Marketing Planning & Strategy for B2B Technology Companies

Helping channel partners and software providers create and build marketing strategies that work.

Build a Marketing Strategy That Drives Results

A strong marketing strategy helps you focus on what matters most: reaching the right audience, improving partner engagement, and generating quality leads.

Without a clear plan, marketing efforts can feel reactive and disconnected from sales. Our team helps you build a marketing roadmap that connects every campaign to measurable outcomes. We bring an honest, objective perspective and trusted expertise to assess your needs, build a comprehensive strategy and plan, help you execute on time, and provide ongoing support and leadership every step of the way.

Plan with Confidence

Align marketing initiatives with your business goals, build strategies and campaigns that get
results.

Stay Ahead of Trends

Benefit from expert insights and stay up to date on the latest B2B marketing best practices.

Expert Guidance & Support

Leverage our expertise to identify gaps and opportunities, and enhance your internal marketing team.

Maximize Your ROI

Ensure every marketing dollar is invested where it drives effective, measurable results for your business.

Marketing Matters-The Partner Marketing Group

Explore Our Marketing Planning & Strategy Services

Virtual Marketing Director (VMD)

Would you like decades of marketing and channel expertise guiding your team?

Our Virtual Marketing Director (VMD) provides strategic leadership, actionable plans, and ongoing direction, helping you move your marketing assessment forward with a detailed plan of action for your marketing team.

Your VMD, also known as a Fractional CMO, will empower your team, monitor performance, and keep your marketing engine running smoothly with regular check-ins and expert guidance.

  • Identify areas and strategies to grow across marketing channels
  • Manage internal and external marketing resources
  • Turn assessment recommendations into actionable plans
  • Regular strategy sessions, planning support, and expert oversight

Custom Pricing Starting at $3,000 per month

Marketing Advisor

Need fast, reliable marketing guidance without a long-term commitment?

Our senior Marketing Advisors provide expert advice on demand, helping business owners, sales teams, and marketers make confident decisions when it matters most and take action with confidence to grow their business and strengthen their brand.

This flexible solution is perfect for special projects, short-term needs, or when you no longer require a Virtual Marketing Director. Give your team the support they need exactly when they need it to keep marketing moving forward.

  • Get answers from senior marketing professionals exactly when you need them
  • Ideal for short-term projects, campaigns, or special initiatives
  • Access guidance via phone, email, conference call, or virtual meeting
  • Make decisions faster with timely, expert recommendations

Custom Pricing Starting at $1,000

Marketing Assessment & Plan

Struggling to prioritize marketing initiatives or allocate your budget effectively?

Our in-depth Marketing Assessment provides technology marketers with an objective perspective, helping you identify gaps, optimize resources, and build a clear roadmap for growth.

With actionable recommendations for both short-term wins and long-term strategy, we help you create a solid marketing foundation that drives measurable results.

  • Identify areas for improvement across campaigns, budget, and resources
  • Receive a detailed report covering website & SEO (including AI search best practices), social media and engagement, messaging and branding, content and collateral, and marketing resources
  • Turn recommendations into a roadmap that guides your team and aligns marketing with business goals

Custom Pricing Starting at $3,900

Referral Marketing Plan

Looking to grow your business through the power of trusted recommendations?

Our Referral Marketing Program helps you design a customized strategy that attracts new customers, engages top referrers, and drives measurable results. We work with you to understand your audiences, uncover what motivates them, and build a program that feels natural, not forced

From identifying gaps to creating the right assets, we make it easy to turn satisfied clients, partners, and industry influencers into advocates for your business.

  • Turn satisfied clients, partners, and industry peers into advocates
  • Build trust with customers, partners, and influencers
  • Open doors to new customers and strategic opportunities
  • Get a referral strategy tailored to your company’s goals and audience

Custom Pricing Starting at $3,900

Campaign Assessment

Are you ready to get the most from your marketing campaigns?

We’ll provide guidance on refreshing old or ineffective campaigns, assess new strategies, and provide a fresh perspective to help you achieve your marketing goals.

Our experienced marketing experts analyze messaging, assets, audience targeting, and
distribution, helping you make the most of your time, budget, and resources.

  • In-depth analysis of campaign messaging, assets, and distribution channels
  • Suggestions for new segments and audience opportunities
  • Recommendations for campaign scheduling to maximize engagement and results
  • From messaging and design to execution support, ensure your campaigns perform effectively

Custom Pricing Starting at $2,500

Website Assessment

Ready to take your website to the next level?

