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Marketing Strategy Playbook

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Unlock all — $799

27 modules

Foundation & Planning

Demand Generation & Automation

Attract: Audience & Content Engine

Convert: Lead Capture & Nurture

Close: Revenue-Driving Campaigns

Delight: Retention & Advocacy

Scale: Growth Systems & Leadership

Foundation & Planning

Module 1 of 27· ~25 min

Create a Budget & Allocate Resources

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AI module briefing

Operator walkthrough — no video required

Get a 90-second applied overview of Create a Budget & Allocate Resources — what to do, in what order, and the one move to make this week.

Your marketing budget is the foundation everything else builds on. Without a clear budget, you're guessing — and guessing doesn't scale.

The 70-20-10 Rule Allocate your marketing budget using this proven framework:

  • 70% on proven channels that are already generating results (SEO, email, content that converts)
  • 20% on emerging opportunities you're testing (new platforms, audience segments, partnerships)
  • 10% on experimental bets (bold creative, untested channels, moonshot campaigns)

How to Calculate Your Marketing Budget Most B2B companies spend 6-12% of revenue on marketing. If you're in growth mode, budget closer to 12-15%. Start with your revenue target, work backwards to how many leads you need, then calculate the cost per lead across your channels.

Budget = (Revenue Target / Average Deal Size) × (1 / Close Rate) × Cost Per Lead

For example: If your target is $1M, average deal is $10K, close rate is 25%, and cost per lead is $50: ($1,000,000 / $10,000) × (1 / 0.25) × $50 = $20,000 marketing budget

Resource Allocation Beyond Money Budget isn't just dollars — it's people and time. Map every marketing activity to a person and a time commitment. If you have a team of 2 and 15 active channels, something has to give. Focus beats breadth every time.

Common Budget Mistakes 1. Spreading too thin across too many channels 2. Not accounting for content production time 3. Ignoring attribution — spending where you can't measure 4. Cutting budget when things slow down (that's when you need it most) 5. Not reserving budget for tools and automation

About this playbook

76% of marketers don't use consumer behavior data for targeting, resulting in wasted budget. This playbook fixes that with frameworks for research, targeting, demand generation, automation, attribution, and scaling your marketing engine.

Go hands-on

Marketing in the AI Era — A Playbook

Printable exercises, scoring frameworks, and templates — with an interactive portal and progress tracking.

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Related reading

  • What to Cut From Your 2019 Marketing Plan: 9 Activities That Stopped Earning Their Slot
  • Marketing When Half Your Team Is AI Agents: The New Playbook for 2026
  • The Complete Marketing Strategy Template: A Step-by-Step Framework for 2026
  • Attract, Convert, Close, Delight: The Growth Framework That Actually Maps to How People Buy