Every marketer faces the same challenge: hundreds of possible tactics, limited resources, and pressure to deliver results. I've sat through countless planning sessions where teams excitedly list every marketing initiative they could possibly pursue — only to face the sobering reality that they can only fund a fraction of them.
A holistic marketing strategy isn't about doing everything. Instead, it's about doing the right things, at the right time, in the right combination to get you the results you need.
So, let's dive into why holistic marketing DOESN'T work for so many companies — and how you can make it work for yours.
So, why does holistic marketing fail?
Let's start with why so many businesses owners and marketers graviate toward (and use) tactical marketing strategies. In my experience, either the business has tried to diversify their approach and it didn't get them results, or they became so overwhelmed that they reverted back to their normal way of doings things and never got to try something different.
When creating a holistic marketing strategy, I always tell people to watch out for the following:
- Over-diversification: Spreading resources too thin across too many channels.
- Siloed measurement: Looking at channel performance in isolation. (So, your LinkedIn ads didn't create the engagement you wanted? That's okay, so long as the people who did engage are the qualified leads your sales team was looking for!)
- Short-term thinking: Sacrificing long-term brand building for quick wins. (Let's just say that trends shouldn't always win.)
- Inflexible planning: Sticking to annual plans despite changing market conditions. (Just because you took the time to create a holistic plan through the end of the year doesn't mean it's bulletproof — evaluate and pivot as needed.)
If you're thinking, "I have to provide fast wins for my stakeholders," keep in mind that a holistic marketing strategy actually makes it easier to see success quickly because you're strategically using multiple channels (e.g., paid ads and organic awareness campaigns) versus just sepending one channel to make it happen.
Strategic planning through a holistic lens
The key is to stop thinking about individual tactics and start thinking about integrated pathways. Here's a few tips from someone who has been exactly where you are right now.
Think about your objectives
Maybe you want to promote a new service — but you also want to run an ABM campaign, start LinkedIn ads, launch a new webinar series, create a podcast, boost your customer loyalty program, publish case studies, and write a blog a week..jpg?width=400&height=400&name=shutterstock_1187852287%20(1).jpg)
Then there's the outside voices you have to consider. Sales might already be looking into a new CRM, and someone just sent you an article about how AI is the future and you "need to cater to that" in your future strategy plans.
Decision fatigue is a real thing. But you can mitigate it by identifying 2–3 solid objectives you want to center all of your efforts around. For example, if lead generation and quality is a big priority, that drastically narrows down what you'll consider from your pile of tactics. Blogs might take a backseat while you establish paid search campaigns, create a downloadable industry report, and launch an educational webinar series (all of which will create data you can use to determine if your efforts are moving the needle).
Still too many ideas? Score them!
Sometimes, it's hard to dwindle your list down. There are so many good ideas, but not enough time or budget to get to them all..jpg?width=400&height=400&name=shutterstock_1860725410%20(1).jpg)
For each potential marketing initiative, score it against:
- Resource requirements (budget, time, personnel)
- Expected impact on revenue
- Time to achieve results
- How well it works with other initiatives
- Risk level
The key here is "synergy with other initiatives." Everything your do should support a specific objectives, which delivers better ROI than several isolated tactics.
Put your data to good use
Modern marketing teams are drowning in data but starving for insights. The key is connecting your data sources in ways that reveal the complete customer journey, not just individual touchpoints.
Your measurement strategy should connect:
- Marketing automation data (e.g., email engagement, form submissions, campaign engagement)
- CRM data (e.g., lead source attribution, sales cycle length, deal size/win rates)
- Website analytics (e.g., content performance, conversion funnel, mobile vs. desktop usage)
- Sales data (e.g., pipeline velocity, close rates by lead source, revenue by customer segment)
- Customer service metrics (e.g., support ticket patterns, response times, common pain points)
- Product usage data (e.g., feature adoption rates, product feedback)
This comprehensive view helps you understand not just what's working, but why it's working and how different initiatives support each other.
.jpg?width=1000&height=425&name=shutterstock_2461746317%20(1).jpg)
Holistic strategies — an investment that pays off
While implementing a holistic marketing strategy requires more upfront investment in time and resources than tactical marketing, the long-term benefits far outweigh the costs. I've seen businesses transform their market position by breaking down departmental silos and approaching marketing as a company-wide initiative rather than a departmental function.
In today's interconnected business environment, customers expect seamless experiences across all touchpoints. Holistic marketing isn't just a buzzword — it's the foundation for creating those experiences and building lasting customer relationships.
Your marketing strategy should reflect the reality of how customers interact with your brand. That means looking beyond individual tactics and creating an integrated approach that involves your entire organization. The businesses that understand and embrace this shift are the ones that will thrive in the increasingly complex marketing landscape ahead
This free planning kit might just change your life
If your heart is saying, “YES, this is what we need,” but your brain is saying, “I’m already working nights and weekends, I have no time for this,” we might be able to help.
Get in touch with us to do the heavy lifting, or download our free marketing toolkit below (no email, phone number, or secret handshake required)!
