The business provides Marketing Consulting services to large corporations and emerging enterprises. Consulting services generally consist of strategic business planning, market planning and segmentation projects, new product development research, database marketing design/implementation services and loyalty marketing support. Clients in 2017-18 include US and foreign corporations in both the business-to-business and business-to-consumer markets. All projects begin with a detailed assessment of client objectives, expected deliverables, timelines, budgets and whether or not Marketing Strategists can help. Should the client situation warrant, a formal proposal is submitted. All quotes are in US$.

Service delivery is performed both remotely and in-person by the consulting team. Consulting contracts and/or specific “Statements of Work” govern the terms and conditions of the consulting engagement in most situations. Client authorization to work is generally received in advance of the start of consulting services delivery via a signed contract, signed statement of work or e-mail authorization to proceed under the terms and conditions proposed. Some clients require formal Professional Services agreements which stipulate specific terms governing non-disclosure, intellectual property ownership and non-compete/non-solicitation clauses. Travel expenses are billed to the client at cost – authorized by the client in advance and consistent with their standard travel policies.

Consulting engagements are delivered on a project-basis, with fixed fees for specific project deliverables. Other engagements are delivered on a monthly retainer basis. Occasionally, the consultants will be paid on an hourly basis. Projects are generally of a short-term (less than 60 days) duration, or retainer agreements with terms of up to one year.

Marketing Strategists’ international experience is extensive including client engagements and the delivery of loyalty education workshops in the following markets:
• Europe
— UK, France, Greece
• North America
— US, Canada
• Latin American & Caribbean
— Jamaica, Brazil, Mexico
• MEA
— South Africa, Turkey
• Asia Pacific
— Singapore, Malaysia, Korea, Australia, New Zealand

Principal consultant, Michael T. Capizzi, co-authored Loyalty Trends for the 21st Century (European Retail Digest, 2004) and was an original faculty member for the Templeton College, Oxford University (UK), Loyalty Marketing Workshop for Executives.

Marketing Strategists is a results oriented practice and has achieved a 100% client satisfaction rate. Currently, over 90% of all practice revenues come from repeat business. Specific references are available upon request.

Most engagements require at least one face to face session, typically at the onset of the assignment. This is followed by a series of off-premise meetings and reviews of the material and recommendations prepared by the consulting team. These interim sessions are conducted over the web with screen sharing tools and plenty of interaction. Timing and frequency of these interim sessions depends upon the statement of work but could be as often as weekly. Formal status reports are issued during this period with needs of both the consulting team and the client indicated and roles/responsibilities assigned.

On larger, longer term engagements some interim sessions may also be held in person. At the conclusion of the engagement a final session is held and deliverables are reviewed either in-person or over the web. All deliverables become the property of the client.