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 Strategy and Planning services are designed to give you the tools and advisory to drive growth and change.

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Strategy and Planning Services:

Assessments and Roadmapping

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

How we 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
Assessment snapshot

Assessment snapshot

Sample Roadmap

Sample Roadmap

Strategic Initiative Planning

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 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 contribution aligned to business goals

Marketing top priorities

Marketing top priorities

Executive-level advisory

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. We identify areas of asynchrony, skills gaps, and work with you to determine the right balance of centralization, roles, responsibilities, KPIs, and goals.

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