Marketing Roadmap for Organizations
Customized marketing plan to focus, prioritize, and move your business forward.
“Gwen performed an audit on all of my social media sites, as well as my website and created a highly detailed marketing review analyzing what I am currently utilizing and how to optimize my content reach.
The report was chock full of so many amazing tips, tricks, ideas and strategies I can use to help grow my business.”
If you feel like your marketing efforts aren’t landing… you’re not imagining it.
Most small organizations aren’t struggling because their team is inexperienced or unmotivated.
They’re struggling because the structure around the marketing isn’t strong enough to support consistent progress.
Common issues I see inside teams:
No unified strategy guiding the customer from first touch to conversion
Decisions made without clear data or context
Each channel (email, website, social, content) operating independently
Unclear ownership or duplicated effort
Content being produced without advancing organizational goals
Gaps in messaging, systems, and workflows that no one has time to diagnose
A general sense of activity, but not forward movement
The Marketing Roadmap solves this from the ground up.
It gives your organization the direction, structure, and operational clarity required to run marketing intentionally — not reactively.
Who This Is For?
Small Teams & Organizations
who don’t have a marketing director and need senior-level strategy to guide day-to-day efforts, improve workflows, and make better decisions.
Growing Departments
with team members or contractors already in place, but no unified direction or operational structure.
Service Providers & Mission-Driven Organizations
that need a clearer pathway for moving audiences from awareness to engagement to action.
If your team is working hard but pulling in different directions — this is where you begin.
What’s Included
Your Marketing Roadmap is delivered in five phases. Each phase builds toward a clear, actionable 90-day organizational plan.
Phase 1: Intake & Diagnostics
A full 360° audit of your marketing ecosystem:
Website & SEO
Messaging
Email
Social
Buyer paths
Analytics
Operational workflows that impact your marketing
Phase 2: Gap Identification
You see exactly where momentum is leaking:
Disconnected or siloed channels
Messaging that doesn’t move audiences forward
Missing awareness and engagement pathways
Offer or service alignment issues
Workflow and system gaps that slow execution
Challenges created by tools, roles, or process breakdowns
Phase 3: Strategic Prioritization
We’ll work together to determine:
The highest-impact issues to address first
What can pause without consequence
Quick wins your team can implement immediately
Where time, energy, or budget is being wasted
The roadblocks preventing marketing from functioning smoothly
Phase 4: Marketing Infrastructure Development
We’ll create the foundation your marketing relies on day-to-day:
Traffic-generation strategy
Email nurture structure
Content workflows and expectations
Website updates that support conversion
Analytics setup and reporting clarity
Lead pathways & audience movement
Phase 5: Implementation Plan
This plan takes everything from the audit, gap analysis, and infrastructure development and turns it into a step-by-step execution roadmap you or your team can follow.
Here’s what’s included:
A 90 Day action plan - Organized month-by-month or week-by-week so no one is guessing.
A deliverables checklist - Every update, asset, or task required to bring the plan to life.
Clear ownership - Who does what internally, what could be outsourced, and what I would take on if we continue together.
Accountability checkpoints - When to evaluate progress, what to review, how to adjust going forward
Quick Start plan - A simple, focused entry point, so momentum begins immediately — not in three months.
What Changes After the Roadmap
For Small Teams & Organizations
Misalignment disappears. Everyone knows their role.
Marketing becomes structured and operational instead of reactive.
Decisions are based on data, not hunches.
You eliminate duplicated effort and wasted time.
Leadership has a clear view of what marketing is doing and why.
Your team works from the same direction, not individual interpretations.
For Small Businesses with Support
You get clarity about what to delegate, automate, or stop.
You know the most effective use of your limited time.
Your contractors or helpers have unified direction.
You can prioritize without burning out or overcommitting.
What Makes This Different
This is not:
a template
a generalized audit
a strategy deck that sits untouched
a list of best practices
a marketing plan disconnected from your actual operations
This is a functional, operational strategy built specifically for how your organization works.
It’s backed by:
15+ years of strategic marketing leadership
Expertise in SEO, analytics, content systems, email, and cross-platform strategy
A direct, practical approach that focuses on what actually drives movement and capacity
This is the plan your team will actually use.
What’s Included:
Full marketing audit
Data extraction & analysis
Roadblocks & gaps report
Prioritized strategic plan
90-day implementation plan
Organizational roles & ownership
Ongoing questions answered during the process
A clear path forward for your next 3–6 months
Investment: Starts at $2999
The Marketing Roadmap is a one-time strategic engagement.
It can stand alone or become the foundation for deeper ongoing support through a Marketing Packages or ongoing Consulting or Fractional CMO engagement.
“I’m incredibly grateful for the opportunity to work with Gwen on developing a marketing strategy for our small business.
Gwen provided clear, actionable steps that transformed what could have been an overwhelming process into a series of achievable goals.
Thanks to her guidance, I now feel confident in a range of marketing strategies, from SEO and social media to crafting effective blogs and newsletters. Gwen truly has a talent for breaking down complex concepts and making them accessible, and her support and expertise has been invaluable to our business.”
- Julie, Limitless Van
“Gwen Montoya is a lifesaver!
She helped me to gain a better understanding of social media advertising, SEO, basic web design/updating, how to market my business more efficiently and most importantly, to trust my voice!
I am the type of person who finds computer and advertising language to be a FOREIGN language.
Gwen explains things clearly and without judgment. She breaks everything down into manageable chunks while also providing “a big picture” so you feel more in touch and in control.
I often feel like a dummy when asking questions about social media, SEO, or anything computer related really, because inevitably, whoever is explaining things to me, uses language I don’t understand, or speaks with an assumption I should already know certain things…which makes me feel more insecure about asking questions, creating a vicious cycle.
With Gwen, my experience couldn’t have been more different. I have left every meeting with her with a better understanding of my marketing strategy, with a template of totally achievable goals, feeling more confident in my abilities and actually excited to take on my own marketing (for once)!”
-Daniele Strawmyre, ready Set GROW