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Strategy & Planning
Marketing Growth Plan
Know which marketing channels to start with, how to split your budget and what to do over the next three months.
Many small businesses buy marketing one channel at a time, without knowing which ones fit or how to split a budget. Marketing Growth Plan gives you a plan first. We review what you already have, look at three competitors and send you a written questionnaire. Then we write a 90-day plan with channel priorities, a monthly budget split and clear next steps.
- Read-only review of your site, search, social, email and ads
- Channel priorities and a monthly budget split for your business
- A 90-day action plan with named steps and targets
$2,575
10–20 working days
What it is
Marketing Growth Plan is a one-time planning service that gives you a 90-day marketing plan. We review your website, search, AI search, social, email, ads and tracking, compare you with 3 competitors and send a written questionnaire. You get channel priorities, a monthly budget split and named next steps.
Why businesses buy it
Free strategy calls from agencies often end in a pitch for whatever that agency sells. Buying channels one by one without a plan can spread a budget too thin. Marketing Growth Plan is paid, independent planning work. We look at your actual accounts, your numbers and three competitors, then check it with you through a written questionnaire. The plan says which channels to start with, how to split a monthly budget and what each step is. You can do each step in-house or with us. Targets in the plan are planning targets, not promised results.
Problems this solves
You are not sure which marketing channels suit your business
A read-only review covers your website, SEO, AI search, social, email, ads and tracking, plus three competitors. The plan ranks channel priorities from what we find.
Your marketing budget is spread thin without a clear split
The plan includes a monthly budget split across your priority channels. It is based on your own sales or lead numbers and your questionnaire answers.
Agency strategy calls feel more like sales pitches
This is paid, independent planning work. The 90-day action plan names in-house steps as well as Upmark products, so you choose who does each step.
Nobody has agreed what marketing success should look like
A KPI sheet sets planning targets for the three months ahead. A written questionnaire, with follow-up questions by email, agrees goals, audience and offer with your decision-maker.
A good fit if
You own or run a small or mid-sized business and know you need marketing, but not where to start.
You have tried a few channels and are not sure which ones deserve more budget.
You can share read access to Google Analytics, Search Console and any ad accounts.
You have rough sales or lead numbers for the last 6 to 12 months.
Not the right fit if
You already know search is the priority and want a detailed SEO plan. See SEO Audit and Roadmap.
You want to know why visitors are not turning into customers on your site. See CRO Audit.
You have decided on paid ads and want campaigns built. See Ads Launch.
Your analytics are missing or unreliable and need fixing first. See Tracking and Analytics Setup.
How it works
- You complete an intake questionnaire, share read access to your accounts and send basic sales or lead numbers for the last 6 to 12 months.
- We review your website, SEO, AI search, social, email, ads and tracking, and take a snapshot of three competitors.
- Through a written questionnaire, with follow-up questions by email, we test our findings with you and agree goals, audience and offer.
- We write audience and offer notes, a one-paragraph positioning statement, channel priorities and a monthly budget split.
- You receive a 90-day action plan naming Upmark products or in-house steps, plus a KPI sheet with targets.
- For 14 days afterwards you can ask follow-up questions about the plan.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read access to Google Analytics, Search Console and any ad accounts, by invite or a key you control.
- Basic sales or lead numbers for the last 6 to 12 months.
- A completed intake questionnaire.
- One decision-maker to answer the questionnaire within five working days of intake.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Order placed. Account access, sales numbers and the intake questionnaire are due within 72 hours.
Week 1
Read-only review of your website, search, AI search, social, email, ads and tracking.
Week 1
Snapshot of three competitors, and the questionnaire answered by your decision-maker.
Week 2
Audience and offer notes, positioning statement, channel priorities and budget split written.
Week 2
The 90-day action plan and KPI sheet delivered, with one round of revisions.
