Complete 2026 planning framework built from RC Strategies research on what separates the 44% of credit unions that grew from the 56% that stagnated. Includes strategy worksheets, GTM pillar self-assessment, channel selection by funnel stage, and campaign briefs organized by product line.

Pre-built audience profiles based on life-centric targeting (not demographics). Three ready-to-use segments plus templates for custom audiences, with messaging themes, channel recommendations, and product fit for each.

Budget tracking and Tips tabs with quarterly budget vs. actual by channel, auto-calculating formulas, plus RC Strategies recommendations on brand marketing allocation, compliance essentials, and tech stack priorities.