1
Complete the situational overview
Summarize your current marketing position in 3β5 bullet points: primary acquisition channel, approximate CAC, what has been tested and failed, and any relevant competitive or market shifts.
π‘ Pull numbers from your analytics platform before writing β a section filled with estimates rather than actuals signals weak strategic grounding to stakeholders.
2
Define your target audience segments
Write a profile for each segment you want this strategy to reach. Include role or demographic, primary pain point, where they consume information, and what motivates a purchase decision.
π‘ Two to three well-defined segments produce better channel choices than six vague ones. If you cannot describe the segment's specific pain point in one sentence, narrow it further.
3
Generate a long list of channel options
List every viable channel without filtering yet β paid search, organic SEO, email, content, LinkedIn, events, partnerships, influencer, PR, and referral. Note which funnel stage each primarily serves.
π‘ Include at least one channel you have not tried before. Familiarity bias causes most teams to recycle the same two or three channels regardless of performance.
4
Score each channel against your evaluation criteria
Apply your five criteria (CAC, time to result, audience fit, competitive saturation, internal capability) and score each channel 1β5. Calculate a composite score for each option.
π‘ Weight 'internal execution capability' heavily for small teams β a theoretically strong channel you cannot staff is worse than a moderate channel you can execute well.
5
Select two to four priority strategies
Choose the highest-scoring options that together cover at least two funnel stages. Document why each was selected and briefly explain the top two channels that were excluded.
π‘ Selecting fewer strategies than you want to run is a discipline, not a constraint β it is the single most common differentiator between marketing plans that produce results and those that do not.
6
Allocate budget with full cost accounting
Assign a dollar amount to each strategy, including media spend, creative production, platform fees, and staff time (at a loaded hourly rate). Sum to confirm you are within total budget.
π‘ Reserve 10β15% of the total budget as an unallocated test fund β new opportunities and in-flight optimizations always surface after launch.
7
Build the implementation timeline with staggered starts
Assign an owner and a launch date to each strategy, staggering starts by at least two weeks to allow clean attribution and to prevent execution overload.
π‘ Name a specific person β not a team β as the owner of each strategy. Shared ownership consistently produces missed deadlines.
8
Set KPIs and schedule a formal review
Define at least two leading KPIs per strategy (e.g., CPL and click-through rate) and one lagging KPI (pipeline contribution or revenue). Schedule a formal mid-period review date in the document.
π‘ Set a reallocation trigger β for example, 'if CPL exceeds $[X] after 30 days, shift [Y]% of spend to the next-ranked channel' β so the review produces decisions, not just analysis.