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Marketing planning workshop

Structure your marketing efforts

When you have marketing ideas but no structure or plan (or if you have no ideas and need some), start with a one-on-one workshop.

 

Your marketing action plan, delivered

This virtual workshop (exclusive to you) helps identify the marketing actions YOU need to take which will get you the best results for your firm. Your workshop fee includes:

3 online sessions with the PF team

During the 3 (1.5 hr each) sessions we’ll explore what you’ve tried so far in marketing, what is (or isn’t) working, and what you’d love to try doing. Depending on location we may be able to come to your offices for a half day workshop (travel expenses apply).

Confirm your audience & niche

Talk about potential niche areas, and (whether you have one or not) get real clarity on the qualities of the audience you’re marketing to.

Ask anything about your marketing

Thinking about social media, or video? Want to start a podcast? Need to know which CRM system to use? We’ll figure out together what’s best for your clients.

Deliverable: Prioritised list of ideas

We’ll make a list of all the marketing ideas you’ve had (and the ones we suggest), and put them in priority order in a detailed Gsheet. This means you can do the most important things first, and stay focused. Once the plan is delivered, use it to do your own marketing, or get monthly support from PF.

Firms who got great results from their workshops

Here are accounting firms who've used their workshop to drive great marketing
Stopp & VanHoy
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Stopp & VanHoy
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Saint and Co.
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Saint and Co.
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Ten Forward Finance
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Ten Forward Finance
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Fresh Financials
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Fresh Financials
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Book your workshop now

When you book your workshop, we’ll be in touch to arrange the date of the first session, and send you some preparation questionnaires so we use your time well.

Content Marketer Registration

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