Roadmap
The marketing plan you present, and the one you keep current.
Vision, objectives, KPI targets, a 36-month timeline and live progress live in one document. Present it full-screen to the board, then edit and update it in the same workspace. No slides to rebuild every quarter.
Open it full-screen, present it as it stands.
The roadmap opens as a client-facing presentation. Vision, objectives, strategic pillars, KPI targets, the 36-month timeline and the current status all sit in one scroll, with jump dots down the side. Nothing to export and nothing to reformat before the meeting.
Marketing Strategy Roadmap
A three-year plan to drive growth
2025 to 2027 · 36 months
Objectives, targets, a 36-month timeline.
Underneath the presentation is a real plan. Six business objectives, strategic pillars for how you market, KPI targets set for each of the three years, and a month-by-month timeline you step through one year at a time.
- ·Six objectives tied to KPI targets
- ·Now, Year 1, Year 2 and Year 3 goals
- ·36-month timeline, year by year
How we measure
KPI dashboard
Marketing-sourced pipeline
Now · $0.8M
Qualified leads per quarter
Now · 40
Net revenue retention
Now · 104%
Month 7 · Demand-gen engine live
Year 1 milestone
Every section, editable in the same workspace.
The presentation is not a locked export. The overview, the objectives, the KPI targets, each timeline milestone, the execution initiatives and the strategic pillars are all edited in the roadmap editor. Change a target and the presentation reflects it the moment you save.
Build a repeatable demand engine
Objective 1 of 6
Stand up the partner program
Objective 2 of 6
Lift net revenue retention
Objective 3 of 6
Grow brand share of voice
Objective 4 of 6
Mark the progress, it shows on the presentation.
Every objective and initiative carries a status and a short written update. Set it to planned, in progress or completed, note what has actually moved, and the status section of the presentation updates itself. The version you show is always the current one.
- ·Planned, in progress or completed on each item
- ·A written update in your own words
- ·The status section stays live, no rebuild
Where we are now
Progress
Demand engine stood up
First two campaigns live, pipeline tracking
Partner program
Three partners signed, portal in build
Retention play
Kicks off after the Q3 launch
No agency deck to commission. The plan updates itself.
The strategy you used to pay an agency to format, present and quietly let go stale now lives in your own workspace. You present it, you edit it, and the board sees exactly where the work stands today.