STRATEGIC PLANNING

Strategic marketing planning: goals, budget and channels defined before you invest

We turn your company’s objectives into a 12 to 24 month marketing plan, with goals per period, budget per channel, a calendar and metrics. You know what to do, in what order and how much to invest.

Online meeting with no commitment, for companies that want to decide with numbers.

What it is

What is Proceder's strategic marketing planning?

It is the document that organises your company’s marketing for the next 12 to 24 months: where we are, where we want to go, which channels to use, how much to invest in each and how to measure progress.

It suits service businesses that are about to hire staff, an agency or media and want to do so with clear priorities. The plan can be executed by your team, by Proceder or by both, and is reviewed every quarter.

A familiar scene

January started with ten ideas. December ended with ten half-finished tasks.

A few ads, a new website, a LinkedIn profile, a trade fair, a corporate video. Each idea seemed good on its own, and the year went by without anyone being able to say which one brought in clients.

What was missing was the plan: a shared goal, an order of priority and a way to measure before deciding the next step.

Proceder’s strategic planning puts those ideas on paper, with numbers, and chooses where to start.

The problem

Why does marketing without a plan cost more?

Without a plan, every decision is improvised and the budget spreads across actions that do not work together.

A plan is what turns action into results.

Scattered budget

A little money across many channels stops any of them from delivering results.

Goals nobody measures

Without a defined number, there is no way to know whether marketing is going well.

Wrong priorities

Starting with the wrong channel delays what would bring in clients faster.

A team without direction

Suppliers and the in-house team work well, but each in a different direction.

How we work

How we build the plan, step by step

Planning applies the four steps of the Proceder Method to your business and delivers a plan that enters a review cycle.

↻ Review cycles based on the numbers for the period.

Plan / Optimize

We start from the diagnostic: history, competitors, offer and capacity to handle leads, and define the sales and marketing goals.

Structure

We organise the plan: priority channels, budget per channel, calendar, owners and the metrics for each stage of the funnel.

Execute

We present the plan in a meeting, adjust it with your team and prepare the first execution cycle.

Analyze

Every quarter we compare actual results with the goal and update priorities, budget and calendar.

The plan is a living document, reviewed with the numbers from each period.

Part of

Planning is part of Consulting and diagnostic

The plan comes out of the diagnostic and guides everything that follows: positioning, channels and measurement.

First the plan, then the execution.

Consulting and diagnostic →

The analysis and strategic direction solution, before investing in execution.

Digital marketing diagnostic →

The analysis of channels, numbers and competitors that feeds the plan.

Branding and positioning →

A clear value proposition and message to guide every channel.

Marketing management →

Execution of the plan, with a senior team and a monthly review.

How we measure

Which metrics does the plan define?

Every plan comes with the metrics that will be tracked and the goal for each one per period.

Anything without a goal does not go into the plan.

Sales goal

How many new clients marketing needs to generate in each period.

Budget and return

How much to invest per channel and the acceptable cost per client.

Funnel by stage

Expected visits, leads, opportunities and sales at each stage.

Calendar milestones

Deliverables and launches with a date and an owner.

Who it is for

Who is strategic marketing planning for?

The plan delivers for companies that want to grow predictably and are willing to decide based on numbers.

It is not for you if

It is for you if

You want a list of loose ideas.

You want priorities with goals and budget.

You do not share business figures.

You share revenue, average ticket and capacity to handle leads.

You expect results without executing.

You will execute with your in-house team, with Proceder or with both.

You change direction every month.

You are willing to review the plan every quarter.

The plan is delivered as a written document and presented in a meeting with the partners or managers.

Frequently asked questions

Questions about strategic marketing planning

What do I receive at the end?

A document with the diagnostic, goals, channels, budget, calendar and metrics, presented in a meeting and adjusted with your team.

How long does it take?

Between 3 and 6 weeks, depending on the size of the company and the availability of data.

Do I have to hire Proceder for the execution?

No. The plan can be executed by your team or by other suppliers. If you wish, Proceder's Marketing management takes over the execution.

How often is the plan reviewed?

Every quarter, or sooner if the business changes. Reviews compare actual results with the goal and adjust budget and priorities.

Google reviews

What the companies we work with say

      EXCELLENT  
   Based on 11 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Robe Belle - Slim & Plus Size 
 
 
 
 Trustindex verifies that the original source of the review is Google. Qualified and very helpful team!
We recommend them.
  
 
      Posted on Google  
   
   Wilson Martim 
 
 
 
 Trustindex verifies that the original source of the review is Google. Proceder isn't just an agency, it's a business partner. From the start, the service was consultative, direct and fully focused on performance. They didn't come to sell services; they came to propose solutions.
The team knows the game, masters data and positioning, and knows where and how to adjust to create real impact. What impressed me most was their ability to listen and turn our goals into concrete strategies.
Professionalism, agility and vision. Simply outstanding.
  
 
      Posted on Google  
   
   HENRIQUE Galdino 
 
 
 
 Trustindex verifies that the original source of the review is Google. From the first contact with Proceder it was clear this isn't an ordinary agency. The service is fast, strategic and built on active listening that makes all the difference. They don't deliver off-the-shelf solutions: they dive into the business, understand the pain points and build a truly tailored path.
It's hard to find a company that combines performance, creativity and closeness with so much competence. I didn't feel like a client but like a partner in the project. I recommend them without hesitation.
  
 
      Posted on Google  
   
   Ramon Cimardi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service. Talking with Joe, he cleared up my questions and gave me very fast and effective support, even with the time difference, since I'm in Brazil. I recommend their work; I had a great experience.
  
 
      Posted on Google  
   
   Jean Marcos 
 
 
 
 Trustindex verifies that the original source of the review is Google. Top-quality service. Joe and his team are very attentive and solve problems right away. Fast and effective support.
  
 
      Posted on Google  
   
   Andre Fonseca 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great service, a lot of quality in this team's work.
  
 
      Posted on Google  
   
   Adriano Mezzomo 
 
 
 
 Trustindex verifies that the original source of the review is Google. We came to Proceder to build our law firm's website. From the initial idea, through the whole build process, to after-sales support, it was an excellent experience. I recommend Proceder to anyone looking for quality service, transparency and, above all, professionalism.
  
 
      Posted on Google  
   
   Tiago Meyer Mendes 
 
 
 
 Trustindex verifies that the original source of the review is Google. Commitment, dedication, expertise and results!