Category Archives: Business Goals

Have an internal marketing team? Outsourced function? Freelance consultant?

It doesn’t matter what your marketing team looks like. Or what the project looks like. If you’re B2B or B2C. Ask the questions.

It is the last week of the first month of a new year. Therefore, one third the way through first quarter.

Our world looks different than it did even a month ago. With the constant changes, it is critical to focus on the “why.” Make sure the entire organization is aligned. After that, measure initiatives and report results and data.

Business leaders and their marketing team share the responsibility for growth. In other words, work together to achieve collective outcomes to improve enterprise value. Reframe conversations. Arrive at common language. In conclusion, ask and answer the questions.

Marketing Team: Ask These Questions

  1. Do we remember why we are here? The first step to create alignment, excitement and positive team energy cross-functionally.
  2. Have our business goals, objectives and strategies changed? Similarly, need to be tweaked?
  3. Who are our customers / clients? Are the same as last year? How have our existing clients’ mindsets, decision drivers, perceptions changed in the last month?
  4. Are we doing enough to add value and fully leverage our relationship with them?
  5. Where are we falling down? A positive discussion with constructive criticism and actable outputs.
  6. What could limit or impact our strategy, direction or execution?
  7. What has been our biggest marketing success this month?
  8. Are there new key relationships and milestones or events coming up we should be aware of?

Marketing contributes more than 50% of firm value when brand, customer and digital assets are properly valued. And, the impact of marketing performance, collaboration and perceptions are measured. Marketing is an asset, rather than a cost center or risk mitigator.

We are grateful to work as a marketing team for our clients. Front Porch Marketing asks the questions. We can work as fractional CMOs and outsourced marketing department. In addition, we help write marketing plans and execute marketing initiatives on a retainer or project basis.


Where are you on your 2021 goals right now?

Already, we are halfway through January. What has the year looked like for you? Are you following through with your resolutions? Are you on the trajectory to meet the goals you have set for yourself?

Or are you going through the motions? Because it already feels like you don’t have the time to start or already missed your chance.

Creating resolutions or goals at the start of the year may seem frivolous or trivial to some but these ideas can truly kickstart your year on a high note. When it comes to 2021 goals for your company or for yourself as a team member, I want to encourage you to commit to getting things done. By putting your mindset into one that is proactive, realistic and driven I believe that you have the ability to accomplish any goal that you set your heart to.

Now that I’ve got your mind thinking about your goals or potentially lack there of, it’s time to get to business. Grab the nearest paper you have or even open your notes app.

Think of three types of goals you want to set for yourself.

Three Types of Goals: Physical Goal

The first kind of goal is physically oriented. There are numerous ways that this goal could look like to you. It could look like a number on a scale or the number of workout classes you take per week. Or it could look like you getting more rest than you are getting right now and allowing yourself the time to recharge. We could also pivot to nutrition where you may want to be more proactive about what you put into your body rather than what you do with it. Maybe that looks like eating a salad twice a week or skipping desserts until the weekend. Truly, YOU know your body best – what do you want this goal to look like?

Three Types of Goals: Mental Goal

The second kind of goal is mentally oriented. Do you let yourself take a breather when you need it? Or do you push through and jump onto the next thing on your never-ending to-do list? While endurance is admirable, I want to encourage you to also take the time to listen to what your body and mind are telling you. If you take a break after a long day there is nothing to be ashamed of. If anything, you deserve that breather and I am proud of you for persisting with as much tenacity as you have.

This goal may also look like setting healthy boundaries that you’ve always wanted to set but felt like it just never stuck. I myself, have difficulty with setting boundaries but with practice it has become easier to find pockets of peace in my day. This could look like you sending automated messages through your work email past a certain time. Be more proactive with your work/life balance.

Although silly, something that helped me was writing in my agenda “me time.” This was my way of giving myself the space to do whatever I wanted for one hour. Therefore, not to stress about the other things on my agenda. It allowed me to recharge. Hit the ground running with new ideas and a positive attitude.

On the flip side maybe you are so set in boundaries to the point that your no’s in life highly outweigh the yes’s. Give yourself the mental space to step out of your comfort zone. Therefore, try something new. Start saying yes to things that you wouldn’t normally do and discover a different side of yourself that you may have never explored. In the infamous words of Babe Ruth, “never let the fear of striking out keep you from playing the game.”

