At this stage the first place to start your assessment work is by looking inwardly at your organization. During the Internal Assessment process, I work with your team to help determine if there is a fit between your company, its offering and Hispanic consumers' needs, preferences and behavior. And, most importantly define your company's ability to deliver relevant value to this consumer. I help you clarify leverageable aspects of your business model, identify any gaps, and define how to organize to optimize your position.

The Internal Assessment focuses on assessing three key business model pillars:
  • Strategy - Your value proposition or your offer to your primary consumer, your profit model
  • Operational - How you need to go to market, including your supply chain, distribution, technology, HR, R&D, manufacturing and sales & marketing
  • Organizational structure - How your infrastructure is set up--hierarchical or flat-- by product and service lines, or by functions or customer segments

My experience has shown that most successful initiatives are those where a Hispanic strategy aligns with a company's business model, company direction and strategic priorities. During the Internal Assessment I focus on identifying ways to deliver relevant value to Hispanics without compromising your business model. Or, if it is determined that the new strategy will deviate from your current model, to ensure a complete understanding of capital, human and technological resources and time requirements to do so.

If you're at Stage 2 and you haven't conducted a complete External Assessment as described in Stage 1 it should be conducted prior to or in conjunction to the Internal Assessment. The goal in the External Assessment process is to understand the opportunities and threats outside your company that will affect your success in capturing the Hispanic market. Read more about the External Assessment in Stage 1.

Following the External and Internal Assessments, we start the strategic planning process and work to jointly develop a Strategy and Implementation Plan, which becomes the platform for your overall Hispanic go-to-market strategy. This work takes what we learn from the two assessments and identifies your critical issues and barriers to implementation and success. We then use these insights to build a unique and sustainable Hispanic market strategy complete with operational plans and metrics that will maximize success potential and create greater value for key stakeholders.

Take the next step
I invite you to email or call me to schedule a no obligation, one-hour courtesy consultation to discuss your specific situation and questions.


Marketing to Hispanics provides a roadmap and critical marketing research, assessment, planning and implementation frameworks for successfully shaping Hispanic market entry strategies, including lessons-learned from Walgreens, Wells Fargo Bank, PacifiCare Health Systems and others.

Client Experience List
• Amtrak
• Illinois Mutual Life
• Absolut Vodka
• Hispanic Financial Development
• Wine Market Council
• The Axis Agency
• AARP
• Texas Produce Association
• National Association Of School Music Dealers
• The National Association For The Specialty Food Trade
View more clients