Multi-Year Revenue Roadmap

A growth plan built from your numbers, not benchmarks.

Most agencies hand you a quarterly plan and call it strategy. We build a long-range roadmap from your diagnostic, project it against your own KPIs, and then run it with you.

Tell us what's going on →See how it works ↓

$500M+ in client revenue impacted
16 years in business
95%+ client retention
10 years running St. Louis Small Business Monthly award

10 years

of one system, sharpened instead of rebuilt

Evidence / Industrial manufacturer

More inquiries in six months than in a full baseline year.

A manufacturer kept one system and improved it on its own evidence for a decade, instead of tearing it down whenever someone got restless. A system you keep sharpening compounds.

Read the story →Talk to us about yours →

Why it's different

Most marketing plans would fit half the companies in your category.

Built from your diagnostic

Journey mapping, ICP work, the measurement baseline, and customer intelligence all feed it. Every movable factor is identified and every initiative is costed.

Sequenced for your P&L

The order is set by what moves your numbers and compounds best, not by what a template says comes next.

Run by the team that wrote it

The roadmap is the operating document for the engagement, not a deck that gets handed off.

This isn't a document that gets handed off. It's a document we operate from.

What this produces

Built from your diagnostic numbers, not industry benchmarks.

01 / Now, Next, Later

A phased roadmap

Now: the work that builds foundation or moves the most, first. Next: what follows once it is in place. Later: where the business is headed. Phases follow readiness, not a rigid calendar.

02 / The numbers

KPIs tied to revenue and profit

Every initiative is tied to the KPIs it should move, such as conversion, retention, deal size, and close ratio, translated into projected revenue and profitability.

03 / The rhythm

A living document

Reviewed monthly against the numbers, recalibrated quarterly, and reset every year, so the plan and the financial model stay current.

You can show it to your CFO, your board, or a potential buyer.

Evidence / Professional services

Six years of decisions made against real numbers.

Every marketing decision since 2019 got made against real numbers, and each answer changed what came next. The owner still approves every dollar. What changed is what he is approving against.

“When he considers a budget change, the expected outcome is a calculation, not a hope.”From the case study

Read the story →

More than 2x

the size of the firm since 2019

20x

first-year revenue on ad spend

Every year

organic traffic has grown since 2023

Is this for you?

Who this works for, and who it does not.

A good fit if

You have real growth goals and aren’t confident your current strategy, plan, or team gets you there.
You’re setting multi-year financial targets and need marketing to credibly underwrite part of them.
You’re thinking about an exit in the next few years and want a documented, transferable growth plan.
Your board or investors want a plan tied to real economics, not a quarterly slide.
You’ve been running marketing quarter to quarter and want a longer view.

Not a fit if

You’re a startup looking for your first customers.
You already have a strategic CMO in the seat.
You want more social posts or a single campaign.
You’re choosing on price alone.

How it works

In three months, you'll have this.

Months 1 to 3

What fixing your marketing is worth in dollars, with the math shown. And a plan for which changes come first.

Customer Journey Map current state · gaps · suggested journeySample company

The opportunity, in dollars

Compounded, fixing the journey is worth +$2,193,430 a year, a 31% lift before a dollar of paid media.

Leads / yr900×1.12

Close rate22%×1.09

Avg job value$24,000×1.03

Repeat1.5×1.04

Revenue / yr$7,128,000→ $9,321,430

+$2,193,430added revenue / year

+$877,372added gross profit / year

The plan

Prioritized roadmap

Phase 1

Seafoam-ledTrack every lead to its source

First, because nothing after it can be measured without it.

Seafoam-ledClean up the CRM

One record per customer, so sales and marketing see the same thing.

Client-ledName three proof stories

You confirm which customers we can name.

Phase 2

Seafoam-ledRebuild the website around your best customer

Built on what the customer interviews found.

Seafoam-ledSearch and AI answer pages

So you show up when buyers ask Google or ChatGPT.

JointQuote follow-up within a day↳ needs CRM cleanup

4 in 10 quotes never get a second call today.

Seafoam-ledPaid search on your best-margin services↳ needs lead tracking

Widens volume only after tracking is fixed.

Phase 3

Seafoam-ledEmail to past customers

They hear from you twice a year today.

JointReferral program

We build the ask and the tracking. Your team makes the introductions.

Seafoam-ledAI for reporting and lead scoring↳ needs CRM cleanup

Once the data is clean enough to trust.

After that, you can check this any day.

Month 4 on · month to month

Our senior team carries out the plan, with no long-term contract. Your playbook shows what marketing brought in, what you spent, and where the money came from. Including what didn't work.

Tell us what's going on →

Marketing Strategy Playbook updates itselfSample company

01 · What it's earning

Money from marketing

This monthLast 90 daysThis yearLast 12 months

How much did marketing bring in, Aug 13 to Nov 10?

$452,000

▲ 22% vs $370,500 the same dates last year$452,000 from 19 new customers

Spent on ads$31,400

Back for every ad $1$2.92$91,600 in sales from ads

Where the new-customer money came from

Google searchfree results · 8 new customers

$212,400

▲ 31% Growing

Referralsword of mouth · 6 new customers

$148,000

Steady

Google Ads5 new customers · $24,800 spent · $3.69 back per $1

$91,600

▲ 18% Growing

LinkedIn Ads0 new customers · $6,600 spent · $0.00 back per $1

Nothing yet

What the numbers say: Google search brought the most new-customer money. LinkedIn Ads: $6,600 spent and no sales from it in these dates.

Questions

What people ask before they start.

Can you build the roadmap without the full engagement?

No, but not for the reason you might think. The roadmap is the opening stage of an ongoing engagement, and the value compounds from there. We don’t force clients into long-term agreements. We’re confident enough in what the roadmap produces that we’re banking on a simple outcome: once you’ve seen the plan, you’re going to want us to be the ones executing it. If we’re wrong about that, the engagement ends. We have never been wrong about that.

What if the business changes and the roadmap is no longer right?

It will, and it won’t be. The roadmap is a living document with quarterly recalibrations and annual resets. Some initiatives move up, some get deprioritized, and some get replaced entirely. The value is in a plan that can evolve coherently, not one that never changes.

Is there a long-term contract?

No. We believe in the work we do, which is why after the three-month diagnostic and strategy period, everything is month to month.