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STRATEGIC PLANNING

Strategic Marketing Plans To Drive Results

I understand the frustration of trying to grow your business without a solid marketing plan.

Hoping things will improve is not a strategy – it’s procrastination in disguise.

With the right strategic plan, you can transform uncertainty into forward momentum. A clear roadmap shows you exactly how to achieve your goals and gets your entire team aligned.

Customized strategic plans are created specifically for your business after deep consultation.

I dive in to understand your business goals, unique customers, positioning challenges and objectives. Then I design integrated strategies across marketing channels with measurable goals, ensuring you get maximum ROI from your marketing budget.

I offer three planning packages customized to your needs and budget. 

Planning Packages

A comprehensive 2-day planning session including pre-planning research interviews with your marketing, management, sales, and customer service teams.

This is for those with a healthy marketing budget and a dedicated marketing team who want to supercharge their marketing. 

The schedule for the Fully Loaded Planning session is as follows: 

Pre-Planning Activities

  • Interviews with your marketing, management, sales, and customer service teams.

Day 1

We talk about and develop your:

  1. Values
  2. Mission Statement
  3. Passion and Niche 
  4. Ten Year Target 
  5. Three Year Target 
  6. One Year Plan
  7. Obstacles 
  8. Differentiators 
  9. Brand Persona
  10. Brand Voice
  11. Target Market
  12. Ideal Customer
  13. SWOT

Day 2

We go over

  1. Awareness/Marketing Funnel/Buyers Journey
  2. Benchmarking
  3. Paid Media
  4. Earned Media
  5. Shared Media
  6. Owned Media

We develop your:

  1. Marketing Goals
  2. Marketing Strategy
  3. Marketing Objectives
  4. Marketing Tactics
    1. Owned Media
    2. Shared Media
    3. Earned Media
    4. Paid Media
    5. Measurement
  5. Marketing Rocks for the quarter

My standard 2-day planning session covers everything you need to craft a results-driven marketing plan.

It’s identical to our Fully Loaded planning process in every with the exception of the pre-planning research interviews with your teams.  

This is for those that have been doing some marketing but want to get organized and improve your marketing results.

The schedule for the Fully Loaded Planning session is as follows: 

Day 1

We talk about and develop your:

  1. Values
  2. Mission Statement
  3. Passion and Niche 
  4. Ten Year Target 
  5. Three Year Target 
  6. One Year Plan
  7. Obstacles 
  8. Differentiators 
  9. Brand Persona
  10. Brand Voice
  11. Target Market
  12. Ideal Customer
  13. SWOT

Day 2

We go over: 

  1. Awareness/Marketing Funnel/Buyers Journey
  2. Benchmarking
  3. Paid Media
  4. Earned Media
  5. Shared Media
  6. Owned Media

We develop your:

  1. Marketing Goals
  2. Marketing Strategy
  3. Marketing Objectives
  4. Marketing Tactics
    1. Owned Media
    2. Shared Media
    3. Earned Media
    4. Paid Media
    5. Measurement
  5. Marketing Rocks for the quarter

A one-day session focused on nailing down your core marketing strategy.

Perfect for those with small budgets but want to develop a marketing plan to help improve marketing results.

The schedule for The Basics planning session is as follows.

We talk about and develop: 

  1. One Year Plan
  2. Differentiators
  3. Target Market
  4. Brand Voice
  5. SWOT

We go over: 

  1. Benchmarking
  2. Paid Media
  3. Earned Media
  4. Shared Media
  5. Owned Media

We develop your: 

  1. Goals
  2. Strategy 
  3. Objectives
  4. Tactics
    1. Owned Media 
    2. Shared Media 
    3. Earned Media 
    4. Paid Media
    5. Measurement
  5. Marketing Rocks for the quarter

Cost

Fully Loaded

$ 12,999
Two Day Session
Interviews w/Marketing
Interviews w/Management
Interviews w/Sales
Interviews w/Customer Service
Define Values
Define Mission Statement
Identify Niche
Ten Year Target
Three Year Target
One Year Plan
Identify Obstacles
Identify Differentiators
Develop Brand Persona
Define Brand Voice
Define Target Market
Define Ideal Customer
SWOT
Benchmarking
Marketing Goals
Marketing Strategy
Marketing Objectives
Marketing Tactics
Developing Measurements
Create Quarterly Rocks

Blue Collar

$ 7,499
Two Day Session
Interviews w/Marketing
Interviews w/Management
Interviews w/Sales
Interviews w/Customer Service
Define Values
Define Mission Statement
Identify Niche
Ten Year Target
Three Year Target
One Year Plan
Identify Obstacles
Identify Differentiators
Develop Brand Persona
Define Brand Voice
Define Target Market
Define Ideal Customer
SWOT
Benchmarking
Marketing Goals
Marketing Strategy
Marketing Objectives
Marketing Tactics
Developing Measurments
Create Quarterly Rocks

The Basics

$ 1,499
One Day Session
Interviews w/Marketing
Interviews w/Management
Interviews w/Sales
Interviews w/Customer Service
Define Values
Define Mission Statement
Identify Niche
Ten Year Target
Three Target
One Year Plan
Identify Obstacles
Identify Differentiators
Develop Brand Persona
Define Brand Voice
Define Target Market
Define Ideal Customer
SWOT
Benchmarking
Marketing Goals
Marketing Strategy
Marketing Objectives
Marketing Tactics
Developing Measurements
Create Quarterly Rocks

Shane Carpenter helps small and mid-sized businesses develop focused marketing and PR strategies that connect with their audiences. He partners with companies to build programs that align with their business goals. His approach emphasizes understanding each client’s unique needs to create practical marketing solutions that build trust and drive engagement.