Strategic Marketing Assessment, Lead Generation and Growth Strategy Consultant Service

The agency is seeking a consultant to conduct a comprehensive strategic assessment of its marketing, audience development, and growth efforts for its educational programs, workshops, and flagship annual conference. The agency needs to evaluate the effectiveness of its current marketing and lead generation, analyze the customer journey, and identify barriers impacting workshop enrollment and conference registration. This initiative aims to solve stagnating participation by evaluating audience retention, assessing brand awareness, and conducting a thorough competitive and market analysis. The scope of work covers three main areas starting with discovery and current-agency assessment, which includes reviewing historical registration data, website performance, digital presence, and lead nurturing processes. The selected consultant must also perform a market and competitive analysis to evaluate competitor organizations, industry trends, and audience behaviors. Finally, the consultant must deliver strategic recommendations, including a phased implementation roadmap, measurable key performance indicators, and improvements to brand positioning, audience targeting, and marketing tactics. Eligibility is strictly limited to onshore organizations based in the United States of America. The agency requires all performance of the work to be completed offsite. Bidders may submit their proposals digitally via email or through the online portal. The agency is looking for proposals to determine the budget for this project. Bidders must submit all questions regarding this opportunity no later than June 11, 2026. The agency will evaluate proposals based on the submitted strategies and qualifications to address the detailed assessment and roadmap requirements.