Save time. Save money. Save energy. 

"Define what YOU do best, and outsource the rest."

- Kelly Smith, CEO Willow & Oak Business Solutions


monthly marketing


Goal Setting & Strategy Session

  • We'll start with a strategy meeting to identify your Ideal Client, align what you offer with what they need, and develop a content marketing plan that resonates with them. This is the plan that will Grow Your Business!

Content Creation & Management

  • We create your social media graphics, copy, hashtags, and deliver them to the right platforms at the right times

  • We'll edit and post your blog posts

  • We'll develop and create your email marketing newsletters

  • We'll produce your podcast and ensure you're found on Itunes, Sticher, Google Podcasts, and Spotify

  • We'll edit your Whitepapers, eBooks, and Webinars, so you have an objective perspective

  • We'll help you create your Digital Course and develop the launch plan

Monthly Analytics & KPIs

  • Social Media Performance

  • Digital Ad Performance

  • Email Marketing Performance

  • Podcast, Blog, or Video Performance

  • Recommendations for 


Strategy session

The Strategy Session delivers clarity and confidence. You'll know exactly who your Ideal Client is so that you can create compelling content that resonates with them on a regular cadence. We align what you offer with who you seek to serve and eliminate any confusion about how to reach them.

  • You'll do a little homework, I'll do a little homework, and we'll meet for a half-day deep dive meeting. 

  • We'll identify what you bring to the table, who your ideal client is and the problem you solve, and we'll determine the ways for you to reach more people. 

  • I'll synthesize our findings and present your marketing strategy and we'll have a 1 hour follow up call to ensure you know exactly what to do next.

Kelly Smith Marketing Strategy




A customized, interactive Strategy Session which teaches your team how to confidently market themselves to the right audience. Perfect for Financial Advisors, Real Estate Agents, Mortgage Brokers, and others who manage their own book of revenue. 

  • We'll identify annual goals and the daily tactics that support reaching those goals

  • We'll identify your core content and key themes that your team should be addressing in their marketing material

  • We'll craft authentic, personalized messaging that aligns with your purpose for doing business and resonates with your ideal client.

  • We'll finish with a monthly content calendar to keep each person on track to deliver what's necessary to grow their book of business.

  • 30 minute individual follow up calls for each person on the team


 How does it work? 

Let's chat! Let's have a 30 minute call to see if we're a good fit and what your business needs. We'll collaborate on a brilliant plan to grow your business by finding the ideal clients for you, and if you want Willow & Oak to implement the plan to save you time and money, we would be happy to!

What's your Marketing philosophy

We believe that marketing provides a solution to a problem; an opportunity to serve a group of people who want to be served. We practice authentic, honest, compelling, empathetic marketing tactics. We believe that you offer a service that improves the world, and we're honored to help you serve the RIGHT people who want what you offer. We believe organic engagement is the right way to grow a business, from those who appreciate what you do. Those are the folks whose attention we seek, not so much as a disruption, but rather a welcome invitation.


Is Willow & Oak a marketing agency?

We're a boutique marketing firm. We believe that marketing is an act of generosity because what you bring to the world makes it a better place and in order to live that belief we take on a select handful of clients so we can dedicate our full attention & provide the best service for our clients.

Contact Us

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