WORKSHOPS

Marketing Strategy Workshop

We help businesses define their mission, vision, and unique value proposition. We guide your team through customer profiling, competitor analysis, and goal setting, with all insights compiled into a clear, structured document.

Define your direction.
Shape your future.

Our marketing strategy workshop is a structured session aimed at helping businesses define their marketing objectives and strategies, delivered in-person in Melbourne, Victoria. For other states, an in-person session is offered however additional fees apply for travel.

It’s designed for business leaders and teams who want to clarify their approach to marketing, understand their target audience.

During the workshop, we’ll guide you through setting clear marketing goals, profiling your customers, and defining your value proposition.

You’ll also work on creating a mission statement, vision, and values for your business. Please note this workshop focuses solely on strategy development and market analysis, but it does not cover topics like marketing channels, budgeting, or performance tracking.

What you'll achieve

In this hands-on workshop, you will:

Set clear, realistic marketing goals
Define your mission, vision, and values
Craft your customer value proposition
Develop short- and long-term marketing objectives
Profile your target audience and identify key segments
Analyse your market, competitors, and SWOT
Define your Unique Selling Proposition (USP)

What's involved

We act as facilitators — providing the tools, templates, and guidance to help you reach your marketing goals. Our workshop includes:

Worksheets and templates to guide your strategy
Collaborative discussions on target audience profiling, including demographics, psychographics, and pain points
A focused analysis of your competitors and market trends
Insights on brand positioning and strategy formulation
Support to refine your customer value proposition and USP

At the end of the session, all key takeaways will be captured in a structured document that you can refer to as you move forward.

The finer details.

The session runs for the whole day. Please allow for 8-hours on site.

During the workshop, we will aim to cover (where relevant):

Aligning your statement to your business goals and audience
Key elements evaluators and clients look for
Business overview – share your business story, heritage, expertise, vision, and values
Core competencies – outline capabilities, value proposition, and selling points
Unique value proposition – clearly define what sets your business apart in the market
Products and services – describe your offerings and how they address client needs
Clients and projects – highlight past performance, key clients, and relevant examples
Key personnel – introduce management/team with roles, experience, and qualifications
Contact details – include name, title, phone, email, locations, website, and ABN/ACN
Writing persuasively and professionally
Using clear, concise, and impactful language
Tailoring messaging for different industries or clients
Avoiding jargon and filler words
Importance of visual appeal and branding
Structuring information for readability
Basic layout tips: colours, fonts, images
Policies and procedures
Accreditations and certifications
Awards and recognition
Membership of professional associations
Client testimonials
Community involvement
Insurance details

Define who you are.
Refine what you do.

Reach your audience with purpose.

A clear marketing strategy is important.
Being visible is good. Being visible to the right people is even better.

How marketing strategy helps in business

A well-thought-out marketing strategy gives your business direction and purpose. It helps you understand your audience, define your goals, and choose the right channels to reach them.

Rather than spreading your efforts thin, it ensures you're focused on what actually drives results. From building brand awareness to boosting sales, a solid strategy connects your day-to-day marketing activities with long-term business growth.

Choosing the right marketing strategy for your business

With so many options out there, it can be tricky to know which marketing strategy will actually deliver results. The right approach depends on your goals, your audience, your industry, and where you are in your business journey.

Whether it’s content marketing, social media, paid advertising or something else entirely, making the right choice means understanding your market and being clear on what you want to achieve. A thoughtful strategy gives you a plan that’s realistic, effective and tailored to your business.

Why every business should have a marketing strategy

Even small businesses need a clear marketing strategy. It helps you focus your efforts on what truly drives growth and ensures you're reaching the right audience.

At Client Centric, we tailor our Marketing Strategy Workshop to fit your unique needs. We’ll guide you through defining your mission, setting goals, and refining your brand, no matter your business size. Let’s create a strategy that works for you!

We don't hand you a strategy.
We help you build one.

Our process

Step one.

Step two.

Step three.

Initial consultation: We begin with a conversation to understand your business needs, goals, and current marketing challenges. This helps us tailor the workshop to suit your unique requirements. You’ll be asked to provide some key information about your company, target market, and competitors, ensuring we have all the context needed to kickstart the session.

