Category Archives: marketing plans

The secret to business success for 2022 is to start planning for it now. Many of our clients are reviewing their business plans, marketing plans and strategies for achieving their goals. Planning ahead for next year is a valuable way to invest in your business. You can know ahead of time what to do next and be proactive – not reactive. Making and having plans helps you guide your actions with efficiency and effectiveness.

Planning Ahead for Next Year, Now

Rounding the corner on Q3 2021, now is the time to plan for business success in 2022. So dust off your business plan. Does it still resonate with your goals for success? First, take the time to review the foundation of why you started this business in the first place. Make sure it still makes sense for you, for your time and energy, and for the market. Update it if you need to.

Next it is time to draft your marketing plan for 2022. Where to start? Look at your business revenue goals for the year. That number helps guide your marketing spend. Companies in 2021 spent 8.6% of topline revenue on marketing. Whatever your percentage is, don’t let this number be subjective. It is black and white.

Once you have your number, create a marketing plan. Without a roadmap, the squirrels and shiny objects will be your focus. Don’t let that happen. Staying on track to business success is much easier with a plan. Build your plan around repeating and expanding around prior success points, and adding new tactics that make sense. The plan you create can be annual or quarterly, but it can encompass many things: creative campaigns, paid advertising, PR, content or a new product or services launch. A solid marketing plan will create focus and executional excellence around several tactics working together toward a common goal. This approach will ultimately save you money, by getting you more bang for your buck.

Invest in Your Business Success

Invest in your business the smart way – and we don’t just mean monetarily. Your focused thoughtfulness and the time spent on your plan will be repaid. First, focus on your business successes by continuously improving your plan and your execution of the plan. How did your tactics for a specific campaign fare? Track and measure your results each quarter, and implement your findings into the next quarter’s plan to continue success and build momentum. Invest in the things that work. Pivot toward the successful strategies. Experimentation within the framework of your marketing plan can help you home in on insights that will get you to your revenue number for 2022.

Define Your Goals So You Can Reach Them

Define messages, targeted audiences, goals, strategies, tactics, timeline and budget. How can you reach your goal if it is not clearly defined? How detailed you are is up to you. What we have found on the Porch is that the partners that have defined their marketing budgets and plans have been successful. Being thoughtful upfront about your goals in all areas of marketing your business can set you up for business success in 2022 and beyond.


If 2020 was the year of the pivot, 2021 is the year of branding and marketing agility. As we work with clients in multiple sectors, we are seeing this bubble to the top as a necessity. With constantly changing standards of operations and guidelines, the ability to move quickly and easily is equally yoked with the pivot this year. So there are several strategies that your organization can implement to ensure agility in all operations. Here’s the Porch’s top three for marketing and branding agility.

#1 Be Data Driven

Branding and marketing agility requires you to harness as much data as possible. Thus, it is important to focus not only on your potential customers, but also the competition, industry trends, and even in-house developments. We believe that marketing plans are an excellent tool for capturing and monitoring this data.

#2 Have Assets at the Ready

Your marketing team, and branding and marketing partners will be agile with viable marketing solutions if they have access to your marketing assets. Brand, style, and logo guides as well as asset hubs are good tools to have in place. Result? Easily accessible assets make everyone ready to rock quickly and easily.

#3 Be a Learning Organization

An important component of branding and marketing agility is the expertise of your employees and organization. Promote creative thinking, demonstrate the value of formal training and be sure to reward the expertise. The only way your business will be able to provide an answer to marketing challenges, is if itself becomes equally as agile in all of it is operations.

Take an agility self-assessment, if you need some help, we are a click or call away. Three cheers to a rockin’ agile end of the year.


GenZ is Up and coming

Learn GenZ marketing strategies to market to this up and coming group as they become more involved in the economy. They use social media apps to shop, care more about knowing a brand and what they stand for, and are more receptive to different marketing strategies. As a member of GenZ myself, I know the in’s and out’s of how members of my generation think and shop. I also know what types of marketing they are the most drawn to.