Three Types of Goals: Personal Goal

The third kind of goal is personally oriented. Think about something that you want for yourself. Is there a raise that you’ve been wanting for some while? But, haven’t been taking the steps to get it? Are there monthly profits you want to accomplish for your company? Or is there an activity that you always wanted to try out but never did?

No matter what this goal looks like, make sure that it makes YOU happy. Ask that person out that you’ve always wanted to but never have. Try new foods that you’ve been too nervous to try. The world is your oyster. With an entire year ahead of us, time is on your side.

Dig Deep

Goals and resolutions buzzing through your head? I encourage you to write them all down. No matter how frivolous they may seem. Take a moment to dig deep. Then, analyze what you’ve written. Is there a common thread? Something that surprised you?

Whatever it may be, I want you to group them up as best as you can and find those three core goals. With the simple act of just writing these down, “you are 42 percent more likely to achieve your goals.

How fantastic is that!?!?

Have Your Three?

Now, figure out a game plan. Plan out realistic smaller goals. Reach your overarching goals and resolutions. Create consistency. Is your goal to get a raise? Then, start looking at the historical value that you bring to the company? Should you do more? For instance, meetings you could attend during your free time? And are you taking the steps to reach that goal?

In conclusion, whatever goals you choose to set, remember to make 2021 the year of getting things done.


Your Brand in 2021: Front Porch Marketing has seen an interesting client trend this past year, especially in the second half. Many entrepreneurial brand companies have decided that 2020 – and indeed 2021 – is a good time to double down their brand. They want to really dig in, define their brand and differentiate themselves from their competition. Even big corporate companies, like Burger King, have rebranded, seeking to better define their mission and vision going forward.

If you step back and take a look at your brand with the fresh eyes of 2021, does it look like the company you envisioned when you started? Likely, your brand has evolved and so have you. Does your current branding reflect where you want to be in 5 years with your company or even where you are now, or is it trapped in the past? Maybe it’s time to graduate your branding.

Your Brand in 2021: Envision, Evolve, Emerge

Are you adequately featuring your new products or services? Are you communicating your most compelling benefit? Does your brand look legit, grown-up, like a serious brand that does serious business? Don’t get the veto vote from a customer or a partner business because your brand is not getting taken seriously. You know you can do the job…make sure your branding speaks that truth this year.

Branding – and the digital marketing that embodies branding – has become more important than ever. Your customers and clients are getting bombarded with texts and emails from business service providers to retailers. Ask yourself “why should they read mine?”

What do you stand for?

Do you know what your company’s biggest benefit to your customer is? Do you know how each of your products or services add value to their lives, make their lives easier or answer their questions? Does the tone of voice you use resonate with your customer, and instill loyalty to your brand?

If you don’t know the answers to some of these questions, 2021 might be the year you think about doubling down on your brand. What DO you stand for? What is your mission? As part of your Marketing for 2021, branding can help you answer all of these questions and more, leaving you with a clear map of where to take your business next and how to get there. Branding gives you the platform and parameters to deliver tangible solutions to your customer. We’ve seen the excitement and commitment of more than half a dozen of our own clients rebranding for the future, in just the past six months.

Don’t just work IN your business, work ON your business.

Branding is not just about looks though, it is also about strategy and tactics. What are you going to say, and where are you going to say it are key. You need to be cohesive and coherent in your messaging, as well as look professional. Small businesses often fall down thinking they can “do it themselves” with marketing but without a marketing background – from logo design to social media to PR. Often, they are holding themselves back because they are too busy working IN their business and to work ON their business.

So double down on your brand this year – strengthen your commitment to your particular strategy or course of action. Become more tenacious and resolute in your bringing your brand vision into 2021 and beyond.


Reflecting on the past year, we are so grateful for courageous, fearless business leaders. We continue to be inspired by those who bravely carried on in 2020. Grit and gumption.

Cheers to those leaders who showed up. Those who made the most out homeschool, while working or not, closures, pivots, business opportunities and personal and professional loss.

Earlier in the year, I watched no TV. I read only the daily work related briefs and blogs.

