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 experience
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| Experience By Practice
Area: Strategic
Planning: Strategic Business and Marketing Plans |
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Developed a comprehensive strategic business and marketing plan for a healthcare company, including strategies specific to client retention and growth, operational excellence, and increased client satisfaction.
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Refined and updated the Strategic Marketing Plan for a corporate integrity and investigative services firm specializing in the healthcare industry and created a Strategic Implementation Plan, a dynamic tracking document.
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Developed for a new corporate citizenship consulting business venture a strategic marketing plan and business launch strategy.
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Developed a comprehensive strategic business and marketing plan for a financial broker/dealer. The plan included specific strategies for client retention and growth, operational excellence, and increased client satisfaction.
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Created a strategic marketing and implementation plan for the Minnesota branches of a national bank, developing relationships with CPAs for the purposes of sharing referrals and generating new business.
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Provided strategic input into a key alliance and drafted a strategic outline and marketing plan for a healthcare fraud firm to facilitate moving the relationship and objectives forward.
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Created a strategic marketing and implementation plan for a large law firm's Appellate Practice Group.
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Worked with a Twin Cities law firm specializing in family law to conduct a strategic marketing assessment, develop a strategic marketing plan, and implement cost-effective marketing strategies, including the development of a comprehensive second-generation website and pursuing PR opportunities.
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Worked with a Wisconsin law firm to develop a strategic marketing plan and implement low-cost, high-end marketing strategies, including the redesign of their website and creations of additional pages and information.
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Created a strategic marketing plan for a telecommunications firm.
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Provided counsel to a new telecommunications firm in the development of a strategic channel partner strategy.
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Worked with the managing partner of a nationally renowned immigration law firm on the development and implementation of a marketing strategy to grow the firm.
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Worked with the CEO and Operations Director on general strategic business planning and growth opportunities.
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Assumed responsibility for outsourced marketing function for Maplewood-based CPA firm. Led strategic planning process and implementation of a wide range of marketing tactics, including trade association marketing and individual coaching of firm's partners in new business development.
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Assisted a Twin-Cities based company that helps fund ethnic minority-owned businesses in its aggressive growth plans by providing messaging and communications for a major fund development campaign.
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Created a marketing strategy for a law firm interested in expanding practice offerings to new market segments.
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Conducted a strategic assessment and developed a marketing plan for a start-up consultancy comprised of two former Big Four accounting firm partners who formed a Medicare fraud prevention consultancy, focused on attracting a national base of clients.
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Created the initial strategic marketing plan for a start-up subsidiary of a law firm offering cultural competence training to physicians.
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Conducted a strategic review and made recommendations on various strategic plans created internally by a national long-term healthcare firm focused on management contracts and consulting services.
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Worked with a travel agency on the development and implementation of its first ever strategic marketing plan. The process included conducting a thorough assessment of the business, developing a targeted marketing plan to help compensate for the airline compensation reductions, and to implement the plan as the agency's outsourced marketing arm.
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Worked with the president of a start-up company marketing a vacation essentials product to property management firms in the United States. We conducted a business assessment and created an overall marketing strategy for the company.
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Worked with a human resources consulting firm to develop and implement its marketing strategies. We met with the client on a quarterly basis to ensure the firm was staying on track with its marketing efforts. We continue to serve as the president's business and marketing strategist.
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Served as the outsourced marketing function for a community bank in Minnetonka. Professional Services Marketing facilitated all monthly marketing committee meetings and served on the bank's strategic planning committee. Our goals were to retain and grow existing customer relationships, while also attracting new customers from the local area to become new bank customers. Ongoing initiatives for the bank include sponsorships, advertising, customer communications, newsletter production, web site development and maintenance.
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Worked with a Minnetonka-based accounting and consulting firm on the development and implementation of its overall business growth strategy. We actively worked to increase sales for the firm.