Social Media Changes Everything for GenZ Marketing Strategies

What differentiates GenZ from prior generations is that we have grown up in a world where technology is changing by the year. We have used social media to our advantage, especially in terms of purchasing products or familiarizing ourselves with brands. According to a Forbes article, 95% or GenZ consumers use social media as their top source of shopping inspiration; 65% use social media to find entertaining content; and 61% are specifically interested in watching more video content. The most common social commerce platforms for GenZ are Instagram, TikTok, and Pinterest. These apps are leading the way because of their easy checkout process, limited distractions, and ability to explore other recommended brands. Also, many members of GenZ will purposefully like and follow appealing brands so the algorithm will recommend similar brands.

Brands Have to Speak Up

Another thing about GenZ is that most of us are unafraid to take a stand about issues that matter to us. Especially in light of the coronavirus pandemic and black lives matter movement upwards of 78% of GenZ’ers have said that these events have shaped their worldview. Brands remaining neutral on these issues are no longer an option. GenZ’ers are becoming more and more reluctant to purchase from brands who do not present a stance on major world events. Additionally 79% of GenZ agreed that companies behaving more sustainably has become more important since the pandemic. This generation has an attitude that can change the world for the better and want brands to do the same.

New GenZ Marketing Strategies

GenZ kids are more receptive to video media and get their product recommendations from different places. Social media influencers have played a huge role in marketing and GenZ are very receptive to this tactic. Influencers will show off their favorite products routinely on social media and because they have built trust with their audiences, Generation Z’ers are more likely to purchase a product if a trusted influencer recommends it. Also, a brands social media aesthetic and presence are crucial. I can attest to the fact that a brands Instagram feed/aesthetic is one of the main attention grabbers for me which ultimately could lead to me following or purchasing from them.

Brand aesthetic and cohesive Instagram feed that appeals to GenZ

The Change Upon Us

Businesses will have to adjust their marketing campaign tactics if they want to keep up with GenZ. They demand more from businesses in terms of usability, online presence, and advocation. Social media is playing a bigger role than ever before and change is definitely upon us.


Marketing meeting must-haves. What are they?

If you’ve ever sat through a meeting and walked out wondering what its purpose was or why you were there, then you know you don’t ever want to be the host of such an event. The must-haves must have been missing. Must-haves are important, and this is especially true in marketing where people expect you to get their creative juices flowing from the start of the meeting. To help you avoid being a bad host, here are eight must-haves for hosting your next marketing meeting – and making it successful.

Meet only when necessary.

If something can be easily covered via e-mail, it should be. 

A prepared – and shared! – agenda is the best start.

An advance agenda helps set the tone of the meeting, lay out the goals, and allows people to budget their time, as well as prepare responses. Be sure to include time for brainstorming!

Begin with the end in mind.

Know what you are trying to accomplish during your meeting. This is not a status conference. The goals need to be clearly defined so that they can be addressed and accomplished.

Keep meetings small.

The smaller the group, the better the collaboration. Amazon’stwo-pizza team rule for productive meetings is well-known and highly successful. The idea is that the group must be small enough that two pizzas can feed all attendees. This keeps ideas from being drowned out by too many voices.

Keep your marketing meeting short.

Be respectful of people’s time. No more than an hour – half an hour is even better.

Keep it simple.

Use pictures. Charts. Demonstrations. Content is king in marketing meetings too so make them compelling and focused, but not overwhelming.

Keep distractions out.

Set a no-computer rule and declare phones emergency-only devices.

Keep it interesting.

You don’t want a boring, tedious marketing meeting.  For instance, kick off the meeting in a fun way to grab their attention.

At a kick-off marketing meeting, for a client in the concrete industry, we needed to explain to the team that their audience didn’t know the difference between cement and concrete. How did we capture their attention? Cake batter. We demonstrated the difference in simple, relatable terms – without using engineer-speak.

Cement was represented as a box of cake batter. Concrete was then explained as the combination of the box of batter plus all other ingredients – resulting in a cake. This simple demonstration of making a cake in the meeting got the team’s attention, engaged their imaginations and helped them understand how their audience thought of them. Plus, CAKE!

Marketing Meeting Must-Haves are a Must

Well-organized marketing meetings can be great for productivity, team building, and brand development. Keep these marketing meeting must-have tips in mind so all you have to worry about is getting those creative juices flowing to rock your next marketing meeting.


