You have a right to as much information as possible about how we think and work ahead of any decision you might make. If we work hard at making sure it’s a great fit, we’ll both be happier.
The primary factor in who you hire should be whether or not they can solve your problem. Solving that problem should be worth far more than not hiring that person.
Against that background, we’ve collected these frequently asked questions so that you can make the right decision.
These are general guidelines. What is most important to us is that our clients are committed to growth. We don’t choose clients based on budget, industry or vanity. We look for excellent matches where we can have outsized impact.
We have worked the most with firms that have 10-150 people. We have also worked with many Fortune 100/500 clients over the years but that is not our focus now.
Our entire consulting practice is built on knowing what is appropriate for different size businesses with different levels of resources.
We possess no magical abilities to solve all your problems, however, our clients enjoy an outside perspective on how they are really doing.
Our clients understand change is still dependent on them, but they want to leverage our knowledge of what has been successful for other companies.
You will always know more about your business, but our knowledge of your firm will outpace any other consultant.
You can expect us to keep our word, come to you with solutions and give you 100% of our abilities 100% of the time.
You will work directly with the principals of the firm and senior level consultants and specialists. We have no junior people or interns. All of our team is US based.
More about Pete Monfre’s background here.
We have found that we are not a good fit for most would-be clients. It’s always a good idea to explore working with other talented advisors in this field. If we can’t help solve your problem, we will do our best to recommend someone who can.
Many of our clients feel like they must first solve their problems so they can tell us what they want. As facilitators our value is in rapidly analyzing circumstances and coming to the table with solutions. The heart of our value is in helping unravel the complexity of the business and leading your team in determining the path to success.
Most of our clients already have some kind of marketing plan. At the same time most are disappointed with the plan’s performance or are frustrated that they can’t execute.
Perhaps our biggest value is that we know how to build plans so that they can be executed. This is often the problem with many marketing plans – they fail to drill down to details and responsibilities.
It’s best to work with us as early as possible, before spending a lot of time doing “internal planning”
We will systematically clear the fog and create a clear road to your objective.
Austin Texas is our home base and since 2003, have worked with clients remotely around the world. We also work from a cabin in the Rocky Mountains and from our sister agency in London. Clients hire us because they think we know what we are doing and not because we are nearby.
If you are facing a particular hurdle where you need ongoing advisory (for example, during implementing the plan), we’ll craft a suggested engagement that includes regular status calls.
There are two phases in how we work.
First, there is a period of time during which we are developing the plan. During this time, we are at your service. This typically takes 60 days.
Once the plan is in place, we remain available for 30 days in an advisory role as the plan is implemented. For a few clients, we may also be retained to advise over a longer period during which we would have regular calls and meetings.
Our main deliverable is insightful analysis and transformative advice. Our focus is not on long reports or even reports at all. Our clients gain instantaneous depth of marketing experience.
Our written recommendations are short, concise, and in outline form and usually delivered as a deck. We use shared documents and folders to deliver these recommendations. We can then expand personally by phone for leadership, teams or both.
Of all the FAQs, this is the toughest one to answer and there are so many ways that you might misunderstand this or write us off because of it.
When prospective clients asked, we used to give references. We have worked with so many firms that the logistics of it are no problem.
After decades of doing this, we don’t and here’s why:
We will sometimes make exceptions to this, but rarely. When we do, we will trade references so that each of us can call the other party’s references.
Just give us the names and contact information for the last two or three professional advisors, consultants or agencies that you’ve worked with and we can introduce you to the same.
Work is paid in advance and non-refundable, for any reason, unless other terms are agreed-upon and stated in the Service Level Agreement.
The reason is not cash flow. Rather, it gives us the freedom to be completely transparent with you, not harboring any fear that you’ll be upset and withhold payment.
It also allows us to respond “yes” to customer requests and accomodations and pay any subcontractors their advance fees depending on what we are doing.
Finally, we are a small company and our business model is not that of a bank. If you are concerned that we will abscond with your money and not deliver to your expectations, you might be too suspicious and/or cynical to be a good fit.
This policy is applied uniformly with every client, from smaller firms to Fortune 500 companies.
The best way is to connect with us on LinkedIn or sign up for our steady stream of marketing know-how and knowledge through our blog, podcast, workshops and articles at the bottom of this page.
Pete Monfre is also an artist in residence at the world-famous Saxon Pub in Austin, TX where you can find him performing to a hundred or so colleagues once a month. Join us.
We produce a steady stream of high quality and substantive content designed to help you make better marketing decisions and avoid getting ripped off in the wild west of the marketing industry. Articles, podcasts, video, events – We’re giving all of our knowledge away for free. And we won’t share your information with anyone or SPAM you. Get in the know here.