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Every business should have a Marketing Plan.
As a business owner, it’s essential to understand your marketing KPIs (Key Performance Indicators) and measure the effectiveness of your various marketing strategies to achieve continuous improvement.
Developing a succinct Marketing Plan will enable this, and help you to set clear marketing goals and determine the actions required to achieve them. Our Business Development offerings are practical and tangible services that help to create long term value. Business Planning is a great starting point.
Whether it’s generating more leads or selling more to your existing customers, we want to help you achieve marketing success.
An important part of planning is clarifying your business’s purpose, or ‘Why’. Clearly defining why you exist for your customers allows you to sharpen your marketing messages to resonate with your target audience.
Your Marketing Plan will help you:
• Clarify what makes you different and how to use this in marketing campaigns
• Reflect on how you want to be positioned in the market
• Focus on targeting your ideal customers
• Identify the best marketing strategies for your target market
A Marketing Plan helps you ensure you’re spending your marketing budget on the activities that will give you the highest return.
Benefits of a Marketing Plan:
- • Increase the ROI on your marketing spend
- • Set SMART marketing goals to achieve over the next 12 months
- • Understand the marketing KPIs you need to monitor (in order to improve)
- • Document the actions required to improve your KPIs
- • Outline the most effective marketing strategies for your business
- • Determine your annual campaign plan and allocate your budget effectively
You’ll complete pre-work in preparation for your Marketing Plan session. This will allow us to understand your current marketing position and identify any burning issues to prepare for and discuss at the session.
Following the session, we’ll send you your finalised Marketing Plan along with Meeting Minutes and additional resources to ensure you get the best return on your marketing investment.
Frequently Asked Questions
1. What is a Marketing Plan service?
Our Marketing Plan service creates a clear, actionable roadmap for your marketing efforts over the next 12 months. We help you define goals, choose strategies, set KPIs, allocate budget, and document the steps needed to drive results.
2. Why do I need a Marketing Plan?
- Clarify your unique value and position in the market
- Target your ideal customers more precisely
- Prioritise marketing channels and tactics that offer the best return
- Monitor key performance indicators and optimise over time
- Budget your marketing spend smartly rather than randomly
3. What outcomes can I expect from the plan?
- A finalised marketing strategy document
- A breakdown of actions tied to goals and KPIs
- Meeting minutes and additional resources
- A campaign calendar or schedule
- Budget recommendations and allocation
4. What is the process?
- Pre-work — you complete an assessment of your current marketing, challenges, and goals
- Planning session — we workshop together to refine strategy, tactics, positioning, and measurement
- Final delivery — we produce the polished marketing plan and share it with you
- Support & follow-up — we deliver meeting minutes, clarifications, and can assist with implementation if needed
5. How long does it take?
The planning session is a single event, but preparation and follow-through may add time. Depending on your readiness and complexity, the full engagement may span days to a few weeks.
6. Who should use this service?
- Don’t yet have a documented marketing strategy
- Are unsure whether your marketing budget is being used effectively
- Want to align your marketing with broader business goals
- Need a clear blueprint to guide campaigns over the next year
7. Will this help me get more leads or sales?
Yes. The plan is built to focus your efforts on the strategies most likely to generate leads or growth. It clarifies what works, what to test, and what to measure so you can refine and scale success.
8. What if I already have marketing activities in place?
That’s fine. During the pre-work phase, we’ll review your existing marketing efforts and metrics. The plan will either build upon what’s working or redirect resources from underperforming tactics into stronger ones.
9. How much does it cost?
Pricing depends on the complexity of your business, the scope of marketing channels, how much pre-work is needed, and whether you want implementation support. We’ll provide a proposal based on your situation.
10. How do I get started?
You can request a consultation via the “Talk to an Expert” form on the Marketing Plan page. We’ll contact you to arrange the pre-work, schedule the planning session, and begin crafting your strategy.

