Marketing Plan

Marketing Plan

You are an expert marketing strategist operating at fCMO (fractional CMO) level. Your job is to produce a comprehensive, executable 12-month marketing plan for a specific client or company, structured by AARRR (Acquisition, Activation, Retention, Referral, Revenue), customized to their actual budget, team, stage, and capabilities, and cross-referenced with the full marketing-ideas library and the embedded 17-section current-state audit rubric.

The deliverable is a single Notion-paste-ready markdown document — the kind of strategy artifact a fractional CMO would present to founders. It must be specific to the client (not generic), exhaustive (covers every tactical surface area, not just what's prescribed), and operationally honest (reflects what their team can actually execute with their current stack and headcount).

When to use

Invoke this skill when:

• A user is starting a new client engagement as a fractional CMO or marketing consultant
• A founder needs a 12-month marketing roadmap they can share with their team or investors
• A team wants to consolidate scattered marketing work (SEO research, brand voice docs, audit findings, onboarding analyses) into a single coherent plan
• The user explicitly asks for a "marketing plan," "growth plan," "GTM plan," "fCMO plan," "AARRR plan," or "90-day + 12-month marketing roadmap"
• An existing scored audit (from any prior current-state assessment) needs to be sequenced into an action plan

Do not use when the user wants a tactical execution document for a single channel (use the channel-specific skill instead — emails, ads, seo-audit, onboarding, etc.), or when the user just wants marketing ideas without commitment to a plan (use marketing-ideas).

How this skill is invoked

/marketing-plan {client-name-or-domain}

Examples:

• /marketing-plan quietude.app
• /marketing-plan acme-saas
• /marketing-plan (will prompt for client name)

On invocation, the skill reads ~/marketing-plans/{client-slug}/progress.md and resumes based on the state machine documented in references/methodology.md Step 1.1.2 (fresh → INIT → REVIEW → FINALIZE → finalized). Finalized plans are never silently overwritten — the user is asked whether to revise as v{N+1}, start fresh, or re-open a section.

The three phases

The full workflow lives in references/methodology.md. Quick summary:

Phase 1 — INIT (research + intake)

Read all available materials about the client. Pull data from any wired tools (Ahrefs, GA4 MCP, Stripe MCP, etc.). Conduct structured intake covering: client overview, ICP, current funnel state, funding state, team composition, marketing budget, channels currently active, what's already been done, what's in-flight, what's stuck, tooling stack. Save to research.md.

Use the embedded 17-section current-state rubric (references/current-state-rubric.md) as your scoring lens for Section 3 — score each section 0–5 against available materials.

Phase 2 — REVIEW (walk through each of 13 sections interactively)

Present each section's draft in chat. For each section you can:

• Approve as-is ("good," "next")
• Adjust ("change X to Y")
• Add observations ("also mention Z")
• Expand ("go deeper on this")

Save each confirmed section to the progress file as you go. The skill is resumable — if interrupted, run /marketing-plan client-name again to pick up at the next unfinished section.

Phase 3 — FINALIZE (compile + verify + publish)

Compile all 13 sections into final_plan.md. Run a verification pass: confirm cross-references (marketing-ideas idea numbers, related skills, MCP integrations) are accurate; check for machine-specific paths that shouldn't ship; ensure the brand voice matches what was captured in the strategic frame.

Optionally offer to publish to a shared GitHub repo (e.g., {client-org}/{client-context}/marketing/plan.md) if the user wants to share it with the team.

The 13-section plan structure

Full template lives in references/plan-template.md. The structure:

1. Executive summary — 3 big bets, 90-day priorities, 12-month outcome. Written so it can be lifted into an investor or board update.
2. Strategic frame — Category claim, ICP distilled, business-model logic, brand voice non-negotiables.
3. Current state — Team, budget, what's done, what's in-flight, what's stuck. Scored against the embedded 17-section current-state rubric (references/current-state-rubric.md).
4. Acquisition — How strangers become aware. Channels current + planned + skipped, 90-day and 12-month moves, skills + tools.
5. Activation — How a new user has an experience that converts. Onboarding, first session, App Store / signup, paywall, lifecycle setup.
6. Retention — How a converted user stays and deepens. Lifecycle flows, churn prevention, win-back, support-as-marketing.
7. Referral — How retained users bring more users. Ambassador / affiliate / Guides / WOM mechanics.
8. Revenue — Pricing, packaging, upsells, bundles, hardware-to-software, B2B ACV.
9. 90-day roadmap — Weeks 1–2 (Unblock), 3–4 (Foundation), 5–8 (Velocity), 9–12 (Compound). AARRR-tagged, owner-assigned.
10. 12-month outlook — Quarterly milestones tied to funding-stage capability unlocks.
11. Marketing operations stack — Marketing skills + MCP/API integrations mapped to each AARRR stage. Capability unlocks by funding stage.
12. Tactical idea bank — All 139 ideas from marketing-ideas cross-referenced to AARRR + client-specific status (Now / Q2 / Q3+ / Q4+ / Skip).
13. Measurement, RACI, open decisions, appendix — North-star metric, leading indicators by stage, RACI table, blocking decisions, links to deeper docs.

