Search Client login
Service · Operational

Marketing
plan.

A 12-month roadmap with measurable objectives, realistic budget, prioritised channels, concrete actions and owner for each initiative. The plan any team member can apply the following Monday.

12
Months of roadmap
6-10
Weeks of design
5-7
Strategic KPIs
Who this service is for

For organisations moving from improvising to planning.

Teams that react, not plan

Day-to-day eats you up and marketing is done by urgency or intuition. A plan gives you direction back and reduces chaos.

Organisations with budget that isn't defended

Marketing spend is decided quarterly without a framework. An operational plan justifies each euro before CFO and board.

New or growing teams

Newly hired marketer, department doubling headcount, new external agency. The plan gives context and aligns from day one.

Organisations changing model

You move to another business phase (more channels, more markets, more products). The plan adapts the marketing machine to the new profile.

Methodology

From analysis to executable plan.

Phase 01

Analysis + objectives

Review of current situation, historical metrics, competitive context. Definition of SMART objectives for 12 months with direction.

Phase 02

Strategy and mix

Operational positioning, map of priority audiences and optimal channel mix according to objectives and available budget.

Phase 03

Month-by-month roadmap

Calendar with milestones, launches, campaigns, events, content. Each action with owner, indicative budget and KPIs.

Phase 04

Dashboard

Dashboard with the 5-7 strategic KPIs. We leave it configured in the tool you already use. Fortnightly follow-up meetings.

What you gain

What changes with a well-built plan.

An operational marketing plan isn't paper — it's an operating system. What it offers:

01 · Focus

You know what to do each month.

At the start of each month it's already decided what gets executed. Goodbye to the 'what do we do now' meetings.

02 · Defensible budget

Every euro has its reason.

You move from 'we spend X on social because we always do' to 'we spend X because it returns Y'.

03 · Aligned team

Everyone knows the plan.

Sales, marketing, leadership and external agency share the roadmap. Less friction, more speed.

04 · Clear metrics

You know if you're on track.

Dashboard with 5-7 KPIs. Without the noise of 80 metrics nobody looks at. Each metric with its alarm threshold.

05 · Real agility

You adapt, you don't improvise.

When the market changes, the plan adjusts. Adaptation based on data, not reactive panic.

06 · Sustainable growth

Without brutal ups and downs.

The plan distributes resources to grow in a straight line, not a roller coaster. Indispensable for organisations with tight cash.

Real cases

Marketing plans in real contexts.

Industrial B2B · 8 weeks

Full plan + analytics setup.

Industrial company with €18m turnover. 12-month marketing plan + GA4 setup + dashboard in Notion. Growth 23% in the first year.

Ribera winery · 10 weeks

Plan with international focus.

DO Ribera del Duero winery preparing expansion to USA and Asia. Differentiated marketing plan per market, with adapted metrics.

Professional services · 6 weeks

Light plan for medium-sized firm.

Law firm with non-existent marketing. Compact 12-month plan, realistic channel mix, basic dashboard. Measurable improvement in 6 months.

12 months, quarter by quarter

The plan gets done because it's ordered.

Q1 · Base

Lay the foundations

Aligned messages, updated web, configured analytics, living dashboard. Without solid base, nothing is built on top.

Q2 · Launch

Activate channels

Acquisition campaigns, pillar content, presence at key events. Qualified new traffic starts to come in.

Q3 · Scale

Double down on what works

Three months of data. We cut what doesn't pay back, reallocate to what does. Compounded return appears here.

Q4 · Measure

Balance + year 2 plan

Year-end analysis, ROI by block, lessons learned and next year's plan based on evidence, not wishful thinking.

When you need it

Signals that say it's the right time.

The operational marketing plan is especially useful in these four moments:

01

Change of fiscal year

Starting a new year without a plan is starting blind. Better to invest 8-10 weeks in planning well than to react for 12 months.

02

Key new hire

A new marketing director or senior sales rep arrives. Handing them the plan accelerates the learning curve by months.

03

Change of agency or partner

You're going to change agency. A clear plan stops the new agency starting from scratch, saves time and delivers results sooner.

04

Significant budget increase

You're about to double the marketing budget. Without a plan, that extra money produces noise. With a plan, it multiplies results.

Frequently asked questions

What I get asked most about this service.

How does it differ from the strategic plan?+

The strategic plan defines direction for 3-5 years. The operational plan lands that direction into 12 concrete months: what gets executed each month, with what budget, with what owner. One needs the other — without strategy, the operational is activism; without operation, strategy is theory.

Is it suitable for a small company?+

Yes. I adapt the depth of the plan to the size and maturity of the organisation. An SME doesn't need an 80-page plan — it needs a clear 15-page plan the team understands and applies.

Who executes the plan afterwards?+

The internal team or external agencies you already have. I design the plan and, if you wish, accompany the start during the first 3 months. But day-to-day execution belongs to the team — the plan is designed so it is self-sufficient.

Does it include a content plan?+

It includes high-level editorial framework and calendar (what topics, what cadence, what objectives). The detailed content plan (specific copy, week-by-week calendar) is designed separately if you need it, or done by your copywriters with the framework provided.

What if the market changes and the plan stops serving?+

A good operational plan is reviewed quarterly with real data. If the market moves a lot, we adjust. Quarterly review is part of the process — the plan isn't a slab, it's a hypothesis with measurement discipline.

Next step

Shall we talk about your specific case?

First 45-minute session, free of charge and no commitment. If we fit, I send you a detailed proposal within 5 days. If we don't, you take away a useful initial diagnosis.