Strategic Marketing Planning Session

Transform Marketing Challenges into Opportunities with a Strategic Marketing Planning Session

Is your marketing failing to deliver the results you need? Do you…

Understand will actually WORK to grow your client-base?


Fear you’re guilty of “random-acts-of-marketing?”


Worry your marketing doesn’t resonate with the right people?


Feel frustrated your marketing doesn’t seem to be delivering measurable results?

Many service-based businesses struggle to discern which marketing initiatives will attract clients and drive growth. Without a clear framework, teams often resort to “random acts of marketing” that fail to resonate with their audience or deliver measurable results.

Our Strategic Marketing Planning Session changes that. We provide clarity, identify quick wins, and build a roadmap for sustainable growth.

Introducing the Strategic Marketing Planning Session

From my work with businesses of all sizes, one truth stands out: success starts with strategy. Whether you’re starting from scratch or need a fresh direction, this focused session gives you clarity, quick wins, and a plan to propel your business forward through:

1.

Immediate Clarity:

Gain a deep understanding of your marketing landscape

2.

Quick Wins: Identify initiatives that will deliver short-term revenue.

3.

Scalable Systems: Establish a foundation for sustainable, long-term growth.

4.

Team Alignment: Energize your team around clear priorities and execution plans.

Fractional CMO Amanda Berlin collaborating with clients during a half-day strategy workshop

What You Get

  • A comprehensive review of your current marketing efforts

  • Clear, actionable marketing plan

  • Prioritized short-term focus areas

  • Proposed staffing plan

  • Suggested budget allocation

  • An immediate punch list for implementation

  • Marketing campaigns mapped out for the next 1-6 months

How it works:

Preparatory Phase (7-14 days):

We start with a focused discovery process designed to make every moment of our session count. Here’s how we prepare:

  • Review your current service offerings and identify opportunities for differentiation.

  • Assess your target markets and analyze alignment with your goals.

  • Evaluate past marketing initiatives to uncover quick wins and lessons learned.

  • Map your team structure and capabilities to ensure the right people are in the right roles.

  • Audit your marketing tools and metrics to identify gaps and opportunities for optimization.

This phase ensures we’re starting with a full understanding of your business, challenges, and opportunities.

The Virtual Strategy Session

(4 hours over 2, two-hour sessions):

This highly collaborative session is tailored to your unique business needs and growth goals. Together, we’ll:

  • Define your positioning and messaging priorities to ensure they resonate with your audience.

  • Map out client journeys, providing clarity on how to engage and convert prospects effectively.

  • Identify quick wins that drive immediate results and build momentum.

  • Create a 90-day strategic roadmap, complete with execution plans, success metrics, and accountability checkpoints.

This isn’t just strategy—it’s actionable guidance to jumpstart your marketing success.

Post-Session Deliverables:

Following the session, you’ll receive a comprehensive strategy package that includes:

  • A tailored marketing framework, aligned with your business objectives and growth targets.

  • Clear messaging guidelines and channel strategies to drive consistency and effectiveness.

  • A detailed 90-day action plan, outlining near-term priorities and long-term initiatives for sustainable growth.

This deliverable is designed to guide your marketing efforts, ensure team alignment, and set the foundation for measurable success.

Who is this for?

Service-Based Businesses

Scaling feels tough. You need a focused marketing strategy to expand your reach and grow with intention.

CEOs and Founders

You’re juggling it all—operations, sales, and marketing—but crave clear priorities and an action plan to drive results.

Marketing Teams

Your team works hard but lacks alignment. This session unifies your efforts with clear goals and priorities.

Startups and Growing Companies

Ready to build or refine your marketing function? This session lays the foundation for sustainable growth.

Businesses Without a Marketing Leader

You’re not ready for a full-time CMO, but you need expert guidance to move forward with confidence.

There’s always more…

The Strategic Marketing Planning Session is just the beginning. For businesses ready to implement and refine their new marketing strategy with ongoing expert guidance, I offer follow-up Fractional CMO Advisory services.

As your ongoing strategic partner, I'll help you:

  • Execute and refine your marketing plan

  • Optimize your team and partnerships

  • Guide efforts to grow your client base and revenue

  • Provide regular planning and review sessions

Ready to align your team and accelerate your marketing efforts?

Let's work together to create a marketing strategy that drives predictable growth, impact, visibility and revenue.

Danielle H., Fractional CFO, Agency Owner

"Working with Amanda has been a game-changer. We would not have grown as we have in such a short time without her help."

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