Digital Strategy
Most digital strategy decks die in a Google Drive folder. Ours ship as a working system, CRM, MarTech, attribution, content, and AI workflows wired together to generate, route, and close pipeline.
Trusted by marketing leaders at insurance, SaaS, warranty, and B2B services companies
What is B2B digital strategy?
B2B digital strategy is the architecture that turns marketing investment into revenue. It connects positioning, demand programs, MarTech, CRM, content, AI workflows, and reporting into one system. Truax Marketing builds these for mid-market companies in 6 to 12 weeks. Engagements start at $9,500 one-time or $4,800 per month.
Industries we serve
Most strategy decks are PDFs that look smart and change nothing. They live on a shared drive, get referenced once at a kickoff, then quietly die when the next quarter starts.
The failure pattern is consistent across every B2B mid-market team we audit:
We do strategy differently. Every engagement ends with a working system, not a slideshow. We call this the Operating System for Revenue.
The Operating System for Revenue framework
Pipeline targets, conversion rates by stage, channel mix, CAC, payback, LTV. You leave week three knowing what each channel needs to deliver.
ICP, value props, messaging, competitive differentiation. One-page positioning doc your whole org can quote.
Map current stack, identify cuts, design integrations, document workflow. Average mid-market cuts 23% of MarTech spend in first 90 days (Gartner, 2024).
Lead scoring, lifecycle stages, routing rules, sales handoff criteria, attribution model. HubSpot, Salesforce, Pardot, Marketo all in scope.
Editorial calendar, topic clusters, channel mix, paid media plan, ABM motion, AI search optimization.
AI in SDR enablement, content production, campaign analysis, RAG knowledge, customer-facing assistants. Operator, not gimmick.
GA4, GTM, server-side tracking, multi-touch attribution, BI dashboards. One source of truth across the C-suite.
Weeks 1-2
Stakeholder interviews, MarTech audit, CRM audit, content audit, reporting audit, competitive benchmarking.
Weeks 3-6
Revenue model, positioning, MarTech architecture, CRM redesign, content blueprint, 12-month roadmap.
Weeks 7-12
Hands-on for 90 days of execution. CRM rebuild, MarTech consolidation, tracking, AI workflows, team enablement.
Optional
Monthly strategic reviews, quarterly planning, ongoing optimization.
Weeks 1-2
Stakeholder interviews, MarTech audit, CRM audit, content audit, reporting audit, competitive benchmarking.
Weeks 3-6
Revenue model, positioning, MarTech architecture, CRM redesign, content blueprint, 12-month roadmap.
Weeks 7-12
Hands-on for 90 days of execution. CRM rebuild, MarTech consolidation, tracking, AI workflows, team enablement.
Optional
Monthly strategic reviews, quarterly planning, ongoing optimization.
Imagine this scenario
You are a new VP Marketing at a $80M B2B services company. The board hired you to fix marketing. You inherit a HubSpot instance with 240,000 contacts (most stale), four different attribution definitions across the team, an SDR team using a different lead-scoring model than marketing, and a $1.2M MarTech budget with no clear owner.
Twelve weeks later: HubSpot rebuilt with clean lifecycle stages, MarTech consolidated from 23 tools to 14 (saving $340K annually), one attribution model used across sales and marketing, AI tools integrated for SDR enablement and content production, and a 12-month roadmap your CEO actually believes in.
Now you can build instead of clean up.
New CMOs, pre-funding diligence, 90-day reset
$9,500 one-time
4 weeks
Mid-market teams ready to rebuild MarTech and CRM
$29,000 one-time
12 weeks
Ongoing strategic partner, monthly executive cadence
$4,800 to $14,400/month
Ongoing
| Factor | Truax Marketing | Typical Consultant |
|---|---|---|
| Output | Working system + documentation | PDF deck |
| Implementation | Hands-on through week 12 | Hands-off after handoff |
| MarTech expertise | HubSpot, Salesforce, Marketo, AI tools | Generic frameworks |
| AI integration | Designed into workflow | Mentioned in passing |
| Pricing | Fixed-fee or retainer | Hourly billing surprises |
| Background | Operator-led, CMO and CRM background | Career consultant |
| Cost vs. Big 4 | 10-20% of comparable scope | $250K+ for similar engagement |
30-50%
reduction in CAC
Forrester TEI, 2024
2x-3x
improvement in MQL-to-SQL conversion
HubSpot, 2025
25-40%
lift in pipeline reporting accuracy
Bizible/Marketo, 2024
23%
average MarTech spend reduction
Gartner CMO Spend Survey, 2024
60-80%
reduction in time-to-decision in marketing leadership meetings
We are operators, not consultants. Hands-on through implementation. 10-20% of Big 4 fees because we run lean.
No. Tool-agnostic. Deep expertise in HubSpot, Salesforce, Marketo, Pardot, ActiveCampaign, Customer.io, Segment, GA4.
From the Blog
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Nearly half of independent insurance agencies use AI in 2026, yet few have it built into daily work. Start with seven workflows tied to response time, renewals, and CRM data.
Published 2026 ranges put fractional CMO retainers between $4,000 and $20,000 a month. The price depends on scope, hours, and how much execution comes with the strategy.