Strategy Process

How We Create

Your Marketing Strategy

You understand the importance of marketing strategy planning, and you know you need to do more to create brand awareness and generate leads, but you’re not sure you’re moving in the right direction.

What you need is a plan with actionable tasks and goals you can measure—we can help you get there.

When we create your marketing strategy, we take time to understand your business, your goals, and the people you sell to. Then, we conduct thorough research to identify opportunities in your market and identify the metrics that will matter for your success.

You receive a comprehensive plan that includes what to do, when to do it, how much to spend, and how to know if it's working. We'll review your plan together in detail at the conclusion of our project.



Your business is going big places, your marketing strategy should support the vision you have for your business. 

You may be looking for specific growth objectives, acquiring or partnering with other organizations for increased capital or even exploring your options for selling or exiting your business. Regardless of what you see in your future, we'll build a marketing strategy to help you get there.



As the owner, you derive more value from your business than just a paycheck. You likely have emotional convictions that support your vision. 

The value you get out of your business might be financial freedom, a sense of community, or even an impact on the market or environment.

We'll incorporate these values into your brand and marketing strategy to ensure that during business growth and even potential acquisitions we safeguard what you hold most valuable.



We'll help you create tangible business goals that your marketing strategy will support. These goals will support your vision and value and serve as indicators that our marketing plan is working.



Next, we get nitty-gritty with your numbers. We'll look at more than just your marketing budget, we'll use historic data, market research, and our own experiences to determine your overall marketing budget, specific KPIs, target CAC, and other key numbers.

We'll even help determine your multiple if you're looking to exit the business and determine steps to integrate in the marketing strategy to improve that multiple. 



Finally, the fun part! We’ll create a plan with actions and tasks outlined for you. You’ll know exactly what marketing tactics you should be employing, and when you should be employing them.

During the strategy phase, we will also thoroughly review all of your existing campaigns, collateral, and analytics to determine what assets we can continue to use and which ones need improvement.

With the completed strategy we will also deliver a 12-month schedule of your marketing spend.


Implementation | Fractional CMO

Getting your marketing strategy is the first step — implementing and overseeing it are steps 2 - infinity.

If you're not ready to grow your marketing team just yet, we can oversee your strategy and campaigns for you. We'll act as an integrated part of your team to monitor progress, make ongoing strategic decisions with you, and providing reporting and input on your campaigns. 


It's Time for a Strategy That Works


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