• Every company should have a plan on how to stay in front of their clients or customers. Client touch programs outline the basics of building loyalty. Check out our blog titled, "7 steps to developing a client touch program" and download this free template to start planning today.
  • Evaluating your current client base to identify ways to grow your business is key to any marketing strategy. By selling additional services to your existing clients, you could increase your bottom-line revenues significantly. This tool includes a PDF of the 12 steps to building your opportunity worksheet and an Excel file with sample data - when you finish updating the worksheet, you'll have a clear picture of where and how much ($$) opportunity exists to cross-sell your current client base.
  • Sections of this agenda include bulleted items to Relate Purpose of Meeting, Marketing Needs, Next Steps and a Playground area. The playground at the bottom of your agenda to place all items that may take you off track during the meeting. At the end of the meeting, discuss who and how the playground will be tackled.
  • This document is a guideline to use before, during, and/or after a prospect meeting to help you ascertain a prospect's needs clearly, understand what marketing initiatives the prospect is currently implementing, what past initiatives were tried, and what future initiatives will work best.
  • The SWOT Analysis Tool contains how to instructions (PDF) and a template (Word) to start building a strong understanding of your company's strategic and marketing plans. Special thanks to Darcy Bien, Strategy in Motion, who collaborated on this tool. Utilize this tool when building or revisiting your firm's marketing strategy. It helps identify areas where you should be growing your business, eliminating wasteful areas, and preparing for growth or disaster.
  • Are you in the midst of annual marketing planning and can't seem to identify your most important goals, strategies, objectives, or tactics Are you stuck wondering how to implement the next step or how to begin that lingering marketing project? Personalized 1:1 virtual consultation for marketing professionals to assist with analysis, strategy, or implementation of initiatives / projects. Brainstorm with our expert or ask questions to seek a solution that may be holding you back.  
  • Are you in the midst of annual marketing planning and can't seem to identify your most important goals, strategies, objectives, or tactics Are you stuck wondering how to implement the next step or how to begin that lingering marketing project? Personalized 1:1 virtual consultation for marketing professionals to assist with analysis, strategy, or implementation of initiatives / projects. Brainstorm with our expert or ask questions to seek a solution that may be holding you back.  

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