Strategic Annual Marketing Plan Creation
For small businesses with larger budgets looking for a roadmap for their marketing.
One Document to Guide Your Growth This Year
Get an entire year’s worth of marketing activities strategically tailored to your small business.
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Get professional guidance from experienced marketers
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Align with clarity of who you are, your customers are, your goals for the year, how you’ll reach them, and who’s involved
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Track progress with specifically selected metrics for success
Strategic Marketing Advice
for Long-Term Success
Strategic annual marketing plans are essential to get the most impact for your annual marketing budget. They focus on your company's goals and challenges and map a route to follow.
We create strategic annual marketing plans with no expectations that we will be doing any of the work. This allows us to be an unbiased advisor to your marketing.
We help create a clear picture of who you and your customers are, what you want to achieve, who is involved, and the budget you have to work with. We then use that information to schedule a year’s worth of the most beneficial marketing activities for your organization.
The document is an invaluable reference for anyone involved in communication for your company, internally and externally.
What our clients love is that the defined marketing activities are created by an experienced Marketing Manager who knows how to prioritize and design strategies. We strive to do what’s in your business’s best interest and give you the best value for your budget.
What’s Included
DEFINING YOUR BUSINESS
Documenting your mission statement, elevator pitch, unique value proposition, branding details, and more.
UNDERSTANDING THE CLIENT
Crafting customer personas and a customer journey map.
MONITORING, MEASURING & IMPROVING
Setting objectives, key results, and key performance indicators.
PLANNING THE STRATEGY
Selecting and scheduling all of the year’s marketing activities, including budget, seasonality, and notes for fulfillment.
MARKETING TEAM
Listing your internal resources, known partners you will work with, and vendors to be determined, and who is involved with which activities
Strategic Annual Plans We’ve Developed
How to Use a Strategic Annual Marketing Plan
The best way to achieve your annual goals is to break the recommended marketing activities into quarterly objectives, activities, and metrics. Then assign internal personnel or external partners to do the marketing work.
In addition to developing strategic annual marketing plans, we also work with small businesses as a fractional Chief Marketing Officer to take on the responsibility of activating the marketing plan, reporting and advising on an ongoing basis. We also have a whole team of Marketing Specialists who can fulfill the marketing activities like digital advertising, email marketing, website overhauls, and much more.
Creating Your Strategic Annual Marketing Plan
Most small businesses don’t know where to start in creating a strategic annual marketing plan. We have a clear, step-by-step framework to follow. Let us take the lead through guided process!
SCHEDULE THE PLAN
The first step is to define the dates for this annual plan. It’s best for the plan to mirror your fiscal year, and we should get the process started at least eight weeks before the year begins.
MEET TO ESTABLISH THE BIG PICTURE
We will meet with internal personnel who are involved in vision-setting for the business and major decisions. This is where we’ll workshop objectives, key results, and budget. We will also ask lots of questions to get to know your business as well as one of your own team members.
GATHER BUSINESS DETAILS
Part of the plan documents who the business is, so we will request anything that has already been developed around mission and vision statements, brand elements, and more.
DRAFT CUSTOMER PERSONAS
Utilizing all the info we’ve gathered, we will create personas around your core customers, then send for your review and feedback.
MEET TO UNDERSTAND CUSTOMER JOURNEY
With approved customer personas, we will meet to walk through a customer journey so we can gather an inventory of how customers are currently interacting with your business. We will draft a customer journey map.
COMPLETE THE PLAN
At this point, we’ll have everything we need to determine the best marketing activities through the year for your business and goals. We will outline them, set key performance indicators, and detail who is responsible for what.
PRESENT THE PLAN
We will meet to walk through every component of the plan and how it can be activated, then hand off the finished document, ready to guide your best year yet!
