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Marketing strategy

A strategy is a set of decisions, not a list of activity

Most documents called a marketing strategy are actually a channel plan with a budget attached. A real strategy makes choices: which customers you're for, what you're claiming, and what you're deliberately not doing. That's what I build — and it fits on a handful of pages.

The problem

Without a strategy, every request sounds reasonable

When there's no documented strategy, marketing becomes reactive. A competitor launches something and you match it. A salesperson asks for a brochure. Someone read about a channel and now you're testing it. Each request is individually defensible and collectively incoherent.

The cost isn't just wasted budget. It's the compounding you never get: the messaging that never becomes familiar, the search positions that never mature, the content library that never accumulates authority.

Strategy fixes this by making the trade-offs explicit and getting your leadership team to agree to them once, so the next hundred small decisions become easy.

Outcomes

What changes for your business

  • A defined target segment hierarchy — who you prioritise and who you decline.
  • A proposition your sales team can say out loud without wincing.
  • A channel plan with budget allocation justified by expected return.
  • A twelve-month roadmap sequenced by dependency, not enthusiasm.
  • Named metrics per channel and a single monthly reporting format.
A documented decision record, so future requests can be assessed against it.
Scope

What the strategy build covers

Commercial baseline

Average order value, sales cycle length, win rate, customer lifetime value and current cost per acquisition. Strategy without these numbers is guesswork.

Market and competitor analysis

Where competitors are visible, what they claim, where the gaps in positioning and search coverage genuinely are.

Segmentation and targeting

Which customer segments are worth pursuing based on margin, cycle length and win rate — and which are quietly costing you money.

Proposition and messaging

A clear articulation of why a technical buyer should choose you, with proof points and messaging by segment and buying stage.

Channel strategy

Recommended mix across SEO, paid search, content, email and offline, with expected enquiry volumes and the reasoning behind each allocation.

Measurement framework. The metrics that matter per channel, how they'll be captured in GA4 and your CRM, and the monthly report format your board will see.

Fit

Signals you need this now

  • You can't name your top three marketing priorities for the next quarter.
  • Your last marketing plan was a budget spreadsheet.
  • Different people in the business describe what you do in different ways.
  • You're about to increase marketing spend significantly.
  • You're entering a new sector, geography or product category.
Sales and marketing disagree about what a good lead looks like.
In detail

How this works in practice

The detail behind the headline: how the work is structured, what it depends on and how progress is judged.

What a written marketing strategy contains

A usable strategy is short, specific and testable. It states the commercial target, the segments you will pursue and deliberately ignore, the proposition for each, the channels that will carry it, the budget allocation, the sequencing across four quarters and the metrics that prove it is working.

What it does not contain is a tactics list dressed up as strategy. If a document could be handed to any competitor in your sector and still make sense, it is not a strategy — it is a marketing calendar.

Positioning, segments and proposition

Most SME growth plans fail on breadth: too many segments served with one generic message, which produces enquiries nobody wants at prices nobody defends. Narrowing is uncomfortable and almost always the highest-return decision available.

The work involves interrogating your best existing customers — why they bought, what they compared you against, what nearly stopped them — and turning that into a proposition your sales team can say out loud without wincing. That language then drives the website, the ads, the content and the sales deck, so the whole system says the same thing.

Budget, sequencing and expected returns

Budget is allocated against the funnel maths, not by channel habit. If you need 40 qualified enquiries a quarter, at a realistic conversion rate and cost per enquiry, the plan shows what that costs by channel and where the gaps are — before anyone commits spend.

Sequencing matters as much as allocation. Fast, controllable channels come first to prove demand and fund patience; compounding channels such as SEO, content and email run in parallel and are judged on a longer horizon with agreed leading indicators so you are never waiting six months in the dark.

Making the strategy survive contact with reality

Strategies fail in implementation, not on paper. Each initiative therefore has a named owner, a deadline, a defined output and a success measure, and the plan is reviewed monthly against those commitments rather than rewritten quarterly.

Reviews are honest about what did not happen and why. Capacity, not ambition, is the usual constraint in an SME, so the plan is deliberately sized to the team you actually have — with the option to add external delivery where the return justifies it.

Watch

Marketing thinking in short form

Strategy, SEO and paid search explained in a couple of minutes on Instagram and TikTok.

Proven in

Where this service has done the work

Live engagements that used this service, and the sectors it applies to most often.

