Rapid marketing strategy
A five-phase approach to an outstanding marketing strategy plan.
- Sessions
- 5
- Steps
- 27
- Last edited
- Sep 26, 2026
- Created by
- Nova
About this process
A five-phase approach to an outstanding marketing strategy plan. Includes: SWOT/PESTEL Analysis Competitors analysis Brainstorming session Marketing strategy Action plan
The process in detail
5 sessions · 27 stepsAction Plan
2 stepsStrategy
- 1
Define your goal.
- 2
Start defining your yearly action plan.
Read the full text
1. Define your goal.
Define your goal. What are your goals for the coming year?🔥 Include at least two KPIs. Identify the departments or team members who are responsible and should be held accountable for reaching this goal.
2. Start defining your yearly action plan.
Add your major steps, events, and milestones that must be taken to achieve your goal. How? Use sticky note or tasks If you are using sticky notes use a different color per department or team. (Define each team or Team member and their tasks and responsibilities by adding information inside the 👫Team/people section) Task or event duration can be shown by making sticky notes longer.
- Double click here to enter the goal for this action plan...
- Milestone or task
- Milestone or task
- Milestone or task
Competitor's Strategy
4 steps- 1
Create a quick list of direct competitors & watch this video.
- 2
Evaluate who from that list is recognized as an industry leading company
- 3
Evaluate your key competitors
- 4
Discuss and identify potential weaknesses and opportunities.
Read the full text
1. Create a quick list of direct competitors & watch this video.
Considering your business or product, find 3 competitors similar to you and 2–3 competitors that may be leading or that are in the same ecosystem, but aren't offering the same solution or targeting the same market
2. Evaluate who from that list is recognized as an industry leading company
Evaluate why these competitors are leading the industry. Focus on their competitive advantage and branding that differentiates them from the rest of the industry.
Tips:
3. Evaluate your key competitors
Select a leading competitor or company from those mentioned that is ahead of yours, and evaluate the marketing strategies that competitor uses to target customers and grow their business. (If evaluating two competitors, use one sticky note color per competitor and provide only a brief explanation per sticky note.)
Consider the following questions in addition to your initial thoughts:
Recommendations: If you are evaluating 2 or more competitors use one sticky note color per competitor. If there are many competitors to analyze try copy and pasting the entire board below.
4. Discuss and identify potential weaknesses and opportunities.
Evaluate everything from the previous steps and consider the strategies, messaging, advertising, and growth tactics your main competitors may be using. Create a one-page recommendation document outlining these key insights, highlighting tactics that can be adapted, improved, or deployed to win in the market, and addressing the following questions:
- Competitive Analysis
- Logos, Tono of voice, Tag lines, Illustration, Website, etc
- Blog, PR, Social Media, Youtube, ...
- How do they solve/help their target market/stakeholders eliminate their pain
- Design, Illustration, UX, Payment process, Security, Professional Illustration or images, Video, Reviews, etc
- Identify Your Competitors. Start by listing your main competitors. Consider not only direct competitors but also indirect ones. Those who offer similar solutions or target the same audience differently. Provide a short description of who they are, including their website links in a resources section for easy access.
- Social media they use and their success post/strategies
- Organic and paid keywords.
- Avg spend per advertising/month
- Industry Leaders
- YOUR BRAND
- Competitor
- Who are they working with? How are they gaining trust?
- Type of campaigns, style, time, location, target audience
- Corporate Social Responsibility
- Sponsorships, Events, Tradeshows, etc
Marketing Strategy
9 steps- 1
Define your growth strategy
- 2
Product: How is your product satisfying your customers' needs?
- 3
Promotion: How do you increase your sales or your brand awareness?
- 4
Price: What's the amount of money your customer or user is willing to pay for your solution?
- 5
Place: Where do you sell your product or service?
- 6
People: Who is your target market? How can your team help you develop a good solution and keep up with the competition?
- 7
Process: How do you execute your idea or solution?
- 8
Physical evidence: What elements will help you position your brand and target the right kind of customers or users?
- 9
Strategy Overview (Optional)
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1. Define your growth strategy
Discuss and define your growth strategy. Tip: A growth strategy is an action plan that will help you get a higher market share and grow your organization. This strategy can be short-term or long-term.
2. Product: How is your product satisfying your customers' needs?
These questions will guide the discussion: What does a user expect from your product or solution? Why would they use your product? What is the purpose of your product or solution? What needs are you satisfying? How is your product different? In what fields and for what purposes will buyers use our product? What does it look like? Is the design user friendly and attractive? Is your website and marketing up-to-date? Are you following current design trends? Do all parameters (size, colors) perfectly match? What's your branding strategy? Are you missing features? Do you have any features that customers do not need but which can increase the price of the product?
3. Promotion: How do you increase your sales or your brand awareness?
Channels: Advertising, Internet marketing, TV or Radio advertising, etc These questions will guide the discussion: How will potential customers and users receive your message? When is your customer looking or listening to that type of media? What is the best time for your promotion? What social networks are you using and what's the strategy and purpose behind each of them? How is your competition promoting their solution? Develop a promotion strategy combining a few promotion techniques and channels, keeping in mind your budget and target market.
4. Price: What's the amount of money your customer or user is willing to pay for your solution?
These questions will guide the discussion: How much did I spend to develop the product? How much is my user/customer willing to pay? Would I need to change the price of a particular region? Will a price reduction help attract more clients? Is the current price competitive? What's the price structure?
5. Place: Where do you sell your product or service?
These questions will guide the discussion: Where are you going to offer the product? Do you have an online store? What type of store or product display better represents your product or solution? What distribution channels do you currently have? Is your distribution channel the same one as your competitors? Do you attend trade fairs, visit an online site, or use any type of salesforce?
