Setting Expectations

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During our initial consultation, we’ll establish your current and future objectives and lock down the scope of work, timeline, and budget.

We start our work with every new client by asking what your expectations from us (SAGE) are. If you were to evaluate our work after three months (short-term), six months (mid-term), and one year (long-term), what would YOU count as success?

Is it going to be the number of business opportunities, the increase in traffic volume to the website, or the number of articles published about the company? Is it the increase in LinkedIn engagement, maturity of the website, or your ranking on Google? 


We also ask: what’s your budget? How much money are you willing to invest in marketing activities to bring business? What is your expected cost per lead?

Why do we ask? In order to create a marketing plan that suits you and your business objectives. The plan will include a detailed map of your business goals and how we plan to help you reach them.


We will also identify the various tools, channels, and resources that we believe are necessary to reach those goals. 

We build your plan in a way that targets the specific market segments and marketing channels, ensuring that we reach your ideal customers and generate leads

With a proper B2B marketing framework, we can create targeted strategies that will help in qualifying, generating, and converting quality leads, eventually boosting sales.
For the plan document itself, including KPIs and budget structure, see Marketing Plan and Budget.


Common Questions

  • We ask what you would count as success after three months, six months, and one year, and we write the answers down. We also ask about budget, sales targets, and what has been tried before. You leave the meeting with a shared definition of success, before any tactic gets discussed.

  • We define it against your business goals, in your words. For some clients success means qualified pipeline; for others it means analysts and buyers recognizing the category and the brand. We turn that definition into measurable KPIs and review them with you at set checkpoints during the year.

  • No. Many of our clients arrive with a founder, a product, and no marketing function at all. Others come with an in-house team that needs senior direction. The discovery process adapts to both: we map what exists, what’s missing, and what to build first.

Wanna hear what we can do for your company?

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