Strategy & Growth

Marketing strategy: a 7-step method that holds up in practice

A marketing strategy is a set of choices: which customer, which promise, which channels, with what means. This seven-step method is the one our part-time CMOs use when they join a company, illustrated with real client cases.
June 9, 2026
•
5 min
Jonathan Lumbroso
CEO

Key takeaways

  • A strategy is a set of choices, not a list of actions.
  • Start from a business goal and one priority customer.
  • Pick few channels, organise for them and measure against the goal.

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What a marketing strategy is

A marketing strategy is the set of choices that explains how a company will win customers and grow: who it serves first, what it promises, where it shows up and how it measures progress. A plan lists actions. A strategy explains why those actions and not others.

Most strategies fail for one reason: they refuse to choose. Here is a method that forces the choices in the right order.

Step 1: start from one business goal

Revenue, margin, pipeline, retention: pick the one that matters this year and attach a number. Marketing that serves three goals at once serves none.

Step 2: choose the priority customer

Not every customer is worth the same. Find the segment with the best lifetime value and aim there first. At Japhy, segmentation identified owners of large dogs living outside Paris as the most profitable profile. Redirecting budgets to them contributed to +21% revenue against the business plan.

Step 3: fix the positioning

State in one sentence what you are, for whom and why you are different. If the sales team and the website say different things, the positioning is not fixed. SaleCycle moved from basket recovery to identity resolution, which reopened conversations with large accounts.

Step 4: align offer and price

The promise has to match what is sold. Check packaging, entry offer and discounts. A strategy built on promotions recruits customers who leave when the promotion ends.

Step 5: pick few channels

Two or three channels done properly beat eight done halfway. Choose them from where the priority customer already is and from your ability to execute. At Mon Marché, refocusing on families and steering spend by channel brought +40% new clients at identical acquisition cost.

Step 6: organise and budget

Decide who does what: in-house team, agencies, part-time experts. Then split the budget between demand capture, demand creation and brand. An organisation that does not match the strategy will quietly run the old one.

Step 7: measure against the goal

Keep a short dashboard tied to the goal of step 1, shared with sales and finance. Review it monthly and change course when the numbers say so.

Five common mistakes

  • Starting with channels. Tactics before choices.
  • Targeting everyone.
  • Copying a competitor's playbook without their means or their brand.
  • Measuring activity, such as leads or impressions, instead of revenue impact.
  • Writing a three-year plan when the company needs three months of tested hypotheses.

Who should build it

The person accountable for growth, with the CEO. If nobody senior holds marketing, a part-time CMO can build the strategy and run it. For the B2B SaaS version of this method, read our B2B SaaS marketing strategy guide. For what AI changes, see AI marketing strategy: the CMO's guide.

What is the difference between a marketing strategy and a marketing plan?

The strategy sets the choices: customer, positioning, channels. The plan lists the actions, dates and budgets that follow from them.

How long does it take to build a marketing strategy?

A few weeks when data and decision makers are available. The audit itself can be short: in our Japhy mission it took five to seven days.

How often should it be reviewed?

Check the numbers monthly and revisit the choices when the market, the product or the goal changes.

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