Digital strategy

Digital strategy for professional firms: what to do first, and why

Oltre Digital helps professional firms, SMEs and non-profits decide where to invest online. Oltre Digital reviews your website, search and AI visibility, advertising and competitors, then delivers a written plan with priorities, channels, budget ranges and the measures that show progress, in English, Italian or French.

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Definition

What is a digital strategy?

A digital strategy is a plan that connects a firm’s business goals with what it does online: which clients to reach, through which channels, with which messages and resources, and how to measure the result. For a small firm it fits on a few pages. What matters is that every action has a reason and a measure.

Why plan

Why plan before spending on digital marketing?

Budgets are limited and the channels keep multiplying, from search and social to AI assistants. A plan decides what not to do as much as what to do.

7.7%

of revenue is the average marketing budget of the large companies in Gartner’s 2025 survey; half of them spend 6% or less.

Source: Gartner CMO Spend Survey, May 2025

59%

of marketing leaders say they do not have enough budget to execute their strategy.

Source: Gartner CMO Spend Survey, May 2025

33%

of people aged 16–74 in the EU used generative AI tools in the three months before the 2025 survey; among 16–24-year-olds, 64%.

Source: Eurostat, February 2026

How it works

How does Oltre Digital build a digital strategy?

  1. Listen. Conversations with the partners and the team: goals, ideal clients, constraints and professional rules.
  2. Audit. Website, search and AI visibility, advertising, social profiles, competitors and available data, starting from the free AI Visibility Scan.
  3. Plan. Priorities for the coming months, channels, budget ranges and a few measures of success, written in a short document.
  4. Start. The first actions, carried out by the firm, by Oltre Digital or by other providers, with a review after the first months.

What it covers

What questions does a digital strategy answer?

AreaQuestionWhat the firm gets
ClientsWho are the most valuable clients and what do they ask?Client profiles and their questions
PositioningWhy should they choose this firm?One clear message per audience
ChannelsWhere do these clients look for help?Priorities: AI search, SEO, website, ads, LinkedIn, events
BudgetHow much, and in which order?Budget ranges by period
MeasurementHow will the firm know it works?A few measures and a reporting rhythm
Source: Oltre Digital.

Frequently asked questions

What does a digital strategy include?

A short written plan: the clients to reach and their questions, one clear message per audience, the channels to use and in which order, budget ranges, and the few measures that show whether it works.

Which firms need a digital strategy?

Firms that do not know where to start online, and firms that already spend on websites, ads or agencies without a clear picture of what brings clients.

Does the strategy include AI search?

Yes. Every strategy includes how AI assistants describe the firm today, starting from the free AI Visibility Scan, and what to change.

Does the firm have to work with Oltre Digital afterwards?

No. The plan belongs to the firm and can be carried out in-house, with Oltre Digital or with other providers.

In which languages is the strategy available?

In English, Italian or French, and for firms working across several countries the plan covers each market.

Free tool

How do AI assistants describe your firm today?

With the free AI Visibility Scan, Oltre Digital checks what ChatGPT, Perplexity and Gemini say about your business and sends you the results.