RUN YOUR MARKETING BY THE NUMBERS.
YOUR MARKETING APPROACH
Determine what your marketing numbers are telling you with a preliminary analysis (just like you’d do with a new client’s financial numbers) – and identify where your marketing gaps are, so you can fill them and attract the clients that are right for you.
Work one to one with our team to be clear on the best strategy for your firm’s marketing.
FOUNDATIONS
WHAT DO I GET?
MONTH ONE OF OUTSOURCED CMO SUPPORT
WHAT’S THE COST?
Your Gap Analysis starts at $1500 and goes up to $5800, depending on your firm’s size and existing marketing.
This can be a one-off project, or it can be month one of an ongoing CMO relationship. Fill in the discovery form to tell us more about your firm.
WHAT’S INVOLVED
HOW DOES THE
PROCESS WORK?
FIND OUT MORE
A 45 minute call with your Marketing Strategist to discuss how the sessions run and the weekly homework we’ll set you. You will have a 2 week break between your Foundations sessions so you have time to complete your homework and prepare for the next week.
You’ll identify what kind of results you need from your marketing. What does success mean for you? Together we’ll review your preliminary analytics so you can see what’s going well, and what’s missing, in your existing marketing numbers. (Just like you’d do with a new client and their financial numbers.)
More than simply your logo, “brand” encapsulates your positioning in the market, competitor research, tone of voice and messaging, and of course the visual design element. Together we’ll review your reputation and approach, so you know what parts of your brand are holding you back, and need to be adjusted.
Together we’ll review your clients’ journey: how do they buy from you? How does that fit with your website and the interactions they have with it? We’ll identify what pages, structure, menu items, messaging, and calls to action changes are required.
Based on all this analysis, we’ll identify the marketing strategy approach which will deliver the results you need. You’ll also be clear on what marketing numbers you are tracking, and how to understand them.
Your final Marketing Playbook is a summary of all this analysis, and the direction for your marketing strategy. If you’re ready to move into immediate action you can sign up for Outsourced CMO services to deliver on this strategy. If you’re not ready yet, there are one-off projects you can start with
HEAR FROM OTHER ACCOUNTANTS
HOW IT FEELS
“Foundations is so much more than just ‘marketing’. When you start digging into your values and your reasons why you do what you do, it manifests itself in how you communicate with prospects and clients. I needed to communicate how strong the community is where I’m from and so because the PF team aren’t from here, I thought they perhaps wouldn’t get just how strong it is but they totally did. It takes a special kind of marketing agency to be able to do that: to really get under your skin.
It was business changing and life changing, because they’re so intertwined.”
“I’m honestly blown away by how useful Foundations has been, especially the end product! It’s literally like someone has plugged into my brain and downloaded all the relevant data to my life, business and clients, and then organised it into a tidy database of tasks, timelines and summaries.
I think Foundations would be mega helpful for anyone but especially for someone like me who suffers from chronic archaic ideas… top-level stuff, I think this goes beyond marketing as it’s a hard skill to gently extract these sorts of things from people.”
MEET YOUR TEAM
SESSION LEADERS
Sessions are delivered by two Marketing Strategists who each have extensive experience working with accountants and delivering Foundations for firms all over the world. You’ll have a dedicated Marketing Strategist, and the support of the whole PF creative team.
START TODAY
We’re happy to discuss this with you and answer any questions you have about the process. Fill in the discovery form to tell us more about your firm’s marketing, and tick the box to request a call.
WANT TO KNOW IF IT’S FOR YOU? HAVE MORE QUESTIONS?
YOUR QUESTIONS ANSWERED
Here’s everything you need to know based on questions other accountants have asked. If your question isn’t listed here, just ask!
Can I skip this and just get marketing done?
When a client comes to you and wants advice about their business, you run the numbers so you can advise them best. (If their bookkeeping isn’t in order, you fix that first.) In the same way, we run the marketing numbers with you and check where your biggest gaps are. If you want us to complete a particular project for you (rather than working with us monthly), we can quote for that. But we’ll always start with strategy – so you’re not taking off in the wrong direction, and wasting time.
What do I need to commit to from my side?
Show up for the live sessions. Share your analytics numbers (website and Google Console or similar particularly). And complete any “homework” we give you – sharing files, sending videos with your thoughts, making notes about how things work in your firm. It will help us connect your marketing strategy to the reality of your business.
What happens if I don't do the homework?
Your upcoming session will be rescheduled to give you time to complete it. This does mean it will take longer to get to the part you’re really keen on: the plan!
I need a new website. Can I skip straight to that session?
No, you need the strategy to understand what your website needs to look like. Before we start writing content and planning pages, we need to understand the customer journey and how you want a prospect to move through your website. And you definitely want to know what your website numbers are doing right now, or else you run the risk of building an entire new website that looks nicer but doesn’t deliver, either.