STRATEGIC PLANNING

Is your current business plan being used to guide your company's activities on a monthly, weekly, and daily basis, or does it sit on a shelf, collecting dust? Do you even have a plan?

You wouldn't start a journey without a map. You wouldn't build a house without a set of blueprints. Chances are, your business is your single most valuable asset. Not only does it represent a significant share of your net worth, you depend on it for present income, future security and eventual retirement. So, why would you try to build and run it without a plan?

Your plan is a roadmap to business success. A well-thought-out plan - if taken seriously and implemented fully - is the surest path to achieving your business goals. 

Strategic Planning Overview

• We start with the ownership team to determine their personal goals - what they intend for the business to provide for them, both short and long-term.
• We'll conduct a comprehensive evaluation of your current situation
• Establish a long-term Vision, along with One Year Goals and Targets. 
• Discover opportunities to pursue
• Dig deep into your organization's strengths, weaknesses, opportunities and threats (NOT your typical SWOT analysis!)
• Drill down and identify the handful of truly important projects, goals and initiatives for you to focus on in the coming year that will yield the best return on your time, effort and money
• Assign accountabilities so it actually gets accomplished
• The result will be a strategic plan in a useful format that is understood by all involved, and perhaps most importantly, has the buy-in of all key personnel.

Your Strategic Planning investment - Scroll Down

MARKETING PLANNING

Does your current marketing approach work? Do you even have a marketing plan? Or, do you jump back and forth between randomly-chosen marketing efforts? Do you track the effectiveness of your marketing program?

Most small to mid-sized companies have a sketchy idea, at best, as to how to accomplish marketing. When some folks hear the word "Marketing" they automatically think "Advertising." While advertising is a form of marketing, it only makes up one piece of the marketing pie. Others think "Marketing" and "Sales" are the same thing. (Hint: They are not the same thing.)

Marketing is about communicating who you are, what you do, and why you do it better than your competitor. Marketing is about image building, branding, positioning and communicating your business' personality. Marketing is about generating leads and prospects.

Our Marketing Planning program crystallizes your expectations, strategies, and budget. It also lays out clear Action Items and accountabilities, and establishes a mechanism for monitoring results. This can be rolled into development of a comprehensive strategic plan for your company, or can be accomplished in a one day "Marketing Retreat." Either results in a ready-to-implement turn-key marketing plan.

Contact us today to discuss your specific situation.

A Special Message from Bill about marketing plans ...

I have spent literally hundreds of thousands of my own dollars over the years in businesses that I've owned on marketing, advertising, trade shows, customer gifts, and other sales/marketing efforts. (Whether this makes me a marketing expert, I'll leave for others to decide.) Here's the point:

If you work with me on your marketing program, you're working with someone who has been there and done that. Together, we'll analyze your business and design a marketing program that is a combination of active, passive, no-cost and low-cost sales/marketing activities. (When applicable, I may even recommend spending significant amounts of money on marketing, but I'll be as careful with your money as I would be with mine.)

Marketing Planning Overview

• We start by establishing some specific targets and goals
• Identification of your target market(s) and market niche
• Develop a powerful USP - Unique Selling Proposition
• Evaluate your business identity and brand, and develop enhancements as needed *
• Evaluate your current prospect/customer database software & recommend changes if needed.
• Establish a marketing budget
• Identify the marketing media and approaches (web, email, direct mail, print ads, etc.) to be used, with timeframes
• Assign accountabilities so it actually gets accomplished
• The result will be a marketing plan in a useful format that is understood by all involved, and perhaps most importantly, has the buy-in of all key personnel.

* We don't do graphic design, so if this service is needed we can bring in a trusted, high-quality graphic expert, can refer you to one, or you can choose your own.

Create a comprehensive, combined Strategic and Marketing Plan
to launch your business to the next level and save ...

Your Investment