3-Month Marketing Consultancy Package Schedule (Example)

(Designed ideally for small-to-medium businesses with at least two designated team members)

Phase 1: Strategy & Foundations (Weeks 1-4)

Week 1: Deep-Dive Strategy & Planning

2 Half-Day Sessions (In-Person or Virtual)

  • Session 1: Business & Brand Deep Dive

    • Understand business goals, target audience, and positioning

    • Define key marketing objectives, KPIs, and tracking methods

    • Introduce the marketing framework & branding guidelines

  • Session 2: Channel & Analytics Review + Strategy Implementation

    • Audit existing marketing channels (social media, email, website, paid ads)

    • Guide team through key insights and set up analytics tracking

    • Provide a DIY analytics guide for ongoing monitoring

Week 2: Training & Setup Execution

1 Full-Day Training (or 2 Half-Days) + 2 Virtual Check-ins

  • Hands-on platform setup, strategy execution, and workflow creation

  • Shadowing designated team members as they implement strategies

  • Set up content calendars, automation tools, ad structures

Week 3: Content Creation & Execution Training

1 Full-Day Training (or 2 Half-Days) + 1 Check-in Call

  • Content creation training & workshop (social media, email, paid ads)

  • Team creates their first batch of posts, email sequences, or ad copy

  • Teaching best practices for design, copywriting, and engagement

Week 4: Independent Execution with Advisory

Half-Day Session + 1 Check-in Call

  • Team executes content with me providing feedback and tips

  • Refining content workflow, optimizing visuals, and adjusting strategy

Phase 2: Refinement & Strategy Expansion
(Weeks 5-8)

Week 5: Deepening Content & Engagement Strategies

Half-Day Advisory Session + 1 Check-in Call

  • Reviewing performance of initial content and marketing activities

  • Refining engagement strategies & audience growth tactics


Week 6: Advanced Content Creation & Testing

Half-Day Execution Training + 1 Check-in Call

  • Testing paid ads, email automation, and other advanced tactics

  • A/B testing content and engagement approaches

Week 7: Performance Analysis & Adjustments

Half-Day Advisory Session + 1 Check-in Call

  • Reviewing initial marketing performance results

  • Fine-tuning content strategy based on audience engagement data

Week 8: Team Execution with Shadowing Support

Half-Day Advisory Session + 1 Check-in Call

  • Team executes content independently while I oversee and provide feedback

  • Fine-tuning and minor strategy adjustments

Phase 3: Finalisation & Transition to Independence (Weeks 9-12)

Week 9: Content Editing & Strategic Optimisation

Half-Day Advisory Session + 1 Check-in Call

  • Reviewing content performance

  • Refining email, social media, and paid ad campaigns

Week 10: Growth Strategies & Future Planning

Half-Day Strategy Session + 1 Check-in Call

  • Developing scaling strategies and growth roadmaps

  • Planning for consistent long-term content execution

Week 11: Final Execution & Review

Final Half-Day Advisory Session + 1 Check-in Call

  • Addressing final execution gaps

  • Preparing final strategy documentation & guidelines

Week 12: Wrap-Up & Post-Package Plan

Final Q&A & Transition Session + Resource Pack Delivery

  • Ensuring confidence in execution moving forward

  • Delivering custom templates, checklists, and FAQs

  • Setting clear next steps for ongoing success