The OnNiche® System
Define what makes you different. Build a marketing plan around it. Stay on track all year.
Phase 1: Strategy
Annual Marketing Strategy & Plan
This is where strategy replaces guesswork. We start by defining your "thing"—what makes you different and who it's for. Then we build an annual marketing plan around it, with a structured system you can actually execute.
What Happens
Define your "thing"—the positioning that becomes the foundation for everything else
Build your annual marketing strategy around it
Select marketing tactics tailored to your audience, capacity, and goals
Create your first quarterly plan with clear weekly action steps
What You Get
A comprehensive annual marketing strategy
Your first quarterly plan with weekly actions
A customized marketing app pre-loaded with your plan
One year's worth of content topics tailored to your audience
Two 60-minute consulting sessions to develop and finalize your strategy
TIMELINE
30-60 days
Investment starts at
$3,750 (one-time)
Phase 2: SUPPORT
Ongoing Strategic & Tactical Support
Strategy without follow-through is just a document in a drawer. This phase keeps your marketing on track throughout the year with quarterly planning, direct access, and built-in accountability.
What Happens
Reflect on your marketing progress each quarter
Refine your plan based on results and upcoming priorities
Identify roadblocks and work through them together
Stay accountable with tracking and weekly action plans
What You Get
Quarterly 60-minute planning sessions
Updated quarterly plans in your marketing app
Direct chat access for quick questions and feedback
Weekly action plan emails to keep you focused
Progress tracking for accountability and consistency
Continuous marketing app access
Support Levels
We offer different levels of support depending on your firm size and needs—from solo advisors managing their own marketing to firms with dedicated marketing staff. On a call, we'll help you determine which level is right for you.
TIMELINE
12-month commitment
Investment starts at
$500/month
Phase 3: EXECUTION
Hands-On Implementation
Have a plan but need help getting it done? Our sister agency, Kaleido Creative Studio, provides implementation services for OnNiche® clients at preferred rates.
Services Include
Copywriting (blogs, newsletters, social media)
Graphic design
Email marketing and automation
Social media posting
Special projects (case studies, one-pagers, decks)
How It Works
You implement internally using your plan and marketing app
Kaleido supports implementation through content, design, and digital services
For specialized needs (web development, advertising, PR, SEO), we refer you to vetted specialists
Or any combination of the above
Investment
Custom
based on your quarterly priorities
add-on
Messaging Package
Have a strategy but struggle to put it into words? This package helps you translate your positioning into clear, compelling messaging and foundational marketing assets.
What You Get
The OnNiche® Blueprint: Client persona, key messaging themes, elevator pitches, online profile guidelines, LinkedIn profile copy and banner
Foundational Assets: Landing page content/wireframe, 2-page PDF brochure
Consulting: One 60-minute messaging session