Month One: Onboarding

I want to be onboarded like a new sales representative.

Month Two: Workshop

I will kick off the second month with an executive workshop and work to develop a strategy and conduct a customer survey.

Month Three: Research & Strategy

I will present my research findings and strategy for the next 12 months.

Month Four: KPIs

I will continue data and process gathering and establish a KPI reporting dashboard and begin a Martech evaluation.

Month Five: Budget

I will evaluate the current marketing budget and develop a 12-month revenue-focused marketing budget plan.

Month Six: Roadmap

I will identify tactical production gaps and production requirements to reach our KPIs and officially take over the marketing budget.

Months Seven - Nine: Execution

I will be focused on marketing production and execution using the following monthly cycle:

Produce ⇨ Deploy ⇨ Measure ⇨ Optimize ⇨ Repeat

I will continue the execution framework above for the duration of this step along with:

Month Ten: Human Resources

During my initial execution phase, I will use the findings to identify and recommend any Human Resource additions. I will also begin the development of an onboarding playbook for future hiring needs.

Month 11: Hiring

I will publish necessary job postings, evaluate marketing candidates, and negotiate job packages.

Month 12: Onboarding

I will utilize the newly developed onboarding playbook to execute the orientation and training of any new marketing hires.