Kick-Start Your Marketing Plan

Interactive Virtual Workshop

Tuesday, December 13, 2022

10 am – 12 pm CST

Start 2023 With a Solid Marketing Plan

Is your marketing leading to real results for your business? Do you have a formal plan, or is last year’s budget your guide? If that sounds all too familiar, this workshop will help you take charge of your marketing. You will leave this two-hour session with a 2023 marketing plan and budget, aligned with your company goals. Our experienced CMOs will guide you through a step-by-step process we’ve developed over the past 20 years working with hundreds of clients. The virtual training includes a professionally facilitated, hands-on workshop, small group breakout sessions and a complimentary 30-minute follow-up consultation to ensure your plan is ready for the new year.

How this workshop will help:

  • Take a break from the day-to-day to focus on your marketing
  • Evaluate current activities – should you continue them?
  • Learn to better understand and reach your ideal audience
  • Understand where to put your marketing dollars (and time) to ensure results
  • Develop monthly reporting with measurements for success
  • Start your plan in our two-hour session and leave with the tools to succeed
  • Receive additional support with a free 30-minute consultation after the workshop

This isn’t your typical webinar. Get ready to turn on your camera, interact with other business owners and get some real work done while having fun in the process.

Don’t miss out on the opportunity to start 2023 with a real plan!

Register Now

Workshop Activities


Evaluate Past Initiatives

Our simple scorecard will help you determine what did and didn’t work in the past.


Set Annual Goals

Set marketing goals designed to support your overarching company goals.


Define Audiences & Activities

Use your ideal audience to determine which activities and channels you need.


Schedule Your Activities

Plan out a 12-month calendar of activities that are realistic, given your budget and time.


Set Up Reporting

Decide how activities will be evaluated and use our reporting template to track results.


Planning Workbook – The workbook provides the framework you will need to develop your plan during the workshop and also serves as an ongoing reference tool once the plan is developed.

Templates – We also provide templates that can be reused for activity planning and reporting. Many of our past attendees use these tools year after year.


Lara August

Lara August

Founder & CEO, Robot Creative

Lara has more than 25 years of marketing and branding experience and has worked with over one hundred clients on their marketing plans and execution. Her achievements have earned her recognition as “Innovator” from the National Association of Women Business Owners, Young Entrepreneur of the Year from the SBA, and Outstanding New Business Leader by the North San Antonio Chamber of Commerce.

Lana Harris

President & Marketing Director, Robot Creative

Lana leads the marketing strategy and execution for companies across a variety of industries as the Marketing Director at Robot Creative. She has more than 20 years of experience in marketing and sales executive leadership and has written dozens of marketing plans for both B2B and B2C audiences. Her marketing plans have won international awards of excellence and exceeded client objectives.

A Truly Interactive Workshop

Come prepared for an interactive experience where you and other engaged participants will get some real work done with help from each other and our experts.

Participants can expect to:

  • Gather some information ahead of time (we will send you the details)
  • Engage with other participants with cameras on and mics open when addressed
  • Actively participate in peer discussions during breakout sessions
  • Have live access to our experts for advice as they float between breakout group discussions
  • Use the workbook both during and after the workshop as an ongoing resource for planning and reporting

What Past Participants Had to Say

Frequently Asked Questions

If you do not have a marketing plan for 2023, you should attend! Typical past attendees have been owners, managers, sales leaders and marketing staff from small to mid-sized companies.

No. In fact, many past participants are in roles other than marketing. You don’t need any prior marketing knowledge to attend this workshop.

Yes, and in fact, we encourage it. If you sign up two or more people from the same team, you will receive a discount when registering.

The purpose of the advance work is to evaluate current and past activities. Ideally, that would mean running some basic sales and marketing reports. Many past attendees have come without any advance preparation. If you have limited activities or limited access to reporting, you will still be able to do all of the forward-planning activities, so don’t sweat it!

You probably won’t have a fully documented plan done in 2 hours, but you should have a solid start and all of the tools needed to finish your plan, including a follow-up call with our facilitators in case you run into any issues or would like additional feedback.

We totally understand you don’t want to share your future plans with a competitor. We will work to pair only non-competitive businesses in the breakout groups. If, at any point, you realize you have a competitor in your breakout session, you can send a chat to our workshop facilitators and they will move you into another group.


Don’t miss out on this opportunity to get expert guidance on your marketing plan, and set yourself up for success in 2023.

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