Your marketing journey starts with a Unicycle, the MOS™. You push uphill, focused on balance and effort. This is where most struggle to find direction, wasting energy on scattered tactics. But with the confidence of the right system, you stay the course, targeting the right audience and aligning your marketing efforts with precision.

After effort and persistence, you reach the top of the hill—a major milestone in your marketing journey. Now, things get exciting. Your momentum builds, and suddenly, the unicycle starts changing. A splash of color appears. The frame strengthens. A shining emblem emerges. Each upgrade represents new clients, customers, and employees believing in your mission—helping to power your marketing efforts.

Then, a ramp appears. You take the leap. Instead of a clunky landing, you grab power-ups midair—visibility, engagement, brand loyalty. The unicycle evolves again—now with glowing neon spokes, golden gears, and a turbo boost. This is where your marketing stops feeling like a struggle and starts feeling like momentum.

With each jump, the ride becomes smoother, faster, and more exhilarating. The once-plain unicycle now gleams with polished chrome, its wheels pulsing with neon energy. A streamlined frame hums with power, jet thrusters flicker beneath the seat, and golden inlays glisten with each spin—this is no longer just a ride, it's a spectacle of unstoppable momentum. The once-simple unicycle is now a masterpiece—a high-powered, attention-grabbing, unstoppable marketing machine. More people see the ride and trust it. More opportunities appear. By the time you hit the final ramp, your marketing isn’t just working—it’s soaring.

This isn’t just a win for your business—it’s a win for everyone who joined the ride. Customers experience real value. Employees take pride in the mission. Donors feel the impact of their contributions. Your brand isn’t just growing—it’s leading a movement.

Analyze past, present, and future marketing opportunities

ACTIVITIES

• Review past campaigns and identify key learnings

• Research competitors and market trends

• Define Target Bullseyes™ with audience analyses and personas and refine marketing goals

ADVANTAGE

Ensures informed decision-making and aligns strategies with real-world insights

FOCUS

Set up the foundational elements necessary for long-term success by addressing immediate needs, mapping past and current efforts, updating the marketing plan, and ensuring all services are thoroughly supported

KEY ITEMS

• Meet the Team and Align Roles: Establish clear responsibilities and collaboration pathways to ensure everyone is on the same page

• Triage & Repair™: Identify and address critical gaps or inefficiencies in current website and marketing operations to stabilize and strengthen the foundation

• Secure and Care™: Implement measures to protect key systems, data, and processes while ensuring their ongoing maintenance and health

• Sync (VTO/SVP): Align the team with a unified Vision, Traction Organizer (VTO) or Strategic Vision & Execution Plan (SVP) to drive clarity and focus

• Review Quarterly Plan: Customize a roadmap for the quarter and year, outlining goals, milestones, and responsibilities

ADVANTAGE

Provides a clear starting point and ensures alignment across the team

Quickly kickstart marketing efforts with high-energy actions to earn trust with all stakeholders. This can include pre-planned projects as well as triage services or low-hanging fruit opportunities identified in Investigation.

ACTIVITIES

• Set clear priorities and align the team with initial goals

• Define immediate deliverables

• Complete Quick Win Projects™ to build momentum

ADVANTAGE

Establishes momentum early, generating confidence and fast results

Empower the team by assigning responsibilities, enabling experimentation, and creating a feedback loop to optimize execution

KEY ITEMS

• Pick a Point of Contact: Identify a central liaison within your internal team to streamline communication, prioritize tasks, and ensure accountability

• Give Us the Go-Ahead to Execute Based On Goals and Approved Backlog: Allow for flexibility in testing new ideas, tactics, and strategies to uncover innovative solutions

• Set boundaries on what OWM should focus on

Second Round: We Delegate Back: Identify responsibilities to give back to your internal team with refined processes, best practices, and clear guidance based on experimentation results.

When the time is right, we’ll guide you in identifying and hiring your next internal marketing professional, ensuring they’re set up for success from day one with the Marketing Operating System™. It’s best for everyone for your organization to have a growing internal team as well as an external agency.