However, in the later part of the year, I read a good chunk of mindless trash. This is how I escape. Reading fiction, mostly murder mysteries and romance novels.

The two personal and professional development books I did read were life changing for me. Leaders must read. One was this. The other was Brene Brown’s Braving the Wilderness. I read it twice in the past two months.

Leaders will brave the new year.

How?

Do you. Brown talks about praying and cussing. Those who know me will not be surprised I love this. She talks about not being moved. Doing work in an honest way that is true to yourself. Leaders, time to truly support each other. I let others “do you.” And, I do me. Belong to yourself. ” … brave the wilderness of uncertainty, vulnerability and criticism.”

Speak truth to bullshit. Do not shut down. In other words, that is the easy road. Leaders do not avoid communication. Learn more about others. Even if we still disagree, at least we engaged in meaningful conversation. We have a deepened mutual understanding. However, at all costs, be civil.

Strong back. Soft front. The latter is most challenging for me. No more armored front. I will stay open. Leaders are comfortable with vulnerability. “A soft and open front is not being weak; it’s being brave, it’s being the wilderness.” Eeeek … here goes. I can do it.

Be fearless. I am a Goldman Sachs 10,000 Small Businesses program alum. The experience was life changing. My co-hort continues to inspire me. My growth group was named, “The Fearless Five.” Coincidence? “Fear is how we got here.” Fear and blame. Own your pain. Do not inflict pain on others. Be fucking fearless.

Read the book. It is worth your time.

And, in conclusion, I am driven to make this my best year, for me and my family, business, team, clients, community, country and world.


And here we are at the end of 2020. Last year’s reflections focused on time and community. At the end of 2019, we encouraged you to spend the first year of this new decade in community with others and in the company of those you love. Little did we know how life-altering 2020 would prove to be.

This is the year of the letter “I.” 2020 has not been idyllic, but it has been, for better or worse, impactful. First, it has been isolating. But, 2020 has illuminated how important people and community are, and how much we take for granted in our modernized world.

2020 highlighted the fact that we are all imperfect people who could use a little extra kindness and grace extended toward us.

It’s been a year of incredible innovation and imagination to say the least. How did this happen? Industrious people were required to slow down and indulge in the company of those closest to them while requiring others to be indefatigable in their care of others.

So we hope these reflections lift your spirits and provide hope and inspiration for a brighter 2021.

Chief Rocker Julie Porter

For me, 2020 was always going to be a monumental year. I anticipated significant changes in my personal life. But I never would have imagined how quickly and continuously my family would have to adjust our plans and expectations.

From a personal perspective:

My son graduated from high school during COVID. Bands of angels are singing that it happened. Then, his school, as did most others, adjusted their plans to provide a wonderful graduation celebration.

Yes, he also left the nest and began his freshman year of college. Now, he’s more than 1,000 miles away. No amount of planning could have prepared me for this. So I simply miss him. My heart yearns for his presence every single day. Yet, I am so proud of him. Of course, he has acclimated brilliantly to his school in a different state, even without the usual opportunities to build new relationships.   

Next, I quickly learned I should not quit my day job in favor of becoming an elementary school teacher. Actually, I would be awful (and miserable!) at it. My daughter, an extrovert, began learning online after Spring Break 2020. Homeschooling isn’t for either of us. As a result, I could never be more thankful for those blessed with the ability and passion for teaching.

And finally, my husband, employed with the same company for 19 years, left his job. That could be a whole blog post itself.

From a business perspective:

This year, I have marveled at the Front Porch Marketing team. Their talent, attitude, dedication, collaboration, innovation and work ethic are unmatched.

Honestly I don’t know what I have done to receive them as one of my many blessings. They are the best.

So 2020 was a reminder we need to let people do their thing. I often said to our team members, “You do you. I will do me. There is no judgment.”

Inspiration has come from business owners and leaders who pivoted, rebranded and/or valiantly stayed the course. Hence, I am grateful many have realized the power of branding and marketing in growing and saving their businesses.

Mid-March, I wasn’t sure what would happen to Front Porch Marketing. What would happen to our clients’ businesses? Where would new business come from?