Do you think you need a marketing audit? We’ve said it before, and we will say it a million times over – consistency in marketing equals recognition. You have to be consistent in your branding across all channels and materials. You also have to be relevant to your audience in the current marketing climate. 

There is a simple solution to ensure your marketing materials are current, accurate, and consistently following your branding guidelines – an audit of your marketing materials.

What is a marketing audit?

A marketing audit is designed to make sure your materials are aligned with your goals via a review (or creation of!) your brand’s marketing plan. It is a fabulous way to keep you on pace in the marketing marathon.

Here are five reasons you may need a marketing audit:

  1. It has been a hot minute. Maybe you’ve never done an audit of your marketing materials or perhaps it has been a long while since your last one. If it has been a year since your last audit, it’s time to rock one!
  2. Demand shifts. Products and/or services routinely go in and out of style. Your offerings need to be effective based on current supply and demand fluctuations.
  3. Products or services have changed. If you’ve added or removed products and/or services, your marketing materials need to reflect those changes.
  4. Competitive changes. This is one area you absolutely want to make sure you’re keeping up with the Joneses. You don’t want stale messages to hold your brand back while your competitors offer fresh and inspiring marketing.
  5. Contact information updates. If your address, phone, website or e-mail has changed, your marketing materials need to as well. If you’ve added – or need to add – a social media presence then your marketing needs to reflect that, too.

The market is constantly evolving and changing. Don’t let the materials designed to boost your brand get behind the times. A marketing materials audit gives your brand the boost it needs to keep rocking. Give us a call – we’re always ready help your brand reset and refresh.


It’s time to evaluate your marketing strategy for the second half of the year. With Q1 in the rearview mirror, and thick in the midst of Q2 now is the time to plan what comes next.

Failing to plan is planning to fail

My kids hear Benjamin Franklin’s quote about planning often. They are teenage boys and the simplicity of “If you fail to plan, you are planning to fail” strikes a chord. In October we talked about 2021 marketing planning – and it is absolutely crazy that the second half of 2021 is right around the corner. May is the perfect time to plus-delta your marketing plan to rock Q3 and Q4.  

We wax the marketing plan lyrical often, if you want some additional reading search Marketing Plan right here on Off Your Rocker, because it is a topic we keep coming back to because it is that important. Running through your activities, business, leisure or really anything without a plan to evaluate often leads to a failure.

Who could have planned for 2020!?!

For real. If you had pandemic marketing plan – ROCK ON! Many threw out the 2020 marketing plan and went into crisis or survival mode. Is it safe to say most everyone was scrambling in the unchartered time. Now that we are well into Q2, what lessons can we learn? Should we all write pandemic marketing plans? No! Should you have crisis plan? Maybe. Should you have a stop-gap strategy at-the-ready if everything falls apart? Yes.

Plan to evaluate a pivot

It was easier for teams to pivot from a plan versus starting from scratch in 2020. Existing plans guided and grounded activity for some, for others it gave a communication channel for policy and operation updates. We were reminded of the importance of staying positive in all marketing efforts and staying true to your brand. We celebrated the entrepreneurial spirit of our network and were honored to be a part of several brand launches in the back half of 2020.

Now is the time to look at the 2021 plan to evaluate what stays in, what stops and what needs to be added. Let’s get ready for the second half and move forward with purpose and intention to flourish the rest of the year.


The Clean Up 

Spring cleaning comes in many forms but have you extended it to your social media? Although this sounds like an odd notion, tidying up your social media ensures that your online platforms are building up daily engagement and generating leads. 

When you don’t pay attention to your social pages, your platforms become dated – something that should always be a priority to avoid. 

By focusing on these five points in your social media, you can make sure to revamp your social presence, renew your look, and refocus your brand strategy.

When it comes to spring cleaning, start out with the basics. Your logo! Are your colors dated? Should you go brighter? Bolder? Is your logo still considered modern? These are all questions you should ask yourself to make sure that your company is putting their best foot forward and aligning with today’s day and age. 

The Header 

The header is one of the first things that your viewers will see when they come to Facebook and LinkedIn! When you look at it, ask yourself if the picture is…

  1. High quality? 
  2. Modern or dated? 
  3. Reflecting the season your company is in? 
  4. Updated with the awards and certificates your company has gotten throughout the year? 
  5. Used across all platforms? 