Our Website Assessment helps you identify areas for improvement, from messaging and
navigation to CTAs and performance, so you can increase conversions, drive more traffic, and improve the overall user experience.

Our team provides objective insights into what’s working and practical, easy-to-implement recommendations to strengthen your site, elevate your messaging, and better support your overall marketing goals.

  • Make your content and site structure clear, intuitive, and audience-friendly
  • Improve page load, responsiveness, and overall functionality
  • Encourage longer visits and higher interaction with your content
  • Improve conversion rates by optimizing CTAs

Custom Pricing Starting at $2,000

U

Keyword Analysis

Looking to improve your website’s SEO and reach the right audience?

A thorough keyword analysis will identify the most competitive and effective keywords to target, optimize content, and increase website traffic.

By analyzing your current keywords and identifying market opportunities, we provide actionable recommendations to improve messaging, uncover white space, and ensure your content resonates with your target audience.

  • Diagnose weak product messaging and uncover gaps in your keyword strategy
  • Replace outdated keywords with high-performing, competitive terms
  • Receive guidance on the best keywords to use across your website and content
  • Get insights on how to test and monitor keyword performance for continual improvement

Custom Pricing Starting at $2,000

U

AI Citation Readiness Assessment

Is your content showing up when buyers ask AI for answers?

AI search is changing how prospects discover information, compare solutions, and make purchasing decisions. Our AI Citation Readiness Assessment helps technology companies understand where they currently appear across search and AI platforms, uncover opportunities to improve visibility, and create a roadmap for earning more AI citations.

This comprehensive assessment looks beyond AI search alone. We work with you to evaluate your SEO foundation, AEO strategy, website content, and analytics to identify the gaps preventing your expertise from being discovered and recommended.

  • Understand how your website is performing across SEO, AEO, and AI search
  • Identify content opportunities to improve visibility and earn more citations
  • Review analytics to understand where AI-driven traffic is coming from
  • Get actionable recommendations to strengthen your content strategy and marketing plan
  • Receive guidance from marketing experts who understand modern search

Custom Pricing Starting at $2,000

Marketing Matters-The Partner Marketing Group

Why Marketers Rely on TPMG for Marketing Success

Proven Industry Expertise

Decades of experience helping software providers and partners succeed in complex markets.

Outcome-Driven Strategies

Every recommendation is designed to deliver results, from lead generation to partner engagement.

Flexible & Collaborative

We integrate seamlessly with your team, providing guidance as much or as little as you need.

Tailored Approach

Each marketing plan and program is customized to your goals, audience, and business challenges.

What Our Clients Are Saying

Nolan Business Solutions has been using the Virtual Marketing Director service from The Partner Marketing Group since 2015. With TPMG’s direction, our marketing efforts have grown our pipeline for both our Dynamics and NetSuite business resulting in consistent year over year revenue growth. Our Virtual Marketing Director works with us to identify areas of marketing investment, builds our events presence and works with Microsoft and NetSuite to bring additional marketing opportunities to us. Our partnership with TMPG has contributed to our success over the past 5 years and we consider our Virtual Marketing Director part of our team.
Patricia Gilbert

General Manager - North America, Nolan Business Solutions

For almost a decade we have had great success working with The Partner Marketing Group. They serve as our Virtual Marketing Director and have created several new pieces of content for us over the years. Our recent investment in their Annual Content Pack has generated more traffic and leads than we ever had. In just the first 7 months of 2020, we added 11 new customers and transitioned 4 existing customers from on-premise applications to cloud-based applications. Our experience and results have been outstanding!
Eric Sheehan

President, OTT, Inc.

We worked with The Partner Marketing Group and their part-time virtual marketing director (VMD) for the manufacturing industry throughout 2024. They truly provided invaluable support during a period of transition. Our VMD, Cheryl Salazar, initially stepped in while our manufacturing marketing lead was on maternity leave and ensured a seamless transition before and after their return. Later, when the role became vacant, the Partner Marketing Group stepped in again to provide continuity and expertise for the remainder of the year.

The Partner Marketing Group and our VMD embraced the roll with professionalism and a positive attitude, collaborating effectively with our teams in the UK and Canada. Their deep understanding of Microsoft and dedication to their work were key in helping us achieve our 2024 manufacturing goals. It has been a pleasure working with them, and I highly recommend them to any organization that needs highly experienced and reliable marketing talent.

