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Case Study

The client was a middle market privately owned service organization with a 13-year history of consistent growth. The original owner had built the business from the ground up and was looking for assistance in elevating the marketing team in order to prepare for more rapid growth.    


Despite having a talented marketing team, the company faced challenges in coordinating efforts, adapting to market changes, and providing a consistent client experience. The client approached Reverie seeking guidance to re-organize and re-energize their marketing team to achieve better results and reduce overhead costs.

Process & Results


Upon conducting an initial assessment, we identified several key issues within the marketing team:

  • Lack of Strategic Vision: The marketing team lacked a clear, unified strategic vision, leading to disjointed efforts and ineffective campaigns.

  • Unclear Job Descriptions: Team members were unsure about their roles and responsibilities, leading to overlapping tasks and inefficiencies.

  • Outdated Processes: The team relied on traditional marketing approaches without adapting to modern digital strategies, resulting in limited reach and impact.

  • Inconsistent Client Experience: Clients reported varying levels of satisfaction due to inconsistent messaging and communication from the marketing team.

  • High Overhead Costs: Inefficient processes and duplicated efforts contributed to unnecessary overhead costs.


To address the identified challenges, our OD consultants developed a comprehensive intervention plan:

  • Vision and Strategy Workshop: We facilitated a workshop with key stakeholders and marketing team members to create a unified strategic vision. Through brainstorming sessions, we identified the company's core values, long-term objectives, and target market segments.

  • Job Redesign and Clarity: We conducted one-on-one interviews with each team member to understand their skills, interests, and aspirations. Based on this information, we redefined job descriptions, clearly outlining roles, responsibilities, and expectations for each team member.

  • Process Mapping and Streamlining: Our consultants worked closely with the marketing team to map out their existing processes. We identified bottlenecks, redundancies, and areas for improvement. We then collaboratively developed streamlined processes that incorporated modern digital marketing techniques and automation tools.

  • Skill Development Workshops: Recognizing the importance of staying updated with the latest marketing trends, we conducted workshops to enhance the team's skills in digital marketing, social media management, and data analytics.

  • Cross-Functional Collaboration: We encouraged regular communication and collaboration between the marketing team and other departments, such as sales and product development, to align marketing efforts with business goals.

  • Client Experience Enhancement: We implemented a client feedback mechanism to gather valuable insights into the client experience. Using this feedback, the marketing team made necessary adjustments to ensure consistent and exceptional client experiences.


The outcomes of our intervention were remarkable:

  • Streamlined Team: The marketing team now operated cohesively, with each member understanding their specific role and contribution to the overall marketing strategy.

  • Improved Efficiency: The updated processes and skill development initiatives significantly improved the team's efficiency. Tasks were completed faster, and resources were utilized more effectively.

  • Enhanced Client Experience: With a clear strategic vision and consistent messaging, clients reported a more unified and positive experience with the company, leading to increased satisfaction and retention.

  • Cost Reduction: The streamlining of processes and elimination of duplicated efforts resulted in a notable reduction in overhead costs.

  • Measurable Results: The company experienced increased lead generation, higher conversion rates, and improved return on marketing investments.

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