Marketing Strategy Offer for Evergreen Accounting Clients
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Set a clear direction for growth in 2026
Your accounting, tax, and bookkeeping should do more than keep you compliant. It should help you make smarter decisions, protect cash flow, and support growth.
That is why Evergreen Accounting has partnered with Marketing Eye, a marketing strategy firm with 21 years of experience helping businesses, associations, government teams, and not-for-profits build marketing strategies that translate into action.
Evergreen will contribute 50% of the marketing strategy cost for eligible clients of Evergreen Accounting, O’Reagan and Partners, and Dollars Making Sense.
Book before date to 20th Feb 2026 for strategy sessions delivered in January.
What This Offer Is
This is a structured marketing strategy workshop and a complete strategy document, built around your goals, your commercial reality, and what will actually move the numbers.
It is designed for owners and leadership teams who want clarity on:
- Who to target and why
- How to position and communicate value
- What channels to use and what to stop doing
- What to measure, how to measure it, and how to improve outcomes over time
What You Get
A facilitated strategy workshop
A working session led by an experienced Marketing Eye strategist, structured to pull the right inputs from your team and convert them into direction.
Typical workshop outcomes include:
- Clear growth goals and marketing objectives
- Target segments and priority customer profiles
- Positioning and messaging foundations
- Channel priorities and campaign approach
- KPIs, reporting cadence, and accountability
A comprehensive marketing strategy document
A practical plan built for implementation. Depending on your business, your strategy may include:
- Market and customer insights summary
- Competitive positioning and differentiation
- Brand and messaging framework
- Offer structure and conversion pathway
- Campaign themes and quarterly priorities
- Channel plan across digital, content, email, PR, partnerships, and social
- Lead generation approach and funnel recommendations
- Budget guidance and resource plan
- KPI framework and reporting structure
Executive clarity
You leave with decisions made, priorities set, and a plan your team can execute.
Why Evergreen is funding 50%
Evergreen’s view is simple: when your financial foundation and your go-to-market approach are aligned, growth becomes far easier to plan for and fund.
This partnership exists to help clients strengthen the commercial engine behind the numbers, not just the reporting of them.
Who this is for
This offer is ideal if you are:
- A business preparing for growth in 2026 and want a clear plan
- A leadership team that has outgrown ad hoc marketing activity
- An association or not-for-profit that needs stronger visibility,
membership growth, or donor outcomes
- A professional services firm that relies on referrals and wants a
more consistent pipeline - A business investing in a new website, rebrand, new location, or a
new market
The Process
Step 1:
Apply or book
Tell us about your business, your goals, and your timing.
Step 2:
Prework and discovery
Marketing Eye reviews your current presence and any existing materials so the workshop is focused and productive.
Step 3:
Strategy workshop
A facilitated session with you and key stakeholders to shape direction and decisions.
Step 4:
Strategy delivery
You receive a complete written strategy and a clear set of next steps.
Step 5:
Optional implementation planning
If you want help executing, you can discuss options after the strategy is delivered.
What makes Marketing Eye different
Marketing Eye has spent 21 years building strategies that work in the real world, not just on paper.
Clients value the mix of:
- Strategic thinking grounded in commercial outcomes
- Clear prioritisation and practical execution pathways
- Experience across multiple sectors, including small business, associations, government, and not-for-profits
- A focus on what will create traction, not what simply creates activity
Offer details
- Who is eligible: Current and past clients of Evergreen Accounting, O’Reagan and Partners, and Dollars Making Sense
- Evergreen contribution: 50% of the marketing strategy cost
- Booking deadline: 20 February 2026
- Delivery window: Strategy sessions delivered in March
- Availability: Limited sessions
FAQs
How long is the workshop?
Most workshops run between 90 minutes and half a day depending on complexity and stakeholder count.
Do you need my whole team in the workshop?
Not always. Most businesses include the owner or GM, plus one or two leaders across sales, operations, finance, or service delivery.
Is this suitable if we are small?
Yes. The strategy scales. The goal is clarity and focus, regardless of business size.
Will I get an implementation plan?
You will receive a strategy with practical next steps. If you want a full execution plan, you can discuss options after delivery.
Do I need a new website first?
Not necessarily. In many cases, the strategy determines what the website should do, how it should convert, and what content it needs.
Book your January/February Strategy Session
Please complete the form and we will confirm introductory call within 48 hours.
