Discovery Report

The Callis Discovery Report process begins with a "fact-finding" session, where we work with you to learn more about your situation, and your strengths, weaknesses, opportunities and threats. Essentially, we want to discover as much as possible about you. This one-time, half-day session brings your sales and marketing team together with ours. Callis provides the questions in advance of the meeting so participants can consider answers or the need for additional questions. We then facilitate the meeting at the client's office or other location as determined.

Through this meeting, Callis & Associates will gather input about your industry, identify marketing trends, learn about your organization and its products and services, your customers and potential customers, competition and their marketing activities, your promotional programs, pricing, distribution methods and other such data as may be relevant. The Callis team will take all this information back to our think tank, analyze it, strategize and bring you back valuable marketing recommendations you can put into use. These recommendations come to you in the form of a written report and oral presentation.

AIM Report

The Callis Aim Report begins with the Discovery process, but it results in a complete marketing plan. The Aim Report is well suited for organizations that do not require information from primary sources or have less resources to allocate to this process.

The Aim Report includes:

• Audit and analysis of your current marketing programs, as generated with Discovery
• Gathering information and analyzing corporate culture, marketing programs and market position based on employee perceptions
• Analysis of key trends and changes in your industry and how they may impact your organization. Secondary research sources are utilized for this, such as trade journals, existing surveys and trend reports
• Determination of target audiences, short- and long-term objectives and marketing strategies and tactics
  
• Drafting a complete marketing plan with media and message strategies
  
• Set benchmarks for establishing and measuring results

Target Report

The Callis Target Report is our most in-depth effort, resulting in a comprehensive marketing plan based on primary and secondary research gathered firsthand from your organization, your customers, your market and your industry.

The Target process also begins with the Discovery session, and in fact, is an expanded and more comprehensive version of the Aim Report. The Target Report is more geared to organizations that face many unknowns, are introducing a new product or have complex marketing issues.
In addition to the components of the Aim Report, the Target Report includes:

• Gathering and analyzing customer, competition, market and industry prospect perceptions, characteristics and demographics as identified in the Discovery process.
• Creative concepts for advertising and sales promotions
• Timeline and budget