3 Simple Steps for a
Successful Marketing Strategy
No matter the size of the company, we keep running into the same issues: money wasted on ads, tools that don’t talk to each other, and messaging that just doesn’t click with customers.
That’s exactly why what began True Moxie 3-Step Process. It’s a simple, hands-on approach used time and again to help real businesses cut through the noise, fix what’s holding them back, and build marketing systems that actually work. This isn’t textbook theory—it’s what I’ve seen make the difference between spinning your wheels and real, measurable growth.
We stopped selling tactics a long time ago. If the foundation has issues, we start there – and then build highly recognizable brands and systems that scale.
The Process
Before we make any changes, we take the time to really understand your business. It’s a lot like going to the doctor for a check-up—we review your marketing message, website, ads, CRM, and customer follow-up systems to spot any trouble areas. A lot of businesses in Frisco and North Texas invest in ads and tools, but aren’t sure why results are providing great marketing results. Our diagnostic gives you an honest, straightforward look at what’s working and what needs attention.
Discussion
Download your Vision
We start by understanding your goals and challenges, so we know what success looks like for your business.
Testing
Current Channels
We review your website, social media, ads, and CRM to see what’s working and what isn’t.
Reviewing
Brand Positioning
We check if your message clearly explains who you are, what you do, and why customers should choose you.
Finding
Disconnects
We identify gaps or breakdowns in your marketing systems that may be costing you leads or sales.
After we pinpoint what’s not working, we roll up our sleeves and come up with a straightforward plan to fix it. We’ll help you nail down what makes your business unique, who you want to reach, and the message that will click with customers. We’ll tie together your CRM, automation, and content strategy so you’re not left guessing about your next move. For businesses in Frisco, Plano, and Prosper, this is how you move from scattered marketing efforts to a system that actually delivers results.
Start with the
Pre-Session Questionnaire
We gather key details about your business, customers and competition so our strategy session is focused, efficient, and tailored to your goals.
Defining the Target
Brand Work
We identify your ideal customers and refine your brand message so it speaks directly to them.
Uncovering the Messaging
Clarifying Value Propositions
We help you clearly explain what makes you different and why customers should choose you over competitors.
Determining the Channels
Establishing Context
We outline which marketing channels, like social media, email, ads, or events—will give you the best return.
Here’s where we make everything run smoothly. We set up HubSpot CRM, marketing automation, AI tools, and connected systems so your marketing works even while you sleep. From social media scheduling to email follow-up and campaign tracking, your business gets a repeatable system instead of constant guesswork. Local businesses in Frisco trust this step to save time, reduce wasted ad spend, and grow with less stress.
HubSpot
CRM Setup
We customize your CRM so every lead is tracked, organized, and easy to follow up with.
Marketing
Automation
We build automated workflows that handle emails, reminders, and campaigns without extra effort.
AI Tools &
Integrations
We plug in AI solutions that save time and make your marketing smarter, not harder.
Campaign
Tracking
We set up dashboards so you always know what’s working and where to improve. No more leaks!
WHAT TO EXPECT
DELIVERABLES FROM YOUR MARKETING DIAGNOSTIC
Your Brand Positioning Statement features:
• Core Value Proposition
• Key Differentiators
• Target Market
• Controlling Idea
Enhanced Brand Guidelines further directs and clarifies your marketing for:
• Brand Traits
• Brand Tone
• Key Messages (perfect for Social Strategy)
• Boilerplates (ideal for Press and Digital Channel Descriptions)
A full messaging strategy guided by Story Brand marketing, including:
• Target Audience Identification
• Personas
• Workbook containing the Brand Story development
Ideal Prospect Statement, including:
• Understanding the purpose & object of the idea clients
• Persona Work up (up to 2) covering what the client values most, what their pain points are, what appeals to them, their decision making process, recommended relationship starters and lead magnets
• Suggested uses of key messaging & key differentiators