Professional Services Marketing Calendar Example

by Bill Brelsford | Marketing, Professional Services Marketing

Earlier this week, John Jantsch had a nice post on his blog about using a marketing calendar to build good marketing habits. Recently, I put together a sample of what a marketing calendar might look like for one of my marketing presentations, so I thought I would share it here.

Here is a sample monthly theme list with room for you to fill in your own theme:

Sample Marketing Calendar – Monthly Themes

Month	Sample Theme	Your Theme
September	Survey Clients \ Core Message
October	Marketing Materials
November	Website
December	Strategic Referral Partners
January	Speaking Engagements
February	Public Relations Plan
March	Collect Testimonials

Next, translate your theme into weekly (or daily) activities.

Sample Marketing Calendar – Weekly Activities (Sept)

Week	Activity
Week 1	Identify clients to survey Send introductory e-mail or set appointments
Week 2	Conduct Surveys Send thank you notes
Week 3	Conduct Surveys Send thank you notes Begin Summarizing Results
Week 4	Finish Summarizing Results Evaluate Core Message Refine Core Message

Everyone likes to manage their time differently but I recommend that you map your activities at least down to the week level, if not down to a particular day.

Bill Brelsford

B2B Marketing Copywriter & Consultant

Hi, I’m Bill Brelsford, author of “The Boutique Advantage: How Small Firms Win Big With Better Messaging.”

I’ve worked in professional services since 1990 – first as a CPA, then as a custom software developer, and since 2006 as a marketing consultant specializing in direct marketing and sales enablement copywriting for professional services.

My career path gives me unique insight into B2B sales. I understand what CFOs question (from my accounting background), how complex projects are sold (from software development), and what content actually moves deals forward (from 19+ years helping professional services firms close premium clients).

My copywriting and consulting focuses exclusively on what I call the Core4 Outcomes: increasing authority, generating leads, driving sales, and improving client retention.

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