Growth Strategy

• Growth Forecast - Quarterly revenue and spend forecasts that set expectations, identify risk, and guide investment decisions. Reviewed with leadership to ensure alignment before execution.

• KPI Definition - Clear success metrics and guardrails derived from the forecast and business goals so teams know what matters and when course correction is required.

• Quarterly Strategy - A quarterly roadmap outlining priority initiatives, tests, and strategic shifts required to hit growth targets. This keeps teams focused on the highest-impact work.

Creative Strategy Direction

• Defined creative testing priorities tied directly to growth objectives, customer behavior, and funnel stage.

• Quarterly Creative Overview - High-level guidance on themes, angles, and formats to test over the quarter based on performance trends and business goals.

• Monthly Creative Feedback - Ongoing performance-informed feedback to refine messaging, improve efficiency, and prevent creative fatigue.

Financial Strategy 

• LTV/CAC Modeling - Deeper modeling for subscription, healthcare, or repeat-purchase businesses to understand customer value, payback windows, and long-term profitability.
  
  

• Growth Forecast Integration - Connecting revenue forecasts to spend decisions so investment aligns with contribution margin and cash flow realities.
  
  

• KPI Guardrails - Financial thresholds that define when to scale, when to pause, and when to reallocate spend.

Executive Alignment

• Marketing Dashboard - Ongoing connection between performance data, dashboards, and decision-making. Ensures leadership always has an accurate view of what’s happening and why.
  
  

• Weekly Spend Direction - Templated weekly guidance to agencies or internal teams on budget allocation and prioritization based on performance and strategy.
  
  

• Agency and Contractor Communication - Strategic direction and coordination with vendors to ensure execution aligns with growth goals. Meetings as needed to clarify priorities and resolve issues.