Strategy + Market Research

What Could You Achieve with a Data-Driven Strategy?

You know your business has potential, but scaling successfully requires more than just intuition. Without a clear strategy, teams struggle to align, marketing feels like guesswork, and opportunities slip through the cracks.

Imagine having an in-depth, data-qualified understanding of your customers, market, and revenue models. You’d know exactly who to target, how to position your brand, and where to focus your efforts for maximum impact. Your team would make confident, informed decisions—no more guesswork, no more wasted resources.

Your Business Needs More Than a Hunch - It Needs a Roadmap 

Success isn’t just about working hard—it’s about working smart. Without the right strategy in place, even the most dedicated teams can hit roadblocks. 

Your Team Lacks Clear Direction

Your team is executing, but without a structured plan, efforts are scattered, and results are inconsistent.

How We Fix It

Our Strategic Foundations process clarifies revenue goals, growth opportunities, and operational priorities—giving your team a focused, measurable path forward.

Sales & Marketing Efforts Aren’t Aligned

You’re investing in marketing and sales, but you don’t have a deep understanding of your audience or how to differentiate yourself from competitors.

How We Fix It

We build fully integrated sales and marketing plans, supported by GTM efficiency ratios and key performance metrics. This approach aligns teams, optimizes resources, and ensures that every effort drives measurable results.

Decisions Based on Assumptions, Not Data

Without real data to guide you, decisions can feel like educated guesses rather than informed strategies.

How We Fix It

From stakeholder interviews to digital surveys, we gather actionable insights that drive smart decision-making—so every move you make is backed by research, not just intuition.

Achieve Sustainable Growth

We take the uncertainty out of growth by providing research-driven insights and a strategic foundation that empowers your team and drives measurable results. Gain insights and strategic clarity to achieve sustainable growth and outpace your competition.

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Why Choose Roadmap for Your Strategy + Market Research Services?

We Focus on Execution, Not Just Ideas

A strategy is only as good as its execution. We ensure your team has the roadmap, tools, and processes to act on our insights.

Data-Driven, Not Opinion-Based

Our market research, competitive analysis, and audience insights provide clear, actionable recommendations tailored to your business.

Scalable & Adaptable Solutions

Whether you’re a growing small business or an established company, we develop a flexible GTM (Go-To-Market) system that scales with you.

Strategy + Market Research Services 

01 | Strategic Foundations 

Our Strategic Foundations service provides a structured, high-impact approach to defining your revenue goals, identifying opportunities, and aligning your team around a focused growth strategy. Through collaborative workshops and in-depth analysis, we ensure your business has the clarity and direction needed for measurable success. 

Here’s how we do it: 

  • Strategic Alignment Workshop – A deep dive with key team members to assess past achievements, challenges, and opportunities. This helps create a clear picture of where your business stands and where it needs to go. 
  • A Review of Previous Year Achievements: We analyze key business milestones, team growth, systems, product performance, and market shifts to uncover insights that refine your strategy, optimize operations, and drive future growth. 
  • SWOT Analysis – A structured evaluation of your company’s strengths, weaknesses, opportunities, and threats to build a strategy that capitalizes on advantages while mitigating risks. 
  • Playing to Win Framework – We answer critical business questions: What is your winning aspiration? Where will you play? How will you win? What capabilities and systems must be in place to succeed? This framework ensures your strategy is competitive, actionable, and sustainable. 
  • Goals & Key Initiatives – We define clear sales, marketing, and operational objectives to drive growth, providing a structured roadmap for execution. 
  • Revenue & EBIT Goal Setting – Establish realistic, data-backed revenue targets and financial benchmarks that guide business decisions and measure success. 

With a strong strategic foundation in place, you are now able to inform future direction that will tie back to identified business goals and required initiatives. 

02 | Research 

We don’t just analyze your business—we uncover your growth potential by deeply understanding your customers and market dynamics. We conduct in-depth research to understand who your customers are, their needs, and the market forces shaping their decisions. These insights ensure your strategies are aligned with real opportunities. 

We offer: 

  • Competitor Analysis: Evaluates market positioning and identifies opportunities to differentiate and gain a competitive edge. 
  • Stakeholder Interviews: Provides insights into brand perception and experiences from current or former customers, team members, and industry influencers. 
  • Digital Surveys: Collects broad audience feedback to uncover trends, preferences, and areas for improvement. 
  • Customer Persona Development: Identifying and developing key buyer personas and audience sets, allowing you to understand your customers’ motivations and pain points to develop effective sales and marketing strategies and key messaging. 

We also offer internal research and audits of your existing processes to better understand gaps and opportunities identified by the customer feedback and market insights: 

  • Sales Audit: Evaluates your current sales processes to identify gaps, inefficiencies, and areas for improvement, and creates a plan to optimize performance. 
  • Marketing Audit: Analyzes your existing marketing efforts to uncover opportunities for growth and improvement, ensuring alignment with your business goals. 
  • Technology Audit: Reviews existing tools and platforms to optimize systems and ensure alignment with business objectives. 
  • CRM Functional Requirements Document (FRD): Reviews your current processes, identifying gaps and defining the goals and functionality your CRM needs to support your sales and marketing processes.   

03 | Go To Market Strategy  

The Go To Market Strategy is where we tie together the strategic choices made, validated by the customer and market research, and create an action plan for growth. This document serves as a comprehensive guide, detailing key insights, research findings, and actionable recommendations to drive business growth and define market positioning. It integrates strategic planning, audience analysis, and performance measurement to create a clear roadmap for execution. 

