Comprehensive marketing planning from conception to execution.

The Roadmap to Success

Marketing Planning

There’s a fine line between planning too far in advance and not far enough. You need to be agile enough to respond to current events but prepared enough to go from strategy to execution and optimization. We can help you layout your overall marketing strategy and tactical execution so you’re always prepared. 

Plan Development

Systems & Process

Data and Analytics

We’ll start by examining your organizational goals in the short, medium, and long terms to create an annual marketing plan designed to drive your most important priorities. From there, we can break your plan down into quarterly and monthly milestones to align marketing actions with those pre-established goals and associated KPIs.

Next, we’ll craft plans for each channel and campaign that we run on behalf of your brand. Channel plans will spell out which content will be published on each channel, taking advantage of the variations in your audience, usage data, and the strengths and weaknesses of each channel. We’ll build campaign plans that start with defining what success looks like and looking for insights that set you apart from your competition, then chart a course to maximize your impact with your audience.

Finally, we can create detailed launch plans for any new products, new markets, or rebranding. We’ll examine the target audience, competitive landscape, and key differentiators that set your product or brand apart, then build a plan for how to time the announcement and spread the word.

In addition to your broad corporate goals, your marketing needs to be built on quantifiable metrics. Before we launch any plan, we’ll discuss the tracking and analytics that fit your needs best, choosing the most applicable KPIs and planning out our reporting strategy. This often including customized reporting and dashboard configuration to allow for transparency and accuracy in determining if we’re hitting targets. 

Next, we’ll go over all the marketing systems and tools that are needed to execute your strategy, along with integrations or alignments that need to be established or implementations like workflows that are needed, ensuring that our utilization is aligned to create the most efficient and successful system possible. 

Finally, we’ll align all communications. In order for marketing to function optimally, we’ll need to ensure clear communication and collaboration from all stakeholders including other areas like sales or customer success. This is typically put together as an SLA or other communications plan. 

In order to continually optimize and break the planning down into actionable quarterly and monthly initiatives, we build reporting and data visualization designed to enable strategic decision making. This allows us to democratize data, giving you real-time access to the information you need. We can create advanced visualizations and custom dashboards to help you watch the success of your campaigns in real-time.

We’ll track KPIs and objectives, watching for anomalies in the data, and creating notifications to catch problems the moment they occur. Finally, we’ll use that ongoing performance monitoring to measure and optimize our plans, adapting and evolving as more actionable information becomes available.

Knowledge Base

PLATFORMS & EXPERTISE

High-level strategy paired with enterprise-level tools and technologies to deliver on marketing actions.

Dive Deep

Pillars of Marketing

Want to know everything there is to know about a particular marketing subject? Our pillar pages explain the ins and outs of marketing strategy, concepts, and execution. Everything we know in one tidy package.

Quick Reads

Articles

Sharing is caring, right? Find the answers you’re looking for in our actually useful resources. We front the knowledge on social media marketing, sales alignment, SEO, branding, and more so you can get to work now. We’ll be here when you need us.

Get in Touch

LET'S START A CONVERSATION

Reach out to schedule an in-person visit, video conference, or an old-fashioned phone call. No matter where in the world you are, our partnerships always feel local. Tell us what you’re looking to accomplish and let’s get started.

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