
Don't spend on tools and tactics without a plan

The world of marketing has gotten infinitely complex since digital entered the landscape, and now there's AI to transform how we work. You consider yourself savvy but if you're honest, you don't have a documented strategic plan connecting your tactics to business objectives, which leaves you feeling a little uneasy.

Your business has marketing platforms in place but they lack connection, rely on manual processes, and leave you to cobble together data sources to understand your true marketing impact. Without integrated, systemized automations to capture and nurture your pipelines, its unclear if your marketing investment is driving growth within your ecosystem.

You might be holding back on marketing because cashflow is tight and you want predictable results, or overspending on an accumulation of random tactics. You know it's time to level up, but without strategic planning and a framework you can measure against, it feels like guesswork.

Establish a single clear business objective and secure stakeholder buy-in to ensure alignment from the start.
Workshop your business's critical success factors and strategic imperatives to create your brand plan. Every tactic will align to the strategy outlined in this document.
Validate that your strategy is supporting the needs of your audience. We run quick research to confirm the strategy before diving deeper into the next phase.

Organize your promotional messages into pillars and map them to audiences, so when your content lands, it's in in the right place at the right time.
Design a strategic marketing plan which outlines all marketing tools and tactics, to give you a clear plan to make decisions from instead of guessing throughout the year.

Establish a metrics framework that ensures your tactical plan is consistently measured and evaluated against established critical numbers.
Outline a business process as a guideline for everyone at the firm to collect good data.

Your blueprint includes: a clear objective owned by leadership, a brand plan backed by research, purposeful content pillars, a tactical plan ready for action, metrics framework and process to gather data.
This strategic foundation gives you, your internal teams, and your external partners clear instructions on what your business wants marketing to support this year.
Clear is kind, and effective.
AIM Workshop: 1/2-day workshop with stakeholders to lock in on your objective and create your brand plan.
Visualize Your Mix: 1-hour audit and action plan to evaluate your current promotional mix, media mix, and messaging

As a growth strategist with over 20 years in marketing and marketing operations, I specialize in helping service firms achieve confidence through documented strategic planning and tactical execution. I've had the privilege of working with businesses across healthcare, wellness, finance, manufacturing and nonprofit, bringing them strategic frameworks that are practical, measurable, and tailored to their commercial objectives.
My approach is rooted in data-driven strategic insights that guide tactical planning, and my clients can expect expert guidance to achieve results. If you're looking for someone who can bring focused confidence to your marketing strategy and set you up for predictable growth, you're in the right place. Let's connect and explore how strategic planning can transform your business growth.
Over 20 years in marketing supporting service firms with strategic planning, technical implementations, and tactical execution
Drove a 380% increase in roundtable events in collaboration with sales and event teams, scaling both in-person and hybrid formats over three years
Oversaw strategic planning and allocation of annual marketing and advertising budgets totaling up to $3M

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