Key Components 

  • Key Insights: Key research findings to inform decision-making. These insights highlight opportunities, competitive advantages, and potential areas for improvement. 
  • Timelines and Budgets for Initiatives: A phased roadmap outlining priorities, campaigns and projects based on audience needs and strategic goals.
  • Strategic Recommendations that could include: brand updates (positioning, messaging, and visual identity), sales and CRM (automation and pipeline management), technology (platforms, integrations) and marketing tactics and campaigns (channel strategy, content initiatives).

The Go To Market Strategy document provides a structured, research-driven approach to market execution, ensuring clarity, alignment, and measurable impact across all GTM efforts. 

The Roadmap Guarantee

If you don’t find value in the work that we do, you decide what to pay. We stand by our process.

Get Started
Valley Fiber logo
Strategy, Brand, Website, Inbound Digital Marketing

Learn how we leveraged in-depth customer research to deliver a strategy, brand, and website to shape Valley Fiber's digital presence and elevate the customer experience.

View Case Study

How to Start

The Strategy Foundations workshop is the starting point for everything else. By starting with strategy and making the choices and determining the requirements to become the business you wish to become, you ensure every decision, plan, and action is aligned with your goals. This critical first step sets the stage for sustainable growth and long-term success and starts you on the journey to develop a full Go To Market Strategy.  

Contact us to get started!

Pricing

Investment for the Strategy and Market Research phase will depend on the scope of work included, but typically falls into the range of $16,000 - $19,800.

This would include Strategic Foundations, some research components, and a GTM Plan.

Blog
What is Essential in a Go-To-Market Strategy?

Go to market (GTM) traditionally referred to a strategy for how a company brought a new product to market. While the foundation for these projects remain, GTM is no longer just a “one and done.” It should be a holistic and on-going process for your business to drive revenue.

What You’ll Achieve

With a complete Go-To-Market Strategy in place, you’ll have: 

  • In-depth customer understanding  
  • A plan in place to reach your goals with precision 
  • A budget and timelines for execution 
  • Mathematical models to underpin your revenue operations 
  • Insight into the requirements and capabilities needed to achieve your goals 

By combining customer and market research with data-driven insights, we set the foundation for long-term success. With clear goals, a defined framework, and actionable plans, you’ll be ready to achieve sustainable growth. 

Typical Client Outcomes:

First 90 Days: Build the Go-To-Market Plan

Next 3-9 Months: Execution of that plan, monitoring progress, and refining strategies to achieve measurable growth.

While individual results will vary, by following and executing consistently on the GTM Plan, clients can expect outcomes such as:

  • 15-30% increase in revenue growth in 6-12 months: By optimizing GTM efficiency, aligning teams, and implementing scalable systems, we help unlock hidden revenue opportunities
  • 20-40% increase in client acquisition within 6 months: By identifying and pulling the right GTM levers, streamlining sales processes, and improving visibility into pipeline efficiency.
  • 10-20% in improved efficiencies within 90 days: By eliminating fragmented tools, breaking down silos, and aligning teams around a single scalable revenue engine.

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. 

Learn about the Revenue Factory

Podcasts
Podcast Episode 1: The Biggest Challenge for Revenue Teams

Most B2B teams lack a clear go-to-market strategy, relying on guesswork instead of data-driven forecasting. In this episode of Driving Growth, host Steve Whittington breaks down how to turn a "hopecast" into a real forecast using mathematical models.

Frequently Asked Questions

Can we start with just one service?
Absolutely! While the GTM System is designed as a comprehensive solution, starting with a Strategic Foundations Workshop provides immense value by uncovering the goals, challenges, and opportunities critical to your business. This workshop lays the groundwork for a clear, actionable growth strategy that aligns with your long-term objectives. 

What is a Go-To-Market (GTM) Strategy, and why do I need one?
A Go-To-Market strategy ensures that your business targets the right audience, differentiates from competitors, and optimizes sales and marketing efforts for maximum impact. Without a GTM strategy, businesses often struggle with unclear positioning, ineffective marketing, and wasted resources. 

What is a Revenue Factory? 
The Revenue Factory is the outcome of our GTM System—a repeatable framework that ties together your sales, marketing, and strategy to drive consistent, measurable growth. 

How does Roadmap help businesses increase sales and scale effectively?
At Roadmap, we take a data-driven approach to business growth by aligning sales, marketing, and operations with strategic insights. Our market research, audience personas, and sales optimization strategies ensure that every effort contributes to measurable revenue growth. Through structured planning and execution, we help businesses scale with confidence. 

What’s the difference between corporate strategy and a Go-To-Market strategy?
A corporate strategy focuses on long-term business planning, including company vision, operational efficiency, and financial planning. A Go-To-Market Strategy is a comprehensive framework that aligns every part of your business—strategy, brand, sales, and marketing—to drive measurable growth as you bring your products or services to market. Roadmap integrates both, ensuring that your corporate strategy supports your market entry and expansion plans. 

How does market research improve business performance?
Market research provides deep insights into customer behavior, industry trends, and competitor positioning. It helps businesses differentiate from competitors, refine messaging, and identify growth opportunities that lead to higher sales and better customer engagement. 

What makes Roadmap different from other business growth strategists?
Unlike traditional consultants who offer generic recommendations, Roadmap focuses on execution-driven strategies. We ensure your team has: a clear action plan with defined milestones, the right tools and processes to support execution, and a scalable GTM framework tailored to your industry and goals. 

Our Roadmap Guarantee reflects our confidence in delivering tangible value—if you don’t see value from the Strategic Foundations, you decide what to pay. 

Contact Us to Get Started on your Market Research and Strategy

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