Get your entire annual plan onto one page
Use this workbook to produce a single-page plan for your entire marketing team. Print it out. Parade it around. Show everyone precisely what marketing is accountable for, what others owe you, and all the pipeline they can expect when it works.
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Have a peek
You’ll find this planning PDF is 40 pages of rich material drawn from decades of work and interviews with one dozen CMOs. Every bit of advice is practical, possible, and specific enough for you to act on.
Yes, planning is expensive. But have you ever tried not?
Without a plan, everyone under you will have no idea what they’re working toward. We’ve all been at an organization like that. One where finance folks kept looking at marketing’s budget and asking, what’s happening to that money? And you didn’t have a good answer. Nobody did. And it caused chaos and stress. The antidote is annual planning.
Comes with your own editable template
Inside you’ll find a link to your own editable copy of the annual planning template in PowerPoint so you can follow along.
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Made to really work, just for you, by Inverta
These five-thousand words of keen observations are from real people who’ve spent decades helping companies like Thomson Reuters, RealPage, Procore, Appfolio, Granicus and more do precisely this.
What people are saying about the guide
So much time on annual strategy planning and budgeting is spent on figuring on where to start/how to organize. This streamlined workbook is exactly what CMOs and teams need to gather, organize, and deliver a high-impact, business-minded plan for the year ahead.
Chief Market Officer, GTM Advisory
Getting plan alignment is one of, if not THE most critical things that need to be done as a part of your annual planning process. The Inverta team has created an effective way of communicating the details and allowing everyone to weigh in on the final plan.
GTM Analyst, GTM Partners
Get your copy of the annual planning workbook
It’s never too late to start. Seriously.