Marketing Research & Strategic Planning for Measurable Results

Jamie Rinehart photo by Jamie Rinehart on Aug 14, 2023

In today's fast-paced digital marketing world, businesses often rush towards tactical implementations without laying a solid strategic foundation. Trivera, a company specializing in business development and marketing, stands out for its insistence on a comprehensive discovery phase before diving into tactical execution. This blog delves into the importance of this approach and how it leads to measurable and effective marketing strategies.

Understanding the Discovery Phase

When clients approach Trivera, they often expect immediate tactical solutions. However, Trivera’s approach begins with a critical discovery phase. This process is essential for creating data-driven and ROI-focused marketing strategies. The discovery phase starts with a comprehensive kickoff meeting, usually lasting 3-4 hours, involving key stakeholders from various departments like marketing, sales, product development, and top executives.

The Role of In-Depth Research

Post the discovery meeting, the focus shifts to extensive research. This involves analyzing the client's website analytics, search terms, and content effectiveness. Tools like SEO Moz and SEM Rush play a crucial role in this phase, providing insights into website usage and competitor analysis. This research phase is crucial for resolving differing internal perspectives and aligning marketing efforts with the business goals.

A significant part of this research involves thorough competitive analysis. By understanding competitors' strategies, positioning, and marketing tactics, Trivera helps clients find their unique place in the market. This analysis is not just about the competitors but also about understanding the target market to create detailed customer personas.

Collaborative Strategy Development

After comprehensive research, Trivera involves clients in developing the marketing strategy. This collaboration is crucial as it combines data-driven insights with the knowledge and experience of the client’s team. The process ensures that the marketing plan is not only based on solid data but also aligns with the client's business goals and market positioning.

The success of Trivera’s approach lies in the alignment of marketing tactics with the overall business strategy. This alignment ensures that every marketing effort is measurable and contributes to the overarching business objectives. By doing so, marketing ceases to be just about metrics like traffic and likes, and instead, focuses on driving real business growth and ROI.

Long-Term Relationships and Continual Learning

Trivera's process doesn't just end with strategy development; it extends to creating long-term relationships with clients. This approach has led to clients staying with Trivera for years, a rarity in the dynamic marketing agency landscape. The constant refinement of their process based on client feedback and market changes has been key to their success and client satisfaction.


Clients often express amazement at the insights and strategies developed through this process. The thoroughness and effectiveness of the approach lead to a strong foundation for executing marketing tactics, which are now driven by a deep understanding of the client’s business, market, and competition. This process, though time-intensive, ensures that marketing efforts are not just creative but also strategically sound and data-backed.

Trivera’s emphasis on the discovery phase, comprehensive research, and collaborative strategy development underscores the importance of a solid foundation in marketing. This approach leads to strategies that are not only creative but also measurable, aligning closely with business goals and delivering tangible ROI. As the digital marketing landscape continues to evolve, Trivera's method serves as a benchmark for businesses seeking to build effective, data-driven marketing strategies.

About Jamie Rinehart

Jamie Rinehart

Jamie leverages his 10+ years of Digital Marketing and Advertising account management experience to help new Trivera clients develop strategic digital marketing plans that will help them achieve their business and brand goals.

Photo Credit: Adobe Stock

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