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Strategic Marketing Planning
We turn your goals into a ninety day operating plan and twelve month roadmap with positioning, channel mix, budget, and key performance indicators that your team can execute.
50+ plans shipped - Business to business and business to consumer - Scorecards executives trust
Challenge → Outcome
Turn Goals Into a Plan You Can Actually Run
The Challenge
You have goals, but not a workable plan. What to do first, what to stop, and how to measure progress?
What You Get
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Clarity
Positioning, ideal customer profiles, goals and objectives and key results, and a channel strategy that matches your stage and resources.
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Focus
A ninety day plan with owners, timelines, and budgets, plus a twelve month roadmap that avoids shiny object drift.
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Control
Dashboards and an operating cadence so everyone knows what is working and what to adjust.
Why It Converts
We combine chief marketing officer level strategy with hands on planning and templates so the plan actually ships.
How it works
- 1
Diagnose
Interviews, funnel and customer relationship management review, win and loss themes, ideal customer profiles, positioning, and goals. Identify constraints and opportunities.
- 2
Strategy and Priorities
Define positioning, value propositions, ideal customer profiles, and three to five big bets. Choose the right channel mix across paid, owned, and earned, the content engine, and experiment themes.
- 3
Ninety Day Plan
Translate strategy into an initiatives to tasks plan with owners, budgets, briefs, and launch dates. Build scorecards and a weekly and monthly operating cadence.
- 4
Twelve Month Roadmap
Lay out themes by quarter, map dependencies, hiring and vendor needs, and a media and program budget with risk mitigations and gating criteria.
- 5
Enable and Handoff
Provide templates such as briefs, scorecards, and calendars, kickoff decks, and a leadership readout so your team can run with confidence.
Deliverables
Strategic Narrative
Positioning, value propositions, ideal customer profiles and personas, and messaging hierarchy. Services Overview
Channel Strategy
Roles for paid, owned, and earned, and the top plays by stage in the journey. Services Overview
Ninety Day Operating Plan
Initiatives, tasks, briefs, owners, and timelines for the first ninety days. Services Overview
Twelve Month Roadmap
Quarterly themes, hiring and vendor plan, and a budget model by program and channel. Services Overview
Measurement Plan
Key performance indicators and objectives and key results, attribution approach, and dashboard requirements. Services Overview
Experimentation Framework
Experiment backlog, test charters, and readouts tied to clear metrics. Services Overview
Operating Cadence
Weekly standups and monthly and quarterly business review templates and guidance. Services Overview
Executive Readout
Board ready summary, recommendations, and next steps. Services Overview
Packages & Pricing
Choose the strategic marketing planning engagement that fits your team and complexity.
Essentials
Best for a tight, actionable plan for lean teams.
Starts at per engagement
What's included
Diagnosis, strategic narrative, ninety day plan, scorecards, budget outline, and leadership readout.
Book a discovery callAmplify
Most PopularBest for teams ready to activate across multiple channels.
Starts at per engagement
What's included
Everything in Essentials plus a fuller twelve month roadmap, content calendar, experiment backlog, and vendor and hiring plan.
Book a discovery callEnterprise
Best for multi brand and multi region or complex go to market organizations.
Starts at per engagement
What's included
Everything in Amplify plus multi region planning, budget and forecast model, stakeholder workshops, and custom dashboards.
Book a discovery callNote: Scope is finalized after discovery. Execution teams such as search engine optimization, paid media, content, email, and conversion rate optimization or a fractional chief marketing officer for ongoing leadership can be bundled.
Results and Proof
After engagement, clients commonly see:
A focused plan with fewer, bigger bets and clear ownership.
Faster execution enabled by a weekly and monthly cadence.
Better pipeline and recurring revenue visibility and smarter budget allocation.
We finally had a plan we could run, owners, timelines, and a scorecard everyone trusted.*
*Anecdotal results. Your results will vary.
*Results may vary.
Mini Case Study
How a Series-B workflow SaaS shifted from scattered tactics to a shared GTM plan and model.
From Activity to Outcomes
Problem
Fragmented projects, rising CAC, and weak alignment between Marketing, Sales, and Product; no shared definitions or forecast model.
Intervention
- Market & motion audit: win/loss, ICP tiers, payback benchmarks, and competitor plays.
- Position & plan: refine category POV and one-liner; set quarterly OKRs tied to pipeline, not vanity metrics.
- Channel mix & budget: intent search + partner co-marketing + BOFU content prioritized; paused low-return awareness; created channel P&L with CAC/LTV guardrails.
- Roadmap: 90-day execution plan (owners, timelines, milestones), experiment backlog with ICE scoring, and a weekly GTM council.
- Forecasting: rebuilt Lead → Demo → SQL → Win model; scenario planning and risk triggers.
Outcome (quarter)
- +38% SQO pipeline from inbound
- –19% blended CAC
- Forecast accuracy to ±9% vs. plan
- 12 de-scoped projects retired; focus on six high-impact initiatives
This case shows how shifting from scattered tactics to a shared GTM plan, model, and cadence can grow SQO pipeline while lowering CAC and killing busywork projects.
Strategic Marketing Planning FAQ
Common questions about our strategic marketing planning services
A structured process to align goals, ideal customer profiles, channels, budget, and key performance indicators into an executable ninety day plan and twelve month roadmap.
A go to market strategy focuses on a specific product and market launch. Strategic marketing planning covers the year round marketing engine. We can run both.
We can hand off to your team, bundle our channel teams, or pair with a fractional chief marketing officer to lead execution.
Pipeline and revenue impact first, plus customer acquisition cost and lifetime value, channel return on investment, conversion rates, and payback.
Most teams feel momentum within four to eight weeks as the cadence starts. Compounding results follow as campaigns launch.
Programs typically start at three thousand dollars. See Packages and Pricing for details.