Once these questions are answered, your social media strategy is that much closer to being polished.

The Bio

The bio for your company may be short and sweet or long and informative but is it as updated as possible? Are there new hashtags you want to include that are easily found? Are there any typos you may have missed the first time you wrote it? 

No matter how fantastic your bio may be, the smallest writing error can cast doubt about your capabilities to be detail-oriented. This is a mistake you never want to have reflected in your platforms.

The Feed

When it comes to your feed you want to make sure that it is an extension of your latest brand strategy. If your brand is bold then extend that message through bold colors, sharp photos, and succinct captions. If your brand is playful then extend your brand through bright colors, whimsical photos, and emojis. 

Now that you know what you want your feed to look like, look at it from a grander scale.

Do the last posts reflect a past brand strategy? Do you want that to be the first thing that viewers note? Or do you have a new brand strategy that you want to promote and want that to be the focal point? 

Whatever the case, you will want the most current brand strategy to be noticeable at first glance. Take the time to see your company from the eyes of your viewers.

The Website

When your customers look for your website, are they able to find it easily? If not, you may need to revamp and renew the list of keywords that is used for your SEO (Search Engine Optimization) on each page.

By using the most up-to-date keywords, you’re able to make sure that your site is found in an easy manner. Decreasing the level of friction for customers to be able to locate your website and find the information they are looking for is important because it can be the difference of gaining or losing a lead. 

You’ll also want to make sure that all the tweaks that you make on your social media platforms are extended to your site. If you made the colors brighter on your logo, extend that color palette to your site. If you modernized your feed, make sure that your photos and messaging on your site reflect that change. For every action there will always be a reaction.

The Conclusion

No matter how big or small your spring cleaning is, always keep your brand at the forefront. Taking the time to be detail-oriented, using these focal points, and putting your brand first is sure to create a springtime glow for you and your company.


Woman Using Text Message Marketing

Using Text Messaging Marketing in your Marketing Plan

Is your brand using text messaging to connect with customers? Consumer preference to shop and connect with brands continues to increase steadily. Because of the pandemic, the mobile ecommerce growth that was expected to occur over the next 2 to 3 years, happened in mere months in 2020.

In addition to email marketing and social media marketing, text message marketing is an opportunity to speak with your customers in real-time. As a result, you can have real conversations with them throughout their customer journey. And, build brand loyalty. Use the space where they spend the most time – on their phone – to reach them.

Start with your business goals.

First, define your business goals before you incorporate a new marketing strategy. Next, select key performance indicators (KPIs) that will support those goals. These can be simple quantifiable measurements like subscriber growth or they can be revenue driven. Then with a clear plan for your text marketing program, you can set your company up for success.

Brands who text message can engage customers, increase loyalty and even drive revenue. Now more than ever, as consumers and brands are both feeling the effects of COVID-19, it’s important to be able to connect with your customer directly.

Last holiday season, 61% of all ecommerce sales were made on a smartphone. That represents a 27% increase from 2018. Mobile ecommerce will continue to hold a top spot as a customer preferred method of shopping. Capitalize on this shopping trend with text messaging.

Simple reasons to think about using text messaging.

Texting could be a helpful addition to your marketing mix depending on your type of business. With texting you can build the type of relationships with customers that they crave. There are many different ways to use SMS. So, here are a few ideas to get you started.

Welcome new customers
  • Create a welcome offer to new subscribers. Then, build a drip campaign (a series of texts) for these new subscribers. This welcomes them to the brand and give them a reason to stick around.
  • Offer your text message subscribers extra perks for being a subscriber. Make offers ones that aren’t given in your other digital venues. Share early access to shop new items, access to a member’s only special sale or VIP access to products.
Share new products or sales
  • Excite your customers about a new service. Send them a text with a link to your website. Then they can easily sign up for your company’s newest yoga class or hot stone massage.
  • Encourage quick action. Share limited-time deals in your shop, best-selling items running out of stock and Buy One Get One Free offers. Texting helps you highlight the time-sensitive nature of an offer.
Alert and remind
  • Keep your customers up-to-date about steps in a service process. Don’t make them guess or wait or have to track you down. Text them when their tax return is ready. Show them pictures of their new kitchen being built. Keep them aware of when your serviceman is coming to repair their refrigerator.
  • Remind your subscribers about their abandoned shopping carts with a link directly to their cart to finish their shopping journey. As a result, it’s easy for them to finish checking out. Thank them for their purchase. Reward them with a bounceback offer after the completion of their purchase.
  • Share important or timely information to your text message subscribers. If you’re a restaurant, share news like COVID-19 safety precautions, new menu items or dining options.