Workshop kickoff: We start with a brief introduction to the workshop’s objectives. We clarify the importance of having a solid marketing strategy and set expectations for the session. You’ll be joined by key team members involved in your business's marketing, ensuring multiple perspectives are captured during the workshop.

Mission, vision, and values: We facilitate discussions to help you clearly articulate your business's mission (purpose), vision (long-term aspirations), and values (principles guiding your decisions).
Customer profiling: Using worksheets and templates, we’ll guide you in identifying and understanding your target audience. We’ll look at key demographics, psychographics, pain points, and buying behaviours.
Brand positioning and Unique Value Proposition (UVP): You’ll work with our team to define what makes your business stand out from competitors and how to effectively communicate your value to customers.

SWOT analysis: We’ll walk you through a detailed analysis of your strengths, weaknesses, opportunities, and threats. This helps you understand where you stand in the market and uncover areas of growth.
Competitor review: We’ll work together to identify and assess your competitors. By understanding their strategies, you’ll gain insights that help you sharpen your own positioning.

Clear marketing goals: We help you define both short-term and long-term marketing goals that are specific, measurable, achievable, relevant, and time-bound (SMART).
Strategy mapping: Based on all the insights gathered, we’ll collaboratively map out your overall marketing strategy, prioritising key actions to help you achieve your objectives.
Action plan: The final part of the workshop is focused on creating an actionable roadmap that outlines the next steps for executing your strategy.

Strategy document: At the end of the session, all insights and outcomes are compiled into a structured document that you can refer to as you move forward with your marketing efforts. This document includes your mission, vision, goals, customer profiles, SWOT analysis, and strategic roadmap.

Step four.

Step five.

Step six.

Clear value. No fluff.

A half-day workshop. Fixed price. Real outcomes.

Our Marketing Strategy Workshop is delivered in a focused half-day session. We act as facilitators, guiding your team through a structured process using practical worksheets and templates.

We’ll support you in defining your mission, vision, and values, profiling your existing and target customers, and refining your value proposition. The session also includes competitor analysis, market review, SWOT, and the development of your Unique Selling Proposition (USP).

This workshop is collaborative and requires input from participants with strong knowledge of your business. All insights are captured and presented in a structured document after the session.

It can also serve as a useful starting point if you choose to create a business capability statement with us in future.

Disclaimer:

The Marketing Strategy Workshop delivered by Client Centric is a structured, facilitated session designed to support businesses in shaping their overall marketing direction.

During the workshop, we act solely as facilitators, guiding discussion and offering practical tools — including worksheets and templates — to help you:

Set clear, realistic, and measurable business marketing objectives
Profile your existing customers and identify key target segments
Define your business identity, brand positioning, and customer value proposition
Develop your mission statement, vision, and core business values
Formulate both short- and long-term marketing goals
Conduct detailed customer profiling (demographics, psychographics, pain points, and buyer personas)
Review your market, analyse competitors, and conduct a SWOT analysis
Define and refine your Unique Selling Proposition (USP)

The workshop requires active participation and input from individuals with a strong understanding of your business and market landscape. At the conclusion of the session, we’ll compile all key insights, notes, and outcomes into a structured, reference-ready strategy document.

What’s not included:
This workshop does not cover marketing channels (such as digital, traditional, or influencer marketing), budget planning, performance monitoring (KPIs), SEO, SEM, or social media management. Our focus is exclusively on high-level strategy and analysis.

This workshop also serves as a strong foundation if you choose to engage us to develop your Business Capability Statement in future.

Please note: While we provide structured guidance and facilitate strategic thinking, this workshop offers general marketing direction and does not guarantee specific business results. Outcomes will depend on your own implementation, market conditions, and other external factors beyond our control.

CONTACT

We're here to help.

Ready to take your marketing strategy to the next level? Whether you're looking to refine your brand, clarify your message, or unlock new growth opportunities, we're here to help. Get in touch to start building a strategy that works.

Office Hours:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday & Sunday: Closed

Ready to learn more about how we can assist you? Contact us directly or complete the form below, and our team will be in touch within the hour.

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