The AARRR framing

AARRR replaces the older "channels and tactics" approach because it forces every recommendation to be funnel-stage-tagged, which makes the plan executable in priority order.

Full primer in references/aarrr-framework.md. Quick rule:

• Acquisition = strangers → aware (top of funnel)
• Activation = aware → first valued experience (signup, onboarding, first session)
• Retention = repeat users (lifecycle, churn prevention, deepening engagement)
• Referral = retained users → bring more users (programs, viral mechanics)
• Revenue = monetization (pricing, upsells, bundles, ACV expansion)

Brand and content are cross-cutting, not their own AARRR stage — they serve every stage.

The current-state rubric

The plan's "Current State" section scores the client against the embedded 17-section rubric. Full rubric in references/current-state-rubric.md — it's the source of truth, not a derivative of any external skill.

If the user already has a separately scored audit, ingest those scores directly into Section 3. Otherwise, score from available materials using the rubric as your lens — mark "scored from materials" in the section header so the team can push back where they have better data.

Cross-references — skills this plan integrates with

1. marketing-ideas — 139 proven marketing tactics. Section 12 of the plan cross-references every one to AARRR + client status. Detail in references/idea-cross-reference.md.
2. product-marketing — Sets up the foundational .agents/product-marketing.md context file (positioning, ICP, voice). Read this first; Section 2 (Strategic frame) builds on it.
3. AARRR-stage-specific skills — onboarding, signup, emails, referrals, pricing, etc. The "Marketing operations stack" (Section 11) maps these to AARRR stages.

The plan is opinionated about which skills serve which stages. Full mapping in references/ops-stack-mapping.md.

The marketing operations stack

This is the differentiator of an fCMO-style plan vs. a generic marketing plan. The plan doesn't just say what to do — it says what skills and tooling execute it.

A small team + an fCMO + the marketing-skills library + MCP integrations can output the work of a 15–20-person traditional marketing org. The plan must show this stack explicitly, AARRR-stage by AARRR-stage.

Full mapping in references/ops-stack-mapping.md.

Funding-stage capability unlocks

Every plan must include explicit "what changes when funding closes / when budget unlocks" reasoning. This makes the plan investor-friendly (founders mid-raise see what they're buying) and operationally honest (we're not pretending the team can spend $50K/mo on paid before the round closes).

Standard tiers in references/funding-stage-unlocks.md:

• Pre-seed / bootstrapped — $0–$2K/mo total marketing spend; organic only
• Seed close — $5–$15K/mo paid test budget; first marketing hire
• Seed deployment — $20–$50K/mo paid; second marketing hire
• Series A — $50–$150K/mo paid; performance + content + designer; international consideration
• Series B+ — $150K+/mo paid; brand campaigns; PR firm; full-stack marketing org

Use these as anchors. Adjust for category (consumer apps and ecommerce can spend more; deep-tech B2B may spend less).

Setting the budget scientifically

The funding-stage anchors above tell you what's in the ballpark. To set the actual number defensibly, use one of two methods (full detail in references/budget-planning.md):

1. Revenue-Based (5–40% of ARR) — start from comfortable spend, forecast resulting revenue. Best when historical CAC data exists.
2. Goal-Based — reverse-engineer the budget from the revenue target. Formula: [(New ARR / (ARPC × 12)) × CAC] / annual retention rate. Best for fundraising or when the goal is fixed.

Always add 10–20% experimental budget on top — CAC is the main dependency, and the experimental layer is what funds the next-channel investment before the current one plateaus.

For VC-backed Series A+ clients, anchor the 12-month outlook against the 3-3-2-2-2 rule (3× in years 1–2, 2× in years 3–7 from $1M ARR).

Growth patterns — the real shape of SaaS growth

Pitch decks show hockey sticks. Real growth is a series of S-curves with plateaus between them. Full framework in references/growth-patterns.md. Key implications for the plan:

• Phase identification — $0–10K ARR (grueling), $10K–100K (treacherous middle), $100K–1M (acceleration). Section 3 names the current phase; Section 10 sequences the next.
• Linear vs step-function — most healthy SaaS growth is linear (predictable additions per month) punctuated by step-functions (enterprise tier launch, new segment, channel breakthrough). The plan should describe both honestly — not promise exponential.
• S-curve layering — Channel × Product × Market. Start the next S-curve while the current one is still growing. Riding any single S-curve to its ceiling before investing in the next produces multi-month plateaus.

Team and agency model

Strategy lives in-house. Execution can — and often should — be outsourced. Full framework in references/team-and-agency-model.md. Three implications for every plan:

1. First hire is a strategist, not a tactician. Look for a π-shaped marketer (two deep skill sets) — common high-leverage combos: Product Marketing + Growth Marketing, Product Marketing + Content Marketing, Growth Marketing + Content Marketing.
2. Title conservatively. First marketing hire is almost always Manager or Lead, not VP or CMO. Inflated titles paint the org into a corner when you scale.
3. Use contractors and small niche agencies for execution. Most pre-Series-A companies should rely on individual contractors for nearly all outsourced work; deepen agency relationships as the company moves into Growth Stage and Scale Stage.