Sales and Marketing Plan

Discover New Ways to Grow

Map Out the Path to Business Success

Map Out the Path to Business Success

In a fast-changing world, it’s critical to continually review where you’ve been and where you’re headed. We’ll review your current approach to sales and marketing and provide objective analysis, data, reports, insights, and recommendations to help you:

  • Align teams for improved productivity and efficiency
  • Make informed, data-driven decisions
  • Pinpoint quick wins and other opportunities for growth
  • Uncover issues that could be holding you back
  • Invest your sales and marketing budget wisely

Fill out the form to learn more and request your free plan today! We can help you quickly and confidently implement sales and marketing initiatives that deliver the best results.

Request a Plan Today

Maximize Your Sales and Marketing ROI

With a Holistic Approach

We meet with key stakeholders for a deep dive into your business, then do research and pull reports and data. You'll receive expert recommendations, budget projections, and options for growing your company efficiently and profitably Here are twelve components we focus on.

Build the Team

Define roles and responsibilities for internal and external stakeholders vested in growth.

Create Buyer Personas

Determine your target audience psycho- and demographics and outline the buyers' journey.

Solidify Core Messaging

Solidify value propositions, unique selling propositions, and positioning statements.

Define Sales Process

Establish aligned processes between sales and marketing for lead follow up and conversion.

Establish Goals

Outline the goals and objectives that are the impetus behind the sales and marketing plan.

Organize Contacts

Evaluate and prep current contact lists for use in new sales and marketing initiatives.

Outline Website Plan

Complete a website evaluation and develop a plan to increase conversions and engagement.

Choose Tech Stack

LDetermine what tech stack is best suited to efficiently implementing growth initiatives.

Review Competitors

Identify competitor strengths and weaknesses to reveal opportunities to gain market share.

List Target Keywords

Create a list of top keywords and phrases most relevant to your business and buyers.

Prioritize Marketing

Prioritize promotion and lead generation activities, (i.e., SEO, email, social, ads).

Develop KPI Reports

Outline the ideal process for consistently reporting key performance metrics and ROI.

You can contract with us to fully execute the plan or assist you and your team. You can also go DIY - it's yours to keep!

Our Core Competencies

25+ Years of Sales and Marketing Experience

We’re not old-school. Technology, data, research, best practices, and experience drive our decision-making and recommendations.

HubSpot Certified Partner, 10+ Years, Strategic Planning, Competitor Analysis, Analytics and Reports, Sales and Marketing Technology, Website Design and User Experience, Web Programming, Brand and Messaging, Sales and Marketing Content, Search Engine Optimization, Blogging, Email Marketing, Social Media, Campaigns/Landing Pages, Paid Advertising, Graphic Design, Inbound Marketing, Outbound Marketing, CRM/Database, Lead Management, Marketing Automation, Sales and Marketing Alignment, Sales Process, Sales Playbooks, Sales Enablement, Inside Sales, Appointment Setting, Project Management