Example deliverable
Written recap after a 15-minute Colony Spark strategy call
Cedar ERP’s first marketing priority
Cedar’s situation
Cedar wants new business beyond referrals. Its fictional website lists NetSuite optimization, integrations, and support. The founder says referred buyers understand the consultancy’s value, while unfamiliar prospects ask for an hourly rate before discussing a problem.
The immediate decision is whether to buy more traffic or improve the explanation and first offer.
The priority identified during the call
Build one campaign around a process Cedar already helps clients improve: purchase approvals after ERP go-live.
Use the Revenue Messaging Framework to establish the finance director’s problem, the change needed across the finance team, and any market change that makes the work more relevant. Validate each point against customer evidence before choosing the message or channel.
The first action
- Owner
- Cedar’s founder
- Timing
- Before the next weekly sales meeting
- Action
- Choose one completed approval-process engagement. Record the buyer’s original question, the work Cedar performed, and the operational change the client could verify. Confirm permission before using client material.
- Success signal
- A source-backed outline for the campaign page and first review, with a specific buyer, a supported problem, and proof Cedar can use.
- Next decision
- Choose the audience and distribution channel after reviewing the evidence. Set the scope of the first campaign before assigning spend.
What remains open
- How often approval-process work leads to an ongoing ERP engagement.
- Which buyer segment has the clearest repeated need.
- What customer evidence supports a market-level reason to act.
- What traffic, inquiry, and sales data already exist.
How the 15 minutes were used
Minutes 0 to 3
Define the goal and the decision holding it up.
Minutes 3 to 8
Review the evidence already available.
Minutes 8 to 12
Choose the first priority and explain why.
Minutes 12 to 15
Agree on the action, owner, timing, and success signal.
What is delivered after the call
Colony Spark prepares the written recap with the situation, chosen priority, reason, first action, and remaining questions. Colony Spark also configures a tailored account-research agent around the agreed priority and delivers it after the call with instructions for review and reuse.