We'll help you connect your business goals to marketing goals

Marketing strategy and planning services customised to fit your requirements

Marketing Strategy

Great marketing comes from great planning

Let us formulate and deliver the marketing strategy to help your business thrive.

We meet many business owners who request help with shifting their approach to their marketing. We encourage them to ask the ‘why’ question and do the strategic thinking before asking the ‘what’ question about tactics. The ‘thinking’ and the ‘doing’ need to be connected to each other and should come in that order.

How do we help you do this?

Through our marketing strategy and planning services...from identifying target audiences with marketing segmentation through to defining digital marketing strategies; we have frameworks and packages to step you through the process.

“Help your customers and you help your business” 

– Leo Burnett

Marketing strategy and planning services

All our marketing strategies are crafted to suit your business – there is nothing out of the box. Having said that, often people ‘don’t know what they don’t know’ and to make it easier we have a menu of services below that you may be interested in discussing, including packages that help connect your business and marketing goals for set prices. If you don’t find what you are looking for listed, please contact us anyway so that we can discuss customising a solution to your requirements and budget.

Planning packages

Marketing Planning

Marketing Plan – Gold Package

Marketing Planning with support across 12 months. We prepare documentation

Work with us on your annual marketing plan…year after year if it suits. Involves preparing a marketing plan for you as described in the 'basic package', however it keeps you accountable with quarterly reviews. It also includes the development of an implementation plan for planning tactical marketing that helps meet your overall marketing objectives and strategies. Quarterly payment plan. 

Marketing Planning

Marketing Plan – Silver Package

Marketing Planning with support across 12 months. You prepare documentation 

Similar to the Gold package, however, you get even more involved by writing your own plan while we guide you through the process by providing you with templates and feedback to refine your plan. A cheaper alternative that is a great option for anyone with more time available and wanting to learn through being more ‘hands-on’. Quarterly payment plan. 

Marketing Planning

Marketing Plan – Basic Package

A one-off Marketing Plan

Similar to the Gold package in that we will document it for you, but without the support across the year. Ideal for those that want help with the up front thinking and then be left to get on with things. 

Other marketing consulting services

Marketing coaching & training

Increase your team's marketing knowledge or receive mentoring

We help businesses transition through growing their marketing function and capabilities.

If your business has reached the stage of being ready for in-house marketing resources but need some guidance through this process, including help with defining job roles, interviewing candidates, helping to train and provide advice then our marketing coaching and training services may be the answer. Or maybe you have decided it is time to increase your own marketing knowledge – we can help get you up to speed.

You can learn more about marketing coaching & training on this page.

Guidance Sessions

Helping you think outside the box

Designed to be an affordable way of quickly accessing some ‘thinking’ about your business’s marketing.

Involves a strategy session for a duration that suits (usually 1-2 hours depending on whether we have worked together before), followed up with a 1-2 pager ‘tips takeaway’ ­document – an email reminder of things we discussed.

Project management

When marketing projects need some special attention

We support businesses that need someone to jump in and manage marketing projects.

Projects could be outside day to day marketing and therefore require additional focus or resource or they may require specific skill sets that we can provide. A project could be anything from overseeing the creation of a new website to establishing marketing guidelines or setting up a suite of marketing communication.

You can learn more about project management services on this page.


Tackle a particular topic with a marketing consultant

Buy some time to pick our brains and get a fresh outside perspective. 

We’ll agree how long we need to meet (by phone/video call or in person) and whether any additional time for research or background work is required. Our session should provide enough time to bounce around ideas, hear our thoughts as well as crystalise your own thinking. Minimum is 2 hours.

Marketing workshops

Get a group together to get their input into marketing 

Need a framework and fresh thinking about your branding, communication strategy, targeting or segmentation? Or simply a brainstorming session to help get your creative thinking cap on?

