Strategy and Planning

Whether you are new to a leadership position or guiding your team through a digital or go-to-market transformation, our marketing assessment services from our executive advisors are designed to give you the tools and advisory to drive growth and change.

What we do:

Strategy and Planning Services

Assessments examine the functional areas of marketing within your organization. After our executive advisors have gathered and analyzed qualitative and quantitative information about your marketing function, we provide a 12 month roadmap of prioritized projects.

How our executive advisors do this:

Survey for marketing and lead development
Discovery Interviews and initial findings report
Final presentation readout and 12-month priorities roadmap
Next steps discussion

Demand creation assessment — Assessment snapshot

Assessment snapshot

Marketing roadmap with milestones — Sample Roadmap

Sample Roadmap

Strategic initiative planning provides a framework and process for you to align your annual marketing plan to the overall business goals. We work with you via our revenue modeling to model growth goals, and ensure your campaigns and programs are aligned to achievable revenue targets.

How we do this:

Virtual or in-person workshop
Marketing and organizational goals alignment
Revenue modeling
Priority identification and plan development

Marketing contribution aligned to business goals

Marketing planning focus — Marketing top priorities

Marketing top priorities

Executive-level advisory

Retainer-based advisory is for you to use on-demand from a former CMO or Strategy lead on our team. We provide Chief of Staff and board meeting prep services, as well as ongoing advisory to distill priorities, navigate political or cultural implications of change, and create rigor around process.

Organizational Design

Our organizational design service works with you to ensure that your marketing function is set up in alignment with your go-to-market strategy and growth goals. Through our organization design services we identify areas of asynchrony, skills gaps, and work with you to determine the right balance of centralization, roles, responsibilities, KPIs, and goals.

Strategy and Planning