ADDITIONAL ITEMS · STRATEGY & RESEARCH
Decide with data, not hunches.
The research and planning that tells you where you stand, who you are really competing with, and what to do next. Every later item traces back to a number one of these named.
Five questions every owner should be able to answer
Every item here is commissioned through your plan and handcrafted by an artist, in your authentic voice. Reporting, ROI and attribution aren't sold here. They are core to the App, in every plan. Pricing is shared inside your plan.
Marketing Plan & Roadmap
Your next two quarters, planned: goals, channels, budget and sequence. A roadmap your whole team can follow.
What it moves: A plan turns marketing from a monthly argument into a sequence. You stop re-deciding everything every month, your spend compounds instead of scattering, and every later item we recommend traces back to a number this document named.
Market & Competitor Analysis
Powered by MSP Signal: who's growing in your market, who you're losing to, and where the white space is. Decided with data, not hunches.
What it moves: Strategy stops being opinion. You learn which competitors are actually taking your deals (it's rarely who owners guess), which market is genuinely winnable, and where a dollar of marketing moves furthest.
Growth signals. Who's hiring, expanding, acquiring, winning reviews, and who's stalling
Head-to-head standing. Where you rank against the competitors that matter, in search, maps and AI answers
White space. Segments, suburbs and specialties nobody owns yet, and what it would take to own them
The briefing. Findings presented live, with a recommendation you can act on
AI Visibility Audit
Do ChatGPT, Perplexity and Google's AI know you exist? Your share of AI answers versus three competitors, scored and mapped.
What it moves: AI citations, with aim. Instead of vaguely "doing AI SEO," you know your number, your gap, and the three changes that close most of it, then you watch the score move in your App.
Engine-by-engine breakdown. ChatGPT, Perplexity, Google AI Overviews, Copilot, where you show, where you're invisible, and what they say when you do
Why, not just what. The structural reasons you're cited or skipped: entities, sources, page structure, third-party mentions
The priority map. Which fixes move your score fastest, ranked. The input for restructuring and optimization work
Buyer Personas & Ideal Company Profile
Who your buyers are and which accounts fit best. Researched, documented, and scoreable in your CRM.
What it moves: Lead quality, the difference between "we got 30 leads" and "we got 9 leads we'd actually want to win." Reach matches visitors against this profile; outbound lists are built from it; the Artists write to these people by name.
Ideal Company Profile. The accounts you should hunt: industry, size, stack, contract shape. Defined tightly enough to score
CRM scoring. The profile wired into HubSpot so every inbound lead gets a fit score automatically
The targeting brief. One document every piece, ad and outbound list gets checked against
Marketing Strategy Sessions
An hour with your strategist on anything marketing. One-off, in packs, or senior-partner sessions for the hard questions.
What it moves: Direction. An hour that prevents a quarter of drift is the cheapest thing in the catalog, and every session ends with next steps written down, not vibes.
Advanced sessions. Senior-partner time for the hard ones: positioning, pricing, acquisitions, the vertical bet
Technical work hours. Hands-on technical time when the question is really a task
How this works with your plan
Your strategist recommends the lever when your numbers say something specific should move. You approve it with one tap in the App, and the Artists make it. Fixed scope, set turnaround, and pricing shared inside your plan.
Every piece handcrafted by an artist, in your authentic voice.
FAQs
Strategy, answered
Your Tactics plan is the engine that hunts leads. A Marketing Plan and Roadmap is the decision document that says which markets, which verticals and which sequence, so the engine points at the right target for the next two quarters.
It runs on MSP Signal, our map of 23,000+ US IT service providers, so you see who is actually growing, who has been acquired and where the white space is. It is measured, not guessed.
No. The free analysis gives you a score and the headline gaps. The audit goes engine by engine, shows exactly what ChatGPT, Perplexity, Google AI Overviews and Copilot say about you, and hands back a fix list.
Not sure which lever moves your number?
Your strategist will tell you. That is the job.