INVESTMENT PLAN FOR YOUR MARKETING FUNCTION
What would you do if your budget were doubled, or if it were 3 times, or 5 times larger? Could you explain exactly where that money would go and what the company would get back? Most marketing leaders can’t.
If you can’t show what this investment would actually deliver, you aren't giving the management team a reason to say yes.
You need to make sure that marketing is treated like any other investment. We help you do that.
Change the narrative and stop being viewed as a cost center —
What is this engagement about
This is management-level planning in marketing where we help you look at a 1-3 year horizon to show what marketing can actually deliver for the business – and what resources and budget it will need to get there.
We use our four value levers (pricing power, competitive advantage, commercial efficiency, and operational/leadership excellence) to focus on where marketing can have a significant impact on your company.
Who is this for
This works best when your marketing is working well, but you see that you still have a lot of potential that needs to be identified, discovered, or brought into concrete form.
It also works when you want to identify new ways to make a great business impact, or to get the management team aligned on a long-term plan and streamline collaboration at the right level.
Why do I need this
You need this when you want to build a shared understanding with the management team of how marketing would look as an investment.
Or you want to prepare yourself so that you have the information, even if you’re not yet presenting it to the executive team. For example, before annual planning, so you can evaluate future projects based on their potential.
Core benefits
The biggest benefit is a shift in narrative: marketing is viewed as more than just an expense.
Move from a support function to a core business partner and ensure that marketing is part of doing business.
Achieve alignment within the executive team over the medium term. It also brings consistency to annual planning.
Proactively develop your team’s capabilities.
What happens next
We start by diving into your business goals. We choose which value levers to focus on (commercial efficiency, pricing power, competitive advantage, and operational/leadership excellence) and set clear success metrics.
In this phase, we map out what information we need to build a winning case.
We go deep into your chosen value levers. Depending on your goals and chosen value levers, we combine stakeholder interviews, workshops, competitor benchmarking, and your internal data to identify hidden opportunities.
We design the findings together by identifying and prioritizing your best moves and biggest impact.
Typically, there are 5–15 potential options to choose from, and we narrow them to the top 3 investment scenarios.
We combine the findings and turn the prioritized top 3 options into a real business case.
We often use a "fast, faster, fastest" model to show different ways to move forward and what each requires in terms of money and other resources.
We walk you through the final, management-team-ready plan (including risks and a SWOT analysis, and ROI / cost of inaction) and the practical steps for what to do next.
We support you in getting alignment with your stakeholders, if you decide to seek it – typically it’s coaching you or co-presenting the plan with you.
Together with you, we plan the next steps and how to take advantage of the investment plan.
OPAS
Kumppaninne markkinoinnin kehitysprojekteissa
Olemme erikoistuneet markkinointiin complex sale -ympäristössä, jossa myyntiprosessit ovat pitkiä ja monivaiheisia. Tuomme tueksesi pitkän kokemuksemme complex sale -ympäristön markkinoinnista sekä uusimman tutkimustiedon ja testatut toimintamallit. Yhdessä kartoittamalla löydämme markkinoinnin tärkeimmät kehityskohteet joiden ratkaisemisessa autamme tilanteeseen sopivalla tavalla. Olemme kumppaninne markkinoinnin kehitysprojekteissa tai pidemmissä yhteistöissä. Roolimme vaihtelee tarpeenne mukaan advisory-kumppanuudesta projektipäällikkö-palveluun. Tärkeintä meille on, että markkinointi tuo yrityksellenne arvoa ja kaupallisia tuloksia.
Kumppaninne markkinoinnin kehitysprojekteissa
Olemme erikoistuneet markkinointiin complex sale -ympäristössä, jossa myyntiprosessit ovat pitkiä ja monivaiheisia. Tuomme tueksesi pitkän kokemuksemme complex sale -ympäristön markkinoinnista sekä uusimman tutkimustiedon ja testatut toimintamallit.
Yhdessä kartoittamalla löydämme markkinoinnin tärkeimmät kehityskohteet joiden ratkaisemisessa autamme tilanteeseen sopivalla tavalla. Olemme kumppaninne markkinoinnin kehitysprojekteissa tai pidemmissä yhteistöissä. Roolimme vaihtelee tarpeenne mukaan advisory-kumppanuudesta projektipäällikkö-palveluun. Tärkeintä meille on, että markkinointi tuo yrityksellenne arvoa ja kaupallisia tuloksia.
Frequently asked questions —
01 Can I do this without involving the whole management team?
Yes. You can also use this as your own roadmap and tool to prepare for future budget talks and planning.
You, as the marketing director, are the key person we work with, and typically, business stakeholders are involved either through interviews or working sessions – if they are. Oftentimes, someone from the team may also be present.
But that depends on the team size, structure, and the situation – be in touch, and we’ll help you figure this out.
02 How is this different from our normal yearly planning?
Yearly planning is usually about what you will do next year. This is higher-level strategic planning for executive management: what you should invest in over the next 1–3 years to create more value for the business.
03 Our data is a mess. Is it a problem to build a reliable plan?
Typically, this hasn’t been an issue for clients, as the focus is on the future outlook rather than looking back. Data is just one factor that is taken into account.
Depending on whether the investment scenario is based on something that already exists or is entirely new, the role of data varies.
Reach out so we can discuss it.
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Let's talk
Do you want to hear more? Or are you ready to get started? Contact us, and let’s have a call.