Our workshops are tailored to your requirements. We can facilitate and participate at the same time or be invited to participate in sessions hosted by specialists in a particular field to provide a broader marketing perspective (e.g. website discovery meetings, re-branding sessions or scoping deep-dives).

Marketing Audit

Lift the hood on your marketing and see where opportunities for improvement lie

Need an independent review of your marketing processes, collateral or communications? Want an expert opinion on where you are doing well, where there are opportunities to develop and areas for you to address? 

We can customise a marketing audit to suit your needs including a discovery phase as well as a reporting and feedback phase so that you get the chance to discuss findings and ask questions.

If you need help with ‘the doing’, our outsource marketing packages are perfect for actually implementing your marketing plan.

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Why choose me as your marketing consultant?

  • Client-side experience – I know you. I’ve been in similar shoes to yours, making decisions for many businesses that have relied on my expertise and judgement. I’ve had real-world experience and had to put money where my mouth is, so I’m always considering “If it were my business…” when asked my opinion.
  • Lots of experience with many great brands – I have worked with some well-known businesses through a range of different economic times and unique challenges as their industries have undergone transformation. It has not all been plain sailing –a real roller-coaster of successful endeavours mixed with periods of immense pressure. This ‘ride’ has produced fantastic learnings that can be readily transferred to other businesses and industries regardless of size.
  • Bring big business experience to small businesses – I’ve had the luxury of big budgets while working for some large companies. I have also had massive audiences to test hypotheses and campaigns on in the United Kingdom and now smaller businesses I work with benefit from all that experience.
  • Practical thinking – you may choose to only use Flex Marketing for marketing consulting, however, you are sure to get practical advice because we don’t just spend all our time ‘thinking’ and not doing. Through our outsource marketing services we are still very hands-on for much of our time, meaning that we won’t advise you to do the impossible.
  • Easy to get along with – we relate to what your day-to-day is like, aiming to add value by being proactive and acting in your best interests. You won’t find us sitting in any ivory towers – we do our best to get to know you, your team and your business to help you succeed.

What is the cost, the process and other FAQs?

Although we do have an hourly rate for marketing consulting, quite often we work with clients on a number of different aspects of their marketing and they end up combining a marketing planning package with an outsource marketing package. The outsource marketing package lets them get some immediate help with the ‘doing’ and the marketing planning package gives them the ‘boost’ of time needed when we start working together to invest in strategic thinking. This planning will make implementation for the rest of the year so much easier. There are set prices for the packages that can be emailed upon enquiry. The prices for other services will be quoted on a per-project basis, with your unique requirements and budget in mind.

You bet. If you are an agency needing to provide your client (either directly or indirectly) some strategic help with an area that you have limited knowledge about, we can help. We’ve worked alongside multiple agencies on client projects as well as been engaged by top agency DRAFTFCB to help their client from afar.

At my home office in Auckland, New Zealand, a café, your office or in the cloud – technology removes any location barriers these days, so as long as we can virtually connect, we are good to go!

It really depends on the extent of your requirements. Typically, we can gather enough information via email/phone to work out the scale of a project and whether we are likely to be able to meet your deadline.

If a first meeting is viable, it can usually be held within a week or two of you getting in touch. After that initial meeting, we will be able to give you a better idea of the project timeline – in some cases, we will already be booked up and won’t be able to commence your project for a couple of weeks. Much of our time is allocated to our on-going retainer clients that are on monthly packages. We always aim to reserve some time for ad-hoc work – although obviously our capacity is limited.

If we have enough advance notice, we can arrange to accommodate your project. The best way to secure our time (and also offering the best value for money via access to reduced fees) is to take up one of our on-going packages, where the minimum duration is three months.

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What our clients say...

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Our marketing work

Hayes Knight
Hayes Knight
Magazine editing as part of Outsource Marketing
Re-branding of Bonson-Savpac to Bonson – creating proud expression of uniqueness
Martin Personnel
Martin Personnel
Gold Marketing Planning package & Outsource Marketing FLEX16 package