Every year brings new lessons. 2019 was hard for my family because of a personal loss. It made us stronger ~ my family, my business and me. Thus, I am grateful for the strength I gained and could rely upon this year. Looking forward, I am hopeful for the opportunity 2021 holds. May we continue to be the light. Always find the joy.

Media Rock Christine Finnegan

2020 was a pivotal year in my life. To start, I had to take hold of my family’s well-being like never before. This was more about a mindset than physical acts, particularly with college-aged sons. Their emotional framework was dictated by how I was reacting to our world, as we knew it, changing seemingly overnight. 

Consequently, my sons and I operated as a unit and, as such, our already strong bond increased to a new level. So 2020 made me more resilient. I hold the ones I love closer and tighter. In some ways, I am going to miss the closeness the quarantine afforded my sons and me.

Rock Star Vanessa Hickman

One special outcome from the year is gratitude for all the things! Big things, small things and everything in-between. Bigger and better appreciation for simple creature comforts (toilet paper), ability to provide for our kids, travel and go to school.

Separation intensifies love, so my case-study of one validates absence makes the heart grow fonder. This year brought great appreciation for missed events, gatherings and people. It really put a spotlight on our priorities and was a reset on how and where we spend our time.

We are more grateful for our family, friends, community, healthcare providers, food suppliers, teachers, delivery drivers, and leaders than ever before.

We continue to be amazed by our community’s resilience, resourcefulness and ability to keep going with a positive attitude. It is always good when your blessings are bigger than your bummers and that is how we are wrapping up the year and to that we give thanks!

Rock Collector Alison Moreno

In such a turbulent year, I have found that being grateful for the small things helped me find more moments of peace. First, making a concerted effort to find joy in the everyday helped me to recognize I was able to spend extra time with family. I could learn new skills, enjoy being outside on a beautiful day and work with wonderful people. In these things I have found healing in gratitude and I am going into the new year knowing there is always good around us – we just have to look for it.

Intern Allison Corona Del Cid

2020 has been filled with challenges. But it has also been a true blessing to spend this year growing closer to my family, friends and faith. And I am truly appreciative of my FPM family and the joy they get from our clients’ successes. So here is to a new year! My biggest wish is for health, happiness and hope for all.

Swiss Army Rock Lea Ann Allen

2020 – the year that seems to have taken away so much from so many. On paper, it meant job loss, isolation, breast cancer and a pandemic. But I choose to acknowledge that this is the year I have realized a lifelong dream I never thought was possible. After a 30+ year career as a female creative, I am finally doing work that I am good at doing. And it is work that I love doing – for and with kind people who value me.

Now I work exclusively with women-owned businesses like Front Porch Marketing. Women have always been strong. This year, for the benefit those around them, women across the world have had to take on additional roles and shoulder heavier burdens. It surprises me not at all that women are persevering and creating work for others: recommending each other, lifting each other up and keeping each other afloat. In short, 2020 has been a year of incredible strength and resilience on everyone’s part.

Lil’ Rock Maria Gregorio

This year did not go according to plan. But, as Julie always says, “Be the light.” I choose to shine a light on the good things:

  • My niece, Elise, was born in November. She’s a few weeks old and doing great.
  • I have a job that I like and that I’m good at doing. (If someone told me as a kid that I would make a living with my creativity, I’m not sure I would have believed them.)
  • I have great friends and family. They are all people with whom I can share the good stuff and the bad stuff.

I am grateful for what I have because it’s a lot. It’s a lot.

From All of Us on the Porch: Let Your Light Shine, Friends

Stay humble and kind.

Rock on.

Innovate. Inspire. Imagine.

With love in our hearts for our family, friends, clients, communities and country, we will thrive.


2021 is your chance to start fresh in marketing your business – so here’s your Marketing 101 for 2021

In the sea of marketing possibilities: programs, platforms, practices, what is the best course of action? It can be overwhelming. And with the promising new year of 2021 approaching, how do you decide what to focus or re-focus on? Marketing 101. Back to basics.

We are finding that many of our clients are spending this quarter reflecting and refocusing. They are homing in on what makes their business better, and then doing more of that for their Marketing 101. They are taking this opportunity – when much of the world is operating under an umbrella of The Great Unknown – to really get to know themselves, and know themselves well. And then take the necessary steps to take their company to the next level.

