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Strategy session + roadmap

A marketing strategy session and roadmap is the right starting point for companies that want clarity before committing to a long-term partnership. We conduct a deep audit of your current marketing: channels, funnel performance, competitive positioning, team structure, and unit economics. The result is a clear picture of where you stand and what needs to change. Based on the audit findings, we build a detailed marketing strategy and a 6-12 month roadmap. This includes channel priorities, budget allocation, KPI targets, team recommendations, and a marketing financial model that ties marketing investment to revenue outcomes. Every recommendation is backed by data and benchmarks from your industry. You receive a ready-to-execute plan that your in-house team can implement, or you can transition to our marketing partnership format for hands-on execution. Either way, you leave the strategy session with a clear understanding of what to do, why, and what results to expect.

What's included

  • Audit of channels, funnel, competitors, and positioning
  • Marketing financial model: unit economics, budgets, forecasts
  • Roadmap with priorities and KPIs
  • Recommendations on team and tools

How it works

01

Data collection & stakeholder interviews

We gather access to your analytics, CRM, and ad accounts. Conduct interviews with leadership, sales, and marketing teams to understand goals and constraints.

02

Audit & competitive analysis

Deep analysis of all marketing channels, funnel metrics, competitive landscape, positioning, and market opportunities. We benchmark against industry standards.

03

Strategy development & financial modeling

We build the marketing strategy, channel plan, and financial model. Budget scenarios with ROI forecasts for different investment levels.

04

Roadmap presentation & handoff

Detailed presentation of findings and the roadmap to leadership. Q&A session, prioritization alignment, and a complete documentation package for execution.

Discuss partnership

Tell us about your company and goals. We'll respond within one business day.