Sales + Marketing Plans
Why Planning Matters
Running a business means constantly balancing big-picture goals with day-to-day operations. You know where you want to go but figuring out how to get there can be daunting. Without a clear roadmap, growth feels uncertain, and it’s easy to lose focus on what drives results.
Picture a business where sales and marketing aren’t just aligned—they’re driving measurable growth together. Your team knows exactly where to focus, using data-driven insights and mathematical models to track progress and optimize performance. Every initiative is tied to revenue goals, ensuring that no effort is wasted. With a clear roadmap, defined priorities, and a framework for continuous improvement, you can scale with confidence, knowing every decision moves you closer to success.
What’s Getting in Your Way?
When sales and marketing aren’t aligned, leads get lost, growth stalls, and efforts feel scattered or not tied to any real revenue results. The solution? Sales and marketing plans that bring clarity, focus, and measurable results. Here’s what’s getting in the way—and how we fix it.
You Have Goals, But No Clear Plan to Achieve Them
Ambitious revenue targets are great—but without a structured plan, hitting them is a challenge.
How We Fix It
We create actionable, data-driven sales and marketing plans that prioritize the biggest impact, using mathematical models to ensure your efforts are focused, measurable, and effective.
Sales and Marketing Teams Aren’t Aligned
You might not be getting enough leads. Or, marketing is bringing in leads, but sales isn’t closing them. You may even have enough leads and sales to meet goals, but you don’t know how to scale to grow.
How We Fix It
Our strategic plans integrate sales and marketing efforts into one motion, that works toward common goals and is measured together to drive revenue impact.
You’re Not Tracking the Right Metrics
If you don’t know what’s working, it’s hard to improve. Many businesses don’t know their critical numbers (KPIs) or the actual costs that drive revenue growth.
How We Fix It
We provide models so you can determine what metrics to measure and create custom scorecards that track this data—giving you clear insights to optimize performance and make informed decisions.
Why Choose Roadmap for Your Sales + Marketing Plans?
We Start with Strategy
As a strategy-first agency, we don’t just create plans—we align every sales and marketing decision with your business goals to build a foundation for long-term success.
Integrated Solutions
Sales and marketing don’t work in silos. Our approach ensures both teams are connected, leveraging technology, automation, and clear processes to drive revenue.
We Deliver Results
With decades of experience, we’ve helped businesses implement structured, measurable plans that generate real growth. Our expert project management ensures a seamless process from strategy to execution.
Create Actionable Business Plans
Sales and marketing plans are an integral phase of our proven Go-To-Market (GTM) System. Building on the research and foundations established in the Strategy phase, we create actionable plans tailored to your business goals.
Get StartedSales + Marketing Planning Services
Our sales planning services include:
- Sales Audit: Evaluate your current sales processes to identify gaps, inefficiencies, and areas for improvement, and create a plan to optimize performance.
- Sales Revenue Operations Plan: Develop a strategic framework to align sales operations, processes, and technology with your revenue goals, ensuring streamlined and scalable growth.
- Sales Scorecard: Track and measure key sales performance indicators (KPIs) to assess progress, highlight strengths, and pinpoint opportunities for improvement.
Our marketing planning services include:
- Marketing Audit: Analyze your existing marketing efforts to uncover opportunities for growth and improvement, ensuring alignment with your business goals.
- Marketing Plan: Create a detailed roadmap to guide your marketing efforts, including strategies, tactics, and measurable objectives that drive results.
- Marketing Scorecard: Monitor and evaluate your marketing performance with a clear set of metrics to track progress and optimize your campaigns.
Our campaign planning services include:
- Campaign Strategy: Define the goals, audience, messaging, and overall strategy for your campaign to ensure maximum impact and alignment with your business objectives.
- Campaign Plan: Outline the tactical steps, timelines, and resources needed to execute your campaign effectively.
- Campaign Scorecard: Measure the success of your campaign through key performance indicators (KPIs), providing insights to refine future efforts.
Once your comprehensive sales and marketing plans are established, we provide ongoing services:
- Sales Process & CRM Implementation
- Digital Marketing (social media, paid ads, email, SEO)
- Website Design and Development
Each component is designed to work cohesively, empowering your team with the tools they need to succeed.
Transform your sales strategy with a comprehensive plan that captures opportunities and deepens customer relationships.
How to Start
The path to success begins with a proven process:
- Start with the Strategy Phase (Phase 1 of the GTM System). Learn more about the GTM System.
- Conduct a Sales and Marketing Audit
- Build your Sales Plan
- Develop your Marketing Plan
- Create a Scorecard to track and measure the effectiveness of your sales, marketing, and campaign efforts, ensuring continuous improvement and alignment with your goals.
- Optimize with a Campaign Plan or Content Plan. Learn more about our Content Creation Services.
With each step, we provide actionable insights and clear next steps to help you achieve your goals.
Pricing
We recommended starting with a Sales Plan and Marketing Plan first, to then determine the need for future demand generation campaigns.
- Sales Plan - $4,750
- Marketing Plan - $4,750
What You’ll Achieve
Sales and marketing plans are more than just ideas—they are your roadmap to growth. With these plans, you will:
- Integrate sales and marketing efforts: Create a unified framework to drive alignment and efficiency.
- Leverage data-driven insights: Monitor progress and make informed decisions with confidence.
- Execute with impact: Focus on projects and tactics that deliver measurable results.
Typical Client Outcomes:
Sales and marketing plans are best developed after the strategy and market research phase has been completed. Clients who:
- Consistently execute the sales and marketing plans
- Have product fit and market message fit
- Continually measure and optimize their GTM motions and sales processes
- Support the plans with demand generation
Can expect to see upwards of 15–30% revenue growth and a 20-40% increase in client acquisition within the first 6–12 months.
Our ultimate goal is to help you build a Revenue Factory—a scalable, predictable system for business growth. Discover how this mathematical model ties everything together for seamless success.
Frequently Asked Questions
Do I need to complete the Strategy Phase before starting on Sales and Marketing Plans?
Yes, the Strategy Phase provides the foundational insights needed to create actionable and effective plans.
How do I track the success of these plans?
We incorporate KPIs and leading indicators to ensure progress is measurable and impactful.
What is a sales plan?
A sales plan is an actionable roadmap that outlines steps to achieve sales goals, target the right customers, and drive revenue growth. It includes clear objectives, strategies, and KPIs to keep your team focused and accountable.
What is a marketing plan?
A marketing plan is an actionable document that outlines how a business will reach its target audience, promote its products or services, and achieve marketing goals. It includes plans for campaigns, channels, messaging, budgets, and measurable objectives to drive brand awareness, customer engagement, and revenue growth.
What’s the difference between a sales and marketing plan?
A sales plan focuses on tactics to convert leads into customers and drive revenue, while a marketing plan outlines how to attract and engage potential customers through campaigns and messaging. Together, they align efforts to achieve business growth.
What do I need to build a sales plan or marketing plan?
To build a sales or marketing plan, you need clear goals, a defined target audience, an understanding of your current position, tactics to achieve objectives, and measurable KPIs to track success.
Contact Us to Get Started with Your Sales & Marketing Plans
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