Marketing Assessment and Plan Development

Stop guessing. Start a system.

Most marketing plans end up sitting on a shelf. Ours are built to run. We start with an honest look at where you are, then build a plan around the Auctoritas Marketing Cycle, a 90-day loop of Assess, Plan, Execute, Measure and Refine that your team can repeat again and again.

Five blank index cards laid out in sequence beside a pencil and a brass ruler

Marketing Assessment

2 weeks

A clear, honest snapshot of your marketing today.

  • A review of your website, social channels, email, reviews and paid efforts
  • An audience and customer journey review
  • A competitor snapshot (up to 3 competitors)
  • A check on how consistent your content and messaging are
  • A starting set of performance numbers to measure progress against
  • A findings report that ranks quick wins, gaps and opportunities

Marketing Plan Development

4–5 weeks

A practical plan your team can follow.

  • A 12-month direction, broken into four 90-day cycles
  • Target audiences, core messages and your value proposition
  • Channel mix and budget recommendations
  • 3–5 KPIs with starting numbers and targets
  • A 90-day action plan and content calendar
  • A workflow, roles and approval process sized to your team
  • A simple KPI dashboard and monthly reporting template
  • A quarterly review agenda your team can run on its own

Quarterly Marketing Cycle Review

Every 90 days

Keep the cycle turning. Every 90 days, we review your KPIs against targets, look at what worked and why, and set the next 90-day action plan and calendar. Included at no extra cost with Growth and Influence Partner social media retainers.

Assessment credit: Start your marketing plan within 60 days of your assessment and we’ll credit 50% of the assessment fee toward it.

Best for: Businesses that are busy with marketing but can’t say what’s working, or that have plateaued and need a clear direction.