Marketing Roadmap

We don’t do one size fits all in our agency. 

When it comes to social media marketing you want a strategy that is custom to your unique business model.


Sure there are a lot of templates you can purchase, which you probably brought, but let’s be honest, your business is far beyond templates! You want a strategy that is tailored to your unique business goals which is why you are here!


What is a roadmap? A roadmap is a one time customized social media marketing strategy. This will give you clarity around your social media marketing and deliverables that you are able to implement right away. 


who is this for?

Financial Professionals who want to market their business but aren’t ready to commit to monthly management. You want a strategy that you or someone on your team can implement. 


Let’s spend some time together. Here’s how it works:

Schedule Your Strategy Session

Fill out the form and I will send you a link to book your strategy session. You will work directly with me and I offer 2 strategy session days per month.



Once you schedule your strategy session I will send a proposal, contract and invoice. Contract and invoice are due 72 hours before kick off call.



Once you scheduled your strategy session I will send a questionnaire that must be filled out 72 hours before your Intensive. 

Kick Off Call

We start your strategy session with a 60-minute kick off call to talk about your business missio, vision and values. 


I spend the next 3 days creating a social media strategy based on your business goals. This includes market research, content calendar, audits, and competitor analysis. 



Deliverables are received 7 business days after Kick off Call. Everything will be in Airtable along with full explanation of deliverables. See below to see what’s included. 


30-Day Support via Email.

Investment is a one time fee of $2000.00

**Payment plan available. $1000 deposit. $1000 due upon delivery.

Simplified Marketing Services was amazing to work with!

Not only did they create a strategy filled with topics specific to my bookkeeping business, they also included a video to help with ideas and examples for the content. They are very quick to respond to any questions I have for them and really explains things in a way that is easy to understand. I highly recommend working with them.

teresa romero


Ready to Work with Us?