Professional Service Marketing Is a Process, Not A Checklist

by | Marketing

Marketing Implementation CycleImplementing a system for marketing professional services is not about creating a checklist of to-do items and then moving in a linear fashion through the list, checking off one item at a time. It’s not a “set it and forget it” type of process.

Rather, it is an iterative process where you create, edit, evaluate, improve, and delete over time.

Let’s look at creating marketing materials as an example, specifically a marketing kit.

A marketing kit is a collection of educational marketing materials that can be used in various settings.

When you begin installing your marketing system, you create a baseline set of materials that go into your marketing kit.

Creating a marketing kit is not an item that you check off of your list and never visit again. With each campaign, you look to your marketing kit for materials you can use. You identify new materials you need to create. When you create materials for a campaign, you should consider how you may be able to re-purpose them and add them to your kit. As your kit grows, you will find pieces that you no longer use, or no longer fit your marketing strategy as it grows and matures.

The same thing goes for lead generation campaigns. You don’t sit down and implement all of your lead generation (referral, advertising, and PR) campaigns at once. You typically pick one campaign, get it up and running, and then put it into “maintenance mode” so it continues to execute while you begin to implement your next campaign.

In my opinion, the only way to keep this iterative process on track while managing all of your other responsibilities is to 1) set aside time (use a marketing calendar) to consistently work on your marketing system and 2) have a process in place for reviewing, evaluating, adjusting, and implementing the next steps in your strategic marketing plan.

Think of marketing is something you do, rather than something to get done.

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.

Get in touch:

Connect on LinkedIn | Get My BookSchedule a call | Shoot me an email