Strategy & Planning

Data driven Strategy that connects media spend to pipeline

We build ICP-aligned go-to-market strategies around your KPIs from awareness through conversion — reducing friction, increasing conversion, and improving ROI across every campaign.

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Our Approach

Most Agencies Execute. We Build the Strategy That Makes Execution Matter.

The most common failure in demand generation isn't bad execution, it's misaligned strategy. Campaigns optimizing for the wrong signals, ICP definitions that are too broad, and sales and marketing working from different playbooks. We fix all three before a single dollar is spent.

ICP Definition & Buying Committee Intelligence

We work with your sales and product teams to build a true, validated ICP — informed by win/loss data, CRM history, and the real inflection points that drive buyers into market. Then we map the full buying committee to where they spend their time as a baseline for media planning.

Go-To-Market Planning

We build channel-by-channel plans tied to your OKRs, with clear pipeline targets, budget allocation logic, and a prioritized roadmap your team can execute against from week one.

Buyer Journey Mapping

We map the full buyer journey for your ICP — identifying the channels, content, and touchpoints that move prospects from awareness to decision, so every investment is sequenced correctly.

KPI Alignment & Goal Setting

Within the first three weeks of an engagement, we align on KPIs, establish baseline funnel metrics, and set leading indicators that give leadership early visibility into pipeline trajectory.

Quarterly & Annual Planning Sessions

We lead deep-dive strategy workshops each quarter — reviewing performance, resetting priorities, and ensuring your demand gen motion stays aligned to company goals as they evolve.

Embedded Sales & Marketing Alignment

We operate as a true extension of your team — available in Slack, on ad hoc calls, and in the data — acting as the connective tissue between marketing execution and sales outcomes.

Revenue Intelligence

We Focus on Your Best Customers, Then Build Systems to Find More of Them

Great GTM strategy starts with understanding who you're winning with and why. Our Revenue Intelligence framework ensures every strategic decision is grounded in data, not assumptions.

Win / Loss Analysis & Speed to Close

We analyze patterns in your won and lost deals — understanding which segments close fastest, which stall, and what signals predict a high-probability opportunity vs. a time sink.

Average Revenue per Account & LTV

We map average revenue per account and lifetime value across your customer base — so demand gen investments are weighted toward the segments that generate the most long-term value.

Firmographic, Technographic & Demographic Profiling

We enrich your best customers with firmographic, technographic, and demographic data to build a precise ICP profile that informs targeting across every paid, organic, and outbound channel.

Account-Based Marketing

A Full-Funnel ABM Framework — From Awareness to Expansion

We build and execute ABM programs across all four stages of the buying journey — with the right channels, messaging, and KPIs for each stage, so no account falls through the cracks.

Sample ABM Framework

StageGoalAudienceChannelsKPIs
1 — Awareness
Introduce to buying committee with maximum reach; build brand awarenessAll committee members across all target accountsCTV, Audio, Display, DOOH, OOH, YouTube, LinkedIn, FB/IG, Paid SearchReach/Frequency, Accounts Reached, Brand Awareness Lift
2 — Consideration
Create deeper understanding of product, solutions, and use casesAccounts in awareness/consideration stage; custom audiences, LALs, title targetingProgrammatic Display, LinkedIn, FB/IG, YouTube, Paid SearchCost per Site Visit, Accounts Reached, Time on Site
3 — Conversion
Encourage conversion to lead via demo, free trial, or contact usConsideration and decision accounts; high-intent search, brand search, site remarketingProgrammatic Display, LinkedIn, FB/IG, Paid Search, LLM/GEO OptimizationCPL, MQL, SQL, Closed-Won, ROI
4 — Expansion
Progress MQLs through the funnel to close and expand existing accountsDecision accounts; existing customers for upsell/cross-sellABM Display & Social, Direct Mail, Live Events, Executive WorkshopsMovement through Sales Funnel, Expansion Revenue

How We Onboard

From Kickoff to Live Campaigns in 30 Days

Week 1

Kickoff & Leadership Alignment

Review historical data, conduct account audits, kick off competitor analysis, and align on goals, audience, and overall approach.

Week 2

Audit Shareout & Campaign Planning

Share audit and competitor review findings, gather feedback, and drive collaborative planning on strategy and channel allocation.

Week 3

Campaign Alignment

Channel strategy and budget breakdown shared and approved. Final ICP, KPI, and messaging alignment locked across sales and marketing.

Week 4

New Campaign Launch

Campaigns go live. Reporting cadence established. Weekly check-ins begin with growth team; monthly executive summaries activated.

Featured Result

Enterprise Case Study — Paid Media

How an Enterprise Tech Company Grew Qualified Pipeline by 168% — While Only Increasing Budget by 9%

QoQ compounding growth achieved through a full-funnel paid media overhaul, CRM-driven planning, and rigorous reporting cadences.

168%
Pipeline increase, Q4 2024 → Q3 2025
$20M+
Qualified pipeline generated per quarter by year one
$100M+
Total matured pipeline, Q1–Q3 2025
Paid Media StrategyGTM EngineeringRevenue IntelligenceExecutive Reporting
Qualified Pipeline Growth
Q4 '24
Q1 '25
Q2 '25
+168% Pipeline
Q3 '25
Compounding ResultsQualified pipeline scaled to $20M+/quarter in year one.
Total matured pipeline from Q1–Q3 2025 now exceeds $100M.

How We Did It

  • Rebuilt the planning process using historical CRM data to create accurate pipeline projections by region, channel, and partner — so every dollar had a forecasted return before it was spent.
  • Designed campaigns that align with the full buyer journey, pairing demand generation with brand awareness programs to warm ICP accounts before direct outreach.
  • Entered platform betas early and ran consistent A/B tests across paid channels, partner programs, and influencer activations to capture efficiency gains ahead of competitors.
  • Delivered robust reporting cadences — weekly dashboards for growth teams, monthly executive summaries connecting paid activity to pipeline and revenue impact.
  • Led quarterly strategy workshops and daily office hours, keeping stakeholders aligned and removing bottlenecks across sales and marketing in real time.
"If you are a SaaS company looking for help driving predictable revenue, there is no better partner for you than Compound Growth Marketing."— Dave Gerhardt, Founder of Exit Five, two-time CGM customer at Drift & Privy

Want a strategy built around your pipeline goals?

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