BUSINESS & MARKETING PLANNER
Push the boundaries on what’s possible for you and your business.
Create your boldest business vision
Build your marketing foundation
Craft a crystal clear marketing roadmap
Execute your roadmap with focus and ease
CREATED BY EXPERT MARKETING STRATEGISTS
Your Right-Hand Women
Meet the Marketing Strategists behind the growth of 6 to 9-figure businesses.
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.
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
Coaching Superpower: Empowering others to chase what truly lights them up and embrace the fun in life.
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
LOOK AT YOU
Just a few things you'll accomplish with our Business + 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.
HOW YOU'LL USE THE
BUSINESS + MARKETING PLANNER
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
Mid Year Review
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
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
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
What Our Clients Are Saying
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. We use her marketing services every. single. week and there will be no end in sight. She would be a great addition to anyone's team.
CEO OF DLDNATION
"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.
"She helps us gets things done and done exceptionally well."
We’ve worked with many consultants over the years; Hannah is by far one of the best. Not only are her marketing skills honed, but she’s just a gem to work with.
Founder of Particular Fare
"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.
Founder and Business Coach