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Helped an entrepreneur develop the strategy and launch a unique new business focused on product offerings for the condominium rental management industry. This work involved the creation of a strategic business plan which led to logo design, development of company materials including brochures and a website. The business has officially launched, and PSM will continue its work as the company's marketing arm.
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Developed a strategic business and marketing plan for an architectural design firm in Wisconsin. The plan led to various initiatives including the creation of a new website, marketing materials, corporate identity, and a strategic public relations campaign that is already generating press coverage and interest in a totally new type of architecture, Shukka. The Shukka philosophy enables the designer to create the home from the inside out, resulting in a home that literally saves time by living in it.
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Created the business and marketing strategy for a technical training firm focusing on electronic and classroom learning for information technology professionals. Work for this firm resulted in a revamped website and a targeted strategy to attract IT professionals to the course offerings being featured.
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Worked with a start-up web-based venture to devise the overall business strategy for the initiative. The project is designed to provide resource information on the web for families in crisis with a focus on saving marriages. Activities included devising the strategy to attract leaders in the family law, mediation, financial, religious, psychology and educational communities to serve on the not for profit board. Secondly, developed the overall strategy to attract 300-400 paid site members. Finally, developed and implemented a broad-based communications strategy to communicate the site's existence to the general public.
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Served as the outsourced marketing function for the leading community bank in Minnetonka, MN. PSM conducted a marketing assessment, created a strategic plan and worked to implement the plan.
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Worked with the founding partners of a medical industry consulting group to facilitate strategic planning discussions and create a business plan for the new business.
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Developed a strategic business plan for an international association of functional orthodontists.
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Created marketing strategies for various strategic management consulting firms.
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Developed a business and marketing plan for a virtual high technology consulting firm.
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Created strategic plans for a number of human resources consulting and outsourcing firms.
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Created the overall business and marketing strategy for a virtual law firm comprised of former senior lawyers from Twin Cities companies. We worked with the client on an ongoing basis to implement strategic recommendations.
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Met on a regular basis with the president of an Edina travel agency to ensure the marketing strategy was consistently being implemented; created meeting summaries and keep all initiatives moving forward.
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Developed and implemented the business plan for an employment law training and consulting subsidiary of Minneapolis law firm.
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Created an overall strategy for an upstart web-based automobile dealership.
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Created the overall strategy and implemented a business and marketing plan for an employee benefits consulting firm in Edina.
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Conducted an assessment, created a marketing plan and worked with the Minneapolis 40-attorney law firm on implementation.
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Created a strategy to market a specific educational program for a Minnesota community college.
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Worked with the president of the company to develop and implement a strategic marketing plan for the $3 million per year object-oriented technology company.
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Developed a strategic plan for a new division of $30 million international data recovery company (to highlight expertise of Computer Evidence Services Group).
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Developed an overall strategic plan for a Minneapolis-based business and competitive intelligence firm $30 million Bloomington-based technology integration and consulting firm with additional offices in Atlanta and Chicago (Company named the second fastest growing company in Minnesota by CityBusiness, 1998).
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Created overall strategy for an upstart automated software testing company.
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Developed patient satisfaction strategies for a Bloomington-based ophthalmology practice.
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Created a growth plan for a New Brighton-based dental practice.
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Worked with the partners of a Minneapolis-based venture capital firm to refine and focus business growth strategies.
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Serve as outsourced strategic marketing department for a Minneapolis law firm. Created the overall strategy for the firm and managed the implementation of hundreds of proactive strategies to retain and grow existing clients, attract new clients and increase name recognition and awareness of the firm.
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Conducted a firm-wide strategic assessment for a law firm, created the marketing plan and involved in the overall implementation of the plan. Activities included the creation of a new graphic identity for the firm, the development of the firm's second generation website, creation of a marketing database for the firm, and the implementation of all firm-wide, practice group and individual marketing strategies.
- Worked with the founder of a technology services company focusing on website design and database development to create and implement a marketing strategy for the firm.
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