develop your personal marketing plan in ten steps

woman working on laptop in office setting

are you a trusted resource?

by august j. aquila
price it right: how to value accounting services

let’s face it, achieving the firm’s goal is everyone’s responsibility. it cannot be delegated to a marketing director or a handful of rainmakers.

more: five ways to make partners fall in love with marketing | analyze your firm to keep it current | three more strategies for growing your practice | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | four questions for choosing your marketing audit strategies
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

everyone has his or her own style, strengths, weaknesses and objectives when it comes to marketing and bringing in new business. a personal marketing plan gives you the opportunity to take responsibility for

  • developing a referral network,
  • obtaining new business from existing and new clients, and
  • increasing your personal balance sheet by developing new marketing and communication skills.

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five ways to make partners fall in love with marketing

three businesspeople meeting outdoors and shaking hands

it’s an age-old problem, but that doesn’t mean you have to accept it.

by august j. aquila
price it right: how to value accounting services

if only there were a silver bullet to solve this problem! but unfortunately, there isn’t one.

more: analyze your firm to keep it current | what makes a great website? | four strategies for building your practice | market technology services through workshops and training | the secrets of great business developers | dodge the four curses of a production orientation | client acquisition never stops | ‘sales’ is not a four-letter word | maybe what you need is a marketing audit | three types of marketing message, and which is best
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

getting partners to market and to love doing it has been the achilles’ heel of the accounting and consulting professional for as long as i can remember. what does it take to make progress in this area? here are some ideas to help you move forward:
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analyze your firm to keep it current

six people seated at table for a business meeting, with another six people visible on videoconference screen

does everyone have the same vision?

by august j. aquila
price it right: how to value accounting services

i have discussed some of the issues behind developing an effective website. if your partners can’t agree on the overall points of the website, it merely means that there are different visions for the firm within the firm. the best way to overcome this obstacle is to conduct a self-analysis.

more: what makes a great website? | losing can help you win more | eight areas to cover for personal goals | service quality: the key to client retention | how life cycle changes your marketing | clients buy solutions, not features | make sure you know what you will get from your marketing | three pillars support a successful accounting firm | clients have six reasons for needing you | six ways to market your technology consulting practice | sixteen marketing activities to try | the four steps of your personal marketing process
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

you can use the following questions at a firm retreat. hand out the questions to the retreat participants prior to the meeting. ask the retreat participants to write out the answer to each question. then have open discussions about the questions and their answers, and try to come to some agreement. here are the questions:
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what makes a great website? 

two women looking at a screen as they design a website

nine things to ask as you build.

by august j. aquila
price it right: how to value accounting services

don’t kid yourself: creating a great website takes a lot of time and creative talent. websites must also be constantly updated with new material.

more: losing can help you win more | three more strategies for growing your practice | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | ten questions to refine your successful marketing plan | four questions for choosing your marketing audit strategies | four steps to a successful email marketing campaign
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

if you plan to update your current website or prepare one for the first time, or if you plan to do it yourself or just hire a marketing communication specialist with website-building experience, make sure you have clear answers to the following questions:

  • who is your target market? accounting firms usually have more than one market they are going after. consider how your various markets will find themselves on your site.

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losing can help you win more

man, woman, man having serious discussion around conference table

someone else got the client. do you know why?

by august j. aquila
price it right: how to value accounting services

this is not another sermon that tells you that each “no” gets you closer to a “yes” when you are selling. the purpose of this post is to improve your proposal success ratio so that you get fewer “nos” and more “yeses.”

more: three more strategies for growing your practice | four strategies for building your practice | market technology services through workshops and training | the secrets of great business developers | dodge the four curses of a production orientation | client acquisition never stops | ‘sales’ is not a four-letter word | maybe what you need is a marketing audit | three types of marketing message, and which is best
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am an advocate of doing client and prospective client satisfaction surveys. if you aren’t doing followup surveys with lost prospects and clients you have lost to other firms, i suggest that you start now. you can gain a better understanding of why you lose prospects and clients, and then you can change whatever it is that you are doing wrong and be more successful in bringing in new business and keeping it.
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three more strategies for growing your practice

female speaker standing in front of screen, speaking to audience

show people what they stand to lose without your expertise.

by august j. aquila
price it right: how to value accounting services

in my last post i provided you with four basic practice-building strategies that don’t cost you anything other than your time.

more: four strategies for building your practice | eight areas to cover for personal goals | service quality: the key to client retention | how life cycle changes your marketing | clients buy solutions, not features | make sure you know what you will get from your marketing | three pillars support a successful accounting firm | clients have six reasons for needing you | six ways to market your technology consulting practice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

they were (1) keep in touch with former clients, (2) call existing clients, (3) ask for help and (4) get out and be seen. here are three more strategies for you to consider:
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four strategies for building your practice

four people eating together

are you meeting new people?

by august j. aquila
price it right: how to value accounting services

i am often asked, “what can i do to acquire new clients?” i usually reply with another question: “what are you doing now to acquire new clients?”

more: eight areas to cover for personal goals | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | ten questions to refine your successful marketing plan | four questions for choosing your marketing audit strategies | four steps to a successful email marketing campaign
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the usual responses are: “i have a newsletter, i attend the local rotary and chamber of commerce luncheons, and i talk with my clients.” these are good things to do, but they are not the only things you should be doing to acquire new clients. you might want to add four no-cost strategies to your action plans.
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eight areas to cover for personal goals

woman holding eyeglasses and looking at laptop screen

you can make yourself more valuable, but it takes some planning.

by august j. aquila
price it right: how to value accounting services

there is never a bad time to set goals and it doesn’t have to take a lot of time to do so. every goal-setting book tells you to write down what you want to accomplish. if you do, you are more likely to achieve your goals.

more: understand the 10 steps of the buying process | market technology services through workshops and training | the secrets of great business developers | dodge the four curses of a production orientation | client acquisition never stops | ‘sales’ is not a four-letter word | maybe what you need is a marketing audit | three types of marketing message, and which is best | why you need progress billing | five tips for cross-selling and upselling | five keys to successful marketing | twelve fundamentals of planning | one question to guide your growth plans
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

imagine yourself as a balance sheet. what do you need to do to make yourself more valuable next year than this year? one way is to invest in yourself so that you perform at a higher level.
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