At this stage, our work would focus on assessing your current strategy and plan, how you got to this place and what needs to happen to get things back on track or to take your initiative to the next level. We review your original assessment work and determine if it considered all the pertinent issues and if the knowledge your company possesses of its external and internal environment is sufficiently current and complete. It may be that none of the upfront work described in Stages 1 & 2 has been carried out, in which case, that's where I'd recommend we start.

In my work I find that many companies' challenges result from two main scenarios:

1. A company may have executed a Hispanic market strategy and plan without first establishing an understanding of how the company could follow through on its consumer promise. The result is that the organization is not ready to deliver and there is often resistance. Also, the metrics may have little bearing on what is possible given the external environment and the current internal readiness. This creates situations where customers have a less than optimal experience with the company. It also creates internal challenges as managers struggle to gain internal traction and support for a program the company is not prepared to deliver.

2. A company may have created a Hispanic market strategy without truly understanding the external environment. It may have done a considerable amount of consumer research work and even competitive analysis, but may have failed to look at larger environmental forces at play. This could include failure to understand changes in immigration laws, regulatory developments, political influences, or even social issues that impact Hispanic consumer behavior, competitive reaction, emergence of new competitive entrants, and, at times, complete shifts in industry trends which could have positive or negative impact on sales forecasts.

Through an Internal Assessment and External Assessment (see Stages 1 and 2), I can help your company gain a solid understanding of where its is, where it needs to go, and how it should get there.

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
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