
Strategy

Brian Cole

Most marketing plans start with a version of the same question: what are we trying to accomplish?
It sounds like a reasonable place to start. You look at what leadership is asking for. You revisit what worked last year (and what didn't). You account for the campaigns that didn't ship, the dealer programs that still need structure, the product launch coming in Q2. Before long, you have a plan (a thorough one, maybe) and it's built almost entirely around managing current expectations.
But it's a plan designed to keep marketing where it already is.
The marketing leaders who earn more investment, more organizational trust, and more influence over time aren't building different campaigns. They're building different plans: ones designed to create expectations, not just meet them. And in a business where you sell through a dealer network, the gap between those two things is wider, and more consequential, than almost anywhere else.
The distributed model—OEM to dealer to customer—shows up in most marketing plans as a campaign structure. There's a national layer, a regional layer, maybe a dealer co-op layer. Those layers matter. But if the distributed nature of the business only appears in how campaigns get executed, the plan missed something more fundamental.
Selling through a dealer network is a strategic choice about how you compete. That choice changes who your audiences are, what marketing is accountable for, where your brand actually gets experienced, and critically, what inputs your plan needs to draw from.
The intelligence that should shape an OEM marketing plan doesn't all live at headquarters. And there are plenty of questions that should be answered elsewhere: What are dealers hearing from customers on the lot? Which geographies are underperforming, and what's actually driving it? Is it brand awareness gaps, dealer capability issues, competitive pressure, or something else entirely? Which objections are showing up repeatedly in the sales process that better marketing could address upstream? That intelligence lives with dealers and with customers. A plan built without these inputs will likely be internally coherent but operationally wrong.
The same logic applies to your entire brand. Because your brand isn't only what your corporate marketing produces. It's experienced at every dealer lot, every trade show booth, every service bay interaction, and with every piece of collateral. A marketing plan with a strong point of view on your national campaigns but no point of view on how dealers represent your brand in local markets is planning for part of the experience and hoping the rest works out.
The funding model belongs inside the plan, not before it. Most OEM marketing budgets are handed down from finance, and the plan describes how to use them. In a distributed model, that gets the sequence backwards. A plan that makes the case for how the work should be resourced, including dealer co-op accrual structures, co-investment tiers, or parts & service revenue contributions, is a strategic signal that OEM and channel share accountability for the brand's performance. That kind of plan earns a different conversation with leadership than one that simply allocates a pre-approved number.
One of the most common objections to formal marketing planning in OEM environments is that the business moves too fast. Plans become obsolete. The market shifts. Leadership changes priorities. Why document something you'll just have to rewrite?
It's a real frustration. But the solution isn't to abandon planning—it's to build a plan that's explicit about what should be stable and what should flex.
A well-structured marketing plan operates on three horizons. The long-horizon layer—a multi-year brand and channel strategy—should be the stable anchor. It articulates where marketing is taking the business and why. It doesn't change because a product launch got pushed or a competitor ran an aggressive promotion. If it does, that's a sign it was never really a strategy. It was a calendar.
The annual layer is where marketing makes its commitments to the business: the outcomes it will be accountable for in language that leadership, sales, and finance actually care about. Not campaign metrics. Business outcomes. Market share movement. Lead quality reaching dealers. Dealer engagement in co-marketing programs. Revenue contribution from a new product launch.
The quarterly and monthly layer is where the plan flexes: Campaign timing, media mix, resource allocation, etc., as you learn what's working. This is the layer where you get nimble. When the flexible layer and the stable layer get conflated, you end up with either a plan too rigid to respond to anything, or a team that's operationally busy but strategically adrift.
In a B2B2X business, marketing's work falls into three core functions: building brand equity, generating and capturing high-quality leads, and enabling the channel to convert demand while consistently delivering on the brand experience. A good measurement plan is built around those functions, not around the activities themselves.
Within each function, goals and metrics exist at different time horizons. The right metric for any given horizon is determined by a few factors working together: if it's a leading or lagging indicator, captures volume or efficiency or both, is objective or requires interpretation, and if it's better evaluated against an industry benchmark, your own historical trend, or both.
Brand equity illustrates how this plays out. Long-term, you're measuring unaided awareness and brand salience through research. Those are lagging, objective, and best read against both a benchmark and your own trend over time. Nearer-term, share of voice and organic search performance are leading indicators that equity is building. More immediately, ad impressions and content engagement tell you whether the work is reaching people. Lead generation follows the same layered logic, from long-term sales attribution and conversion rates, to near-term lead volume and high-intent activity, to immediate campaign performance metrics like cost per lead and web traffic.
Channel enablement is where B2B2X measurement gets most specific, and where most OEM measurement stacks have the biggest gaps. The goal isn't dealer participation in programs. It's whether the channel is improving at converting demand and delivering the brand experience consistently, across the buying journey and through service, parts, and ownership. Dealer adoption of marketing tools and service satisfaction scores are a starting point. Owner retention and repeat purchase rates by dealer are what you're building toward.
A plan that does everything the first three sections describe can still fail to earn trust if it isn't communicated well. And in a B2B2X business, the plan has more audiences than most planning frameworks account for.
Consider what happens when sales decides to run a rebate or promotional offer and marketing finds out after dealers are already in the conversation. It's a familiar scenario, and it tends to get written off as a coordination problem. But it's actually a planning problem. A plan built with sales leadership as a real audience creates the conditions for marketing to protect budget for these moments and facilitate the right conversations before decisions are already made. They can even surface where a promotional push makes sense based on what the data is showing.
The same logic extends to leadership, to the channel, and in some organizations to a parent company or portfolio CMO who needs visibility without requiring the sub-brand to surrender strategic control. These aren't different plans. They're the same plan, translated by a marketing leader who understands what each audience needs from it and who built it deliberately enough that those translations hold together.
A plan built to meet existing expectations will earn exactly that. A plan built to create new ones, and communicated in a way that brings the right people along, positions marketing differently. Not just what's in it, but whether the person who built it can walk into any room in the organization and make it legible to anyone. That skill isn’t separate from good planning. It is good planning.
It's a different kind of work than filling out a template. But it changes what marketing is able to accomplish.
If you're in the middle of planning and want a second set of eyes on whether the plan you're building is working as hard as it should, let’s talk.
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