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