Marketing strategy that decides where the budget goes and what stops
A strategy isn't a slide deck. It's 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 calls with you and turns them into a quarterly plan your team can actually follow.
Free, no obligation. A senior project manager walks you through the analysis.
What you get
A written plan for the quarters ahead: what to say, where to spend, what to measure and, just as important, what to stop doing.
What the work includes
What the marketing strategist does for your company
The work comes in three parts. Find out what's true, decide what to do about it, and make the plan specific enough that someone can start on it next Monday.
At the start
Diagnosis of market and results
Your strategist digs into sales data, ad accounts, site analytics and past campaigns, interviews you and a few customers, and maps what local competitors say and where they show up.
During the work
Positioning, channels and budget
They define who the offer is for and why it wins, set goals and KPIs for each channel, split the budget across search, social, email, content and referrals, and name what to drop.
Every month
Quarterly plan and progress checks
They write next quarter's plan with owners and deadlines, then check each month whether it's getting done and whether the numbers still hold up.
Scope of work
When a company needs a marketing strategy and what sets the scope
You need a strategy when marketing is happening but nobody can say why. You run Google Ads because you always have, post on social because a former employee started it, and pay three vendors who never talk to each other. Owners usually come to us 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 spent on purpose.
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 segments, a message for each one and a budget model that holds up in a board meeting. The scoping call settles how much customer research to include and whether the strategist oversees execution.
Metrics this work is built 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 plan with named owners
- Monthly progress checks and course changes
You agree on the scope with your senior project manager before work begins, and the same person oversees it from start to finish.
How we match
You don't 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, strategy starts with how customers actually find you and size you up: the searches they run, the listing they call from, the referral they trust. Local service businesses live and die by Google Business Profile and reputation. B2B firms win with a narrow message repeated where their buyers read. Ecommerce comes down to margin by channel. The plan fits your market and your numbers, so diagnosis always comes before recommendations.
The usual mistakes are easy to predict. A document so long nobody opens it after the presentation. Goals with no owner and no number, so nothing can ever be missed. A channel list with everything on it, because cutting a channel feels like losing something, when the real question is which two or three deserve the money. A budget copied from last year instead of built on what each channel should bring in. If a strategy doesn't say what to stop, it's a wish list.
Your project manager runs the process. They pin down the questions the strategy has to answer, set dates for the diagnosis, the draft and the final plan, and make sure you see each stage before the next one starts. The strategist presents; you decide. Once you approve the plan, the same project manager can staff it with vetted specialists for the channels you picked, and the monthly report tracks it line by line so you catch drift early.
We match a specialist to your task
Request a free analysis, and a senior project manager will match a Marketing strategy specialist, remote included, within 24 hours.
In your city
Marketing strategy by city
Most of the work happens remotely. When a project calls for meetings, we match a Marketing strategy specialist from your city.
Related services
Alongside Marketing strategy, companies most often need
One project manager runs the whole engagement, so the next channel is added without changing who you deal with and without a new contract with a stranger.
Marketing management Marketing operations Affiliate program management All services
FAQ
Questions before you start
Don't see your question? Request the analysis, and the project manager will answer it on the first call.
01How long does it take to get a usable strategy?
Long enough to do the diagnosis right, short enough to matter this quarter. The timeline depends on how many customer interviews and data sources are in scope, and your project manager gives you dates on the scoping call. You see a draft first, send your comments, then get the final plan with the quarter's priorities attached.
02We already have an agency. Why would we need a separate strategy?
An agency that runs one channel has every reason to recommend more of it. A strategist who sits outside the channels sees the whole picture: what each one brings in for what it costs, where the message doesn't match up, which vendor overlaps with another. The plan often keeps your agency, just with clearer goals, a set budget and a KPI it answers for.
03Does the strategist stay on to make sure the plan happens?
That's your call. Some companies take the plan and run with it in-house. Others keep the strategist for monthly check-ins, where they hold the numbers up against the plan and shift next month's priorities as needed. If you need hands to execute, your project manager matches vetted specialists for the channels you chose.
04What do you need from us to start?
Access to what you already have: ad accounts, site analytics, CRM or sales records, past campaigns and any earlier plans. Plus a few hours for interviews with you and, ideally, a couple of customers. The strategist works with whatever's 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. The logic stays the same: who you serve, why you, which channels, how much, and what to measure. The plan fits what your team can realistically get done.
Start with the free analysis
Get a marketing strategy your team can execute
Share a few facts about your company and your current marketing spend. Within 24 hours you'll get a PDF analysis, and if a strategy is the right next step, we'll match a strategist to your business.
- Analysis within 24 hours
- No obligation
- PDF covering 5 competitors
- Team picked by your PM
Free marketing analysis
- PDF analysis
- 5 competitors
- Prioritized action list
Your analysis is prepared by a senior project manager with 15+ years of experience in marketing.
Are you a marketer with experience in a specific industry? Join the team