Marketing strategy that decides where the budget goes and what stops
A strategy is not a slide deck, it is a set of decisions: who you sell to, why they should pick you, which channels get money and which get cut. A vetted strategist makes those decisions with you and turns them into a quarterly plan your team can follow.
Free, with no commitment. A senior project manager walks you through the analysis.
What you get
You get a written plan for the next quarters: what to say, where to spend, what to measure and, just as important, what to stop doing.
What the specialist does
What the marketing strategist does for your company
Strategy work here has three parts: find out what is true, decide what to do about it, and make the plan concrete enough that someone can execute it next Monday.
At the start
Diagnosis of market and results
Goes through your sales data, ad accounts, website analytics and past campaigns, interviews you and a few customers, and maps what competitors in your area are saying and where they show up.
During the work
Positioning, channels and budget
Defines who the offer is for and why it wins, sets goals and KPIs per channel, splits the budget between search, social, email, content and referrals, and names the activities to drop.
Every month
Quarterly plan and progress checks
Writes the plan for the coming quarter with owners and deadlines, then checks monthly whether it is being executed and whether the numbers say the assumptions still hold.
Scope of work
When a company needs a marketing strategy and what sets the scope
A strategy is needed when marketing is happening but nobody can say why. The company runs Google Ads because it always has, posts on social because a former employee started it, and pays three vendors who never talk to each other. Owners come to this service when growth has flattened, when a new location or product line is about to launch, or when the budget is going up and they want it to go somewhere deliberate.
The scope depends on how many decisions are still open. A single-location service business needs positioning, two or three channels and a simple plan. A company with several offers, regions or buyer types needs segmentation, a message per segment and a budget model that holds up in a board meeting. How much customer research is included and whether the strategist supervises execution is set in the scoping call.
Metrics the work is designed to improve
- Blended customer acquisition cost
- Share of sales by channel
- Quarterly plan completion
Typical scope
- Market, competitor and customer analysis
- Positioning and core message per segment
- Goals and KPIs for each channel
- Channel mix and budget allocation
- Quarterly action plan with owners
- Monthly progress checks and corrections
You agree on the scope with the senior project manager before the start, and the same person oversees the work.
How we match
You do not pick the marketer. A senior project manager with 15+ years of experience does.
What to know
What to know before you commission a marketing strategy
For a US company the strategy has to start from how customers actually find and judge you: the searches they run, the listing they call from, the referral they trust, the platform where they compare. Local service businesses live and die by Google Business Profile and reputation; B2B firms by a narrow message repeated in the places their buyers read; ecommerce by margin per channel. The strategist writes a plan for your market and your economics, which is why the diagnosis is done before any recommendation is made.
The common mistakes are predictable. A document so long that no one opens it after the presentation. Goals with no owner and no number, so nothing can be missed. A channel list that includes everything, because cutting a channel feels like a loss, when the real question is which two or three deserve the money. And a budget copied from last year instead of built from what each channel is expected to bring in. A strategy that does not say what to stop doing is a wish list, not a plan.
Your project manager runs the process: agrees the questions the strategy must answer, sets the dates for the diagnosis, the draft and the final plan, and makes sure you see each stage before the next begins. The strategist presents, you decide. Once the plan is approved the same project manager can staff it with vetted specialists for the chosen channels, and the monthly report tracks the plan item by item so drift is visible early.
How we work
How the strategy work is organized
Step 1
Free analysis
Describe your company, what you sell and what marketing you run today. Within 24 hours a PDF arrives with a first read on your positioning, channels and the gaps a strategy should close.
Step 2
Call and scope
On a call with a senior project manager (15+ years of experience across industries) you settle which decisions the strategy has to make and what a finished plan looks like for you.
Step 3
Matching
A strategist with a background in your type of business is matched to the work. You talk to that person before anything starts and give the go-ahead yourself.
Step 4
Work and reporting
Diagnosis, then a draft you react to, then the final plan for the quarter. Each month you receive a short note on what was executed, what slipped and what should change.
FAQ
Questions before you start
If your question is not here, order the analysis: the project manager answers everything on the first call.
01How long does it take to get a usable strategy?
Long enough to do the diagnosis properly and short enough to matter for the current quarter. The timeline depends on how many customer interviews and how many data sources are in scope, and your project manager gives you the dates in the scoping call. Draft first, your comments, then the final plan with the quarterly actions attached.
02We already have an agency. Why would we need a separate strategy?
An agency that runs one channel has a reason to recommend more of that channel. A strategist outside the channels looks at the whole picture: what each channel brings for what it costs, where the message is inconsistent, which vendor is duplicating another. The plan often keeps your agency, but with clearer goals, a defined budget and a KPI it is accountable for.
03Does the strategist stay on to make sure the plan happens?
That is up to you. Some companies take the plan and run it with their own team. Others keep the strategist for monthly check-ins, where the numbers are read against the plan and the next month's priorities are adjusted. If execution needs hands, your project manager matches specialists for the chosen channels from the same vetted network.
04What do you need from us to start?
Access to what you already have: ad accounts, website analytics, CRM or sales records, past campaigns and any earlier plans. A few hours of your time for interviews with you and, ideally, a couple of customers. The strategist works with what is available; missing data becomes one of the findings, not a reason to wait.
05Is this only for large companies with a marketing department?
No. A single-location dental office, an HVAC company with two crews or a SaaS startup with one salesperson gets a shorter document with fewer moving parts, but the same logic: who you serve, why you, which channels, how much, and what to measure. The plan is sized to what your team can actually execute.
Start with the free analysis
Get a marketing strategy your team can execute
Send a few facts about your company and what you spend on marketing today. Within 24 hours you get a PDF analysis, and if a strategy is the right next step, a strategist is matched to your case.
- Analysis within 24 h
- No commitment
- PDF and 5 competitors
- Team picked by your PM