Engagement Plan & Timeline
A high-level look at your marketing retainer — what happens in the first month after our Discovery Deep Dive, how strategy and execution run from there, and how we'll stay in touch every week, month and six months.
Discover, audit and build your 6-month strategy & roadmap.
Execute the roadmap with weekly and monthly touchpoints.
Reset the plan, then continue strategy & execution.
Marketing Foundation Sprint
Everything we do in the first month builds toward one deliverable: your 6-Month Marketing Strategy & Roadmap, reviewed together in Week 4.
Strategy & Execution
With the roadmap approved, we shift into execution — bringing initiatives to life, reporting on progress, and adjusting each month based on results.
Ongoing Strategy Development & Ownership
Strategic Marketing Leadership · Fractional CMO
- Embedded fractional CMO partnership
- Ownership and evolution of marketing strategy
- Campaign prioritization and sequencing
- Channel strategy development
- Alignment between marketing and sales
- Senior advisor for high-priority initiatives
Marketing Activation
A prioritized subset of up to 3 channels at any given time, selected for strategic impact and business needs. Activation areas may include:
- Thought leadership and executive positioning
- Selective PR and amplification
- Organic social media
- Webinars and virtual events
- Conferences and events
- Sales enablement collateral
- Gated content and lead generation assets
- Email marketing
- Customer support materials and portals/resources
Creative & Website Support
Included design and website support within your existing structure.
- Marketing collateral design
- Campaign creative assets
- Event materials
- Website content updates
- Minor UX adjustments within existing structure
- Page additions within current architecture
Outside the retainer scope
- Full website rebuilds
- Major UX/UI redesign
- Brand redesign or visual identity creation
- Custom development
How we'll stay in touch
A predictable rhythm so you always know what's happening, what's next, and where we need your input.
Weekly
Client Weekly Syncs
Review progress, align on priorities, and address any questions or needs.
Friday Async Check-In
A written status update on what's in progress, completed, and needs your attention.
Monthly
Monthly Client Review
Review key accomplishments and reporting from the prior month, and align on next month's roadmap.
Biannual
Strategy & Roadmap Refresh
We step back together, review results, and reset the 6-month strategy and roadmap.