Strategic planning

Build a strategy that aligns your offer, motion and channels so growth becomes predictable

Define your ideal customer profile with precision. Choose the right growth motion for your business. Set pricing and packaging that captures value. Craft messaging that resonates. Design a funnel that converts.

Strategic planning

Chapters

Chapter
1

Claim your space in the market

Stop wasting budget on the wrong leads. This step-by-step guide shows you how to pin down your Ideal Customer Profile, tighten targeting and lift revenue with every campaign, backed by proven data.

Chapter
2

Choose the growth motion

Pick the right growth motion and you fund the channels that convert, hire the skills that matter and hit revenue targets sooner. Compare outbound, inbound, product and partner plays to choose with confidence.

Chapter
3

Product packaging and pricing

Learn how price, feature bundles and upgrade paths fund growth motions, filter ideal buyers and scale revenue, so your go-to-market stays profitable and your marketing budget never starves.

Chapter
4

Messaging strategy

Learn a practical framework to map pains, write value propositions and match proof to every awareness stage, so your ads click, pages persuade and sales run smoother. Apply it to any B2B go-to-market.

Chapter
5

Funnel strategy

Learn how to map buyer journeys, split budget, pick channels and track the right metrics so your B2B funnel turns spend into predictable, profitable growth.

Tools

Strategic planning

tools

Use what you already have. But if you're starting from scratch or want recommendations, these are the tools I use with clients and personally rely on. Consider this a bonus: helpful if you need it, completely optional if you don't.

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Playbooks

Book summaries for marketers

The books that shaped how I think about growth. Read summaries here, then buy what resonates. Learn from the best thinkers in B2B.

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Growth wiki

Growth concepts explained in simple language

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Playbooks

Other playbooks

Playbook

Personal productivity

Plan your week like your marketing budget. Manage tasks with a system you trust. Stay out of inbox traps. Protect deep work time. Run better meetings. Close your week with a firebreak.

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Personal productivity
Playbook

Organic search

Define your organic growth strategy with traffic goals. Build a content production workflow. Create content that educates and converts. Optimise for search engines and AI. Repurpose across channels.

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Organic search
Playbook

Upsell opportunities

Identify expansion opportunities by analysing usage data. Set automated triggers for buying signals. Develop upsell frameworks that frame growth as mutual benefit. Run targeted expansion campaigns.

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Upsell opportunities
Playbook

Pricing and packaging

Learn pricing strategy fundamentals beyond cost-plus. Implement value-based pricing tied to outcomes. Design Good-Better-Best tiers. Package features so buyers self-select. Present pricing that reduces sticker shock.

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Pricing and packaging
Playbook

Website

Apply homepage best practices that communicate value in five seconds. Design an about page that builds trust. Optimise contact pages. Create service pages that sell. Use conversion tactics to fix friction.

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Website
Playbook

Choose and set up marketing automation

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Choose and set up marketing automation
Further reading

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Strategic planning