Strategic Planning

A strategic plan is foundational to the success of any business in any industry. There is no magic to it, you simply have to do the work and take a disciplined approach to mapping out the short-term and long-term direction for your business. And it’s important to have strategic planning experts on hand to lead the way.

Sales & Marketing Plan Development

Start-ups, mid-cap, and enterprise-level organizations leverage my expertise for a variety of reasons. They may not currently have an in-house CMO, their core teams and leaders don’t have the time as they are too busy delivering to existing mission-critical objectives, or, as an organization, they simply have not had the opportunity to formalize their strategic planning practice due to other operational priorities. These are just some of the realities that make leveraging a fractional CMO a good option.

Standardized and Proven Process

Over the decades, I’ve developed a tried and true standardized process that leads to the documentation of a formal strategic plan that acts as the implementation road map - inclusive of clearly articulated tactics, KPIs, and ROI goals and objectives. This usually takes the form of a 3-year plan—a detailed, success-focused strategy for fast-paced, growth-minded organizations seeking to scale rapidly and effectively.

Collaborative Engagement

Everyone has a role to play. Senior-level collaborative input, alignment, and buy-in are critical for achieving positive outcomes.

Strategic plans are customized and may include a combination of the following areas of focus and more, depending on unique needs.

  • Competitive Market Research / Analysis

  • Omni-Media Marketing Communications

  • Omni Media Content Marketing / E-Marketing

  • Sales Strategies by Market by Channel

  • Implementable Sales and Marketing Tactics / Initiatives

  • Event / Experiential/ Trade Show Marketing

  • Budgeting / Forecasting

  • Key Performance Indicators / ROI Metrics

Flexible and Customizable Engagements

I offer bespoke engagements that are tailored to unique business needs.

With decades of experience, I can add immediate value and help course correct as needed, or establish a strong foundation with a 360-degree strategy for success.

After delivering a strategic plan, clients have the flexibility to choose whether or not to engage me for implementation support. Either way, they have a fully fleshed-out plan in hand to execute as they see fit.

For a limited time, I’m offering a free 30-minute discovery call to learn about your specific challenges and how I can best be of value. Use my calendar to book a time.