Marketing Blueprint

Foundational Document

How to create a marketing plan

Building a world-class marketing plan and strategy framework

Step 1: 4 Pillars of modern marketing

Introduction:
The Clarity Marketing Blueprint begins with a customer-centric structure: the Four Pillars of Modern Marketing. These pillars represent the essential stages of the customer journey and the core functions of any effective marketing strategy. By understanding and mastering each pillar, you ensure your marketing is holistic, scalable, and always aligned with how real people experience your brand.

The Four Pillars:

  1. Identity – Who are you?
    (Brand Strategy & Positioning, Product Marketing)
  2. Communication – How are you reaching me?
    (Content, Digital, Social, Advertising, PR, In-Person Sales, etc.)
  3. Engagement – How do I belong and stay connected?
    (Community, Events, Customer Experience, In-Person Relationship-Building)
  4. Intelligence – Are you listening and improving?
    (Analytics, Data-Driven Marketing, Consumer Psychology & Behavioral Science)

Actions:

  • Review and understand each pillar and its role in the customer journey.
  • Map your current marketing activities to the relevant pillar(s) to identify strengths and gaps.
  • For each pillar, list the key channels, tactics, and tools you currently use or plan to use.
  • Consider how each pillar supports and connects to the others, creating a seamless flow for your customers.
  • Visualise the Four Pillars as a flow or cycle to guide your ongoing strategy and decision-making.

Step 2: Define the Foundation

Before you gather external information, clarify your own vision and objectives for this marketing framework. This will help you filter and organise the research you collect.

Actions:

  • Write a clear mission statement for your marketing service.
  • Define your target audience (types of companies, industries, sizes, etc.).
  • List your core values and unique selling proposition (USP) as a marketing provider.

Step 3: Research the Best in the Field

You’re correct: the next step is to study the world’s top marketers, agencies, and frameworks. This will give you a benchmark and inspiration.

Actions:

  • Identify 10–20 of the most respected marketers, agencies, and thought leaders (e.g., Seth Godin, Neil Patel, Philip Kotler, Gary Vaynerchuk, Ogilvy, HubSpot, etc.).
  • Research their methodologies, case studies, and published frameworks.
  • Collect their books, Summarise blogs, podcasts, and keynote speeches.
  • Summarise their core principles, processes, and tools.

Step 4: Map Out the Marketing Process

From your research, start mapping out the universal steps that great marketers follow. This will become the backbone of your own process.

Actions:

  • List the main stages of a marketing plan (e.g., research, strategy, planning, execution, measurement, optimisation).
  • For each stage, note the best practices, tools, and deliverables.
  • Identify any gaps or unique approaches you want to add.

Step 5: Build Your Framework

Now, synthesise your findings into a proprietary, step-by-step process that you can use with any client.

Actions:

  • Create a visual flowchart or checklist of your process.
  • Write detailed descriptions and templates for each step.
  • Develop intake forms, briefing documents, and reporting templates.

Step 6: Test and Refine

Before rolling out your framework to clients, test it on a real or hypothetical company.

Actions:

  • Apply your process to a sample business (real or fictional).
  • Document what works, what’s missing, and what needs improvement.
  • Refine your framework based on feedback and results.

Step 7: Package and Present

Finally, turn your process into a branded, client-ready offering.

Actions:

  • Design a presentation or pitch deck explaining your process.
  • Create a client onboarding guide.
  • Develop a marketing plan template that you can customise for each client.

Step 1: The Four Pillars of Modern Marketing

Overview

The Clarity Marketing Blueprint is built on four interconnected pillars that mirror the natural flow of the customer journey. Each pillar represents a critical stage in how customers discover, interact with, and remain loyal to your brand. This structure ensures your marketing is customer-centric, actionable, and adaptable to any business or industry.


1. Identity

Who are you?

This pillar defines your brand’s purpose, values, and unique position in the market. It’s the foundation for all marketing efforts and shapes how customers perceive you from the very first interaction.

Key Fields:

  • Brand Strategy & Positioning
  • Product Marketing

Customer Perspective:
“I’m discovering who you are and what you stand for.”


2. Communication

How are you reaching me?

This pillar covers all the ways your brand initiates contact and delivers its message. It includes both digital and traditional channels, as well as direct, in-person interactions. The goal is to invite customers into a conversation and spark their interest.

Key Fields:

  • Content Marketing
  • Digital Marketing & SEO
  • Social Media Marketing
  • Advertising (Traditional & Digital)
  • Email Marketing & Automation
  • Influencer & Partnership Marketing
  • Public Relations & Reputation Management
  • Direct In-Person Sales

Customer Perspective:
“You’re talking to me, inviting me in, and making it easy to learn more.”


