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.
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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.
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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.
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.
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Frequently asked questions about marketing planning
Can’t I just get by without planning?
No. We’ve all tried. You should try for yourself.
How can marketing planning solutions improve business growth?
When marketing teams act without a plan, they tend to create messy overlap, and waste budget. For example, when demand and account-based teams both run syndicated ads to the same buyers. Or, they keep inventing the messaging. If you engage in strategic planning marketing, you focus your spend.
What are the benefits of using strategic marketing services for B2B companies?
You can often save yourself a lot of time by using a marketing planning service. As outsiders, they aren’t subject to all the internal history and drama, can report honestly, and can lead your team through a process to produce a one-page plan. They can also help you navigate buy-in.
What is included in a strategic marketing service?
An effective marketing planning service rolls out over several phases. First, that partner helps you decompose the topline business goals into goals you can address. They’ll then facilitate meetings between revenue leaders to agree on objectives, and secure everyone’s buy-in.
What makes a strategic marketing agency strategic?
Agencies tend to fall into two categories—those that strategize, and those that do the work. Strategic marketing is when they blend those two disciplines and keep themselves honest by implementing what they pitch. These agencies learn more, and can advise even better.
What good is a plan if everything changes?
Good question—the act of planning itself is useful. It’s really a mechanism to get all stakeholders to agree. But after that, you’ll want to use what’s known as dynamic planning where you continuously reevaluate and update. The one-page plan stays constant, but your dynamic plans change every month or quarter.