Most marketers know the 60/40 rule: roughly 60% of the budget on long-term brand building and 40% on short-term activation, from Les Binet and Peter Field’s research for the IPA. It’s a valuable benchmark, drawn largely from big-brand campaigns, and the authors are clear that the right balance varies by category. In a small business that needs sales this month, a fixed percentage is the wrong place to start.

Ask a different question

Instead of asking what percentage goes to brand, I ask two questions of every line in the plan. Does it move something this month? Will it still be working after the campaign ends? The best work often does both, and the worst does neither.

Activation that builds something

At AdvanceQuip, Building a Strong Case started as pure activation: four excavator models with too much stock and a sector slowing down. The offer was price and finance, and the job was to move machines. But the idea behind it, a trusted machine brand paired with a clear and affordable way to buy, outlived the stock. When the smaller models sold out, the finance message extended across the whole CASE range and carried into a follow-on campaign. The activation budget left a recognizable proposition behind.

Brand work that also sells

At Road & Sport Harley-Davidson, winter service and upgrade specials were promotions with a price on them. They also gave riders a reason to come back to the dealership in the quiet months. That’s brand building in its most practical form: staying part of the customer’s life between big purchases.

Where a small budget should go first

None of this makes the 60/40 research wrong. It means a small business has to earn its brand investment through work that also pays its way now, and be honest about which lines in the plan are doing which job.