Small team footing Target Allied Financial Group as a boutique research services firm with a tightly scoped project approach. Offer scalable, cost-efficient solutions and flexible pricing to accommodate their small employee base and potential growth.

Tech stack leverage Position digital experience and data delivery enhancements leveraging WordPress, MySQL, and JSON-LD capabilities. Propose enhancements for SEO, site performance, and data integration to boost credibility and client acquisition.

Compliance and security Highlight offerings around secure hosting (SiteGround, Windows Server) and ASP.NET integrations to meet any regulatory or data privacy considerations relevant to research services.

Local market focus Capitalize on Louisiana presence by offering regional market insights, client references, and a tailored outreach plan that resonates with local institutions and potential partners.

Growth opportunities Given modest revenue, propose value-added services such as competitive intelligence, market research acceleration, and analytics tooling that can drive incremental revenue with low upfront investment.