  • PropTech / SaaS

    Logical Planning

    New site launch — Planning Potential Score with a paid self-serve funnel

  • Professional services

    Part 1 Claims

    60 secs — to self-qualify instead of enquire

  • Chartered surveying

    McGarrigle and Co

    Niche authority — tenant-side surveyor positioned as the specialist

  • Legal reference / AI search

    The 1954 Act

    Ranked by AI — lease renewal reference built for answer engines

  • Marketplace / PropTech

    HausMart

    113 — live homes proving demand at launch

  • Consumer / media

    FootyGrounds

    1.1M — TikTok post views in four weeks

Questions

Frequently asked questions

How long does a strategy build take?
Four to six weeks. That includes data gathering, stakeholder interviews, competitor analysis, a working session with your leadership team and the written document.
How long is the strategy valid for?
Twelve months, with a quarterly review. The direction should hold; the tactics and budget allocation will move as evidence comes in.
Who needs to be involved from our side?
Your MD or owner, your sales lead and whoever currently runs marketing. Sales involvement is not optional — a strategy your sales team doesn't believe in won't survive contact with the pipeline.
Do you deliver the strategy as well?
I can, through a Fractional CMO retainer or defined projects. The strategy is written to be executable by your team or your existing agency either way.
What if we already have a strategy document?
Send it over. If it's sound, I'll say so and we'll focus on execution and measurement instead — that's usually where the gap actually is.
Do you use AI in your marketing consultancy work?
Yes — deliberately, and I help clients do the same. AI is used for research and synthesis, keyword and intent clustering, first drafts that a specialist then corrects, campaign variants and reporting commentary, all under human review with a written data and brand policy behind it. It is never used for the parts that carry commercial risk: positioning, pricing narrative, segment priorities or any claim that has to be defensible. I also work on the other half of the AI shift — making sure your business is the source ChatGPT, Google AI Overviews, Gemini and Perplexity cite when a buyer asks who the credible options are, because a growing share of shortlists are now formed inside an assistant rather than on a search results page.
Why should I use you as my marketing consultant rather than an agency?
An agency sells you delivery. I sell you judgement. Before anyone writes an ad or a blog post, someone has to decide which segments you are targeting, what your proposition is, which channels deserve budget and what a qualified enquiry is actually worth. That is the work that decides whether the delivery pays for itself. I do that work first, in writing, then either brief your existing agency properly or build the plan in-house — and because I have no media to sell you, there is no incentive for me to recommend spend you do not need.
What makes you different from other Fractional CMOs and marketing consultants?
Three things. First, a client-side operating background rather than a pure agency one: I have run marketing inside an industrial B2B manufacturer, dealing with technical buyers, distributor networks, long sales cycles and a board that wants commercial numbers rather than impressions. Second, formal grounding — Member of the Chartered Institute of Marketing (MCIM) and an MSc in Digital Marketing Management, so recommendations are based on tested frameworks rather than whatever is trending on LinkedIn. Third, I work across B2B, retail and SaaS, which means the retail pricing and merchandising discipline informs the B2B work and the SaaS retention thinking informs both.
How much does a marketing consultant cost compared with hiring a Marketing Director?
A full-time Marketing Director in the UK typically costs £70,000-£110,000 plus employer's NI, pension, recruitment fees, holiday and the risk of a bad hire — realistically £100,000+ a year all-in before they have spent a penny on marketing. Consultancy and Fractional CMO retainers give you the same seniority for one or two days a week, at a fraction of that cost, with no notice period and no recruitment risk. For most SMEs turning over £1m-£20m that is the difference between having senior marketing judgement and having none.
Do you work with B2B, retail and SaaS businesses?
Yes — all three, and the differences matter. B2B work centres on pipeline: proposition clarity, technical content, sales and marketing alignment, cost per qualified enquiry. Retail and ecommerce work centres on unit economics: contribution margin after ad spend, repeat purchase rate, lifetime value and the seasonality of demand. SaaS work centres on efficient acquisition and retention: activation, trial-to-paid conversion, churn and payback period. The strategic method is the same; the metrics I hold the plan to are different.
How quickly will I see results from working with a marketing consultancy?
You get clarity in the first two to three weeks: a written diagnosis of where marketing is losing money, what to stop and a prioritised plan. Quick operational wins — tracking that actually works, tightened paid search, fixed conversion paths, a CRM that reports honestly — typically land inside 30 to 60 days. Compounding channels such as SEO and content usually show meaningful movement in three to six months, and that is exactly why the plan sequences fast wins first: they fund the patience the slower channels require.
Will you replace my team or agency?
No. The aim is to make what you already have work harder. In most engagements your team and your agencies keep delivering; what changes is that they receive clear priorities, a proper brief and a measurement framework, and someone senior holds the whole thing to commercial outcomes. Where a supplier genuinely is not performing, I will tell you plainly and help you replace them — but replacement is a conclusion, not a starting assumption.
How do you measure success, and how am I kept accountable to it?
Every engagement is tied to commercial metrics agreed up front: qualified enquiries, cost per qualified enquiry by channel, pipeline value, conversion rate and, where the data allows, revenue and contribution. You get a monthly review pack you can put in front of a board, showing what was done, what it produced and where the next pound of budget should go. If a channel is not paying for itself, you will hear it from me before you have to ask.
What does the first conversation involve, and is there any commitment?
It is a one-hour call, free, with no pitch deck. We cover your growth target, how you sell today, what marketing is currently producing and where the obvious gaps are. You leave with an honest view on whether consultancy, a Fractional CMO retainer, a defined project or nothing at all is the right next step. There is no obligation, and I will say so directly if I do not think I am the right partner for your situation.
Next step

Build a strategy worth following

A 30-minute discovery call to understand your targets, your current marketing and whether I'm the right partner for the next stage.