Marketing Operating System™ (mOS™)

 
 
 

One Wheel to rule market them all

And in the darkness, guide them

We were made for more than a plateau. Created to create, we yearn to be useful and appreciated – to climb and contribute something bigger than ourselves. We dream of reaching the top, being who we were meant to be, and taking as many people as possible with us.

Getting there takes communication–it takes marketing. But, like most they start by trying every trick in the book—jumping from one flashy tactic to another, hoping for an instant win. They try sprinting, juggling, even strapping rockets to their back—only to trip over their own feet, get burned in flaming torches, and blast themselves straight into a tree. Mangled and alone in the shadow of uncertainty, they're about to throw in the towel, convinced success is an elaborate prank played on them by the universe.

The Journey: How the Marketing Operating System™ (MOH™) Works

For you Allegory Collection:

Step 1: The Struggle Begins (Bullseye Phase)

Your marketing journey starts with a Unicycle, the MOH™. At first glance it looks unremarkable. 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.

Step 2: Cresting the Peak (Showcase & Guide Phases)

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.

Step 3: The First Jump & Power-Ups (Engage Phase)

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.

Step 4: The Snowball Effect (Snowball Phase)

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.

The Final Jump: Success for All

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.

Built for Every Organization

The Marketing Operating System™ (MOH™) isn’t just for large enterprises, it’s for nonprofits, small business and everything in between. Whether you're hiring top talent, launching into a new market, adding a service, or rebranding an organization, the MOH™ provides the structure and scalability to make it happen.

Large corporations use it to align marketing with long-term strategy, ensuring campaigns are more than just quick wins. Nonprofits apply it to increase donor engagement and amplify their mission. Small businesses leverage it to punch above their weight, competing with industry giants.

It’s not a one-size-fits-all template—it’s a proven framework that adapts to your unique challenges and transforms uncertainty into momentum. Just like the Unicycle in the journey, your marketing evolves, accelerates, and becomes a powerful force that keeps growing.

No matter where you're starting from, the MOH™ makes sure you don’t just move—you launch.

Learn More

 

 Quarterly Planning Structure

Included with One Wheel 360Z™ is the following deliberate quarterly structure to make sure your marketing is rolled out systematically without skipping vital phases.


Q1: Foundation phase

  • 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

Q2: EXECUTION PHASE

  • 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

Q3: Integration Phase

  • 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

Q4: Optimization Phase

  • 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

 Toolbox Preview:

This toolbox preview showcases tools to enhance strategies in each phase of MOH™. User-friendly tools and templates assist along with your Guide to roll out the framework smoothly.

 

Bullseye

  • Lead With Story

  • SPHERE SPARK™ (Partnerships, Referrals Sources, Target Communities, Community Infiltration)

  • Branding Impact Review

  • First Impression Audit

Showcase

  • Win Over With Story

  • SEO/AIO Vantage²™

  • Full Circle Messaging™

  • Discovertainment

Guide

  • Invite Into Story

  • Show The Way

  • Deepen Connection

  • NurtureCycle™

  • oUX™

Engage

  • Part of the Story

  • First One CX™

  • Unboxing Magic™

  • Members & Meaning™

  • BondBuilder™

Snowball

  • Capture Stories

  • ReputationAmp™

  • WOM Accelerate™

  • Iterate & Innovate

 

Foundation phase Deeper Dive Sample

includes the following as needed:

  • Unique Value Proposition (UVP)

  • Key Inclination

  • Mission, Vision, and Values Messaging Revisit

  • Target Audience Personas

  • Competitive Analysis

  • Brand Identity

  • Marketing Tool Health Assessment

  • Marketing Goals and KPIs

  • Budget Allocation

  • Content Marketing Strategy

  • SEO and SEM Strategy

  • Website Health Check

  • Lead Generation Plan

  • Sales Process Opportunities

  • Ideal Customer Journey Iteration

  • Analytics and Tracking Setup

  • Performance Audit of Past Campaigns

  • Crisis Communication Plan

  • Public Relations and Media Strategy

  • Partnership and Collaboration Opportunities

  • Marketing Position Hiring & Training Plan