Services

Strategy, Marketing
and Market Expansion

Growth strategy, market expansion, digital marketing and training. One partner, accountable for revenue.

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What We Do

Pick What You Need

Growth Strategy

Corporate strategy, succession, M&A and economic development plans you can act on.

Market Expansion

Into Canada or out of it: partners, soft landing, trade missions and lead generation.

Fractional CMO

A senior marketing leader on your team without a full-time hire.

Google, Meta and LinkedIn Ads

Ads in front of the people and accounts ready to buy, tracked to the sale.

SEO and AI Search

Show up when people search Google or ask ChatGPT for what you do.

Websites and E-Commerce

A site or store that turns visitors into calls, bookings and orders.

Lead Follow-Up

Every lead gets an instant reply and a follow-up.

CRM

One place to see every lead, every deal and what happens next.

Content and Video

Commercial-grade photo and video, produced in house.

SET OS

Our system that connects your website, ads, CRM and follow-up so every lead is tracked to the sale.

Reporting

See exactly which marketing brings in money.

Training

Sales, leadership, culture, social media and economic development training.

Four Ways We Help

One Partner, Four Practices

Growth Strategy

  • Corporate strategy and revenue planning
  • Family business and succession planning
  • Mergers, acquisitions and exit readiness
  • Economic development strategy for public bodies
  • Market research turned into decisions
  • Reporting for owners, boards and councils

Market Expansion

  • Entry into Canada, and from Canada into the US and abroad
  • Soft-landing programs for incoming companies
  • Partner, distributor and agent search
  • Inbound and outbound trade missions
  • Business retention and investment attraction
  • Lead generation in the new market

Digital Marketing

  • Fractional CMO leadership and one plan
  • Websites and e-commerce
  • SEO, AI search and Google Business Profile
  • Google, Meta and LinkedIn campaigns
  • CRM, automation and lead follow-up
  • Content, video and reporting

Training

  • Sales training
  • Leadership training
  • Culture and skills development
  • Social media training for in-house teams
  • Economic development training for staff and officials
  • Delivered in person in Toronto and Miami, or online
Exactly What You Get

In-House, Start to Finish

Websites

  • Website design & build (Webflow / WordPress)
  • Mobile-first builds, sub-2-second load times
  • Technical SEO & schema at launch
  • Conversion-focused copywriting
  • GA4 & Google Tag Manager setup
  • Call & booking form integration

SEO & AI Search

  • Technical SEO & site structure
  • Keyword-targeted content & blog articles
  • Google Business Profile & local listings
  • City / location landing pages
  • Answer-ready content for AI Overviews & voice search
  • Content built to get cited by ChatGPT, Perplexity & Gemini
  • Rank & AI-visibility tracking

Paid Media

  • Google Search, Display & YouTube Ads
  • Meta (Facebook & Instagram) Ads
  • Retargeting campaigns
  • Branded search defense
  • Dedicated landing page per campaign
  • Creative & audience testing
  • Weekly budget optimization
  • Weekly performance reporting

CRM Setup & Management

  • CRM selection (HubSpot, GoHighLevel, Salesforce, Pipedrive)
  • Pipeline & deal-stage build
  • Lead routing rules
  • Data migration & cleanup
  • Marketing & tool integrations
  • Team training
  • Reporting dashboards

Automation & Follow-Up

  • Instant lead reply by text & email
  • Automated follow-up sequences
  • Appointment booking automation
  • Deal-stage automation
  • Win-back campaigns
  • Follow-up performance reporting

Analytics & Reporting

  • GA4 & Google Tag Manager setup / audit
  • Call, form & booking tracking
  • Cross-platform ad reporting (Google, Meta, LinkedIn)
  • Custom Looker Studio dashboards
  • CRM-connected revenue attribution
  • Weekly reporting

Strategy & Leadership

  • Revenue strategy & planning
  • Team & vendor direction
  • Multichannel program orchestration
  • Forecasting & board-level reporting
  • Brand & creative oversight
Where to Start

Start With
Your Problem

01

Leads are inconsistent

Google and Meta ads bring in new leads. Lead follow-up makes sure each one gets a fast reply and a follow-up. Google and Meta Ads →

02

You cannot see what is working

Reporting and a clean CRM show which marketing brings in booked calls and sales. Reporting →

03

Marketing has no owner

A fractional CMO sets the plan, the budget and the priorities, and keeps every dollar tied to sales. Our team carries it out. Fractional CMO →

04

Customers cannot find you

SEO and AI search help you show up on Google and in the answers ChatGPT and Perplexity give. SEO and AI Search →

05

You are entering a new market

Market expansion gives you partners, a soft landing and lead generation in Canada, the US or abroad. Market Expansion →

06

The plan itself is the problem

Growth strategy sets direction before you spend: corporate strategy, succession, acquisitions and the revenue model behind them. Growth Strategy →

FAQ

Common Questions

Can I start with one service?

Yes. Many clients start with one service, often a strategy engagement, ads or SEO, and add more as they grow. On the free strategy call we help you decide what to do first.

What is SET OS?

SET OS is the system we use behind the scenes. It connects your website, ads, CRM and follow-up so every lead is tracked to the sale. It comes with every service, so you can see which marketing brings in money.

How are engagements priced?

Each engagement is priced to the work and billed monthly. We size it with you on the free strategy call.

Do you work outside Toronto and Miami?

Yes. SET is based in Toronto with a second home in Miami and works with businesses across North America, and with companies entering Canada from abroad.

Do you work with government and non-profits?

Yes. We work with municipalities, economic development offices, associations and non-profits on strategy, investment attraction, campaigns and training.

Let's Connect

Not Sure Which
You Need?

Tell us about your business. We will show you what we would do first.

Book a Free Strategy Call