Become a Marketing Consultant, Marketing Strategy

What Does a Marketing Consultant Do for SMEs?

Close up of hand drawing business sketches on cement wall

Understanding the Purpose and Power of a Marketing Consultant

Many business owners, particularly within the SME sector, find themselves overwhelmed by the sheer volume of marketing choices available. From digital channels and social media platforms to email campaigns, PR strategies, and SEO tactics, the landscape is vast and complex. Without a strategic framework, marketing efforts can become fragmented, inconsistent, and ultimately ineffective.

A marketing consultant provides structure, clarity, and expert insight to transform marketing into a purposeful, measurable function of business growth. Rather than focusing on execution alone, they begin with the big picture, establishing the commercial objectives, customer targets, and competitive positioning required to guide every tactical decision that follows.


Opportunity Marketing helps ambitious SMEs transform their marketing from fragmented tactics into focused, ROI-driven strategy. Through our impartial consultancy services, we provide the clarity, structure, and direction businesses need to make confident marketing decisions and achieve measurable growth. Whether you need a bespoke marketing plan, outsourced implementation, or mentoring to support your internal team, we offer proven, flexible solutions tailored to your commercial goals. Contact Us: 0333 320 4108 or info@opportunitymarketing.co.uk


Strategic Thinking Over Tactical Activity

The most critical distinction between a marketing consultant and a marketing agency lies in their purpose. Consultants operate at a strategic level. They begin by examining the commercial aims of a business and assessing how marketing can actively support these objectives. Their focus is not on designing logos, setting up campaigns, or buying ad space. Instead, they look at how all these activities need to fit together under a single, coherent strategy.

Unlike agencies that often focus on specific services such as web development, paid ads, or branding consultants, approach marketing as a commercial function. They do not offer services in isolation but instead build a framework to support sustainable growth, identifying which activities are necessary and when. This makes them impartial by design, with no financial incentive to push one tactic over another.

At Opportunity Marketing, for example, this strategy-first approach means every client begins with a structured consultation process before any tactical work is even considered. This ensures that resources are spent where they will produce measurable commercial impact.


Clarifying Vision, Objectives, and Goals

A foundational step in any consultancy engagement is bringing clarity to the business’s ambitions. Many SMEs jump into marketing without articulating their business vision, financial goals, or customer priorities. A marketing consultant draws these out and helps convert them into specific, actionable targets.

This procedure includes aligning marketing performance with financial outcomes such as sales growth, margin protection, or market share expansion. It also means identifying short-, medium-, and long-term goals so that marketing planning can follow a logical and realistic sequence. Consultants are particularly skilled at prioritising activity based on available budgets and resources, reducing risks while still driving results.

Rather than focusing purely on brand aesthetics or campaign themes, the consultant makes sure the marketing program supports business development in a meaningful way, putting commercial viability at the forefront.


Target audience concept banner. Cartoon illustration of target audience vector concept banner for web design

Defining the Right Target Audience

Marketing is only effective when it reaches the right people. Many businesses cast the net too wide, targeting “anyone who’s interested” rather than zeroing in on their ideal customer segments. A marketing consultant works closely with business owners to refine and segment target audiences based on customer behaviour, demographics, buying triggers, industry types, and profit potential.

This process includes customer profiling and buyer persona creation. These tools help businesses understand not only who they want to target but also how to craft relevant messaging that engages and converts those individuals. Consultants also assess whether existing customer data is being used effectively and whether the business is sitting on untapped insight that could inform better decision-making.

When a business is aligned on exactly who it serves and what those customers need, marketing becomes far more efficient and powerful.


Establishing Competitive Positioning

Without a clear position in the marketplace, a business is vulnerable to commoditisation and price pressure. A marketing consultant helps define how the business differs from competitors, what unique value it offers, and why customers should choose them.

The process involves evaluating competitors, both direct and indirect, and mapping out where the business can occupy a distinctive space. Often, businesses discover that they have strengths they’ve never used to their advantage or market niches they’ve yet to pursue effectively.

