Marketing Strategy & Planning

Fractional CMO  /  Strategy & Planning

Marketing Strategy & 90-Day Planning for Contractors

Random marketing acts don’t grow businesses. We build focused 90-day roadmaps that align your budget, channels, and team around one goal: more booked jobs at a lower cost.

GET YOUR 90-DAY ROADMAP

67%
of contractors have no documented marketing strategy

more likely to hit growth goals with a written plan

$60M+
in sales influenced by Capstone-built marketing systems

Source: CoSchedule, HubSpot State of Marketing, and Capstone client engagements.

Marketing Without a Map Is Just Expensive Guessing

You’re spending money on marketing — maybe a lot of it. But can you answer these five questions without guessing?

You can’t name your cost per lead by channel.

You can’t say which activities actually produce booked jobs.

You don’t know where your next marketing dollar should go.

Your team has no clear focus for this week versus this quarter.

You can’t tell whether your vendors are delivering what they promised.

If you can’t answer these confidently, you don’t have a strategy — you have a collection of disconnected activities. No priorities. No plan. No way to know what to cut and what to scale.

The Foundation

What a 90-Day Marketing Strategy Actually Is

A 90-day strategy is a focused, executable plan that answers three questions — and then tells your team exactly what to do about them.

Where are we now?

Current performance, gaps, and the opportunities you’re walking past.

Where do we need to be in 90 days?

Specific, measurable goals — booked jobs and cost per job, not impressions.

What do we do each week?

Priorities, owners, and milestones so nothing stalls waiting on a decision.

Why 90 days?

30 days

Too short to see real results from most marketing.

6–12 months

Too long. The market shifts, priorities drift, the plan goes stale in a drawer.

90 days

Long enough for compound effects, short enough to hold accountable.

What’s Included

A Custom Roadmap — Not a Generic Template

We build the plan around your market, your capacity, and your goals. Here’s what you walk away with.

01

Discovery & Diagnosis

We dig into your current marketing — what’s working, what’s bleeding money, and where the biggest opportunities are hiding.

02

Market & Competitive Analysis

We map your local market — competitor positioning, share of voice, pricing, and the gaps you can take.

03

Ideal Customer Profile

We define exactly who you’re targeting: buying triggers, service mix, and how they actually find contractors like you.

04

Channel Mix Strategy

Which channels deserve investment, how much, and what to expect from each. No more guessing where to spend.

05

Budget Allocation Framework

A budget tied to your revenue goals — not an arbitrary percentage — with guardrails for cost per lead and return.

06

90-Day Execution Roadmap

A week-by-week plan with clear priorities, owners, and milestones. Everyone knows what to do and when.

07

KPI Dashboard Setup

We define the metrics that actually matter and build the dashboard so you see performance at a glance — not vanity stats.

08

Quarterly Review Structure

A review cadence and format that keeps the strategy alive — so it stays a working document, not a forgotten file.

Investment

Strategy & Planning Pricing

90-Day Roadmap
$3,500–$5,000 one-time

Full discovery, analysis, and a documented roadmap with an execution plan. Yours to run with.

Start Here

Roadmap + Advisory
$5,500 /mo

The roadmap plus monthly strategic oversight, vendor accountability, and course corrections.

Book a Call

Roadmap + Operator
$7,500–$9,000 /mo

The roadmap plus weekly execution management and full marketing leadership as your Fractional CMO.

Book a Call

The 90-day roadmap is included in every Fractional CMO engagement — it’s how we start every relationship. No long-term contracts on ongoing plans. Cancel anytime.

The Process

How We Build Your 90-Day Roadmap

Fast without cutting corners. Most clients have a complete roadmap within two to three weeks.

1
Week 1

Discovery & Data Gathering

Kickoff on goals and constraints, access to analytics and ad accounts, stakeholder interviews, and a current vendor audit.

2
Week 2

Analysis & Strategy Development

Lead-source and intake audit, channel performance analysis, opportunity identification, and the draft channel mix. Pairs naturally with a full marketing audit.

3
Week 3

Roadmap Delivery & Alignment

A working session to walk the roadmap, budget allocation, week-by-week priorities, and KPI targets — then decide: run it in-house or run it with us.

Ongoing

Execution & Optimization

Weekly or monthly check-ins, progress against milestones, real-time adjustments, and a 90-day review that sets the next quarter.

Is Strategic Planning Right for You?

Perfect for

Contractors doing $2M–$10M who spend on marketing but can’t connect it to revenue.

Owners tired of juggling disconnected agencies and one-off tactics.

Businesses grown on referrals that need a second growth engine.

Teams with marketing staff or vendors who lack strategic direction.

Companies prepping for a growth push or a new market.

Not right for

Brand-new businesses with no marketing history or budget — run some tests first.

Owners who want someone else to make every call without their input.

Anyone looking for a “set it and forget it” plan — strategy needs ongoing engagement.

Companies unwilling to share financials or analytics access.

Questions Contractors Ask

Discovery and diagnosis of your current marketing, competitive and market analysis, an ideal customer profile, channel mix with budget allocation, week-by-week execution priorities, KPI targets, and a quarterly review structure. You leave with a documented strategy and an actionable plan — not just recommendations.

Typically two to three weeks from kickoff to delivery. Week one is discovery, week two is analysis and strategy, week three is the roadmap presentation and alignment. Fast, without cutting corners.

No. The roadmap is a standalone deliverable. Plenty of clients take it and run with their own team or existing vendors. Others continue with us for advisory or full CMO work — but there’s no obligation either way.

An agency hands you a proposal for what they want to do — their services. We hand you a strategy for what you need, whether that’s done by us, another vendor, or your own team. We’re not selling execution. We’re selling clarity and direction.

We’ll audit it. Most “plans” we see are really just lists of tactics with no strategic prioritization. If yours is solid, we’ll tell you. If it has gaps, we’ll show you exactly where and what to fix.

Access to your analytics and ad accounts, your CRM or lead tracking, and two to three hours for discovery interviews. We’ll also need financial context — current revenue, marketing spend, and growth goals.

Get a Marketing Strategy That Actually Works

Stop guessing. Get a 90-day roadmap built for your market, your budget, and your growth goals.

BOOK YOUR STRATEGY CALL

No obligation. No pressure. Just a real conversation about your marketing.