SMB Strategy Essentials

A roadmap for how to clean up the mess, with a focus on both stabilization and growth.

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Get organized with guided support from an SMB marketing expert.

  • Growth-minded business leaders faced with a marketing mess 

  • SMBs with no marketing plan or a plan that is hard to follow

  • Businesses with a solo marketer, small junior marketing team, or no in-house marketing support

Who is this service for?

Organize your marketing process to drive the right results.

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You’ve got the basics down, but the plan has fallen off track. Whether due to staff turnover, agency misalignment, strained resources, or attempting to do too much, you’ve got a messaging or operations mess that isn’t working for your business, and you need to clean it up.

Through the SMB Strategy Essentials service, we’ll diagnose the causes of your marketing mess and help you rebuild a sustainable marketing strategy that works for you now and in the future.


The SMB Strategy Essentials program helps SMBs create clean, organized processes to maintain marketing momentum.

  • Hybrid: DIY + DFY

    Small Business Essentials includes a mix of do-it-yourself and done-for-you solutions that help you stretch your marketing budget.

  • Professional Audit

    Untangle your marketing program with a 360-degree comprehensive marketing audit. This 30-60 day process deep dives into what you have, what you need, and how you can succeed.

  • Guided by an Expert

    Get clear, straightforward answers to your marketing questions with 1:1 guidance from Charlotte Nicely, a marketing leader with 20+ years of experience working with corporate and small business brands.

  • Strategy Roadmap

    Come out of the process with a roadmap for cleaning up the mess, with a focus on both stabilization and growth. This includes a recommendation on how to use Nicely Consulting for further assistance or referrals for ancillary services.

Want to learn more about SMB Strategy Essentials?

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  • This 30-minute complimentary session digs deep into your current marketing program, goals, and what help you may need.

  • This survey helps Nicely Consulting to better understand your business, strengths, and make an informed decision.

  • Based on your feedback, Nicely Consulting helps you pick the right plan whether it’s DIY or DFY. Then, we get to work.

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“Working with Charlotte was nothing but a pleasure. She is always so dedicated and committed to achieving the best result.”