Positioning also feeds directly into messaging. Once a business knows what it stands for and how it wishes to be perceived, it can speak to its audience with greater clarity, consistency, and confidence. This work underpins not just marketing output but also sales conversations, recruitment, investor relations, and customer service alignment.


What Marketing Consultants Actually Do

While the specifics vary depending on the consultant, the core functions generally fall into four key areas. These activities form the foundation of a strategic marketing consultancy and are critical for SMEs looking to maximise their marketing impact. Each function contributes to aligning marketing with commercial goals, reducing inefficiencies, and unlocking growth opportunities. Below is an expanded overview of the key activities most consultants provide when working with SMEs.


Research and data analysis

Research and Insight Gathering

Before any strategic plan is built, a consultant must gather intelligence to understand the internal and external environment in which the business operates. This stage is investigative and analytical, helping consultants ground all future recommendations in fact rather than assumption. It provides clarity on where the business stands today, what challenges it faces, and what advantages it can leverage going forward.

Conducting internal audits to evaluate existing marketing performance

The consultant reviews all current marketing activities both online and offline to assess what has worked, what has underperformed, and where inconsistencies exist. This may involve evaluating branding, messaging, campaign effectiveness, lead generation results, and conversion rates across various touchpoints.

Reviewing financial data, sales history, and customer insights

Understanding where revenue is coming from, which products or services are most profitable, and which customer segments contribute most to the bottom line allows consultants to spot growth areas and remove waste. They also look for purchasing patterns and retention data to highlight opportunities for customer lifecycle improvements.

Researching competitor positioning, pricing, and promotional tactics

Competitor benchmarking is vital to understand how the client compares in the market. Consultants analyse branding strategies, pricing models, value propositions, and content positioning to identify competitive advantages or threats. This research often reveals gaps in the market the business can target more effectively.

Identifying trends, gaps, and untapped opportunities in the marketplace

Consultants review industry reports, sector news, and behavioural shifts among target audiences to identify emerging trends that could be used to the business’s advantage. They also pinpoint where current efforts are misaligned with customer demand or where the business is missing opportunities to differentiate.

This insight forms the foundation of the entire strategic process. Without it, any marketing strategy would rest on assumptions rather than evidence, increasing the risk of poor investment decisions and misdirected activity. Research and insight gathering provides the commercial clarity needed to make smarter, more confident decisions.


Strategy Development and Marketing Planning

This is the core area of value within any marketing consultancy engagement. Once a consultant has gathered insight and built a complete picture of the business, marketplace, and competition, they move into strategic planning. This phase converts insight into direction, giving the business a clear route forward that is aligned with its goals, audience, resources, and ambition.

Defining value propositions and brand positioning

Consultants help the business articulate what makes it unique and why customers should choose it over the competition. This involves refining the core offering, benefits, and emotional value that resonates with target audiences. Strong positioning influences everything from messaging to sales strategy.

Piecing together messaging pillars into a conceptual lightbulb

Establishing key messaging pillars

These are the core communication themes the business should consistently express across all marketing channels. Messaging must reflect the business’s brand identity, address customer pain points, and highlight tangible benefits. Consultants ensure consistency across all touchpoints, from the website and brochures to emails and adverts.

Identifying the most appropriate marketing channels

Rather than spreading activity too thin across every available channel, consultants select the platforms most likely to deliver results for the specific business and audience. This might include content marketing, email, partnerships, paid media, or offline channels such as events or direct mail, depending on context.

Creating a 12-month (or 36-month) marketing activity roadmap

The roadmap breaks down which activities will happen and when, in line with seasonal patterns, budget availability, internal resources, and sales targets. It may include monthly themes, campaign timelines, supplier requirements, and scheduled reporting dates. The roadmap offers direction while also giving structure to internal teams and third-party providers.

Setting KPIs and success measures

Consultants work with businesses to define what success looks like. This could include lead generation targets, conversion rates, cost per acquisition, retention improvements, or growth in specific product lines. KPIs are aligned with both marketing and commercial goals to enable ongoing performance tracking.

