Annual marketing plan
A year of marketing built from your numbers, not a template. I read your sales, your customers and your competitors properly, then hand you a twelve-month plan with a budget and a calendar you can actually follow.
The annual marketing plan, explained
Most marketing plans are a deck with a persona named Sarah in it and no numbers anywhere. That isn't a plan. That's a mood board.
This one starts with your sales history. What actually sells, when, to whom, and what's moved the number before — then what your competitors are doing, then what you want the year to look like in dollars. From that I build the year: the channels worth your money, a budget by month, and a calendar of every promotion, launch and campaign so nothing gets decided at 9pm the night before.
You get a plan you can run yourself, hand to your team, or have me run for you.
What's in it
Where you actually are
Your last one to two years of sales read properly — seasonality, best sellers, margins, the customers who matter, what marketing has and hasn't worked.
Your competitors, honestly
Three to five of them: what they're doing, where they win, where the gap is.
The goal for the year, in numbers
Revenue, and the two or three things underneath it marketing can move.
Positioning
Who you're for, what you say, what you don't. One page.
The channels, chosen
What gets time and money this year, what doesn't, and why.
A budget by month
that's realistic for a business your size.
A twelve-month calendar
Every campaign, promo, launch and seasonal push, with what needs to be ready when.
The first ninety days, week by week,
so it starts.
The numbers to watch,
monthly, and where to find them.
What I need from you
Your sales by month (by product or category if you have it), your customer list or email tool, what you spend on marketing now, and access to your Instagram, Google and email accounts — all through the portal, no passwords. If you don't have sales history yet, this isn't the right first step; I'll tell you that on the call and point you somewhere better.
Access to your POS or Shopify gives me the deepest data — sales by product, by day and by customer, margins and repeat buyers — so the plan is built on the full picture, not a summary. If you have it, that's the best place to start.
How it works
Apply
A short form so I know the business.
A thirty-minute call
to check fit and scope it. You get a proposal with the exact price.
Sign and send the data
Contract and deposit in your portal, then the access checklist.
Discovery
Ninety minutes on the business as you see it.
I build it
About three weeks, with one check-in.
The readout
An hour walking you through it. One round of changes after.
The details
From $2,997 CAD. More complex businesses, or businesses with multiple locations, will be above the base price — you'll get the exact number in your proposal after our call. Half to start, half on delivery. About four weeks start to finish. If you sign a Fractional CMO retainer within thirty days, the plan fee comes off your first three months — the plan is the first month of that work anyway.