Your customers rely heavily on their smartphones to connect to the outside world right now. Reach out to them using text messaging. Having real-time conversation with your customers lets them know that you hear them, you understand their needs and you are ready to add value to their lives.


marketing plan

How is your 2020 marketing plan holding up?

If you’re like a lot of businesses this year, you threw out your 2020 marketing plan and have been in triage mode for six months. Q4 is the perfect time to re-evaluate your company’s marketing plan to include a good marketing planning outline and process, messaging, strategies and brand.

This year’s best laid marketing plans were most likely laid to waste in the second quarter. It’s now Q4 of a very weird year – speaking from, well, every point of view – and everyone is working under the guise of not knowing what is coming next or when. Some businesses are continuing to just execute 2020 marketing strategies with messaging that is not currently relevant to growing their top line or their bottom line. Stop reacting and get proactive with your brand.

Typically, clients reflect and plan ahead this time of year, and this Q4 should be no exception.

In fact, we recommend doubling down on the planning. This year though, planning may look a lot like pivoting for most businesses. There is very little business-as-usual going on, and your company’s business plan should reflect that fact.

We are working with clients that are facing different year end results – from more than 75% decline in sales, to flat, to having the best year ever. We have clients who’s marketing plan has them pivoting completely and launching new brands, born of the new normal or a long-held dream. But the one thing all of our clients have in common right now is that they are planning in order to be able to continue to pivot if need be. They are ensuring that their future strategies will be on-brand even if the content has to change.

Now is the perfect time to step back from your business plan and take an objective perspective on your company’s state of affairs.

Is your brand’s marketing plan going in the right direction? Do you need a more focused or broader message? Are your communication strategies getting you in front of the right customers on the right social media channel? Is your brand voice in tune with the state of the world? Know who you are, what you stand for and how to communicate that mission to your customers. What is your highest and best use? When you have a plan, this is how you can frame all of your future content – even if it keeps changing.

Plan ahead to pivot.

Planning a marketing infrastructure to put in place now and building on it through Q1 and Q2 of next year can help pivot your brand toward a new goal, refine your mission and elevate your relevancy. Have a plan in place to be able to address the unknown needs of your customers as they arise in 2021. You don’t necessarily need the answers now, but you need to have a plan to be able to answer the questions your customers will have. Your marketing plan for next year should include key messages, strategies, a budget, timeline and content calendar through Q2 of 2021 to carry your company into Q3. Spend your marketing time wisely this quarter to build the brand you’ve always wanted to become next quarter and beyond.


A popular phrase in the marketing world states, “always be one step ahead of your competition.” But, how do you accomplish that? Develop a competitive analysis.

Why are your competitors outranking you? What are their strengths and weaknesses? What are their marketing strategies? All of these questions are answered through a competitor analysis.

What is a competitive analysis?

A competitive analysis identifies and evaluates your competitors in comparison to your business. More specifically, your analysis should include the following:

  • Identifying your competitors and highlighting those that pose the biggest challenge
  • Researching information about your competitors
    • i.e. pricing, financials, marketing campaigns and social media, company history, their marketed demographic, and locations they cover
  • Evaluating their strategies
    • Determine their strengths and weaknesses to your brand’s

Why do competitive analysis?

Competitive research is crucial to your success as a business because it helps you create better marketing strategies. Moreover, it allows you to make educated decisions about your strategy and guarantees you can create competitive advantages. A competitive analysis gives you the ability to quickly identify industry trends and adapt to other marketing campaigns. As a result, all of these enable you to stay ahead of your competitors.

Conclusion

It cannot be a one-time thing. In short, frequently completing a competitor analysis gives your business the advantage to outsmart the competition.