Strategy & Roadmap
With revenue-aligned objectives, audience segmentation, content pillars, and a phased maturity roadmap
Case Study: Marketing Strategy, Playbook & CRM Build
The Challenge: Scaling Without a Marketing Foundation
A professional services firm serving government clients had ambitious growth targets—doubling revenue—but no dedicated marketing function to scale. Marketing activities were minimal, systems were immature, and the team was considering hiring a single person to handle all marketing and support sales. They needed strategic leadership, a plan, and infrastructure.
The Approach: Strategy First, Then Systems
Before building any systems, we needed to understand the business, define the audience, and create a strategy tied to revenue goals. Savvy Marketing Works built the marketing foundation first, then implemented the technology to support it.
Playbook & Content Framework
Execution-ready playbook for email, social, events, and thought leadership; tied to service areas and pain points
Asset Rebrand
Brought in a graphic designer to implement brand updates across collateral, to match website investment
HubSpot Implementation
Configured for lead management with custom fields, deal structures, and historical data migration—coordinating with CMap
A Foundation for Scalable Growth Through Marketing
Strategic Clarity
Marketing strategy tied to revenue goals, validated through EOS annual planning, clear priorities and phased execution.
Execution-ready Playbook
A tactical guide for content, email, social, and events—enabling consistent marketing activity across staff and contractors.
Unified CRM & Lead Management
HubSpot configured for lead management with historical data migrated and deal structures feeding into CMap at handoff.
Scalable Systems Foundation
Leads flow through a defined process: captured in HubSpot, qualified, converted to deals, and synced to CMap for delivery.
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