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Marketing Strategy: The plan that works on Monday morning.
Almost every client who finds their way to a marketing strategy consultant has already paid for a plan that didn't work. The presentation was polished. Everyone left the meeting feeling good about it. And then nothing happened. The reason is almost always the same: the plan wasn't carefully constructed around the brand. That simple change makes a world of difference.
Why Ptak & Co?
Every engagement begins with a discovery session, either one full day or two focused half-days. We start with your brand: what you actually stand for, what you're known for, what kind of clients you do your best work with, and what's quietly costing you more than it pays.
Before we think about channels or tactics or campaigns, we need to understand that. Then we look at your market, your team, and what's already been tried. No discovery session, no marketing plan. That's not a policy. It's just the only way to build a strategy that's actually about you, not the category you happen to compete in.
Facilitated, not templated.
Our sessions are structured conversations with activities baked in. We don't provide surveys for you fill out on your own. We're watching how your team engages with each other as much as we're listening to what they say. Because both parts matter to how you work.
Delivered as a usable doc.
Every marketing plan is a branded PDF, reviewed in a walkthrough meeting after you've had time to read it on your own. Not a 70-slide deck you flip through once. A document your team can open on a Monday morning and know exactly what they should do next.
What is included in my marketing plan?
Where your brand fits.
A positioning statement and ideal customer profiles built from what makes your brand distinct. These are never assembled from competitor websites or industry templates. This is the part that makes the rest of the plan reflect your brand.
A plan for every placement.
Channel playbooks for the platforms and tactics that apply to your business — social, email, SEO, AEO, paid media, events, speaking, video, referrals, and whatever else is actually relevant. Plus a quarterly calendar that shows who does what and when, so "what do we do next month?" is never a question your team has to answer from scratch.
Numbers to prove ROI.
A dashboard custom built to reflect your KPIs, OKRs, and leading and lagging indicators. Delivered as a live dashboard, showing continuous data, not a historical artefact that everyone quietly stopped looking at and hoped nobody noticed.
Also in our toolkit.
Not every situation calls for a full discovery and plan. We also do strategy audits where we review what you already have, with honest notes on what's working, what's missing, and where the real opportunity is. And we offer individual research components as standalone projects, including:
• Market sizing (TAM, SAM, SOM)
• Competitive analysis (VRIO, customer interviews)
• Market analysis (e.g. SWOT, PESTLE or Porter's Five Forces)
• Product roadmapping
• SEO/AEO keyword research
All can be scoped separately or added onto any existing retainer plan.
If you've worked with a marketing consultant before and walked away with a beautiful document that felt like it could have belonged to any company in your industry, let's talk about what a different process looks like.