A well-designed strategy is structured enough to provide clear direction but flexible enough to adapt to market changes or new opportunities. Rather than being a rigid document, it becomes a live reference tool for all future marketing activity, guiding resource allocation, supplier relationships, and budgetary decisions. The business gains not only a plan but also a framework to assess and refine its efforts over time.


Implementation Guidance and Supplier Management

Once the marketing strategy and activity roadmap are finalised, the next step is to turn the plan into action. For many SMEs, this is where momentum stalls, either due to lack of internal capability, confusion over supplier selection, or difficulty managing multiple projects and providers. A marketing consultant bridges that gap by supporting, guiding, or even leading the implementation process, depending on the business’s internal structure and resources.

While some consultants remain purely advisory, many (including Opportunity Marketing) offer hands-on support to help clients execute their strategy effectively and efficiently. This service is particularly valuable for SMEs without a dedicated marketing manager or those managing fragmented teams and freelancers.

Translating strategy into brief-ready formats

The consultant converts strategic insights into practical briefs that external suppliers, such as copywriters, web developers, graphic designers, or PPC agencies, can clearly understand. These briefs eliminate ambiguity, align creative work with strategic objectives, and dramatically reduce the risk of miscommunication or wasted time.

Communication between people through uncertainties. Building relationships with reliable business partners and suppliers. Partnership. Cooperation and collaboration as a team. Business connections

Recommending and sourcing appropriate suppliers

Choosing the right marketing partners is often a major challenge for SMEs. Consultants help vet agencies, freelancers, or marketing platforms based on suitability, cost, and experience. Their impartial stance ensures that the business selects suppliers for their ability to deliver results, not because they sold the flashiest pitch.

Project managing campaigns and deliverables

Consultants often take responsibility for coordinating timelines, reviewing creative output, and keeping all activities aligned to the broader strategic objectives. This oversight provides reassurance to business owners who may not have the time, marketing expertise, or confidence to manage multiple moving parts on their own.

Acting as the marketing department or lead

For businesses with no internal marketing resource, consultants effectively operate as the outsourced head of marketing, overseeing campaigns, coordinating suppliers, managing calendars, and reporting results to the leadership team. This allows the business to access senior-level strategic thinking without the cost or risk of a full-time hire.

When consultants are embedded into the implementation phase, they add significant value through structure, quality control, and accountability. Businesses benefit from reduced bottlenecks, clearer communication, and more cohesive execution across all marketing efforts. Most importantly, they avoid the all-too-common trap of building a strategy that never gets put into practice.


Measurement, Tracking, and ROI Evaluation

One of the most overlooked areas of marketing within SMEs is consistent measurement. Many businesses invest in activity on social media, paid ads, and content creation without clear benchmarks for success or systems to track outcomes. A marketing consultant brings discipline to this process, helping the business shift from activity-based marketing to results-based marketing.

Measurement is not just about proving return on investment (ROI), although that is a core component. It’s also about learning, improving, and making smarter decisions moving forward. Consultants design tracking systems that make marketing accountable, allowing businesses to scale what works and cut what doesn’t.

Defining meaningful metrics that link to business goals

Consultants work with leadership teams to set performance indicators that matter, such as lead generation volume, customer acquisition cost, retention rates, or website conversion percentages. These metrics are tailored to the business’s objectives, sector, and sales model.

Establishing clear reporting frameworks

Rather than overwhelming teams with complex dashboards or vanity metrics, consultants create structured reports that track progress against KPIs. This might involve monthly summaries, quarterly performance reviews, or campaign-level analysis. These reports offer clarity, enabling business owners to stay informed without becoming buried in data.

Close view of businesswoman drawing on screen market infographs

Interpreting results and providing recommendations

Data without interpretation is meaningless. Consultants provide commentary, explain trends, and offer clear actions based on the data collected. Whether it’s reallocating budget, changing messaging, refining targeting, or pausing ineffective campaigns, the consultant helps the business make confident, fact-based decisions.

Building feedback loops for continuous improvement

Marketing is not static; it’s a living process that should evolve based on performance and shifting customer needs. Consultants implement review cycles that allow strategies to stay relevant, campaigns to stay fresh, and budgets to be spent more wisely over time.

