Strategy First
Stop wasting money on random acts of marketing
Build your firm’s organic growth strategy. Know what to do next, what to stop, and where your marketing budget should go. Get a clear strategy and a practical plan your firm can follow.
Strategy First is Fixyr’s signature marketing strategy engagement for accounting and advisory firms.
Apoorv Dwivedi leads the work personally, in partnership with your leadership team.
30 minutes with Apoorv to discuss your firm’s growth plans and the right level of support.
Most engagements take three to four months. Total investment: $9,000 to $20,000, billed in equal monthly installments.
25+ years
Senior marketing leadership, including Big Four firms
$40MM+
In marketing budgets managed
Weekly
Working sessions led
personally by Apoorv
Not Sure What to Do Next With Your Marketing?
You have built a practice on good work, loyal clients and trusted relationships. Now you need a clearer way to grow. Perhaps growth has stalled and new work depends too heavily on the partners’ networks. Or you want to expand, but your marketing has no clear direction.
Rebuild the website? Hire a marketer? Engage an agency? Invest in advertising? Each is another expense to justify. Without an agreed strategy, you risk paying for activity without knowing how it supports your firm’s growth. Strategy First connects those decisions to the clients you want, why they should choose you, and how to reach them.
What is Strategy First?
Strategy First is Fixyr’s signature marketing strategy engagement for accounting, tax, bookkeeping and advisory firms in Canada and the United States.
We build the strategy, core messaging and implementation plan your firm needs to focus its marketing.
What you leave with
A strategy your partners can use to make decisions, your marketer or agency can work from, and your firm owns.
A clear picture of your best opportunities
We review your marketing and business development performance, brand, messaging, target niches and current client base. Client interviews help us understand why people choose your firm. Competitive analysis shows where your strengths matter. You get an evidence-based direction for the clients and opportunities to pursue.
A clear reason for the right clients to choose you
We define your positioning and real differentiators, then rewrite your core messaging, including your website homepage. We also package one core offer so a prospective client can understand what they are buying and why it matters. You get messaging and an offer to take to market, not just recommendations to develop them.
A focused approach to bringing in business
We develop your content and referral strategies, identify growth opportunities within your existing client base, and review your lead generation activity. The recommendations connect your target clients and offer to the channels and resources that fit your firm. You get a clear view of where to focus your marketing effort.
A roadmap your team can put to work
We review your marketing technology and AI tools, then build an implementation plan for the next two to five years, with budgets. We define your core objectives and key results, or OKRs: what you want to achieve and how you will measure progress. You get a plan to guide execution and a way to judge whether it is working.
The scope is tailored to your firm. We focus on the work you need, not a checklist of extras.
How we work with your firm
Most engagements take three to four months, with weekly working sessions led by Apoorv. Larger engagements, or those scheduled around busy periods, may run for six months.
We agree the scope and schedule before starting. Your leadership team contributes to the decisions and helps arrange client research interviews.
This is work we do with you. Your firm needs to make time for the decisions.
Work Directly With the Person Responsible for the Strategy
Apoorv Dwivedi leads every Strategy First engagement personally, from the first working session to the final roadmap.
He has led marketing inside professional services and financial firms. He has been on the client side of the decisions you are making: building teams, managing budgets and hiring agencies.
He also teaches marketing strategy at the Woodard Institute, co-authored the Association for Accounting Marketing’s SEO Deep Dive Certificate program, and delivers CPE-accredited courses through myCPE.
A Fixed Fee for a Strategy Your Firm Owns Forever
$9,000 to $20,000
Total engagement fee, billed in equal monthly installments.
Your fee depends on the size of your practice and how developed its marketing already is. Your proposal sets out the scope, fixed fee, schedule and monthly installment before work begins.
The fee does not change mid-engagement.
Execution is separate and optional. A full website redesign is not included; the core messaging and homepage rewrite are.
A website needs a message. An agency needs a brief. A new marketer needs a direction.
Strategy First does the work those investments depend on.
Questions Firm Owners and Marketing Leaders Ask
Is Strategy First the right fit for our firm?
It is a fit when your firm wants to grow but needs a cohesive marketing strategy to support that growth. That may mean getting an established practice growing again, planning an expansion, or agreeing on a direction before hiring a marketer or agency. You also need leadership involvement and the capacity to act on the plan. If you already have a sound strategy and only need execution, you may not need this engagement.
We already have a marketing manager. Does this replace them?
No. A capable marketing leader may be able to develop the strategy internally. Strategy First adds senior experience, an independent perspective and focused support to get the strategic work done. We work with your leadership team, including your marketer, rather than around them.
Do we have to hire Fixyr to implement the plan?
No. Your firm owns the output. You can implement it internally, work with another agency, or ask Fixyr for a separate execution proposal. There is no requirement to retain us afterward.
How is this different from the Marketing Action Plan?
The Marketing Action Plan is a shorter, focused engagement, typically completed over four to six weeks. It identifies what to do next and what to stop doing. Strategy First goes further. Much further. We work through the underlying decisions with you. We build the client focus, positioning, core offer, messaging and multi-year implementation plan. You do not need to choose an engagement before we speak. We will recommend the level of support that fits, including the smaller engagement when that is enough.
Is this the right engagement if we need leads immediately?
Strategy First is a strategy engagement, not an immediate lead generation service. It is for firms that need to decide how they will grow before committing further resources to execution.
Give Your Next Marketing Decision a Plan to Follow
Book a 30-minute call with Apoorv.
We will discuss where you want the firm to go, what you have tried, and what is getting in the way. Then we will determine whether Strategy First is the right level of support.
If it is, you will receive a written proposal with the scope, fixed fee and schedule. If it is not, we will say so.
The call is to discuss fit. There is no obligation to proceed.
“One of the foremost experts on accounting marketing in North America.”
Joe Woodard, CEO, Woodard, on Fixyr