Advisory Service

Marketing Content-Channels suite —

There are nine critical control points (CRICPs) at every professional firm. And marketing strategy is one of those areas where organizational entropy occurs naturally but has the most devastating effects on the business if left unattended.

Together with your team we will review your current marketing plan, and identify potential areas of improvement. We will concentrate on essentials to make sure your professionals can, want and will actually commit themselves to pre-agreed marketing activities.

We use proprietary models and frameworks to assist your team with making quality business decisions.

Advisory service to assess and plan marketing activities

This advisory service will assess your professionals’ and marketing specialists’ preferences toward specific marketing channels. We will review all possible options, and establish which ones will actually work for your firm.

Because budgets are always tight, and commitment isn’t always impeccable, we will develop an actionable list of marketing activities your firm will be able to do, will be willing to do, and will actually commit to doing. No sticks, and few extrinsic carrots.

We will match professionals with best-fit marketing activities. We will also tie your firm’s marketing efforts to client types, buyer decision journey, and service lines. One of the primary goals: to make yours a learning organization; at the very least, the most essential parts of it.

This advisory service is applied in the following strategic management solutions: Sweet Spot Firm, Client Magnet Firm, and Talent Magnet Firm

This model is currently under revision

Map of Marketing strategy | awezzom
Map of Marketing strategy

Management topics we’ll cover:

  • Buyer decision journey
  • Attainable marketing activities
  • Learning and creativity
  • Lead generation strategy
  • Marketing roles
  • Touchpoints and funnels
  • Marketing budget
  • Latent capabilities at the firm today

Process

The typical process unfolds the following way:

Step 1: Fill in the contact form. We’ll get in touch within 1-2 business days.

Step 2: We’ll have a conversation with you over the phone or zoom. There will have to be a decision maker on your end. Otherwise we’ll have to schedule another call.

Step 3: If we agree to move forward, we will send you an invoice with signed NDA and contract.

Step 4: After receipt of payment in full, we will issue a list of materials to prepare, a survey, and set a date (typically within 1-2 weeks) for diagnostics session. Diagnostics typically runs for 2-3 hours. You will be informed about who should participate.

Step 5: After diagnostics, together, we will decide if we want / should / can move forward. If not, we’ll refund you the fee in full.

Step 6: We analyze the data received from you thus far, and make a hypothesis about the problem(s). It might turn out that this is not the solution your firm needs at the moment.

Step 7: We agree on the advisory services based on accepted hypothesis. We issue the next invoice.

Step 8: We schedule interviews, surveys, office visits, workshops, etc. All details will be discussed and agreed upon in advance.

Required participation

Decision makers: marketing officers, partners, bizdev managers, account / sales managers, CMO.

See topics (above) to estimate who at your firm will be in a better position to make these decisions.

Typical length

2—3 months

Availability

Typically available within 1—2 weeks.

Advance booking is possible. Please contact to inquire about a non-refundable booking fee.

Payments

Prepayment in full. No refunds (see exception below).

Refund Policy

We provide an unconditional satisfaction guarantee.
Refer to our refund policy page for more details.

Travel

Return flights from NYC, US.
Economy class. Upgrade on long-haul flights.
Additionally: per diem, transport, lodging, print-outs, presentation tools.

Fill in this contact form

If you would like to schedule a phone call to discuss the Marketing Content-Channels suite for your firm, please fill in this form.

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