Validation - Ensuring accuracy and completeness
Phase Documents
Company Profile
Comprehensive profile including brand story, products, customers, and competitive positioning (1,500+ lines)
Kick Off Call
Initial discovery call notes and alignment
How This Informs Your Marketing
The information gathered in this phase directly feeds into:
🎯 Research Phase
Your company profile helps us develop your Ideal Customer Profile (ICP) and identify high-value customer segments.
💡 Opportunity Phase
Understanding your products and competitive position reveals which campaigns will drive the most value.
🚀 Widen Phase
Your brand story and messaging framework ensure consistent communication across all channels.
What Happens Next
Once the Gather Phase is complete, we move into the Research Phase where we:
- Analyze your customer data to identify patterns
- Develop your Ideal Customer Profile (ICP)
- Segment customers by value and potential
- Identify specific cross-sell and upsell opportunities
Status Update: The Company Profile is substantially complete. We're now moving into deeper research and opportunity identification.
Questions or Updates?
Need to provide additional information or updates to the Company Profile?