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Tactics

Draw up the action plan with the steps required to hit the goals.  Don't leave a strategy plan to stand on its own!
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Tactics Overview

Your tactical plan is the path you choose to take towards the target.

Tactical compliance is needed the moment you have more than two people working on a project.  We help you answer the who, what, where, when, and why questions and then offer technology solutions for communicating during deployment. 

A tactical plan is critical when you are quickly adding team members and everyone wants to help but you are not on the same page.

When balls are getting dropped by well-meaning employees, it's time to do a tactical review of how you are implementing your strategy.  
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Tactical  Planning Process:

  • Who owns each task
  • What will get done first
  • Where will the team be
  • When will it be completed
  • Why is it important
  • How we will communicate
Learn More

Case Study - Tactics

Client Question: 
Can we make people aware of our offering without a salesperson?
Tactics Case Study PDF

The Issue:
A CMO of a technology company was being asked to help the company take a mature product and offer it to two new industries.  The current website was highly focused on the legacy business, and the company had a territory focused sales form that didn’t know the new industries.​

​The Steps:
We set up a weekly call to allow them time to implement the plan and revisit the issues with us.  Additionally two four-hour chunks of time were used to come up with the exact steps the management team would be implementing.  Throughout the rollout of a robust marketing platform and the completion of landing pages, the CMO was challenged to provide context on the results and to be able to translate the information in a manner the board could understand.

The Outcome:
The company is making great strides into new industries without having to overspend on sales people.  A lead can be nurtured deep into the funnel on their own and the marketing department is viewed differently than in the past.  The board will fund future projects for the CMO because the plan was detailed, and the results are tangible. 
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Questions addressed:
  • How do we make a new buyer aware of our product?
  • What story line do we want them to follow?
  • How do we measure success in the early stages of creating awareness?
Items  Covered:
  • What is the budget and where should it be allocated?
  • Who owns what and when is it going to be completed?
  • What does a prospect get for giving us their email?
  • How long does the cycle last and when is the lead ready for sales?
​Results:​
  • Clear data on leads
  • Measurable ratios communicated
  • The department's impact was significant

Do You Have A Department That Needs More Tactical Clarity?
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  • HOME
  • SERVICES
    • Strategy
    • Tactics
    • Execution
    • Sales
    • Teams
    • Leadership
    • Executive Coaching
  • CONTENT
  • NEWSLETTER
  • ABOUT
    • My Story
  • CONTACT US