3. Engagement

How do I belong and stay connected?

This pillar is about building relationships, fostering loyalty, and creating a sense of belonging. It transforms audiences into communities and customers into advocates through meaningful, two-way interactions.

Key Fields:

  • Community-Building & Engagement
  • Event & Experiential Marketing
  • Customer Experience & Retention
  • Direct In-Person Sales (relationship-building, onboarding, after-sales support)

Customer Perspective:
“I feel part of your world—and you care about our relationship.”


4. Intelligence

Are you listening and improving?

This pillar ensures you’re always learning from your customers and your own performance. It’s about measuring, analysing, and optimising every aspect of your marketing to deliver better experiences and results.

Key Fields:

  • Analytics & Data-Driven Marketing
  • Consumer Psychology & Behavioural Science (cognitive biases, persuasion, decision-making)

Customer Perspective:
“You’re paying attention to what I do and making things better.”


How the Pillars Flow

  1. Identity: Customers discover who you are.
  2. Communication: You reach out and invite them in.
  3. Engagement: You build relationships and community.
  4. Intelligence: You listen, learn, and improve—fueling the next cycle.

This pillar-based flow is the backbone of your marketing strategy, ensuring every action is purposeful, customer-focused, and continuously evolving.

Step 2: Define the Foundation

Mission & Vision

Mission Statement:
To empower businesses of any size to master modern marketing through a clear, adaptable process and intuitive software, demystifying marketing, building thriving communities, and making world-class strategies accessible to all.

Vision:
We envision a world where marketing is no longer overwhelming or mysterious, but a straightforward, empowering journey for every business. Our processes and tools will evolve with the industry, integrating the latest in AI, search, digital trends, and community-building, so our clients always stay ahead.

Impact:
We make marketing easy with straightforward, step-by-step processes. By providing clarity and structure, we help clients see the big picture, prioritise what matters, and integrate new tactics as the landscape evolves. Our approach ensures that following our process leads to measurable growth in leads, sales, brand equity, and the creation of engaged communities, along with increased confidence and clarity for our clients.


Values & Principles

  • Transparency: We believe in open, honest communication and sharing knowledge for the benefit of all.
  • Collaboration: We work together with clients and the broader community to build better solutions.
  • Education: We ensure every client understands the ‘why’ behind every action and can contribute to the process.
  • Continuous Learning: We stay ahead by integrating the latest industry trends and technologies.
  • Empowerment: We want every client to feel confident and self-sufficient in their marketing.
  • Community: We create and nurture communities around every brand, fostering connection, advocacy, and shared growth.

Target Audience

Ideal Clients:
Our initial focus is on local service-type businesses (e.g., home services, health, legal, consulting) with 1–50 employees. Over time, we will expand to serve product-based and larger companies of any size and industry.

Key Decision-Makers:
We target business owners and internal marketing champions—those motivated to modernise and streamline their marketing.

Client Challenges:
Marketing is overwhelming, fragmented, and constantly changing. Many businesses struggle to see the full picture and to prioritise what matters. Our process helps clients cut through the noise, see marketing as an integrated system, and adapt as the landscape evolves. We also help clients build and sustain communities that support their brand and drive organic growth.

Exclusions:
We are open to serving all industries and client types at this stage.


Unique Selling Proposition (USP)

  • Clarity & Simplicity: Our solution is easy to use and easy to incorporate into any existing business software.
  • Modularity & Customisation: The process is modular and customizable, fitting seamlessly into any business’s workflow and tech stack.
  • Community-Driven: We don’t just help you find customers—we help you build a loyal, engaged community that supports and grows with your business. We build our expertise and case studies in public, inviting feedback and contributions from users and experts.
  • Future-Proof: Our tools and processes evolve with the industry, ensuring clients always have access to the latest best practices.
  • Empowerment: Clients should feel confident, empowered, and self-sufficient in their marketing after working with us.

Service Offering

  • Comprehensive Marketing: Covering strategy, digital presence, content, analytics, and community-building as a central pillar.
  • Phased Rollouts: We start with core pillars—strategy, digital presence, content, analytics, and community—and expand as needs evolve.
  • Flexible Engagement: The service can be both hands-on and consultative, adapting to client needs.
  • Integration: Designed to work alongside or within existing business systems and software.

Brand & Positioning

Brand Words:
Clear, empowering, innovative, reliable, accessible, future-proof, collaborative, community-focused.

Brand Personality:
To be explored further, but should reflect clarity, empowerment, innovation, and a strong sense of community.

