Your Marketing Plan is the execution roadmap that transforms your Gap Analysis and Customer Acquisition Cost insights into a structured, month-by-month strategy for reaching your revenue goals. This article explains what your Marketing Plan includes, how to navigate it, and how to make updates when your business needs change.
The Marketing Plan is your personalized execution roadmap. It converts the insights from your Chat Discovery and Gap Analysis into a concrete strategy that shows:
Your target growth path - the revenue goal you're working toward
Monthly budgets - how much to invest each month
Monthly leads and clients - projected customer acquisition
Monthly revenue projections - expected income growth
Month-by-month tactical priorities - what to focus on each month
Think of your Marketing Plan as your GPS for business growth - it shows not just where you're going, but the specific route to get there, with clear milestones and expected progress along the way.
Your Marketing Plan is generated using a sophisticated process that considers multiple data points:
Discovery collects your business and economic inputs
Gap Analysis finishes and computes conversion metrics
Plan generation starts with your specific parameters
The system creates itemized plan items and budget data
Roadmap phases are generated with tactical priorities
Your CAC/ROI overview is calculated
Your plan is ready for review and execution
Your plan is customized based on:
Target monthly revenue - your goal
Target months to reach goal - your desired timeline
Gap Analysis results - your specific channel opportunities
Average ticket price - revenue per transaction
Purchase frequency - how often customers buy
Customer stay duration - how long customers remain active
Referral rate - new customers from existing customers
Lead close rate - percentage of leads that become customers
Follow-up score - how effectively you respond to leads
At the top of your Marketing Plan, you'll see key success metrics that provide a quick overview of your plan's performance and projections:
This is your target monthly revenue - the amount you want to add to your business each month. This goal drives all calculations in your plan.
Velocity shows how many months your plan will take to reach your goal. This helps you understand the pace of growth and set realistic expectations.
This metric shows the earliest month the system believes your goal can realistically be achieved based on your inputs and market conditions.
Projected total revenue across the 12-month roadmap view. This helps you understand the annual impact of your marketing investment.
Projected total marketing spend across the 12-month roadmap. This is your total investment to achieve the projected revenue.
A short-horizon ROI view showing expected returns in the near term. This helps you understand how quickly you'll see returns on your investment.
The projected value created by the plan over your modeled customer lifetime. This shows the long-term impact of your marketing strategy.
A lifetime-oriented return measure comparing projected long-term value to planned spend. This metric helps you evaluate the overall financial attractiveness of your plan.
Each month in your Marketing Plan contains detailed information to guide your execution. Here's what you'll find in each monthly card:
Each month is clearly numbered and titled to help you track progress and stay organized.
The main strategic priority for that month. This tells you where to concentrate your efforts and resources. For example:
Specific actions and goals for the month. These are the concrete steps the system will take to execute the strategy.
Each service in your plan has a status label that describes its role during that month:
Launching - The service is being set up and activated
Scaling - The service is expanding its reach and impact
Performing - The service is operating at expected levels
Optimizing - The service is being refined for better results
Continuing - The service is maintaining its current performance
A description of how the month's activities are expected to impact your business. This helps you understand the "why" behind each month's focus.
Shows which products are consuming budget in that month and by how much. This helps you track spending and understand where your investment is going.
Monthly Projections
Each month includes projections for:
Monthly revenue - expected income for the month
Monthly leads - projected new leads
Monthly clients - projected new customers
Progress to goal - how close you are to your target
Monthly budget - planned spend for the month
You can share your Marketing Plan with stakeholders, team members, or advisors using the Share feature. Here's how it works:
Click the "Share" button in your Marketing Plan view
Copy the shareable plan URL that is generated
Send the URL to anyone who needs to review your plan
Recipients who access the shared URL will be able to view your plan details, including your roadmap, projections, and budget breakdown. This is useful for getting feedback, securing approval, or keeping your team informed about your marketing strategy.
Your Marketing Plan can be updated to reflect changes in your business goals or timeline. Here's how to make adjustments:
You can change your target monthly revenue using the Goal Value Control:
Locate the Goal Value Control in your plan view
Enter your new target monthly revenue
The system will automatically recalculate your roadmap with updated projections
This is useful when your business goals change or when you want to see how different revenue targets affect your strategy and budget.
You can adjust how quickly you want to reach your goal using the Months-to-Goal Control (when available):
Locate the Months-to-Goal Control in your plan view
Adjust the number of months to your goal
The system will recalculate your roadmap with the new timeline
Shortening your timeline typically requires higher monthly budgets, while extending it spreads the investment over more months.
When you're ready to begin implementing your plan, click the "Start Execution" button. This moves you from roadmap review into the checkout process to begin your marketing services.
