What is a marketing strategy workshop?

A marketing strategy workshop is a facilitated working session, typically one to two days, where a company's leadership team builds the foundation of its marketing strategy together: who the ideal customer is, what the message should be, how leads will flow, and what marketing must achieve. Unlike a consultant's report, the strategy is built with the team in the room, which is why it actually gets executed afterward.

What happens in the two days?

Branch's Strategic Marketing Workshops run over two focused days with a defined arc. Before the workshop, a discovery session sets objectives and we review your brand and marketing materials in advance, so room time is spent deciding, not downloading. In the room, we assess your marketing and sales teams, budget allocation, and existing systems (CRM, marketing automation, ERP), then run focused working sessions from a menu that includes persona building, lead flow mapping, funnel mapping, brand messaging, tone of voice, and setting marketing objectives.

What do you walk away with?

A foundational summary that acts as the springboard for your company's strategic marketing plan: documented personas, a mapped funnel, messaging direction, and marketing objectives your leadership team agreed on, in writing, with owners. Many clients extend the workshop into a full five-phase strategic marketing plan; others run with the foundation themselves. Either way, the output is yours.

Who is it for?

Two groups get the most out of a workshop: solo marketers who manage everything with minimal budget and need organizational buy-in to get resources, and companies that have grown on referrals and word-of-mouth but have no repeatable lead generation strategy. If more than 70% of your business comes from a handful of referral sources, a workshop is the fastest way to build your first proactive growth engine.

Frequently asked questions

How long is a marketing strategy workshop?

Branch's workshops run two focused days with your leadership team, plus a short pre-workshop discovery meeting where we review your materials in advance.

What does a marketing strategy workshop cost?

It depends on scope, and you'll get a clear, fixed number before committing to anything, no surprise invoices and no open-ended retainers. The first conversation is free.

Do we need marketing experience to participate?

No. The workshop is designed for leadership teams, not marketers. If you have a marketing team, they should be in the room, but the format works for founder-led companies making their first marketing investment.

What happens after the workshop?

You receive a foundational summary that becomes the springboard for a strategic marketing plan. You can run it yourself or keep Branch involved for the full five-phase plan and implementation.

See where you stand in 3 minutes

The free Marketing Effectiveness Assessment scores your strategy, alignment, and execution, and gives you your three highest-leverage moves.

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