Marketing Matters Resources

Marketing Matters

Why is marketing important? It allows you to share your value proposition, build a brand that speaks to your ideal clients, and offer an experience that builds lasting loyalty with existing clients.

It All Begins With a Plan

Think of marketing as your value proposition amplified. Your value proposition clearly states what you do, for whom, why you do it, and how. It’s important that you create and control your own story. A marketing plan is the tool that allows you to lean into your value proposition and bring it to life for prospects and clients.

Resources to Help You Bring Your Marketing Plan to Life

Smart, Simple Marketing Plan Guide

Use this resource to help you organize your strategy, campaigns, and activities into your own simple, smart marketing plan. Download

12-Month Marketing Plan

Use this planner to track marketing activities by campaign and month. Download

12-Month Marketing Calendar

Use this worksheet to help you plan, customize, and organize marketing campaigns. Download

Resources to Help You Connect

Ideas for Client Engagement Activities that Connect

Build relationships, drive awareness of services, and support business growth through engaging client appreciation events and gifts. Download

Ideal Client Profile Worksheet

Think about your top 10 clients. What are their qualities and attributes? Consolidating the qualities of your top clients in one place will help you to better understand the ideal client for your firm. Download

Engage with Centers of Influence

Deepen your relationships with your COI's by developing a communication plan to keep in contact with them over time. Download

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