How did we get here? Pandemic. Panic. And from both of these we are seeing a renewed sense of Purpose. How has that manifested itself? We have all gotten more digitally focused, learning new platforms that keep work working when we can’t be together. We have all learned how to be more efficient with our precious time – doing more with less because we have to. We’ve all become experts at continuing to reach our customers with fewer resources. We have all learned how to focus on what’s important in our daily lives. So we propose Marketing 101: focusing on doing fewer important things for your business in 2021 – and doing them better.

Be the brand of your dreams.

Your brand is the foundation of your business and everything else builds up and out from there. So this is where we recommend starting. Right now is the best time to step back and reflect. Do you know what your mission is? Do you know exactly what kind of people find value in your company’s product or service? Is your brand working as hard as it could for you? Your branding should really represent and reflect your business as it stands now – because like it or not mostly everyone’s business has pivoted to an extent in the past three quarters.

We’ve rebranded a good number of our clients in the past 6 months – helping them really understand who they are, what they stand for, who their core audience is, and how they want to do business going forward. With a detailed Brand Elaborative in hand, business owners can easily discern where to focus their efforts and how to effectively market to their audience. It’s a map that leads them in the right direction for marketing in 2021.

Visual Marketing 101: Refresh your logo to reflect your brand’s mission.

A logo refresh is honestly a great place to start the new year as a Marketing 101 first step. New Year’s resolutions shouldn’t just be limited to a new diet, exercise routine or haircut. Your business can experience the same shot-in-the-arm – with a new logo – that a new haircut gives you. Armed with a strong visual presence, a lively color palette and versatile modern typefaces your brand now has new tools and a new voice to build community with your customers.

When you update your logo, you’ve created a reason to talk about your business, just as you would personally with a new haircut or new exercise routine. Keep your customers excited about the future. People want to hear good news, and celebrate success – since it seems in short supply recently – and with your new look and confident voice you can connect with them and bring them along to share in the journey.

If your brand was a person, would people want to hang out with them?

With your new branding and logo in hand, extend your voice and visuals to your social media and your website with a powerful Content Marketing plan. Make your customers feel like a community. Make them feel valued and a sense of belonging by helping them, educating them, solving their problems and being there when they need you. Your brand can have a definite personality and power. And your brand can use those powers for good. That’s a brand that people want to hang around with – the one that makes them feel important and smart.

Got limited resources? Marketing 101 says use what you have.

We hear you. One super efficient thing that brands can do is repurpose their existing content across channels. One way we maximize our client’s effectiveness is to take a look at what they have already done well and double down.

A great company brochure can be turned into 20 Facebook social media posts and most likely a blog post or two, with relevant bits of information and helpful graphics. Every company’s website is a treasure trove of social media content that’s already been written, just waiting to be broken into little pieces and shared as social media. Sometimes just having a fresh outside eye look at your company’s assets can help you see that you have more than you thought you did!

Be the best version of yourself for 2021.

Overall, when we’re looking at what to recommend to our small and medium-sized businesses for 2021, we keep coming back to these important things. Remind yourself of who you are and why you do what you do (branding), show your audience you mean it (logo) and bring them into your brand’s community (website, social, content marketing).  A brand is a promise, and 2021 can be the year your brand makes a promise to be the best version of themselves.


Alison Moreno, Front Porch Marketing
Alison’s picture-perfect insights!

This week, we welcome Alison Moreno, our newest accounting rocker, to the team!

Alison Moreno’s Look on Life

  1. What is the biggest misconception about accounting today?

Overall, I’m sure there are several misconceptions about accounting, however, for me, it was thinking I had to be a math wizard to be a bookkeeper. Before, I always struggled with higher math but keeping track of finances is basically just adding and subtracting.

2. What advice would you give to someone struggling with QuickBooks?

Take a class! They are easily available and it’s a very easy program to learn.

3. One of the biggest lessons you’ve learned throughout your career?

Love what you do and don’t be afraid of stepping out of your comfort zone. Surprisingly, you might just realize it’s the most wonderful thing!