Market Perception:
We aim to be seen as the most accessible, reliable, and forward-thinking marketing solution—one that demystifies marketing, empowers every business to succeed, and builds lasting communities around every brand.

Step 3: Research the Best in the Field

1. Identity

Who are you? (Brand Strategy & Positioning, Product Marketing, Human Motivation)

  • Marty Neumeier (The Brand Gap, Zag) – Brand strategy, differentiation
  • Simon Sinek (Start With Why) – Purpose-driven branding
  • David Aaker (Aaker Model) – Brand equity, architecture
  • Interbrand – Global brand valuation, brand consulting
  • April Dunford (Obviously Awesome) – Product positioning
  • Ogilvy – Classic brand campaigns, positioning
  • Nielsen Norman Group (NN/g) – Brand perception, UX research
  • Nielsen – Global consumer research, brand studies
  • Daniel Kahneman (Thinking, Fast and Slow) – Human motivation, cognitive biases (influences brand perception)

2. Communication

How are you reaching me? (Content, Digital, Social, Advertising, PR, In-Person Sales, Persuasion)

  • Seth Godin (Permission Marketing, This is Marketing) – Permission-based, authentic communication
  • Neil Patel (NeilPatel.com) – Digital marketing, SEO, content
  • Ann Handley (Everybody Writes) – Content marketing, storytelling
  • Rand Fishkin (Moz, SparkToro) – SEO, audience research
  • Gary Vaynerchuk (VaynerMedia) – Social media, digital communication
  • Brian Halligan & Dharmesh Shah (HubSpot) – Inbound marketing, automation
  • Jay Baer (Youtility) – Content, customer-centric communication
  • Wieden+Kennedy – Creative advertising campaigns
  • Edelman – PR, trust, reputation management
  • Shama Hyder (Zen Media) – Digital PR, influencer marketing
  • Direct Selling Association – In-person/direct sales best practices
  • Nielsen Norman Group (NN/g) – Usability studies on digital communication
  • Nielsen – Media consumption trends, advertising effectiveness
  • Reddit (marketing, advertising, and business subreddits) – Real-time feedback on campaigns, content, and communication strategies
  • Robert Cialdini (Influence, Pre-Suasion) – Principles of persuasion in communication
  • Jonah Berger (Contagious, Invisible Influence) – Social influence, word-of-mouth

3. Engagement

How do I belong and stay connected? (Community, Events, Customer Experience, In-Person Relationship-Building)

  • Seth Godin (Tribes) – Community-building
  • Gina Bianchini (Mighty Networks) – Online communities
  • Chris Brogan – Community strategy, engagement
  • FeverBee (Richard Millington) – Community consultancy, research
  • CMX Hub – Community professionals network, research
  • Joe Pine & James Gilmore (The Experience Economy) – Experiential marketing
  • Jay Baer (Hug Your Haters) – Customer experience, advocacy
  • Mari Smith – Social media engagement
  • Eventbrite – Event marketing best practices
  • Reddit (community management, customer experience subreddits) – Community-building, engagement case studies, real-world feedback

4. Intelligence

Are you listening and improving? (Analytics, Data-Driven Marketing, Consumer Psychology & Behavioural Science)

  • Avinash Kaushik (Web Analytics 2.0) – Digital analytics, measurement
  • Google Analytics Team – Industry-standard analytics tools
  • Brian Clifton (Advanced Web Metrics) – Data-driven marketing
  • HubSpot – Marketing analytics, reporting
  • Rand Fishkin (SparkToro) – Audience intelligence, data-driven insights
  • Tableau – Data visualisation and marketing analytics
  • Nielsen Norman Group (NN/g) – User research, usability testing, analytics
  • Nielsen – Market research, audience measurement, analytics
  • Forrester, Gartner, eMarketer – Industry reports, benchmarks, and data-driven insights
  • Reddit (analytics, data, and marketing research subreddits) – Crowdsourced insights, trend spotting, sentiment analysis
  • Robert Cialdini (Influence, Pre-Suasion) – Persuasion science
  • Daniel Kahneman (Thinking, Fast and Slow) – Cognitive biases, decision-making
  • BJ Fogg (Tiny Habits, Fogg Behaviour Model) – Behaviour change
  • Dan Ariely (Predictably Irrational) – Behavioural economics
  • Richard Thaler & Cass Sunstein (Nudge) – Choice architecture
  • Jonah Berger (Contagious, Invisible Influence) – Social influence, behavioural science
  • Nir Eyal (Hooked) – Habit-forming products
  • Behavioural Scientist (behavioralscientist.org) – Research and articles