Choose Your Growth Path

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• Logo Design: 3 concepts, 2 revisions
• Brand Color Palette & Typography Selection 
• Business Card Design
• Social Media Template Pack - 5 Templates for IG/Facebook (Available to Purchase as a Standalone Service/Item) 
• Basic Brand Guidelines Document- Single Pager Brand Guideline

Strategic Planning Meeting (2 hours/month)

• Performance Review- Analysis of previous month's KPIs
• Marketing Opportunity Assessment-New trends, competitor moves, industry changes
• Campaign Planning- Next month's marketing priorities & initiatives
• Goal Setting & KPI Tracking- Measurable objectives and success metrics
• Budget allocation Strategy- How to distribute marketing spend for maximum ROI
• Quarterly Business Alignment-Ensuring marketing supports overall business goals 

Strategy Deliverables

• Monthly Marketing Calendar- Detailed content & campaign scheduling
• Competitive Intelligence Report-What competitors are doing and how to respond
• Opportunity Identification- New channels, partnerships, or tactics to explore 
• Performance Dashboard- Key Metrics tracking and progress visualization

Blog Content (4 Articles/Month) 

• Industry Thought Leadership- Establishing your expertise & authority
• Educational Content- How-to guides and best practices for your audience
• Company Updates & News - Behind-the-scenes, team highlights, company growth
• Client Success Stories- Case studies and testimonials in narrative format
• Blog Specifications: 800-1200 words per blog, SEO-optimized, featured images and graphics included, Meta descriptions and social sharing optimization, CTA integration for lead

• LinkedIn Posts - professional, B2B focused content
• Instagram Posts- Visual brand storytelling and behind-the-scenes
• Facebook Posts- Community engagement and company updates
• Social Content Includes: Custom graphics on brand, engaging captions with hashtag research, optimal posting times, cross-platform content adaptation, story extensions for Meta 

• Infographics- Complex information made visually digestible
• Quote Graphics- Branded motivational or educational quotes
• Process Diagrams- Visual explanations of your services or methodologies
• Branded Templates- Reusable designs for ongoing content needs

Platform Management

• Content Scheduling-Strategic posting across all platforms
• Community Engagement-Proactively responding to comments, messages, and mentions 
• Hashtag Strategy-Research and implementation of trending and niche hashtags
• Story Management- Meta stories for timely updates 
• Profile Optimization - Keeping bios, links, and featured content current
• Follower Growth- Organic tactics to increase quality followers
• User- Generated Content- Encouraging and resharing client/customer content

Campaigns

• Newsletter Campaigns- Monthly or bi-monthly company updates, industry insights, and valuable content
• Promotional Campaigns -Service announcements, special offers, or new package launches
• Educational Series- Multi-part content series that builds expertise and trust
• Customer Success Stories- Client testimonials and case study highlights
• Strategic Planning- Audience segmentation and targeting
• Automation Setup- Welcome sequences and follow up workflows

Comprehensive Monthly Reports

• Executive Summary- Key wins, challenges, and recommendations
• Website Analytics- Traffic, conversions, and user behavior analysis
• Social Metrics - Engagement, reach, and growth across platforms
• Email Marketing Results- Open rates, click rates, and conversion tracking
• Content Performance- Which pieces drove the most engagement and leads 
• Lead Gen Summary- New leads, sources, and conversion rates 
• Data Driven Optimization- Monthly refinements based on results and ROI

Comprehensive Monthly Reports

• Executive Summary- Key wins, challenges, and recommendations
• Website Analytics- Traffic, conversions, and user behavior analysis
• Social Metrics - Engagement, reach, and growth across platforms
• Email Marketing Results- Open rates, click rates, and conversion tracking
• Content Performance- Which pieces drove the most engagement and leads 
• Lead Gen Summary- New leads, sources, and conversion rates 
• Data Driven Optimization- Monthly refinements based on results and ROI

Campaign Strategy & Setup

• Platform Selection - Google Ads, LinkedIn Ads, Facebook/Instagram Ads based on audience
• Audience Research & Targeting- Detailed demographic and psychographic targeting
• Campaign Structure- Organized ad groups and targeting parameters 
• Landing Page Optimization- Ensuring ad traffic converts effectively 
• Conversion Tracking Setup- Measuring actual business results, not just clicks
• Campaign Types:  Lead Generation, Brand Awareness, Retargeting, Local/Geographic

2–3-hour brand discovery workshop, brand positioning, value prop development, brand personality development, mission/vision development, competitor audit, visual identity comparison, messaging analysis, market gap identification, competitive advantage summary. 

Primary Logo Package, Logo Variations & Treatments, Color System, Typography System, Visual Elements & Graphics 

Up to 10 pages of Brand Story & Overview, Logo Usage & Applications, Color Palette & Usage, Typography Guidelines, Visual Style & Photography, Voice & Tone Guidelines, Print Applications, Digital Applications, Brand Applications in Context & Brand Protection & Maintenance 

Business Stationary Package - Business Cards, Letterhead Design, Envelope Design, Email Signature, Digital Letterhead

Presentation Materials-PowerPoint template - Master slide Deck with 10-12 slide layouts

Marketing Materials- Branded folders, Thank you card design, Proposal template, Invoice Template 

Digital Assets- Virtual Meeting Background, LinkedIn Company Banner, Professional Headshot Frames

Platform Specific Templates - Instagram Post Templates (4 Designs) Instagram Story Templates (3 Designs) LinkedIn Post Templates (2 Designs) Facebook Cover Photo (1 Design)

Content Categories-Quote Templates, Service Highlight Templates, Client Testimonial Templates, Educational Content Templates

Technical Specifications- All templates in correct dimensions per platform, Editable text areas clearly marked, Brand colors and fonts applied, High-Res files ready for posting

Core Messaging Elements - Elevator Pitch, Value Prop, Taglines & Slogan, Key Differentiators 

Audience Specific Messaging-Small Business Owners, Established Companies, Industry Specific Adaptations

Message Testing & Validation- A/B testing recommendations, feedback integration process

Month 1 - Launch Preparations - Brand Rollout, Team Training, Application Review

Month 2-Market Introduction- Launch Guidance, Social Media Rollout, Marketing Material Review

Month 3- Optimization & Refinement- Performance Review, Adjustment Recommendations, Future Growth Planning

Ongoing Support Includes: Email/Phone Consultation, File Access & Updates, QA Reviews, Strategic Check-ins

Birch & Brand assists clients with full scale corporate meetings, trade shows, conferences, summits, Sales Kick Off Meetings, Holiday Parties and more!  Our core planning locations are New England, New York/New Jersey, Philadelphia, Denver/Boulder, Florida, Nashville, Charlotte, Chicago, Atlanta, DC Metro, Los Angeles, San Francisco, Austin & Dallas.  We specialize in international locations including Curacao, The BVI, The USVI, Mexico, Eleuthera/The Bahamas & Italy.

Birch & Brand is available to assist with domestic & international incentive trips throughout the year.  Programming is customized to each client and managed specifically to meet your individual needs and objectives.  We build best in class programming.  We deliver turn-key trips and experiences.  

• Presidents Club Trips 
• Sales Retreats
• Rewards Travel
• Tours
• Golf Outings
• USA, Caribbean & Mexico