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Services

Marketing Plan

Don't let your small business be one of the 50% that fails within 5 years. A marketing plan will show you how to best carve out a niche and promote your business to support growth.

Did you know that a Marketing Plan for a small business can be up to forty, fifty, sixty pages long? It includes market research, how you will go to market, your strategy, positioning, elevator pitch and marketing budget. To be clear, it does NOT include a set of financials or operational strategy. For that, you'll need a business plan, and we can help you there too.

Connect With Us

Our approach

What We Do To Write Your Marketing Plan

You'll start by having a conversation with one of our consultants. We'll ask you questions about your product or service, your growth objectives, what you have done to date and where you'd like to focus. Everything we do is customized to your business so we'll set the specific objectives for your plan and gather any input materials from you.

This will give us a better understanding of where to focus our research. Then you'll be back to running your business while we jump into developing your plan — typically a 2 to 4 week engagement depending on the scope and depth of research required.

Marketing plan session

Why it matters

Why Every Small Business Needs a Marketing Plan

50%

Fail Without a Plan

Half of all small businesses fail within five years, often because they lack a clear strategy for reaching and converting customers.

3×

More Likely to Grow

Businesses that document their marketing strategy are three times more likely to report success and hit their revenue goals.

60+

Pages of Insight

A thorough marketing plan covers research, competitive positioning, target personas, KPIs, and budget — all in one actionable document.

What's included

Your Marketing Plan Deliverables

  • ✓Clearly articulated marketing & sales goals
  • ✓Market Research
  • ✓Competitive Analysis
  • ✓Market positioning recommendations
  • ✓Review of your website and social media vs. your competition
  • ✓How to track your results (KPIs)
  • ✓Marketing Budget
  • ✓Your elevator pitch and tag line
  • ✓Our more thorough plans provide options for surveys and interviews, more detailed analysis and creation of your target personas.

The process

How It Works

01

Discovery Call

We sit down with you to understand your business, your goals, your customers, and what you've tried before. No assumptions — just real conversation.

02

Research & Analysis

Our team dives into your market, your competition, your online presence, and the opportunity landscape. This is where the real insights come from.

03

Plan Development

We compile everything into a comprehensive, branded marketing plan document — tailored to your specific business, budget, and growth targets.

04

Plan Presentation

We walk you through the plan, answer your questions, and make sure you have a clear, actionable roadmap to move forward with confidence.