Planning for 2027

Four questions to answer before you set the marketing budget.

A new year doesn't automatically call for a new marketing mix.

Before you decide how much to spend on LinkedIn, advertising or email, look at the business.

Insights/Planning guide

01

Where did this year's new clients come from?

Separate referrals, repeat business and new relationships.

This shows how much of your growth depends on your existing network.

02

Which clients do you want more of?

Define them by industry, size and type of work.

The budget should follow that decision.

03

Can a new buyer see what makes you different?

Review your website and LinkedIn as if you were seeing them for the first time.

Then ask someone outside the business to do the same.

04

What happens after someone shows interest?

Map how inquiries are answered, followed up and tracked today.

Who replies? How fast? What gets written down?

Diagram

From four answers to a budget

  1. 01Where clients came fromYour network, or beyond it
  2. 02Which clients to growIndustry, size, type of work
  3. 03Can buyers see the differenceWebsite and LinkedIn, fresh eyes
  4. 04What happens after interestReply, follow-up, tracking
  5. →The budgetPriorities, in order
Table

What your answers point to

If you find thatThen the budget should start with
Most new clients came through referralsWays to reach buyers outside your network
Your clients vary widely in size and type of workA decision on which clients to grow first
A new buyer can't tell what makes you differentClearer positioning on your website and LinkedIn
Inquiries aren't answered or tracked consistentlyA follow-up process, before more reach

Then set the budget

Once these four are answered, the budget has clear priorities to follow.

Without them, the budget follows habit.

If you'd like to go through them with someone, we're happy to.

Take it with you.

A one-page checklist you can print or share with your team.

Download the checklist (PDF)

Keep reading.

Ready to talk about where your growth should come from?

Book a 30-minute call with Katleen to discuss your business, your current marketing and whether the Growth Partnership is the right fit.