How We Can Help
We help you understand who your audience is, what they need, and how to build the marketing programs that turn that knowledge into real revenue.
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Good strategy starts with the right intelligence. We can build it from the ground up, pressure-test what you already have, or bring a fresh perspective to something you haven't had the bandwidth to fully explore.
Customer & competitive intelligence
Customer and donor journey analysis
Audience segmentation and positioning
Messaging and value proposition development
Growth and revenue strategy
Go-to-market strategy
Full-funnel acquisition and retention strategy
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Execution & Optimization
Great strategy deserves to actually get made. We step in wherever it's useful — building from scratch, scaling what's working, or figuring out together why something isn't landing the way it should.
Lifecycle architecture and CRM buildout
Email and SMS strategy and execution
Marketing automation and workflow design
Retention, expansion, and reactivation programs
Conversion rate optimization
Landing page and customer experience strategy
Platform implementation (HubSpot, Marketo, Klaviyo)
Paid media strategy & execution
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Not every problem needs an AI solution — and knowing the difference is half the work. We help you cut through the noise, figure out where it genuinely creates value, and can build the systems to back it up.
AI strategy, roadmap, and governance
Custom LLMs and AI agents
Internal AI operating model design
AI visibility and discoverability (SEO, AEO, GEO)
Klaviyo AI Implementation
Optimizely Opal implementation
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Some decisions are too important to make without a trusted sounding board. We work alongside executives and their teams as a real strategic partner. The kind who gets to know your business deeply and brings a perspective that helps you lead with more clarity.
Executive advisory retainers
Agency and internal team training, upskilling your team, workshops, and capability building
Quarterly and annual planning
Budget and performance guidance
Board and stakeholder narratives
Leadership workshops and offsite facilitation
Proud to have partnered with:
Dow Janes
McGraw Hill
Adobe
Far Niente
Humane Society
Nickel & Nickel
Ways We Work
Ongoing Retainers
Every retainer is built around what you really need. Some clients want a full strategic and execution partner across every workstream. Others need us focused on one specific area — lifecycle, strategy, optimization, or something in between. We scope it together and adjust as your priorities evolve.
Project Based Work
Not every engagement needs to be ongoing and some of the most impactful work we do is scoped to a specific outcome. That might look like a one-time AI visibility overhaul with a roadmap your team runs with, or a quarterly audit where we dig into what your team has built, pressure-test it, and hand you a clear set of priorities for the next 90 days. For smaller and scaling teams especially, it's a practical way to get senior eyes on the work without a long-term commitment.
The Meridian Promise
Good work with good people. That was the idea when we started Meridian and it still drives every decision we make. Making senior-level work accessible to the right people and missions is something we care deeply about — we'll always put in the effort to find the right solution for where you are.