- Growth Plan
A 3-month marketing roadmap you can actually execute
A standalone strategic engagement that produces a prioritized action plan, competitor analysis, and brand audit. Take it and run it yourself, or use it as the foundation for a longer engagement.
- The problem
The strategy that never ships
Most strategy engagements end with a 50-page deck that nobody acts on. Too abstract, too broad, too much to do, and no clear sense of where to start. The Growth Plan is built to be the opposite: specific, prioritized, actionable.
"We paid for a marketing strategy last year and ended up with a 60-page PowerPoint that mostly sat in a Dropbox folder. We need something we can actually use."
The Growth Plan is designed to be used, not filed. 6 specific initiatives ranked by impact and effort. Real competitor analysis, not generic industry trends. A brand audit that points to specific things to fix. And 5 hours of consultation with senior strategists to talk through the reasoning. Everything documented in a format you can hand to your team.
- What's included
What you walk away with
The Growth Plan is a one-time strategic engagement. One fixed scope, one clear deliverable, no ongoing retainer commitment.
01
2 in-depth analysis sessions
Working sessions with your leadership to understand your business, your customers, your pipeline, and your goals. Not just a kickoff call.
02
3-month action plan with 6 initiatives
A prioritized list of 6 specific marketing initiatives you can start executing immediately. Ranked by impact, effort, and sequence.
03
5 hours of senior consultation
Direct time with senior strategists to talk through the plan, ask questions, and refine the priorities based on your team's input.
04
2 competitor analysis reports
Deep analysis of 2 of your most important competitors. Positioning, messaging, channels, strengths, and the opportunities they're missing.
05
Brand audit across 3 platforms
Website, social media, and email. What's working, what isn't, and specific recommendations for each channel.
06
ICP and positioning refinement
Sharper definition of who you should be targeting and how you should be describing yourself. Not a rebrand, a refinement.
07
Written strategy document
Everything captured in a single document you can share with your team, hand off to another agency, or reference for internal planning.
08
Handoff session
A final session where we walk through the plan and answer questions. You leave knowing exactly what to do next.
- How it runs
How a Growth Plan runs
The Growth Plan is a 4-week engagement. Focused, structured, and designed to fit into busy schedules.
Phase 1
Kickoff
Kickoff and access
- Kickoff meeting with leadership
- Access to tools and existing documentation
- First analysis session scheduled
- Initial competitive research started
Phase 2
Analysis
Deep analysis and research
- 2 in-depth working sessions
- Competitor analysis on 2 key rivals
- Brand audit across website, social, email
- Draft plan and priorities developed
Phase 3
Delivery
Plan delivery and handoff
- Final Growth Plan document delivered
- Handoff session with leadership
- 5 hours of consultation time used
- Clear next steps documented
4 weeks from kickoff to delivery. A documented plan you can execute.
- FAQ
What people ask about the Growth Plan
What do I actually walk away with?
A written 3-month action plan with 6 prioritized initiatives, two competitor analysis reports, a brand audit covering up to 3 platforms, and notes from 5 hours of consultation with our senior team. Everything is documented in a format you can hand to an internal marketer or another agency to execute.
Do I need to commit to ongoing services after the Growth Plan?
No. The Growth Plan is designed to stand alone. Many clients use it as a strategic input for their in-house team, or to evaluate whether ongoing engagement makes sense. About half of our Growth Plan clients move into a longer engagement, but the other half take the plan and run it themselves.
How is this different from a free strategy call?
A strategy call is 30 minutes of conversation. The Growth Plan is 4 weeks of structured analysis, two working sessions, competitor research, brand audits, and a documented roadmap. It’s the difference between an opinion and a plan you can execute.
What if you find that we don't actually need marketing help?
It happens. Sometimes the diagnosis reveals that the real issue is sales, not marketing, or that the company isn’t ready for paid acquisition yet. We’ll tell you. The honest answer is more valuable than a forced engagement, and it’s how we earn long-term trust.
Can the Growth Plan turn into a Full-Service Plan?
Yes, and it often does. The work we do in the Growth Plan feeds directly into a Full-Service engagement: the ICP research, the competitive landscape, the channel strategy. If you decide to move forward, none of the Growth Plan work gets repeated. You start ongoing execution from a position of clarity.
- Start the conversation today
Let's plan your next move
Book a 30-minute strategy call. We’ll talk about where your marketing is now, what you’ve tried, and whether a Growth Plan is the right starting point for you.