Consultant Services for Financial, Legal and Accounting
Business Development Consultation
Marketing and Business Development Plans
Marketing and Business Development Plans
Let us sit down with you to develop or review existing marketing & business development plans for your professional service firm. Do you need help implementing your plans? Do you have an upcoming project that you need managed? A professional and experienced marketing consultant can help get your business development on the right track.
Marketing and Business Development Plans
Marketing and Business Development Plans
Marketing and Business Development Plans
Every business needs sound marketing and business development plans in order to survive. Our unique approach starts with a marketing consultant reviewing firm financials to help you understand where your profits are coming from and what services are most in-line with your target market.
Our Quick Connect Program aligns professional service
Every business needs sound marketing and business development plans in order to survive. Our unique approach starts with a marketing consultant reviewing firm financials to help you understand where your profits are coming from and what services are most in-line with your target market.
Our Quick Connect Program aligns professional service providers with marketing automation, outsourced HR, recruiting and more.
Projects
Marketing and Business Development Plans
Projects
Special projects like client seminars, business planning retreats, website content updates, direct mail and email campaigns, end-of-year client newsletters, holiday communications, and mailing list updates often call for some additional help. In addition to marketing support, we can develop financial reports, CRM systems, manage important events, and help to identify new business opportunities.
Representative Services
Key Services
Bounce Back Plans, Marketing Consultant Services, Business Development Plans, Client Communications, Client Service & Support, Automating Client Intake (BOTs), Client Surveys (NPS), Marketing Budgets & ROI, Referral Networks, Event Management, Website Content and Collateral Materials, Community Relations
Bounce Back Plan Programs
We have identified four general options for firms to consider right now.
- Resource Review and Planning
- New Focus, New Objectives
- Training
- Plan for Safe Return
Quick Connect Program
Our Quick Connect Program aligns professional service providers with marketing automation, outsourced HR, recruiting and more.
Client Outreach and Service Coordination
We field client inquiries and coordinate response. We organize, filter and prioritize client communications in order to facilitate your fast response.
We also work with professional service providers to:
- script and manage outbound calls in order to keep you in touch with clients during an emergency
- produce and distribute newsletters as well as video communications
- help automate client intake
- script and establish website BOTs specialized to practice areas/services provided.
Client Surveys, NPS
Formal and informal end-of-matter reviews help to improve your practice.
Marketing Budgets and ROI Measurement
Need help with establishing a budget? Need help establishing ROI metrics? Our marketing consultant services include budget and financial reporting.
Referral Networks
Second only to existing clients, referrals are your key source of business. Do you need help organizing your list of referrals as well as a quarterly plan for staying in touch? Our marketing consultants have experience building and managing referral networks.
Seminars and Client Events
Educational seminars are a key component to business development. As marketing consultants, we manage event planning and education - whether you want to host a client appreciation event or need help procuring a target list and running educational co-marketing webinars and seminars.
Website Content and Collateral Materials
Let us apply our years of experience and vendor connections to your website content and collateral development. We have established relationships with excellent website design, technology, and print production vendors. Our marketing consultant services include scripting and producing video.
Community Relations
Do you participate in several community and charity events and need help promoting your good deeds in a way that can help your brand and grow business? Now is a great time to showcase your charitable and community efforts. Let our marketing consultants help promote your community efforts.