OUR SERVICES
- Business Marketing Strategy & Planning Session
Effective marketing strategies for small business success
Business Marketing Strategy & Planning Session
FROM OVERWHELMED TO ORGANIZED
I have found that this exercise is so useful for small business owners who, busy with running the day-to-day side of the business, may not have time to stop and reflect on how the marketing and brand building is going, don't see the big picture or are unsure because without a goal, they see it as another job to do that gets pushed down the pile.
To stop, reflect and discuss what matters in the marketing space for you now, and in the coming year, can be so helpful.
A Strong Marketing Strategy Starts with the Buyer’s Journey
Effective marketing always begins with understanding the buyer’s journey—moving through the stages of exposure, nurturing, and conversion.
To support this journey, your business needs a well-rounded ecosystem built across the right platforms. These often include your website, email marketing, long-form content, social media, and key visibility touchpoints that boost brand awareness.
The first step is assessing your current marketing strategy to identify gaps and opportunities. From there, we’ll create a tailored plan to determine which platforms are best for your business and how each one can play a strategic role in driving growth.
This planning session includes:
1. A discovery meeting (in person or on zoom):
I’ll guide you through thought-provoking questions to uncover what’s working, what’s unclear, and what’s missing in your current marketing and branding efforts. We’ll identify your goals, ideal customers, and what success looks like
2. Key marketing opportunities
This business marketing strategy unpacks aspects of a small business marketing efforts across 5 platforms (where your business is showing up - Social media, Website, Long form content, email marketing and visibility touch points) and reviewing these with: Exposure, Nurturing, Selling,
I will also look at these 4 pillars:
Online Presence – Website, Google Business, SEO basics.
Social Media – Platforms , content.
Advertising/Lead Gen – Facebook/IG ads, forms, lead magnets.
Brand Positioning – Visual identity, messaging, consistency, outreach.
- Brand & Content Strategy
- Discovery meeting: allow 1-2 hours
- Identify Key Marketing opportunities
- Marketing Strategy that aligns with your business needs
- Sales and marketing alignment
- Brand audit & planning
- Content calendar & ecosystem design
We present 2–3 quick wins and 1–2 longer-term opportunities to help you streamline efforts, reduce marketing overwhelm, and get more out of your existing channels.
3. Marketing strategy that aligns with your business' needs
Tailored Quarterly Marketing Campaign Plan:
We map out a flexible, realistic campaign roadmap for the next 3–6 months to support your sales goals.
Together, we’ll theme each quarter around your seasonal business goals—like launching a new offer, boosting repeat clients, or filling slow periods. I’ll help you brainstorm engaging campaign ideas and sales hooks that tie into your services, promotions, or customer touchpoints—with upsell opportunities built in where relevant.
4. Sales & Marketing Alignment Systems
I’ll recommend a light structure for weekly actions (e.g., team check-ins, social content, ad strategy, lead nurturing) that supports your broader campaigns. This might include email automation ideas, upsell prompts for existing clients, or repurposing content to stay top-of-mind—without adding more to your plate.
We recommend this marketing strategy and brand alignment every six months or so.
