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Pagan Ortiz & Asoc

pagan Case: The CPA Firm needed to develop a comprehensive marketing plan to reposition itself in a very competitive industry. The process needed to include the development and execution of a Market Research Study, Quantitative Client understanding and an internal opportunity business assessment.

Challenge: Create a differentiating marketing approach targeting B2B clients in a very competitive and segmented industry.

Results: New corporate divisions were created. Also organizational restructuring was executed given the marketing research findings and recommendations. The Firm is still implementing the plan.

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