Strategic Marketing & Sales Planning Workshop
When you need clarity, alignment and a commercially viable path forward
Most organisations don’t lack ideas or effort.
They lack alignment.
They’re doing a lot — but it’s not landing.
Marketing feels busy. Sales feels harder than it should.
Leadership knows where they want to go, but can’t quite articulate the path forward.
This workshop exists to change that.
The Strategic Marketing & Sales Planning Workshop
is a facilitated, high-level planning session designed to help leadership teams:
- articulate a clear vision in commercially viable terms
- align around priorities and direction
- understand what’s really driving (or blocking) visibility and revenue
- and leave with a clear, confident path forward
This is not a tactics session.
It’s a decision-making and alignment intervention.
The Outcome (This Is the Promise)
By the end of the workshop, teams consistently report:
- Relief — because everything finally makes sense
- Confidence — because the direction is clear and grounded
- Focus — because they know what to prioritise
- Momentum — because the next steps are obvious and achievable
In other words:
You can see the path forward — and it’s commercially sound.
That is the product.
What We Work Through Together
The workshop is structured to bring clarity to the areas that most directly impact visibility and revenue.
Depending on the organisation, this typically includes:
- Business vision and direction (articulated in practical, commercial terms)
- Revenue goals and growth objectives
- Gaps, constraints, and misalignment
- Leadership alignment and decision clarity
- Target audience clarity (who you are really for — and who you are not)
- Offer clarity and value proposition
- Positioning and key messages
- Priority marketing channels
- How marketing supports sales — in the right order
Just as importantly, we identify:
- what to focus on next
- and what to stop doing
That’s often where the biggest relief comes from.
How the Workshop Works
- Facilitated by Natasha as a Strategic Guide and Decision Partner
- Designed for leadership teams, owners, or key decision-makers
- Collaborative, structured, and commercially grounded
- Focused on clarity, alignment, and decisions — not deliverables for deliverables’ sake
Natasha brings perspective, challenge, and synthesis.
The organisation brings insight, context, and decisions.
You leave aligned — not overwhelmed.
Investment $8,500 +GST
Phase 1: Preparation & Context
Before the workshop, Natasha takes the time to understand your business, market, and objectives.
This ensures the session is:
- grounded in your reality
- relevant to your stage of growth
- focused on the decisions that matter most
While some frameworks are consistent, every workshop is tailored to the organisation and the outcomes you’re seeking.
Phase 2: Facilitated Strategic Workshop
4–6 hours | Off-site | Up to 8 key people
We bring together up to eight key decision-makers — typically owners, leaders, or senior team members — in an off-site setting that allows space to step out of day-to-day operations.
Over 4–6 hours, Natasha facilitates a structured working session to help the group:
- align on vision, priorities, and direction
- surface what’s really driving (or blocking) visibility and revenue
- clarify positioning, messaging, and audience
- identify the most effective marketing channels for your next stage
- simplify complexity into focused, achievable priorities
This is where teams most often experience relief — because things finally click.
Phase 3: Strategic Synthesis & Plan Development
After the workshop, Natasha will take everything you’ve worked through — insights, decisions, tensions, opportunities — and translate it into a clear, practical strategic plan.
This plan:
- reflects what was agreed in the room
- provides direction for the next 12 months
- acts as a reference point for decision-making
- can be used internally or with external partners
Once complete, she returns to present the plan back to the leadership team, ensuring clarity, alignment, and agreement on next steps.
There is no “what do we do now?” moment.
Investment: $8,500 +GST
Who this Workshop is For
What This Workshop Is Not
To protect clarity and outcomes, it’s important to be explicit.
This workshop is not:
- a campaign planning session
- a content calendar
- a marketing plan template
- an execution engagement
Those come after clarity — not before.
How This Fits Into the Bigger Picture
The Strategic Marketing & Sales Planning Workshop is typically recommended after a Strategic Direction Conversation.
It often becomes the foundation for:
- internal implementation
- agency briefs
- or ongoing Strategic Marketing & Sales Advisory support
For some organisations, this workshop provides all the clarity they need to move forward independently.
For others, it becomes the foundation for ongoing Strategic Marketing & Sales Advisory, supporting leadership as decisions are made and implemented over time.
Either way, it gives you a grounded, shared direction.