Overview
Start with the obstacle that is costing the most momentum.
Practical marketing strategy that turns hometown insight into clear priorities, useful messaging, and a plan your team can put to work.
What this helps solve
Marketing Strategy
Good marketing is less about chasing every channel and more about making smart choices in the right order. Phase 3 helps Santa Barbara businesses and organizations step back, sort the signal from the noise, and build a focused path forward. Founded by Justin Soenke, we bring a practical outside perspective, local context, and a working-session mindset. Together, we clarify who you are speaking to, what matters most, and how marketing can support the next meaningful move.
How it works
Useful progress looks different for every business.
What a good outcome can look like
- A sharper point of view your team can use consistently.
- Clearer priorities for where to focus time and attention.
- A practical marketing roadmap built around the next right moves.
Typical building blocks
- Audience and customer insight
- Positioning and messaging direction
- Marketing channel and content priorities
- Goals, measures, and an actionable roadmap
A sensible sequence
Our process
Each step creates the clarity needed for the one after it—without adding work that does not serve the goal.
- 01Clarify the business question
- 02Prioritize the useful work
- 03Build, improve, or connect the right pieces
- 04Measure the signal and refine the next move
General pricing
Use a range to plan. Use a quote to decide.
- Typical market range
- $2,500–$12,000
- Common engagement
- strategy engagement
These are broad U.S. small-business market reference ranges, not a Phase 3 quote, offer, or financing term. Scope, existing systems, content readiness, integrations, timelines, third-party platforms, advertising spend, taxes, and ongoing support can materially change the final investment.
Built for clear answers
Questions people ask before they get started.
Is this service right for my business?
Will this work with our existing systems?
How will we know if it is working?
Planning tools
Test the next move before you commit to it.
Use a website-profit scenario, work backward from a revenue goal, or compare the contribution of your inbound channels. Each tool starts with the assumptions you choose and gives you a clearer question to bring to the next conversation.
Website & marketing scenario
Website Profit Potential Calculator
Test how changes in traffic, inquiry quality, conversion, close rate, and first-sale value could affect first-sale revenue and estimated gross profit.
- A baseline from your website visitors, inquiries, qualification, closes, first sale, and margin
- The planning levers connected to traffic, conversion, qualification, close rate, and average first sale
Revenue-goal scenario
Reverse Revenue Planner
Start with traffic, recurring and new monthly buyers, current revenue, and a revenue goal to map the customer-path changes that could be worth testing.
- Your current traffic, recurring buyers, new buyers, and total monthly revenue
- A desired monthly revenue target and the modeled customer-path changes behind it
Marketing-mix scenario
Inbound Channel Impact Calculator
Compare a mix of search, local visibility, email, social, paid, AI-assisted, review, and referral channels using your own lead and close-rate assumptions.
- Ten inbound channels, including exit intent pop-ups & opt-ins, missed calls & DM's answered by AI, and AI chatbot engagements
- Expected inbound leads, close rate, average first sale, and gross margin for each selected channel
Planning notice. All calculator outputs are hypothetical projections; actual results will vary. Public workspaces start fresh and do not save scenarios, email reports, create prescriptions, or expose saved records.
Practical resources
Bring a more useful question to the next conversation.
Start with the checklist, then use the related learning below when it matches the decision in front of you.
Practical checklist
Marketing Direction Checklist
Create a practical direction before investing in scattered tactics.
- State the business goal, priority audience, and commercial constraint in plain language.
- Audit current messaging, proof, channels, and customer handoffs.
- Identify the few highest-leverage gaps between attention, trust, and action.
Quiz
Marketing Knowledge Self-Check
A quick self-check for the practical website, visibility, and marketing questions that may be affecting your next move.
Take the quizThe branded checklist uses a short business-information form before download. Related courses and guides use their own opt-in forms; the self-check quiz is available directly.
