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Marketing strategy & planning

A strategy is only useful once it becomes a plan.

Strategy, planning, implementation and optimisation support for startups, SMEs and larger B2B and B2C businesses — ending with something your team can actually execute on Monday.

Agreed targets · engagements scoped by outcome, not by hours

Steve Ward, founder of Epitomise

A sample of Epitomise customers

  • Pastest
  • Foundation IT
  • Control Technologies UK
  • APP Technology
  • Versinetic
  • ByteSnap Design
  • CyberGuard Technologies
  • OGL
  • Alliance Health Group
  • Bambooth
  • NKD Learning
  • Digital AV
  • SpirIT UK
  • Wider Fit Shoes
  • Prakash Astrologer

The situation

Most strategies fail on the handover, not the thinking.

Plenty of businesses have a strategy document. Fewer have one that anybody used after the meeting it was presented in. The thinking is usually sound; what is missing is the translation — from position, to priorities, to a sequence of work with owners, budgets and a way of telling whether it is working.

Epitomise treats the plan as the deliverable and the strategy as the argument behind it. You should be able to hand the output to a marketing manager, an agency or a founder doing it themselves and have all three understand what happens first, what happens next, and what has deliberately been left out.

Implementation and optimisation support then continues for as long as it is genuinely useful. A plan that never meets reality is just a tidier version of the same problem.

How we can help

Three ways in, and they combine.

Clients engage Epitomise in three complementary ways, choosing one service or combining them as their needs evolve.

01

Strategic marketing planning and advice

Clear strategic recommendations, practical plans and senior challenge to help you choose the right direction and priorities.

Strategy & plans →
02

Mentoring, coaching and training

Hands-on support that builds confidence, capability and best-practice ways of working across owners, leaders and teams.

Mentoring & training →
03

Campaign delivery and implementation

Agreed marketing campaigns and execution support delivered within the scope, budgets and approvals we set together.

Campaign delivery →

The Transform Accelerator

One framework, four stages, run as a quarterly rhythm.

Discover new opportunities in your business and sustainably increase revenue by following a trusted plan — manageable growth that respects today’s challenges and cash-flow constraints.

  1. 01 · Review

    Get a new perspective on your business. Discover its value to guide the transform strategy.

  2. 02 · Focus

    Identify and prioritise new ideas to design a manageable plan of action to transform your business.

  3. 03 · Implement

    Empower your team, build new processes, create assets and deliver through the most effective channels.

  4. 04 · Optimise

    Test and measure performance, optimising often to grow results and improve return on investment.

Learn more about the framework

What clients say

Three clients, in their own words.

Have worked with Epitomise for over six years and very happy with the level of service they provide. Our marketing campaigns are providing more enquiries than we can handle. Luckily, they are always available to help tailor the marketing to suit our budget and month to month requirements. Anton Van Der WattDirector · Digital AV · quoted in 2021
Steve is a pleasure to work with. His extensive knowledge of marketing, and specifically in our sector, is impressive, and his structured and inclusive style worked well in getting us all to focus on what really makes the difference. I’d recommend him to anyone who is looking for real strategic advice and guidance that comes with practical and clear deliverables. Cindy PhillipsHead of Marketing · OGL
Steve clearly knows his stuff – his expertise, enthusiasm, fresh ideas and detailed research have helped take our strategic marketing to the next level. Very happy with the fantastic service from Epitomise. Michelle RobinsonMarketing Manager · Versinetic
16
client engagements published in full, with the work shown
Four
sectors, from EV charging design to domiciliary care
11
guides written and published
2017
the year Epitomise was founded

Selected work

Three businesses that started with a plan, not a campaign.

A sample of engagements across IT services, audio-visual technology and architectural design.

APP Technology campaign creative

IT services · Windows migration

APP Technology

A joint marketing plan, then successive campaign waves — website content, collateral, webinars, search and display — introducing APPtechnology’s new offerings and building a pipeline of new client opportunities.

Read the case study →
Digital AV case study

Audio, visual and data technology

Digital AV

A three-year business and marketing strategy, two websites — one commercial, one consumer — and a continuing campaign programme: 40 leads in the two months after the November 2018 launch.

Read the case study →
Escape Design case study

Architectural design

Escape Design

A strategic marketing plan, then website messaging and campaigns targeted service by service and place by place — 148 enquiries in a three-month snapshot.

Read the case study →
All client work

What you end up with

The output of a strategy and planning engagement.

Position
Who the business is for, what it is known for, and which markets it is competing in
Priorities
The small number of moves that carry the growth — and the list of things being stopped to pay for them
Plan
Sequenced work with owners, budget and dependencies, written for the people who will run it
Measurement
The handful of numbers that show whether the plan is working, and when to change course
Review
A quarterly rhythm for optimising, so the plan improves rather than expires

Clients range from startups planning a first launch to established B2B and B2C businesses replanning after a change of direction.

Free guide

26 marketing strategies to grow leads & sales in 2026

Hints, tips and best practices, including the strategies, approaches and tools Epitomise uses with clients.

PDF54 pages

Get the guide

Related

Related pages.

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