Create Your Snapshot – Beginning With The End In Mind

by | Marketing, Professional Services Marketing

Yesterday, I had the opportunity to attend David Crandall’s seminar about estate planning. During his presentation, David talked about the importance of beginning with a snapshot, a view of what you want to happen when you pass away or become disabled. This is another way of saying “begin with the end in mind” as Steven Covey taught us.

David caught me smiling at this because I start most of my marketing presentations the same way – asking folks to picture what they want their life to look like. We then talk about a marketing plan, and our business, as a vehicle for helping us achieve those life goals.

From my experience, “begin with the end in mind” is one of those things that makes perfect intellectual sense, but is often short circuited in our efforts to get something done. It is often easier to dive in an work on the mechanics. We feel good when we can check something off of our to do list. But are we staying busy without really getting anywhere?

For many clients, the coaching is the greatest value they receive from working with a consultant. I think part of this is because it is so hard to work on this big picture stuff by yourself that it becomes easy to put off so it helps to have someone to hold you accountable.

Get out your calendar right now and make an appointment with yourself to work on your “snapshot”. Do you really have something more important to do for your business?

Bill Brelsford

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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