360 degree marketing review for an energy consulting firm
An energy consultancy approached me to conduct a thorough marketing review. The head of the firm had been managing the marketing internally and sought a fresh perspective to assess their marketing and business development activities. They wanted clear recommendations on how to maximise impact and identify any areas that needed improvement.
360-degree marketing review
To get a complete understanding, I spoke with a range of individuals across the business, from the head of consultancy and the business owners to employees at various levels. My goal was to gain a 360-degree view of the firm’s marketing efforts and provide a confidential space for staff to share their insights on what could be improved.
Identifying the Core Issues
As I worked through the review, it became clear that while the firm was doing a lot of things right, there were a few key areas holding them back. The main issue was the underutilisation of their thought leadership campaigns, a missed opportunity to position themselves as industry leaders. Additionally, they struggled with time and resources to produce enough content—something I often see in professional services firms.
Strategic Recommendations and Implementation
Following the review, I developed a set of recommendations to strengthen both their marketing and business development activities. I proposed a detailed campaign plan to help them maximise their content and suggested resourcing solutions to ensure consistent progress.
After delivering the plan, the consultancy engaged me in an ongoing consultancy role. I now work with them to implement the recommendations, offering ongoing support, advice, and guidance to ensure their marketing strategy delivers the impact they’re aiming for.
Since the review, we are taking Helen’s recommendations onboard, implementing them and are starting to see some encouraging results
Alastair Bates, Head of Consulting, Engage Consultancy
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