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Vision & Marketing Planner

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CREATE YOUR VISION

BUILD YOUR MARKETING FOUNDATION

CRAFT A CRYSTAL CLEAR ROADMAP

EXECUTE WITH FOCUS AND EASE

CREATED BY MARKETING EXPERTS

Meet Your Marketing Strategists


From helping emerging startups cross the $1M mark...

To transforming the way high-powered 9-figure entrepreneurs get their operations organized...

And building a 6-figure marketing agency in under 10 months...

We’re now here to roll up our sleeves and help YOU build and execute the boldest vision of your future.

That's why we created this FREE Business and Marketing Planner - it encompasses the four phases of our signature Marketing Coaching & Advising program so you have the tools you need to get clarity, drive alignment, build momentum and fuel your growth.

Hannah Marie Oliva

Coaching Superpower: Inspiring others to dream bigger than they ever have and take bold, brave action towards their future.

Zodiac: Aries

Enneagram: 3 and 8

Human Design: Manifesting Generator

Quote: Everything is figureoutable.

Perfect Saturday: Grabbing an iced coffee on the way to play pickleball with her husband and meeting up for dinner with Natasha in the evening!

Kryptonite: The movie Coco

Natasha Pinney

Coaching Superpower: Empowering others to chase what truly lights them up and embrace the fun in life.

Zodiac: Taurus

Enneagram: 3 and 7

Human Design: Projector

Quote: Let's freaking do this!

Perfect Saturday: Meeting friends and family for brunch then going for a hike with her pup and meeting up for dinner with Hannah in the evening!

Kryptonite: Fluffy dogs

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What's Included In The Planner...

PART 1

01. Create your boldest vision.

Take a step out of the weeds of your business and start with our Perfect Day Formula to determine what you want for your life so you build a business that helps you achieve it. Next, our Goal Planner will guide you through a comprehensive goal-planning exercise, so you're deeply connected to a set of prioritized goals. Lastly, use our Mid-Year Review to check in with yourself and your business throughout the year to make sure you’re still marching forward in a positive way.

  • Perfect Day Formula

  • Goal Planner

  • Mid Year Review

PART 2

02. Build your marketing foundation.

Next, you’ll build a marketing foundation that will serve you for years to come. You'll get extreme clarity on your company’s mission and the customer it seeks to serve while crafting a cohesive product suite and an unforgettable customer experience. All of this is going to be backed by a thorough competitor analysis, SWOT analysis, and product positioning exercise that leaves your company defensible, strong, and unique.

  • Mission / Vision / Values / Impact Statement Worksheet

  • Competitor Analysis Exercise

  • SWOT Analysis Creation

  • Ideal Customer Persona Crafting

  • Building Your Product/Service Suite (Value Ladder)

  • Product Positioning Exercise

  • Building Your Customer Experience Journey

PART 3

03. Craft your marketing roadmap.

In the third phase, you’ll do a data excavation to understand exactly how your business is operating today and identify what’s working and what's not. With that information in hand, along with the work done in Phase 2, you’re going to set your business OKRs and craft a marketing initiative list that will help you get from where you are now to where you want to be. Lastly, you'll create a business scorecard to keep leading metrics for success top of mind.

  • Marketing Statistics + Data Deep Dive

  • Goal Setting + OKRs

  • Creating Your Targeted Marketing Initiative List

  • Building Your Business Scorecard

PART 4

04. Execute your marketing roadmap.

In our fourth and final phase, you’re going to get to work planning the execution of your marketing roadmap. You’ll organize your initiative list into a focused 90-day sprint, and then use your prebuilt Task Manager and Daily Planner to stay on track each day.

  • Quarterly / 90-Day Action Plan

  • Project + Task Manager

  • Monthly, Weekly, and Daily Planner

Get a peek inside

(Click on an image to enlarge it)

LOOK AT YOU

Just a few things you'll accomplish with the Vision & Marketing Planner...

  • Get crystal clear on your vision, mission, brand values, and direction

  • Set big goals with clear, tangible OKRs

  • Create a laser-focused marketing roadmap for substantial growth

  • Create a cohesive product suite that increases your LTV of every customer

  • Refine how your products or services are positioned in the market

  • Craft a thorough Ideal Customer Persona so everything you do is created for them

  • Build a customer journey that systemically turns strangers into raving fans

  • Create a set of metrics you routinely look at to gauge your business health and improve

  • Prioritize and organize all the projects on your plate and never miss important milestones

In short, we help you craft your vision and make a clear roadmap to get there.

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 What Female Founders Are Saying

Working with Hannah was a game-changer for me. 

She helped me think about my business in a new, transformative way. My whole approach to my business and my ideal client has shifted.

- Allison Otto

Emmy-Winning Videographer

 

She is such a huge help to me and invaluable to any business owner.

Hannah is a queen of all trades. She helped me launch a passive online course, and I will continue to lean on her for support! She is so professional, timely, and one of the kindest people I know.

- Hannah Deindorfer

Founder and Business Coach

 

She leveled me up immediately.

Hannah very quickly blew me away. I'm very type A, I hold myself and my staff to a very high standard, and she leveled me up immediately.

For one of the first times, I've felt like I have finally found someone that is on my level and is going to be the extra set of eyes I've always needed. She's wicked smart, full of positivity, and I can always hear her joy in what she does. 

- Dala McDevitt

Founder + CEO of DLDNation