2026 Marketing Strategy

After being hired and launching marketing for LeadWell Advisory Partners, the company was in desperate need of more structure. My first step was to define the company–what do they care about? What do they want to achieve? What problem are they solving.

Step 2 evolved that discussion into one about priorities. When a company knows what is most important for them and who they are at an enterprise level, I can help them develop SMART goals in step 3.

Following the goals, we build a funnel. We define MQLs and SQLs and where leads come from. Not all channels will be available or helpful for every company, but more can be involved later. What are the channels that can be used right now and how complex should the strategy be?

Scroll through the slides below to view a complex and high-touch strategy developed for LeadWell Advisory Partners. The consulting company had three goals: sell more tech licenses, sell more consulting services, and grow brand awareness. A complex email channel runs in the background targeting intent-based search signals and pre-qualifying leads by revenue, job title, seniority level, and available contact information. Social media develops brand awareness and thought leadership, and each consultant acts as an independent sales resource to develop and close deals.