Our Process

How it Works

Smart Marketing. Real Results. A Streamlined Process.

Save time and money with a marketing agency that loves efficiency and results as much as you do.

Select a Package

1 Select a Package

Simply sign up online in a matter of minutes and select the package that works for you. Choose the amount of hours you need every month, and pay a flat monthly rate.

The best part? Our plans are month to month, so you can change your plan whenever your needs do.

Book Strategy Call

2 Schedule your first strategy call

Your monthly strategy calls help to ensure we're on the same page at all times. After onboarding, schedule your first monthly call. During this call, we will review your unique needs and goals as well as discuss the information in your intake form. We also suggest additional approaches that will strengthen marketing efforts.

Plan and Execute

3 We develop & execute your marketing plan

Once the call is done, we use this information to develop a tailored marketing plan based on your business needs. This strategy outlines the month's marketing goals as well as the specific tasks that need to be done in order to reach those goals. Every task is clearly delegated to a team member so you always know who is working on your campaigns.

Day-to-Day Requests

4 We streamline tasks & tend to your day to day needs

With the marketing plan in place, we streamline and manage all tasks so you never have to worry about whether work is getting done. If you have other ad hoc work that pops up through the month, just send us these requests and we'll take care of them. To make things even more convenient for you, we also handle urgent requests and rapid turnarounds.

Real Time Progress

5 Track progress in real time

You never have to wonder how a project is going. Simply log into the customer portal to view your projects in real time. You can access project details, see who is assigned to it, track progress, and give feedback or ask questions at any time.

Launch and Manage Advertising

6 We launch & optimize your advertising

We support the launch of every campaign by optimizing each piece of advertising for the channel where it will appear. This way, we save you time while ensuring that every aspect of your marketing campaign occurs on time.

In-Depth Analytics

7 Get in-depth analytics

You don't just get to track campaigns as they're put together, you also get to see the results of these campaigns and view their performance over time. Our enterprise-level tracking and analytics tools break campaign performance down at a granular level.


Get Started Today

Learn how convenient and effective it is to start using CODESM's Managed Marketing services.