Tracking results and evaluating ROI are not just exercises in accountability; they are core functions of strategic marketing. Without proper evaluation, businesses risk wasting thousands on ineffective campaigns or sticking with outdated tactics. With a consultant’s input, every decision becomes more informed, every campaign becomes more focused, and every pound invested has a purpose.


Beyond Strategy: Other Services a Marketing Consultant May Provide

Some marketing consultants offer related services that extend beyond the strategy session. These are designed to support businesses either during implementation or when building internal capability.

Outsourced Marketing Management

SMEs without internal marketing teams often benefit from having their consultant act as a virtual marketing manager. This involves planning campaigns, managing timelines, coordinating freelancers or agencies, and reviewing performance. It’s a scalable, lower-risk alternative to hiring a full-time staff member.

Marketing Mentoring and Upskilling

For businesses that have junior marketers or wish to build an internal marketing function, consultants often provide mentoring. This is structured support designed to upskill less experienced marketers in strategic thinking, commercial awareness, and decision-making. It’s particularly valuable when promoting from within or following the departure of a senior marketing lead.

Marketing Mentor

Health Check Audits

Consultants can perform one-off audits of existing marketing performance. This service is particularly useful for SMEs that are spending but not seeing results and need an impartial assessment of what’s working and what’s not.

White Label Strategy Services

Some consultants, such as those at Opportunity Marketing, offer their services to other agencies under a white label model. This allows creative or digital agencies to provide strategic input to their clients without hiring internal strategy specialists.


Who Typically Hires a Marketing Consultant?

SMEs with No Internal Marketing Team

These businesses often grow through word of mouth, product quality, or founder energy but reach a plateau where structured marketing becomes essential. They need strategic clarity before hiring internally or investing further in marketing.

Businesses Wasting Budget with No Clear Returns

If a business is spending on social media, PPC, or content without understanding how or why it fits together, a consultant can realign all activity with clear goals and measurable outcomes.

Companies That Have Lost Direction

After periods of growth or leadership change, marketing often becomes disconnected from business goals. A consultant helps reconnect the dots and refocus activity on what matters.

Founders Seeking Independent, Honest Advice

Unlike agencies with vested interests, consultants are impartial. This independence is highly valued by business leaders who want advice based purely on what’s commercially right.


Who Should Not Hire a Marketing Consultant?

While consultants offer tremendous value to the right clients, they are not for everyone.

  • Businesses looking for short-term campaign execution with no interest in strategy.
  • Start-ups that lack a marketing budget and are not prepared to invest in structured planning may not benefit from consulting services.
  • Large companies with internal marketing directors and established frameworks.

In these cases, a different form of support, creative agency, marketing assistant, or internal team may be more appropriate.


The Tangible Value of a Marketing Consultant

The value of a consultant lies not only in the strategy they provide but also in the structure, clarity, and commercial alignment they bring to marketing.

  • Marketing budgets are used more efficiently.
  • Activity becomes purposeful, not reactive.
  • Campaigns have defined objectives and measurable outcomes.
  • Teams, suppliers, and owners all operate from the same set of guidelines.

These benefits create stronger brands, more confident decision-making, and better financial results.

business graph 3d and hand drawn business strategy as concept

Why Opportunity Marketing is Trusted by SMEs Across the UK

Opportunity Marketing is a specialist consultancy built specifically to serve SMEs with a strategy-first approach. Unlike agencies that focus on tactical delivery, we work from the ground up, building a clear, evidence-based plan and supporting you through implementation.

Our Fast Track Marketing Plan gives business owners a focused and actionable marketing strategy within 30 days. For clients needing ongoing support, we offer flexible outsourced marketing and mentoring services.

Whether you’re looking to restructure your current marketing or start fresh, our impartial, commercially minded consultants work with you to drive meaningful growth and measurable returns.


A Smarter Way to Market

Hiring a marketing consultant isn’t about outsourcing creativity; it’s about bringing structure and confidence to your commercial efforts. For SMEs without internal expertise, consultants provide the strategic foundation that transforms marketing from a guessing game into a calculated investment.

Through impartial advice, structured planning, and outcome-focused support, marketing consultants turn fragmented activity into a growth engine.