Amy Spencer

Vice President of US Marketing, HSO

Stay Ahead With Our Technology Marketing Benchmarks & Trends Report

%

Marketers Who Update Their Strategy Quarterly

%

Companies That Have A Referral Marketing Plan

%

Marketers Who Are Using AI in Marketing Strategy

Our annual Technology Marketing Benchmarks & Trends Report provides B2B technology companies with actionable insights to inform marketing planning and strategy. By understanding industry benchmarks, emerging trends, and best practices, your team can make smarter decisions, prioritize initiatives, and optimize marketing performance.

Our senior-level experts excel at uncovering new opportunities to compete in your market, reach your full potential, and differentiate your brand. We dig deep and provide an unbiased, educated perspective based on our decades of experience in your channel. Whether you need help building a new plan, or want to expand on your existing plan, we can get you to the next level.

Marketing Matters-The Partner Marketing Group

Marketing Planning & Strategy Resources

A Customer Success Snapshot - The Partner Marketing Group

Learn about the 15+ year partnership between OTT, Inc. and The Partner Marketing Group.

View the Case Study

10 Tips & Tricks to Level Up Your Event Marketing Strategy

Be prepared for your next event by following these top strategies to boost your team’s success.

Download the Guide

Virtual Marketing Director: Your Friend in the Marketing Business

Read why and when you might need a Virtual Marketing Director, and how they can help your marketing.

Read the Blog

5 Things ISVs Should STOP Doing in Their Marketing

See the top 5 most common mistakes ISVs make in their marketing, and how to fix them.

Download the Infographic

Marketing Matters-The Partner Marketing Group

Ready to Build a Marketing Plan That Delivers Results?

Your marketing strategy should be more than a list of activities; it should be a roadmap to growth. Let’s build yours together.

Build a Marketing Plan That Delivers Results
Marketing Matters-The Partner Marketing Group

Quick Summary

The Partner Marketing Group helps B2B technology companies and partners build actionable marketing plans that drive measurable growth. We specialize in strategy development, go-to- market planning, and partner marketing, combining decades of tech industry expertise with proven marketing frameworks.

FAQs (Frequently Asked Questions)

What makes The Partner Marketing Group’s marketing plan and strategy approach successful?

Our marketing plan and strategy approach centers on prioritized, actionable strategies tailored to the business and its desired outcome. We begin with a comprehensive assessment to identify gaps in messaging, SEO, content, and budget allocation. The plans we deliver allows the partner to take action on day one, but at the same time ensures we work towards the agreed upon strategy. 

How does the Virtual Marketing Director (VMD) service differ from traditional marketing consulting?

The VMD service offers ongoing leadership and execution support, not just advice. Our VMDs integrate with your team to manage resources, guide strategy, and ensure consistent progress. We schedule weekly or bi-weekly check-ins, empower internal staff, and help execute recommendations from assessments, making them a cost-effective alternative to hiring a full-time senior marketer. We also meet on a regular basis with other stakeholders you may have in place, for example your distributor, other marketing vendors or agencies you work with. 

By consistently having a VMD in place, you should expect that that person will seek out additional areas and vendors to help you grow your digital marketing presence. This may include additional content development, increased engagement with your distributor or the onboarding of SEM to further grow your pipeline.

What types of assessments does TPMG offer to improve marketing performance?

We deliver several targeted assessments that can help you shore up other areas of marketing where you may be lacking or needing additional support:

  • Marketing Assessment & Plan: We evaluate your current efforts and offer short- and long-term recommendations.
  • Website Assessment: Improves sitemap, SEO, navigation with the goal of improving conversion rates.
  • Campaign Assessment: Refreshes messaging, cadence, segmentation and audience targeting.
  • Keyword Analysis: Identifies competitive keywords and content gaps, the goal of which is to improve targeting, meta data and search engine results.
Who benefits most from TPMG’s on-demand Marketing Advisor service?

This service is ideal for business owners, sales teams, and marketers who need expert input on short-term projects or specific challenges. It’s a flexible, cost-efficient way to get senior-level guidance without a long term commitment. This service is perfect for campaign reviews, messaging feedback, or strategic brainstorming.

What kind of results have TPMG clients seen from working with their Virtual Marketing Directors?

Clients report consistent pipeline growth, increased lead generation, and improved campaign performance. For example, Nolan Business Applications credits their VMD with driving year-over-year revenue growth.  OTT, Inc. gained 11 new customers and transitioned 4 to cloud solutions in just 7 months after investing in content and consistent marketing focus via their VMD engagement.

M
!

Need a better plan?

Get A Marketing Foundation You Can Grow On.

We will give you ongoing support and leadership every step of the way.

Pin It on Pinterest