After delivery
14 days of follow-up questions about the plan.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 10–20 working days | $2,575 |
What you receive at handover
- A read-only review of your website, SEO, AI search, social, email, ads and tracking (recommendations; the work itself is not included)
- A snapshot of three competitors
- A written questionnaire with follow-up questions by email
- Audience and offer notes with a one-paragraph positioning statement
- Channel priorities, a monthly budget split, a 90-day action plan and a KPI sheet with targets
- 14 days of follow-up questions
Expected benefits and how to measure them
- Helps you put budget into the channels most likely to fit
- Makes it easier to say no to marketing that does not fit
- Gives your team a clear order of work for three months
- Plan steps completed
- Tick off steps in the 90-day action plan each month and compare progress with the planned order.
- Leads or sales by channel
- Compare monthly figures from Analytics or your CRM with the 6 to 12 months you shared.
- KPI targets
- Fill in actual results on the KPI sheet each month, next to the planning targets.
Before you start: Gather 6 to 12 months of sales or lead numbers and your current monthly marketing spend by channel.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
There are no running costs. The plan is one-time work, and you do not need to buy any tools for it. Any channels, tools or ad spend you choose afterwards are your decision, and the plan shows the budget split before you commit.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
This is a one-time plan, so there is nothing to keep running. The plan, KPI sheet and questionnaire answers are yours. You can carry it out in-house, or order the Upmark products it names. The fee is credited against your first Upmark service order placed within 30 days.
How this compares
| Do it yourself | Hire a traditional agency | Upmark Labs | |
|---|---|---|---|
| Cost | Your time, plus guesswork about where to spend | Often a free call that leads to a retainer pitch | One fixed price, credited against your first service order within 30 days |
| Review | Based on what you remember | Usually focused on what the agency sells | A read-only review of seven areas and three competitors |
| Budget | Split by habit or gut feel | Often weighted to the agency's own services | A monthly budget split across your priority channels |
| Plan | A to-do list that drifts | A strategy deck | A 90-day action plan with named steps and a KPI sheet |
| Who does the work | You | The agency, on a retainer | Your team or Upmark, step by step, your choice |
Questions about this product
Is the Marketing Growth Plan just a pitch for Upmark services?
No. It is paid planning work, and the plan names in-house steps as well as Upmark products. Some steps suit your own team better, and the plan says so. If you do choose Upmark for a next step, the fee is credited against your first service order placed within 30 days.
What does the 90-day marketing plan include?
Channel priorities, a monthly budget split and a 90-day action plan. Each step is named, with who could do it: your own team or a specific Upmark product. You also get audience and offer notes, a one-paragraph positioning statement and a KPI sheet with targets for the period.
How much should a small business spend on marketing?
It depends on your margins, goals and sales cycle, so the plan works from your own numbers. We ask for 6 to 12 months of sales or lead figures and a budget range you are comfortable with. The plan then splits a monthly amount across channels, so you can see where each part goes.
Do I need Google Analytics set up before ordering a marketing plan?
It helps, but it is not required. We ask for read access to Google Analytics, Search Console and ad accounts where they exist. If tracking is missing or broken, the review notes it, and the plan may suggest fixing it first, for example with Tracking and Analytics Setup.
Who should answer the marketing growth plan questionnaire?
One decision-maker, usually the owner or the head of marketing or sales. The questionnaire shares findings from the review and asks about goals, audience and offer, with follow-up questions by email. Answers should come back within five working days of intake, so the plan stays on schedule.
Are the KPI targets in the marketing plan promised results?
No. They are planning targets based on your numbers and the channels chosen. They give you a way to judge progress, not a promise of traffic, followers, leads or sales. Results depend on how the plan is carried out, your market and factors no one controls.
What happens after I receive the marketing plan?
You keep the plan, KPI sheet and questionnaire answers, and get 14 days of follow-up questions. You can carry out the steps in-house, hire anyone you like, or order the Upmark products the plan names. The fee credit applies to your first Upmark service order placed within 30 days.
Guides on this topic
All guides Start with a plan, not a guess
Order the Marketing Growth Plan for a reviewed 90-day plan, built from your own answers, with channel priorities, a budget split and named next steps.