Annual planning isn’t just a business tradition—it’s the foundation for achieving your long-term vision. At Roadmap, we believe in the transformative power of clear, intentional goal-setting to drive results and empower teams.
We use a combination of the Playing to Win framework, developed by A.G. Lafley and Roger Martin, and the Entrepreneurial Operating System® (EOS) to ensure alignment between our people, strategies, and processes, driving sustainable growth. Here’s how we make it happen:
Strategic Foundations
To set a clear growth strategy, we begin by establishing goals, challenges, and opportunities. Our approach includes:
Then, using the Playing to Win framework, we focus on answering key strategic questions that shape our client's approach to success:
This solid foundation ensures planning is rooted in organizational history and answers questions that make choices for the direction of the organization, creating decisions that determine long-term goals and pave the way for focused execution.
Research Validation: Insights Drive Impact
To build on these strategic foundations, we move into a phase of research that is crucial for refining and validating decisions. By gathering key insights from various sources, we ensure that our strategy is informed, relevant, and positioned for success. Here's how we gather the intelligence to build out the execution plans and projects:
A Cohesive Plan for Success
Once we’ve gathered the data, we build a comprehensive informed plan. Our planning includes:
The Results? Confidence to Execute - Driving Growth
By integrating these plans, we create a focused and actionable roadmap that empowers teams to deliver exceptional results. With a clear vision and alignment, we achieve:
Are you ready to elevate your annual planning process and set your business up for success?
Book a Discovery CallIs your Go-to-Market (GTM) system operating as a true Revenue Factory? At Roadmap Agency, we align your sales, marketing, and operations teams under one unified process—empowering them with actionable data and the tools they need to drive measurable growth.
Through our proven GTM System Framework, you can:
Discover how the Bowtie Framework, Mathematical Model, and GTM Efficiency Ratios can transform your business into a growth engine.
Ready to unlock your business’s full potential?
Learn How to Build Your Revenue Factory Today!The Need
Metalogics, a leader in customized scrap metal recycling, needed a way to enhance its sales operations and better support its team. They required a solution that would provide real-time access to account data, streamline workflows, and enable actionable insights to drive growth.
The Challenge
Their existing systems were siloed, making it difficult for the sales team to access critical data while on the go. Manual processes further hampered efficiency and accountability, limiting their ability to deliver a seamless customer experience.
The Solution
Roadmap stepped in to integrate Metalogics’ ERP system with HubSpot, empowering their sales team to:
The outcome? A data-driven, streamlined sales process that not only improved client relationships but also fueled sustainable growth.
Read the full case study to see how we made it happen!
Read The Full Case StudyDecember 2024 Round-Up:
The Revenue Factory: Where Data Fuels Growth and Strategy Drives Success
December 28, 2024