4. What does good Accounting look like for a marketing firm?

What I love about accounting is its consistency no matter the company. There are slight changes depending on those that make financial decisions for the company, however, assets will always equal liabilities plus equity.

5. If you could be anywhere in the world right now where would it be?

At the beach. Hawaii has the best beaches in my opinion but that’s as exotic as my beach expertise gets. We were supposed to go on a cruise this year to celebrate our 15-year anniversary but that’s been postponed. After that, I’m sure I’ll have some more favorite beaches.

6. If you could go to dinner with one person living or dead who would it be?

My Grandpa. He was one of my favorite people, and he was a great example to me of a hard worker and kind honest man.

7. If you could describe Alison Moreno in three words what would they be?

Positive, adventurous, hungry

8. What is your favorite thing about FPM?

So far, the people are my favorite thing. Although I have only spoken with a few, I am really excited to work with everyone.

9. Tell me about a major milestone in your life?

Almost 4 years ago I hit my goal weight and had lost 70lbs. Previously, I struggled with weight and eating healthy and finding exercise I enjoy but somehow, I figured it out and it brought me to tears. Overall, it taught me a lot about myself and what I am capable of and I have been able to help friends as well.

10. In what ways does the team at FPM have aligned values?

They are unified in success and creativity. Watching them throw out ideas with great feedback to help each other is such an encouraging thing to see from the get go with a new company.

11. Your goals for FPM?

As a newly certified bookkeeper, I am excited to put my knowledge to practical use and to gain even more knowledge as I work with others and gain experience. Also, I want to be able to answer any question thrown at me or know exactly where to look to answer it.

12. How would you describe the culture at FPM?

So fun and inviting. Watching them discuss ideas and congratulate each other on successes for their clients confirms my opinion of what a great company this is.

13. How does FPM differentiate itself from other marketing companies?

Honestly, this is the first marketing company I’ve ever done business with so I’m starting from scratch. Nonetheless, I love the personal feel of the environment. It already feels like a family-type unit working together.

14. What is a fun fact about yourself?

I have been a photographer for the past 7 years. Undoubtedly, it is my creative outlet. Even though it is a part-time job, I would do it for free because it is one of my favorite things to do.

In Conclusion

Thank you for tuning in as this New Rocker shares her Porch insights. We are excited to have her on the team and watch her flourish. Feel free to comment below if you have any questions you’d like to ask Alison.


Woman Using Text Message Marketing

Using Text Messaging Marketing in your Marketing Plan

Is your brand using text messaging to connect with customers? Consumer preference to shop and connect with brands continues to increase steadily. Because of the pandemic, the mobile ecommerce growth that was expected to occur over the next 2 to 3 years, happened in mere months in 2020.

In addition to email marketing and social media marketing, text message marketing is an opportunity to speak with your customers in real-time. As a result, you can have real conversations with them throughout their customer journey. And, build brand loyalty. Use the space where they spend the most time – on their phone – to reach them.

Start with your business goals.

First, define your business goals before you incorporate a new marketing strategy. Next, select key performance indicators (KPIs) that will support those goals. These can be simple quantifiable measurements like subscriber growth or they can be revenue driven. Then with a clear plan for your text marketing program, you can set your company up for success.

Brands who text message can engage customers, increase loyalty and even drive revenue. Now more than ever, as consumers and brands are both feeling the effects of COVID-19, it’s important to be able to connect with your customer directly.

Last holiday season, 61% of all ecommerce sales were made on a smartphone. That represents a 27% increase from 2018. Mobile ecommerce will continue to hold a top spot as a customer preferred method of shopping. Capitalize on this shopping trend with text messaging.

Simple reasons to think about using text messaging.

Texting could be a helpful addition to your marketing mix depending on your type of business. With texting you can build the type of relationships with customers that they crave. There are many different ways to use SMS. So, here are a few ideas to get you started.

