Align everything with 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.
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Build your strategic annual plan on a page
Alignment starts at the top with a single-page plan and what we call a revenue blueprint. You set your business goals, explain how marketing contributes, and decide your measurements. This clarity gives people renewed purpose.
Conduct ongoing collaborative planning
Turn your annual plan into an annual campaign strategy—the workflows, roles, and tasks for how your team will execute. Our team can lead that process to define campaigns, segments, workflows, metrics, the calendar, and the continuous actions. Then, build it all.
Get the whole team sprinting
Need a partner in building the organization? Our clients lean on us for workshops to align on terminology, training, roles, workflows, templates, goals, and mentorship to get everyone clear on how they’re contributing to the whole.
Planning offerings
Develop the strategy
Create a unified go-to-market plan that connects business objectives to marketing goals.
Assess your implementation
Evaluate the current state, identify challenges, and get everyone bought in.
Build a plan on a page
Get your whole plan on one page to earn universal buy-in.
Build a demand generation blueprint
We’ll create a campaign framework and identify your marketing motions.
Collaborative planning
Ongoing, we’ll build frameworks to clarify roles, workflows, and impact.
Change management
We help manage through change, training, and reorganization.
Develop new campaign plans
We guide your team through the planning process from playbook to activation.