Streamline marketing efforts by identifying and removing inefficiencies, underperforming strategies, and redundancies to improve overall effectiveness

KEY ITEMS

• Eliminate Bottlenecks in Under-Performing Campaigns: Identify areas of delay or inefficiency in campaigns and address them with targeted solutions

• Remove Dysfunctional Tactics: Discontinue strategies or tools that fail to deliver results, build the brand, or align with goals

• Merge Duplicate Tactics: Consolidate overlapping efforts to reduce redundancy and optimize resource allocation

ACTIVITIES

1. Audit active campaigns and tools to assess performance and efficiency

2. Collaborate with the point of contact to prioritize areas for improvement

3. Streamline workflows by phasing out ineffective tactics and merging overlapping efforts

4. Document and implement optimized processes for improved execution

ADVANTAGE

• Enhances Focus: Removes distractions and inefficiencies, allowing the team to concentrate on high-value tasks

• Optimizes Resources: Reduces redundancies and ensures resources are allocated to impactful strategies

• Empowers the Team: Provides a cleaner, more streamlined framework for executing campaigns effectively

Roll out proven tactics and testing new ones while adapting strategies to achieve consistent improvement and measurable results

KEY ITEMS

1. Roll Out Proven Tactics: Deploy high-performing strategies validated through prior testing or past successes

2. Build Custom Campaigns: Develop marketing initiatives tailored to specific target audiences and their unique needs

3. Experimentation: Introduce and test new tactics to uncover innovative approaches and expand opportunities

4. Run and Adapt the Plan: Execute the overarching marketing strategy while making real-time adjustments based on performance metrics

ACTIVITIES

1. Launch proven strategies to ensure stability and accelerated results

2. Collaborate with the team to design custom campaigns aligned with audience needs and business objectives

3. Test new ideas and measure their impact to refine and expand successful approaches

4. Regularly evaluate performance data to optimize ongoing campaigns

ADVANTAGES

• Balances Reliability and Innovation: Combines proven strategies with the flexibility to explore new opportunities

• Drives Creativity: Focuses experimentation on finding innovative ways to achieve goals

• Enhances Results: Leverages continuous refinement and data-driven decisions to maximize impact

Replicate high-performing tactics to maintain momentum

ACTIVITIES

• Use analytics to identify and replicate top-performing campaigns

• Develop templates for repeatable tasks like social posts or emails

• Build consistency in messaging and brand identity

ADVANTAGE

Increases efficiency and maintains steady growth by doubling down on what works

Automate repetitive tasks to save time and increase efficiency

ACTIVITIES

• Implement tools for automated email sequences, social posting, and CRM workflows

• Use integrations (Unified systems, APIs, Zapier, etc) to connect platforms and streamline data flows

• Set up customer journey automations, like onboarding sequences

ADVANTAGE

Frees up time for strategic work while ensuring consistent execution

Embed successful strategies into the organization’s routine

ACTIVITIES

• Align marketing workflows with team roles and tools

• Establish systems for cross-department collaboration

• Integrate select automations to streamline repetitive tasks

ADVANTAGE

Creates scalable systems that enable sustainable growth

Celebrate successes and foster stronger campaigns and connections

ACTIVITIES

• Highlight key wins in team meetings and public channels

• Send thank-you notes to loyal clients and partners

• Showcase client testimonials in campaigns

ADVANTAGE

Strengthens relationships with clients and boosts team morale

Review performance and identifying opportunities for improvement

ACTIVITIES

• Conduct a year-end review of marketing campaigns

• Compare KPIs to goals and determine areas for refinement

• Collect feedback from clients, stakeholders, and team members

ADVANTAGE

Provides insights for refining strategies and setting future priorities

Test and refine strategies and tactics based on insights from evaluation

ACTIVITIES

• Experiment with variations of successful campaigns

• A/B test content, ads, and landing pages to optimize performance

• Revise workflows and processes to address inefficiencies

ADVANTAGE

Encourages continuous improvement and fosters innovation