Work With Opportunity Marketing

If your business is ready to stop guessing and start growing through strategic marketing, we’re here to help.

At Opportunity Marketing, we don’t offer one-size-fits-all solutions; we work alongside you to build and implement a marketing strategy that fits your business, your audience, and your objectives. Whether you need clarity through a Fast Track Marketing Plan, hands-on outsourced marketing support, or expert mentoring for your internal team, our consultants bring experience, impartiality, and commercial focus to every engagement.

Whether you require a fully bespoke marketing strategy, outsourced marketing support, or expert mentoring for your internal team, our independent and impartial consultancy will give you the clarity, confidence, and structure you need to move forward.

📍 Visit: opportunitymarketing.co.uk
📞 Call: 0333 320 4108
📧 Email: info@opportunitymarketing.co.uk

Becoming a Marketing Consultant online course

New Course

Start Your Own Consultancy

Learn More

SHARE ON:

Ian Kirk

Founder at Opportunity Marketing

Ian is the founder of Opportunity Marketing marketing, with over 18 years of experience in successfully setting up marketing departments, creating marketing strategies and implementing these strategies across a wide number of SME companies in both the B2B and B2C sectors through a variety of channels.

Download Your Free Whitepaper Today

SMALL BUSINESS MARKETING IDEAS - THE COMPLETE LIST 2024!

50 TOP MARKETING TIPS. DOWNLOAD THE E-BOOK TODAY!

THE A TO Z OF MARKETING. DOWNLOAD THE E-BOOK TODAY!

LEEDS CHILDREN’S CHARITY


RESULT: 21% UPLIFT IN FUNDRAISING INCOME AND A MUCH WIDER AWARENESS OF THE CHARITY HAS SAFEGUARDED ITS FUTURE.

 

Scenario

The Leeds Children’s Holiday Camp Association was one of the oldest charities is Leeds, but was struggling to generate funds with low awareness and potential funding grants reducing.

Solution

Opportunity Marketing created a marketing strategy for the charity which involved a complete rebrand and a wider income focus on corporate and individual supporters and donators.

“Opportunity Marketing is a highly creative and inventive marketing company that has produced ideas and a strategy to promote and raise the profile of the business in the most effective manner. We have always found them to be friendly and efficient, whilst giving absolute priority to the best interests of the business.”

Verlie McCann
Leeds Children’s Charity

PRESTIGE COURT

 

RESULT: 70% OCCUPANCY WITHIN 6 MONTHS AND 100% OCCUPANCY WITHIN 12 MONTHS.

 

Scenario

Prestige Court were a newly refurbished office provider on the outskirts of Leeds.  They had failed to fill a single office in 8 months of trading and the financial drain of the empty building on the landlord was reaching a critical stage.

Solution

Opportunity Marketing researched and analysed the marketplace and developed and implemented a marketing strategy to attract and convert a high number of clients to the offices.

“Opportunity Marketing helped us to identify our target market and clearly define our proposition.  I am pleased to say they delivered the results within the promised timescales.”

Pat Gilligan
Prestige Court

STAY SOURCED

 

RESULT: 45% SALES GROWTH OVER THE LAST 3 YEARS.

 

Scenario

Stay Sourced had been trading for three years within very difficult market conditions where many companies had been going out of business.  Stay Sourced were growing at a slow rate (6%) and were relying purely on referrals for new clients.  They needed to be proactive in order to achieve their ambitious growth plans.

Solution

Opportunity Marketing created a marketing plan, which clearly defined how Stay Sourced should be uniquely positioned in the marketplace and how to create a pipeline of new clients in addition to the organic growth it was achieving.

“We are delighted with the results Opportunity Marketing are achieving and, put simply, over the last 3 years, they have become our marketing department.”

Ben Rosenberg
Stay Sourced

Request a call back

SMALL BUSINESS MARKETING IDEAS

UPDATED FOR 2024!

50 Top Marketing Download

Download the free eBook today!

THE A-Z OF MARKETING

A complete guide that simplifies the wonderful world of marketing.

MAKE AN ENQUIRY