– Our first step is to jump on a call to see if we’re the right fit. In this call, we will work together to understand budgets, goals, and expectations to make sure we align.

– From there, we decide what Clavis services will work best for your organization’s goals. We can take a look at how you currently operate and can offer suggestions or, if you know exactly what you want, we will follow your lead. Our main objective is for you to grow with our support.

– Once we agree on a plan, we start the admin including our Client Onboarding Form. On our end, we start an analysis on your current digital landscape to start the bench marking process.

– Finally, we (virtually) introduce our team to your team. We believe in a wholistic mindset, rather than a silo approach; the former yields better results.

– We complete a 360° Digital Strategy to better understand your organization and what you need to succeed. This becomes our roadmap moving forwards that is re-visited regularly. Your Digital Strategy becomes the living blueprint to achieve your goals.

– We will complete a series of scans, analysis, audits, and reviews of all your existing channels and services. We will explain what’s working and why, what’s not working and why, what you should be doing, and what you shouldn’t be doing. We present you with both actionable items that can be implemented immediately and long-term strategies to deploy over time.

– We also complete both a scan of similar organizations and the current environmental to gauge a baseline of your foundation and what will help you stand apart from others.

– We present your Digital Strategy to explain our findings, benchmarks, and recommendations. This is an opportunity for you and your team to ask questions or clarifications on our findings.

– Once the first version of your Digital Strategy is complete, we launch. Whether it’s designing an email campaign or walking you through how to activate Meta Ads, we work with you and your team to set you up for success.

– Of course, in order to successful we need to be accountable for our actions. That is why we analysis, audit, and review all of our work as we go. We even offer private, custom dashboards for you to see your results in real-time. 

– We also make sure everything we’re doing aligns to your goals and your organization’s mission. This might be campaign awareness or hitting an online fundraising goal. If it’s important to you, it’s important to us. We are a results-based business; our goal is for you to see a positive change in yours.

– Finally, we test, re-test, and pivot when needed. At Clavis, we take pride in being dynamic and never static; we always want to be at the forefront of digtial marketing, doing what’s best for you.

– At Clavis, we believe that the numbers say more than we ever could. All of our strategies are data-focused and evidence-based, we want to be able to use empirical evidence to guide our decision making. We also want you to be able to have access and understand those numbers too. We work together to make sure we are on the same path for improvement and growth.

– To align with your goals, we ask a series of questions and provide you the answers in quarterly or yearly reviews. Questions like: what have we done to improve on your objectives? And, did we achieve your original goal(s) and if so, what are we working towards next?

– We also look at what’s not working by asking a different series of questions: do we have internal or external roadblocks? And, can we apply successful strategies to those that aren’t working?

– Finally, we ask: what to do next? We know all too well that what’s working now may not work forever, so we use our data and analytics to plan for the future as much as possible.

– We are always growing with you and that often means repeating and adjusting steps 2 – 4.

– We refer back to your Digital Strategy to see if what was needed  previously is still needed now. We want to be adaptable and flexiable with your current needs and goals; our only constant is positive performance.

– We review and reset benchmarks based on changes to the environmental landscape, the digital landscape, and your needs. Our goal is to continue your foundation’s growth. In order to do that, we need to be continuously evolving with the environment around us. We firmly believe that the second we stop learning, we stop growing.

– And of course, none of this would be possible without the feedback from you and your team. We continue to work with you to achieve your goals and we take pride in our partnerships with our clients. You know your mission, we know digital marketing; together, we can be unstoppable.