Welcome new customers
  • Create a welcome offer to new subscribers. Then, build a drip campaign (a series of texts) for these new subscribers. This welcomes them to the brand and give them a reason to stick around.
  • Offer your text message subscribers extra perks for being a subscriber. Make offers ones that aren’t given in your other digital venues. Share early access to shop new items, access to a member’s only special sale or VIP access to products.
Share new products or sales
  • Excite your customers about a new service. Send them a text with a link to your website. Then they can easily sign up for your company’s newest yoga class or hot stone massage.
  • Encourage quick action. Share limited-time deals in your shop, best-selling items running out of stock and Buy One Get One Free offers. Texting helps you highlight the time-sensitive nature of an offer.
Alert and remind
  • Keep your customers up-to-date about steps in a service process. Don’t make them guess or wait or have to track you down. Text them when their tax return is ready. Show them pictures of their new kitchen being built. Keep them aware of when your serviceman is coming to repair their refrigerator.
  • Remind your subscribers about their abandoned shopping carts with a link directly to their cart to finish their shopping journey. As a result, it’s easy for them to finish checking out. Thank them for their purchase. Reward them with a bounceback offer after the completion of their purchase.
  • Share important or timely information to your text message subscribers. If you’re a restaurant, share news like COVID-19 safety precautions, new menu items or dining options.

Your customers rely heavily on their smartphones to connect to the outside world right now. Reach out to them using text messaging. Having real-time conversation with your customers lets them know that you hear them, you understand their needs and you are ready to add value to their lives.


marketing plan

How is your 2020 marketing plan holding up?

If you’re like a lot of businesses this year, you threw out your 2020 marketing plan and have been in triage mode for six months. Q4 is the perfect time to re-evaluate your company’s marketing plan to include a good marketing planning outline and process, messaging, strategies and brand.

This year’s best laid marketing plans were most likely laid to waste in the second quarter. It’s now Q4 of a very weird year – speaking from, well, every point of view – and everyone is working under the guise of not knowing what is coming next or when. Some businesses are continuing to just execute 2020 marketing strategies with messaging that is not currently relevant to growing their top line or their bottom line. Stop reacting and get proactive with your brand.

Typically, clients reflect and plan ahead this time of year, and this Q4 should be no exception.

In fact, we recommend doubling down on the planning. This year though, planning may look a lot like pivoting for most businesses. There is very little business-as-usual going on, and your company’s business plan should reflect that fact.

We are working with clients that are facing different year end results – from more than 75% decline in sales, to flat, to having the best year ever. We have clients who’s marketing plan has them pivoting completely and launching new brands, born of the new normal or a long-held dream. But the one thing all of our clients have in common right now is that they are planning in order to be able to continue to pivot if need be. They are ensuring that their future strategies will be on-brand even if the content has to change.

Now is the perfect time to step back from your business plan and take an objective perspective on your company’s state of affairs.

Is your brand’s marketing plan going in the right direction? Do you need a more focused or broader message? Are your communication strategies getting you in front of the right customers on the right social media channel? Is your brand voice in tune with the state of the world? Know who you are, what you stand for and how to communicate that mission to your customers. What is your highest and best use? When you have a plan, this is how you can frame all of your future content – even if it keeps changing.

Plan ahead to pivot.

Planning a marketing infrastructure to put in place now and building on it through Q1 and Q2 of next year can help pivot your brand toward a new goal, refine your mission and elevate your relevancy. Have a plan in place to be able to address the unknown needs of your customers as they arise in 2021. You don’t necessarily need the answers now, but you need to have a plan to be able to answer the questions your customers will have. Your marketing plan for next year should include key messages, strategies, a budget, timeline and content calendar through Q2 of 2021 to carry your company into Q3. Spend your marketing time wisely this quarter to build the brand you’ve always wanted to become next quarter and beyond.


Curbside Sales for restaurants and retailers appear to be here to stay – so think upselling, at least for a while. Your customers still crave your product. But, they want to enjoy the purchase and the consumption of it in their own homes. The simplest way to keep retail and restaurant doors open is curbside service.

Upselling the Curbside Pick-Up

Rather than shopping in your store, customers can order on line or by phone. Then, they can swing by your store as you bring their package to their car. Instead of dining in your restaurant this evening, customers are calling in their order. The customer then pulls up to your curb 15-20 minutes later ready to take their meal home.

Curbside pick-up – partnered with on-line or phone ordering – gives restaurants and retailers an effective way to keep selling. Indeed when things open back up again, this is also a new way to increase sales to an additional audience beyond the traditional in-store or in-restaurant customer.

