Marketing Roadmap
Best starting point for most clients
Marketing can feel scattered when there is no clear plan guiding decisions. The Marketing Roadmap is designed for businesses that need focus and direction, helping identify priorities, align efforts to business goals, and create a clear path forward the team can confidently follow.
The Work
Clarified what was working, what was not, and where marketing needed focus. Organized priorities, surfaced gaps, and translated scattered efforts into a clear, structured roadmap aligned with business goals.
The Outcome
Leadership gained clarity and confidence in marketing decisions. Teams had clear direction on what to focus on next, making marketing easier to execute and better aligned with how the business needed to grow.
My Process
I start by meeting with leadership to understand the current state of the business, growth goals, and marketing expectations. This is also where I learn the company inside and out and capture the language and sound bites that later shape the messaging framework.
Intake & Discovery
Next, I reflect back what I am hearing and organize it into clear focus areas. This step highlights what truly matters, surfaces gaps, and defines the big bucket priorities that need attention.
Building the Framework
With the foundation in place, I create a clear roadmap that outlines direction, priorities, and next steps. This is where strategy turns into a usable plan.
Creating the Roadmap
Why This Works…
Because of my senior-level experience, I am able to plug in quickly without a long onboarding phase. That allows teams to move forward with confidence instead of spending months getting me up to speed.
All roadmaps are customized based on the needs of the business, the stage of growth, and the resources available.
Marketing Roadmap in Practice
The Situation
A growing industrial services company had strong demand but unclear positioning. The market largely viewed them as a single service provider, even though their most profitable and strategic offerings were underutilized. Marketing efforts were active but lacked a clear structure or long term direction.
The Framework
The strategy was organized into four clear focus areas that aligned marketing with business goals:
Clarifying the Brand
Building Referral Momentum
Creating an Inbound Engine
Strengthening Local and Industry Presence
The Roadmap
#1: Messaging and brand clarity
#2: Lead generation systems
#3: Ongoing visibility and credibility building
Each phase will include clear ownership, realistic timelines, and guidance on what to focus on now versus later.