MONTHLY MARKETING

Your Marketing Impact report is like management accounts for marketing. Without looking at your marketing numbers and identifying patterns and trends, you won’t be able to make the best decisions for your firm’s marketing. The numbers are crucial in helping guide you in where you need to be investing your time and money so you can achieve the goals you’ve set. Otherwise, you’ll be using marketing credits for random pieces of work without any plan or direction.

The numbers we help you track as part of the Impact report will guide you in what marketing you need to be doing monthly as they’ll help inform where you need to be focusing your marketing efforts. You’ll also have shared your personal and business goals in your Gap Analysis sessions and these goals, combined with the numbers, will lead you in what marketing you’ll be doing monthly.

You’ll be supported and guided by your Strategist and will plan for your marketing for the month ahead in your monthly strategy meeting.

Before we can write content which reflects you and your firm’s tone of voice, or create images for your brand, we need to know and understand both. Otherwise, your content won’t sound like you and prospects will feel the difference when they meet you. So before you leap into monthly marketing, we review these as part of the brand gaps within your Gap Analysis.

If there are a few brand items which need to happen before we help you create content, we’ll do these in the first month of your outsourced CMO work.

In short: no, we will not do marketing for you, we will do marketing with you. Ultimately, marketing is your responsibility as the leader of your firm, and we are supporting you to understand it and implement it.

The more you are personally involved in your marketing, the better for your firm. Because marketing is a reflection of the business you are doing, and you and the team are the ones who know that the best.

At the very least, we encourage you to put aside 2 hours a week for your marketing. You’ll also need to put aside 1 hour per month (or quarter) for your strategy check in call, and you’ll need a little time beforehand to watch the video and review the impact report.

Marketing credits are the currency we use at PF to estimate the content or design work we do with you. Accounting firms have used them for: content and design of emails, blog post creation or publishing, event promotion, website page design or development, PDF guide or asset creation, case studies, printed items, social media posts, brand books. If you’re unsure whether you can use credits for a piece of work, just ask!

Your in-house marketing manager will be skilled at several things, and yet they can’t be an expert at all the things. They won’t be a content writer, graphic designer, strategist, website developer, brand expert all rolled into one person. When you work with PF, your marketing person gets the full support of the entire PF creative team and we’ll support the ongoing work they’re doing for your firm.

Any decision makers (i.e. partners, executives) at your firm need to be involved in your monthly marketing. The best kind of marketing is when it reflects the true you. From PF, you have the full creative team as part of your monthly marketing: strategists, designers, content writers, developers. We’ll work collaboratively on every client: sharing ideas and experiences so you can be sharing the best content for your firm.