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By Boral Agency Team
3 Things You Must Do Before Creating Your Marketing Strategy

Table of Contents

Creating a marketing strategy takes time, energy, and budget. Yet many businesses invest months into planning only to realize the strategy never delivers the results they expected.

This usually isn’t because the tactics were wrong. Instead, the foundation was never properly built.

Before choosing channels, campaigns, or tools, every effective marketing strategy starts with three critical steps. Skipping them often leads to wasted spend, unclear messaging, and inconsistent results.

These steps are known as the 3 Cs: Company, Competitors, and Clients. Let’s break down how to approach each one and why they matter.

1. Get Clear on the Business You’re Marketing

Before marketing can work, the business itself needs alignment.

This is where many strategies quietly break down. Marketing gets treated as a solution to deeper issues instead of a support system for growth.

Start with a simple internal review.

What is the primary goal right now
Revenue growth, lead volume, retention, or awareness

What limits growth today
Capacity, systems, follow-up, positioning, or clarity

What already works that could be amplified

Then look at your current foundation.

Is your website clear and current
Are results tracked consistently
Do teams agree on priorities

When these answers are fuzzy, marketing becomes reactive. When they’re clear, strategy becomes focused.

2. Understand Your Competitive Landscape Before Choosing Tactics

Marketing does not happen in isolation. Your audience compares you to alternatives whether you acknowledge them or not.

Without competitive context, it’s easy to blend in or copy what others are doing without understanding why it works.

Start by identifying your closest competitors. Then look at how they show up.

What channels do they rely on
How do they position their value
What questions do they answer well
Where do they fall short

This is not about imitation. It’s about contrast.

The goal is to find where clarity is missing in the market and where your message can be more helpful, more specific, or more relevant.

That insight shapes positioning, content, and channel decisions later.

3. Learn From Your Existing Customers Before Finalizing Your Strategy

Your customers are already telling you what works. Most businesses just don’t listen closely enough.

Before creating a marketing strategy, look at the people who already chose you.

Why did they come to you
What problem were they trying to solve
What language do they use to describe success
What objections came up before they converted

Reviews, emails, sales notes, and support conversations all hold strategic value.

When marketing reflects real customer language and real pain points, it feels relevant. Relevance is what earns attention and trust.

Putting the Pieces Together

A strong marketing strategy is not a list of tactics.

It’s a set of decisions grounded in reality.

When you understand your business, your competitive environment, and your customers, strategy becomes easier to execute. Messaging becomes clearer. Priorities make sense. Results become easier to measure.

Start Creating Your Marketing Strategy Today

There you have it: the 3 Cs that will help you to create a foolproof marketing strategy.

Don’t forget that your primary goal as a business owner is to have a Marketing Strategy that generates leads consistently (especially online leads).

More leads equal more opportunities to make sales.

If you need help implementing these tips, we have a free gift that’ll get you started with the first C, “Company.”

Check out our free marketing assessment, which will help you get a sense of what’s working with your company’s current marketing strategy and what isn’t.

For those who want more targeted assistance creating a rock-solid marketing plan, we’re here for you at Boral Agency.

We’re a full-service Houston-based digital marketing agency dedicated to growing businesses worldwide.

Contact us today to learn more about our services or to schedule a free consultation.

We can’t wait to jump in and help you take your company’s marketing plan to the next level!

FAQs: Marketing Strategy Planning Explained

What should be done before creating a marketing strategy?

Before creating a marketing strategy, businesses should clarify goals, understand their audience, and assess existing performance.
This ensures the strategy is focused and measurable rather than reactive

Is a marketing strategy the same as a marketing plan

No. A marketing strategy defines direction and priorities, while a marketing plan outlines how that strategy is executed.
Strategy comes first. Planning follows.

How long should it take to build a marketing strategy

A solid marketing strategy typically takes several weeks to develop properly. Rushing this process often leads to misalignment and rework.

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