< Grow Market Share

Strategic Planning & Forecasting

Revenue-focused executives are often asked to play the lead role in driving company growth. But without a data-driven strategy, it’s impossible to know whether your plans and investments are on a trajectory for success. Our team will help you understand how much your existing marketing efforts are contributing to pipeline and create a plan and forecast to achieve your growth targets.

Drive predictable growth with a data-driven strategy

Align your growth strategy.

Apply data and evidence to align your growth strategy and budget with your company objectives.

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Too often, company growth targets and program budgets are set without clear linkage backed by data. Our team of growth strategists will analyze your existing programs and assess their impact on the sales pipeline. We’ll then partner with you to develop a data-driven plan and budget to meet your company’s ambitious growth objectives.

Our Approach

Business Goals
  • Identify business objectives
  • Define leading performance indicators

We begin each engagement by gaining an understanding of your growth plans and other key business requirements. This includes a retrospective look at past performance and definition of future performance indicators that must be measurable and reportable on an ongoing basis.

Persona and Audience Discovery
Iterative process
  • Define target attributes, including: firmographic, technographic, and account signals
  • Identify buying centers

Once we understand your growth requirements, we partner with you to analyze your target audience. We consider relevant market segments, technology factors, and account signals and work with you to identify the buying centers that we will need to impact with the engagement.

Offer Alignment
Iterative process
  • Offer to lifecycle mapping
  • Landing experience, including: destination pages, mini-sites, and in-platform experiences

As the buyer journey comes into focus, we work with you to map offers to the engagement lifecycle. This includes a significant focus on landing experiences across web pages, mini-sites, in-platform experiences, and other possible destinations for your personas.

Iterative process
  • Ad Creative and Messaging
  • Campaign Setup, Triggers, and Tag Management
  • Quality Assurance

Once the desired buyer destinations are clear, we help you develop and deploy high-impact creative messaging to drive engagement. We also ensure that your growth stack is configured with the necessary campaigns, triggers, and tags to measure and influence buyer behavior and engagement over time.

  • Launch
  • Test and Learn
  • Optimize

Once an end-to-end strategy and technology stack is in place, we work alongside your team to launch into production. We continue with proactive testing after the solution is live to assess both business and technical performance and identify possible areas of optimization.

“The expertise and support we get from Convertiv are unmatched. I have all the confidence in the world in them.”

Kirsten Wyzanski Director of Digital Marketing and Operation, Cynosure/Hologic

Strategic Planning & Forecasting

Revenue-focused executives often lack the information they need to set an achievable growth trajectory for their business. A data-driven planning and forecasting approach will empower you to make investments with predictable and measurable business impact. Our team of growth strategists will analyze your existing programs and assess their impact on the sales pipeline. We’ll then partner with you to develop a data-driven plan and budget that aligns with your growth objectives.

  • Market program assessment
  • Data-driven forecasting

Competitive Research

Your existing and potential customers are bombarded with many different competing messages online each day. Breaking through the noise and outperforming the competition starts with understanding your business landscape in detail. Our team will research and analyze how your key competitors engage with customers and drive demand online. Benchmarking the organizations you compete with for audience and demand generation inventory will help you develop an effective and achievable growth strategy.

  • Competitor program benchmarking
  • Demand generation channel and inventory assessment

Technological Roadmapping

Executives are often charged with meeting aggressive growth goals based on top-level business priorities such as shareholder expectations, fundraising requirements, or IPO aspirations. In many cases, these goals are set without a clear view of the demand generation techniques and investments required to achieve them. Our team will help you break this pattern and develop trusted growth forecasts grounded in data. We’ll analyze your past demand generation performance and draw from experience and reliable industry benchmarks to create high-confidence forecasts at varying investment levels. We’ll also help you design and plan the rollout of any new technological capabilities required to archive your growth projections.

  • Performance assessment
  • Forecast scenario modeling
Why Convertiv?

Revenue-focused executives face unrelenting pressure to drive growth and have finite resources to make it happen. Our team of strategists and technology experts will help you zero in on your target audience and engage them with offers and experiences that are proven effective. Data will drive every decision and recommendation, so your program spending and execution will always be 100 percent aligned with your business goals.

Our Thoughts


The Value of a First Party Data Strategy

It’s never been more important for companies to make strategic and holistic decisions about how they collect, store, and process data. But too ofte...

Client Results

Global Leader in International Learning Takes on Growth Stack Integration

A mobile-first workforce management software provider was seeking a partner to help create and execute a digital strategy for entering the U.S. market. Already well-established globally, the company landed a fresh $25 million funding round to help support this expansion. After an objective-focused assessment to solve for growth, Convertiv and the client formulated three possible approaches. Each approach was based on low, medium, and high levels of investment and the estimated potential impact on pipeline. Marketing leadership presented to the larger CXO team, securing funding for the plan and significantly contributing to pipeline with a 26-to-1 return.


Pipeline Coverage


Forecast Accuracy

Grow your market share.