Pick-up is not a new practice, but it is one that has been quickly honed during the pandemic.

There are best practices for curbside sales that will benefit both the customer and the business owner. Keep in mind that the easier you make things for your currently stressed-out customer, the more likely they are to return for this convenience again and again.

Get ready for curbside pick-up by optimizing your website and social media

  • Get your website, customer email and social media up to speed. Make sure your customers know you offer curbside service and how that works is a way of upselling. Put this information on the homepage of your site. Build a separate landing page for curbside and link to that on your social platforms. Zanata Restaurant in Rockwall added a pop-up talking about Curbside Pick-up on its homepage.
  • Remind customers weekly on social about curbside service. Consider having a weekly curbside special with a great photo of the item and the deal.
  • Build community with your customers. Encourage them to take a picture of their purchase (food or clothing or whatever it is) and tag your store on social media. Then you in turn repost their picture thanking them publicly. This is called “User Generated Content” and is a best practice by big and small brands alike.

Make the ordering process easy for everyone

  • When customers are ready to order, provide an on-site phone number for the customer to call or text to let you know that they are at your curb ready to pick up their order.
  • Process payments in advance either on the phone or via your website or app. Keep the transaction at the curbside swift and contactless. If you must transact at the curb invest in a mobile card processor.
  • At the time of order, ask your customer for their type and color of car picking up, and a description of the driver for clear instructions to deliver the right order to the right car.
  • Designate a parking space or a specific spot as the curb service pickup area. Mark this area with signage that has clear instructions and the on-site phone number for the customer to call once they have arrived.
  • Create a designated table inside to place curbside orders to streamline delivery during busy times. Have plastic ware, extra sauces, etc here to add to bags for food orders. Add tissue and gift bags here for retail merchandise.
  • If you have the outside space to create a pop-up drive thru, this format can make things easier for both the customer and the business for upselling. Emporium Pies in Bishop Arts District built a pop-up “Pie-Thru.” Customers get pie without leaving their cars, mimicking their famous long line of people waiting to get pie on any given weekend.

Upselling: Keep them coming back for more

  • Restaurants: include an order menu in the bag with the take-away food to make it easy for the customer to order again. Hand write a thank you note on the menu. Let the customer know how much their order meant.
  • Ask the customer if they’d like to add a gift card to their purchase to either use next time, or to share with a friend. Or, if the customer hits a certain dollar amount on an order, add a gift card to the order as a thank you. This gift card will act as a bounce back for them to return to your store again.
  • Invest in higher quality to-go containers to maintain integrity of your dishes. Presentation and temperature are still important. Big Al’s Smokehouse BBQ packages every to-go order in tamper-proof, sealed packaging. Consider branding your to-go packaging with stickers or hand-written “Thank Yous.” Adding stickers with your store’s logo and phone number or website helps remind customers how to find you.

Think outside the to-go box for upselling

Big Al's Smokehouse BBQ
  • Consider narrowing the selection of items to your restaurant’s most popular items to offer curbside to streamline delivery.
  • Offer Family Meals versions of your most popular items. Make it easier for families to just order the “Daily Family Meal for Four” for instance.
  • Package an appetizer-entrée-dessert. This is an easy to pick-up choice. Switch out this special weekly to allow for local availability of ingredients or a chance to use up what’s on hand.
  • And of course, have staff deliver bags or packages to customers’ cars wearing branded masks.
  • Add the ability for the customer to add grocery basics to their order: milk, eggs, butter, bread, fresh veggies. Saving them an extra trip to a store can earn you a more loyal customer.

Go above and beyond to offer an experience while they wait

  • Live music outside adds enjoyment when guests come to pick up their order.
  • Some restaurants, depending on TABC laws, offer drinks to go to sip on while you wait for your order.
  • Customers can order ingredients for one of your signature dishes with instructions to learn how to make it themselves at home. Some restaurants have even staged events. Consumers buy the ingredients kit and then tune into a Zoom with the chef to make from home.

There are more North Texas restaurants good to go best practices for how to do curbside service right by upselling. And there are several ideas for optimizing the outdoor space you do have. Re-imagine how to use it for curbside service and outside sales.

You can successfully make this way of doing business good for your bottom line.