Your Strategic Planning Resource Center

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Inverta's experts are launching projects with companies large and small to help them find their path to revenue in the short term, as well as building systems that will ensure growth well into the future.

Happy to share what we know with you and your team.

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The Revenue Marketer

Need a new ICP for 2026?

Let us help. Inverta's experts have worked with dozens of organizations, large and small, to build ICPs that focus their GTM efforts, align their sales and marketing teams (as well as product and customer success), and build pipelines that close more often, with higher contract values.

About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Strategic planning

Nothing sets your team on the path to success like a plan—one that ties directly to business outcomes. Our executive planners can help align your entire organization around marketing’s purpose and contributions down to key actions that unleash everyone to do coordinated work.
Learn how we help
Resources
Workbook

Get your Annual Plan on One Page

Use this workbook to produce a single-page plan for your entire marketing team. Print it out. Parade it around. Show everyone precisely what marketing is accountable for, what others owe you, and all the pipeline they can expect when it works.

Templates

4 Templates that Tie Your Marketing to Revenue

Ever get done with annual planning only to think "so now what"?

These 4 templates take you from corporate goals to your plans to achieve them:

  • Annual Plan on a Page
  • Marketing Revenue Map
  • Campaign Timeline
  • Campaign Plan on a Page

Download them today!

Want a hand ✋ in helping put these into practice? Sign up for a 30 minute session (form above) with one of our consultants to get the jump on your plans! 

Webinar Series

Unlocking the Secrets of Annual Planning

Sick of annual plans that collect digital cobwebs? Tired of being the "cost center" instead of the revenue driver? We've recorded three workshops that'll transform your annual planning from a necessary evil into your secret weapon.

  1. The Power of a Plan on a Page: Getting Everyone on Board with Your Annual Plan
  2. From Plan to Performance: Campaign Strategy to Guide Your Team and Hit Your Goals
  3. Proving Your Plan’s Impact: What Your Stakeholders Need to Know
Articles

Podcasts

Hear from marketing leaders who have been in your shoes...

  • Danielle - https://www.inverta.com/resources/why-your-static-annual-plan-is-failing
  • Tiffany - https://www.inverta.com/resources/data-driven-annual-planning-aligning-marketing-with-business-objectives
  • Kelly - https://www.inverta.com/resources/the-transformative-power-of-strategic-campaign-planning
Revenue Marketing Playbook

https://www.inverta.com/playbook/planning-for-revenue-success

About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Strategic planning

Nothing sets your team on the path to success like a plan—one that ties directly to business outcomes. Our executive planners can help align your entire organization around marketing’s purpose and contributions down to key actions that unleash everyone to do coordinated work.
Learn how we help
Strategic planning

Your Strategic Planning Resource Center

Build a plan that will drive your business

Nobody likes planning season. It takes up too much time, and often is obsolete by the time you hit Q2.

This year, make plans that:

  • are tied to your business objectives
  • make marketing a strategic lever for the business
  • adapt throughout the year
  • inspire your team!

Below are resources to help you make a plan that truly drives the business in 2026!

Let the Planning Begin!

Workbook

Get your Annual Plan on One Page

Use this workbook to produce a single-page plan for your entire marketing team. Print it out. Parade it around. Show everyone precisely what marketing is accountable for, what others owe you, and all the pipeline they can expect when it works.

Templates

4 Templates that Tie Your Marketing to Revenue

Ever get done with annual planning only to think "so now what"?

These 4 templates take you from corporate goals to your plans to achieve them:

  • Annual Plan on a Page
  • Marketing Revenue Map
  • Campaign Timeline
  • Campaign Plan on a Page

Download them today!

Want a hand ✋ in helping put these into practice? Sign up for a 30 minute session (form above) with one of our consultants to get the jump on your plans! 

Webinar Series

Unlocking the Secrets of Annual Planning

Sick of annual plans that collect digital cobwebs? Tired of being the "cost center" instead of the revenue driver? We've recorded three workshops that'll transform your annual planning from a necessary evil into your secret weapon.

  1. The Power of a Plan on a Page: Getting Everyone on Board with Your Annual Plan
  2. From Plan to Performance: Campaign Strategy to Guide Your Team and Hit Your Goals
  3. Proving Your Plan’s Impact: What Your Stakeholders Need to Know
Articles

Podcasts

Hear from marketing leaders who have been in your shoes...

  • Danielle - https://www.inverta.com/resources/why-your-static-annual-plan-is-failing
  • Tiffany - https://www.inverta.com/resources/data-driven-annual-planning-aligning-marketing-with-business-objectives
  • Kelly - https://www.inverta.com/resources/the-transformative-power-of-strategic-campaign-planning
Revenue Marketing Playbook

https://www.inverta.com/playbook/planning-for-revenue-success

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September 23, 2025

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About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Strategic planning

Nothing sets your team on the path to success like a plan—one that ties directly to business outcomes. Our executive planners can help align your entire organization around marketing’s purpose and contributions down to key actions that unleash everyone to do coordinated work.
Learn how we help

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