Strategic marketing planning services to align your teams
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 a shared list of key actions to take.
.svg)
Why strategic marketing planning is critical for revenue growth
Teams can get stuck in a loop of random acts of marketing for one of two reasons: Either they under-plan and lack a roadmap, or they over-plan and can’t adapt. The fix? Dynamic planning. A strategic marketing agency like Inverta can help you distill your whole plan onto one page and revisit it frequently. That’s how you navigate to revenue.
%20(1).webp)
Our approach to marketing planning
We believe alignment starts at the top with a one-page plan and what we call a “revenue blueprint.” Within those, you set your business goals, explain how marketing will contribute, and select metrics. It’s one of the best marketing planning solutions out there and gives the team new clarity and purpose.
Good planning starts with org design
Say goodbye to the monolithic marketing department—in the "era of less," you need more agility than that. We can help you reorganize around a tight group of full-time specialists who orchestrate partners, contractors, and generative AI.
AI that reinforces discipline and alignment
We use AI to support the planning operating model:
- Enforcing planning stages and gates
- Clarifying RACI and ownership
- Monitoring workflow and SLA adherence
- Preparing teams for effective planning and review cadences
Outcome: More consistent planning, faster alignment, and campaigns that are ready to execute—not rushed into market.
We then conduct ongoing collaborative planning
Turn your annual plan into an annual campaign strategy—the wWith dynamic planning, we 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.orkflows, 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.
Why choose Inverta for strategic planning
We’re probably the only strategic marketing service that knows that planning is secretly an alignment tool. Our templates are designed to get all teams to agree. What’s also unique is that we’ll politely push back so you underset expectations and over-deliver. And we’ll help you sell that plan to the board, and be there to strategize before calls.
Strategic marketing services
If you aren’t sure where to start, our advisors can help you pick the plan that works.
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.
Resources to support your planning process
Ideas for strategic market planning.
.webp)
Frequently asked questions about marketing planning
Can’t I just get by without a formal marketing plan?
You can technically operate without a formal marketing plan, but you will likely waste about 26% of your budget on disconnected tactics and "random acts of marketing." Without a unified marketing plan, your Demand team might run ads to accounts your ABM team has disqualified, so planning is essential to ensure every dollar works together.
What is the difference between a marketing plan and a marketing strategy?
The difference between a marketing plan and a marketing strategy is that a strategy defines the why and where (the market opportunity), while a plan defines the how, who, and when (the tactical roadmap). We help you build both: a one-page strategic "Revenue Blueprint" to align executives, and a dynamic execution plan to guide your teams.
Why bring in an outside marketing planning agency?
You should bring in an outside marketing planning agency because we aren’t subject to your internal politics or history. We can facilitate the difficult conversations between Sales and Marketing objectively, asking the "dumb" questions internal teams are afraid to ask to get you to a shared "yes."
What good is a strategic marketing plan if everything changes in Q2?
A strategic marketing plan is only useful if you practice "Dynamic Planning," because a static annual plan is dead the moment it's presented. We build a living framework that sets clear annual objectives but allows you to adjust tactics quarterly based on real-world performance data—keeping the goal the same while the path adapts.
How do we get Sales to agree to the marketing plan?
You get Sales to agree to the marketing plan by involving them from day one. We don't build a marketing plan in a silo; we facilitate workshops with Sales leaders to define shared definitions of success, because when Sales helps build the plan, they are far more likely to work the leads it generates.