6. People: Who is your target market? How can your team help you develop a good solution and keep up with the competition?
These questions will guide the discussion: Target Audience: Who are they? What the size of your audience? Employees: How are they going to stay relevant and up-to-date? Who can provide information and share their knowledge with your team? Who are the best specialists?
7. Process: How do you execute your idea or solution?
These questions will guide the discussion: How can you minimize costs and increase profits? How is your team managing the ideation process? What measures do you have in place to improve efficiency? How do you manage your project and keep your team motivated? Explore payment, distribution, ideation, sales, and other processes, and develop your strategy.
8. Physical evidence: What elements will help you position your brand and target the right kind of customers or users?
Physical evidence is all of the things that will help you become a well-known company, or help users to identify you. Think about things like comfort, usability, design, interface, etc What elements will help you position your brand and target the right kind of customers or users?
9. Strategy Overview (Optional)
This step is optional. We recommend adding your final answer to this step so you can see it in the final report. Start with an overview.
SWOT Analysis
4 steps- 1
What external factors are affecting your business or the current situation?
- 2
Evaluate your Strengths, Weaknesses, Opportunities, and Threats
- 3
Highlight key insights and findings from the board/discussion
- 4
Discuss new strategies and business opportunities based on your findings (Optional)
Read the full text
1. What external factors are affecting your business or the current situation?
2. Evaluate your Strengths, Weaknesses, Opportunities, and Threats
The SWOT tool is divided into internal and external factors.
3. Highlight key insights and findings from the board/discussion
4. Discuss new strategies and business opportunities based on your findings (Optional)
Create a 1–2 page document outlining top opportunities, strengths to leverage and communicate, areas for improvement, and weaknesses. Define the tactics and strategies needed to win based on these insights, and evaluate the following strategic approaches:
- 01
- DEFINE YOUR SITUATION
- This is a sticky note.
- Internal product or business factor that puts it at a disadvantage when the customer or stakeholders are competing for your product or business to other alternatives.
- Strengths are an internal factor of the product or services that provides an advantage over other products. They are normally considered as a competitive advantage. These kinds of features can be a product or business characteristic.
- This is a sticky note.
- 02
- EXTERNAL FACTORS AFFECTING YOUR BUSINESS OR SOLUTION.
- Opportunities are external to the product or business and normally are related to partnerships and strategies. Some companies also add the strategies that are currently in consideration in this section.
- External factors impacting or that can impact the product or business. This area is sometimes preventive and can focus on forecasting new technologies, policies, natural disasters, etc
Brainstorming: Marketing strategy
8 steps- 1
What's your objective?
- 2
Product: How is your product satisfying your customers' needs?
- 3
Promotion: How do you increase your sales or your brand awareness?
- 4
Price: What's the amount of money your customer or user is willing to pay for your solution?
- 5
Place: Where do you sell your product or service?
- 6
People: Who is your target market? How can your team help you develop a good solution and keep up with the competition?
- 7
Process: How do you execute your idea or solution?
- 8
Physical evidence: What elements will help you position your brand and target the right kind of customers or users?
Read the full text
1. What's your objective?
Watch this video before you start. 👀💥
A business strategy can have different goals as each organization measures success differently.
Here are a few examples:
Try to be specific:
👉 Discuss and define your growth strategy.
📡Tip: A growth strategy is an action plan that will help you get a higher market share and grow your organization. This strategy can be short-term or long-term.
If you are not familiar with the options, check out our card deck "growth strategy"
2. Product: How is your product satisfying your customers' needs?
Discuss and add your strategy to the board.
These questions will guide the discussion:
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the product strategy. Add one or two notes for this step, and keep it short.
3. Promotion: How do you increase your sales or your brand awareness?
Channels: Advertising, Internet marketing, TV or Radio advertising, etc Discuss and add your strategy to the board.
These questions will guide the discussion:
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the promotion strategy. Add one or two notes for this step, and keep it short.
4. Price: What's the amount of money your customer or user is willing to pay for your solution?
Discuss and add your strategy to the board.
These questions will guide the discussion:
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the price strategy. Add one or two notes for this step, and keep it short.
5. Place: Where do you sell your product or service?
Discuss and add your strategy to the board.
These questions will guide the discussion:
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the "place" strategy. Add one or two notes for this step, and keep it short.
6. People: Who is your target market? How can your team help you develop a good solution and keep up with the competition?
Discuss and add your strategy to the board.
These questions will guide the discussion:
Target Audience:
Employees:
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the "people and skills" strategy. Add one or two notes for this step, and keep it short.
7. Process: How do you execute your idea or solution?
Discuss and add your strategy to the board.
These questions will guide the discussion:
Explore payment, distribution, ideation, sales, and other processes, and develop your strategy.
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the "process" strategy. Add one or two notes for this step, and keep it short.
8. Physical evidence: What elements will help you position your brand and target the right kind of customers or users?
Physical evidence is all of the things that will help you become a well-known company, or help users to identify you. Think about things like comfort, usability, design, interface, etc
What elements will help you position your brand and target the right kind of customers or users?
The objective is not to answer all these questions, but to use them to guide your thinking, define the main question, and set the "physical evidence" strategy. Add one or two notes for this step, and keep it short.
- Growth Strategy
- Review the strategies below, gather more details online, and identify which can support your growth and help achieve your objectives. Highlight the ones you could prioritize within the next 12 to 15 months. Learn about all options and terms here https://www.investopedia.com/financial-term-dictionary-4769738