Marketing Action Plan
Clear direction for what to fix first, and what to stop doing
Most accounting and advisory firms do not have a marketing execution problem.
They have a focus problem.
Too many ideas. Too many opinions. Too much effort spread across activities that feel productive but do not move the firm forward in a meaningful way. Over time, marketing becomes reactive, fragmented, and frustrating.
The Marketing Action Plan exists to fix that.
What the Marketing Action Plan Is
The Marketing Action Plan is a short, focused strategy engagement designed to bring clarity to your marketing.
It answers one essential question: what should we be doing next, and what should we stop doing?
This is not a generic audit. It is not a long-term consulting engagement. And it is not a disguised sales pitch. It is a practical outside perspective grounded in experience working inside accounting and advisory firms.
The goal is to replace uncertainty with direction.
When the Marketing Action Plan Makes Sense
The Marketing Action Plan is often the right starting point when marketing feels unclear or stalled.
Firms typically engage it when they are unsure which tactics matter, when previous efforts have not produced results, or when leadership has competing views on priorities. It is also useful when marketing responsibility is fragmented, internal teams need direction, or the firm wants momentum without committing to a larger initiative.
In short, it is designed for moments when clarity matters more than activity.
What the Work Focuses On
The Marketing Action Plan looks at your marketing as a system, not a collection of tactics.
The work typically examines who you are trying to attract, how clearly your firm is positioned, and whether your messaging actually reflects your strengths. It also looks at how marketing effort is currently allocated, how lead generation and referrals are functioning, and how your digital presence supports or undermines credibility.
Just as important, it considers internal realities. Decision-making dynamics, role clarity, and practical constraints all influence what will actually work.
The objective is not to critique. It is to identify leverage.
What You Get Out of It
At the end of the Marketing Action Plan, you will have a clear view of where you are and where to focus.
You will understand which activities are helping, which are hurting, and which can safely be ignored. You will have specific priorities, sequenced logically, along with clear recommendations for next steps.
Most importantly, you will be able to make decisions with confidence instead of guesswork.
What This Is Not
The Marketing Action Plan is intentionally limited in scope.
It is not a full marketing strategy. It is not an implementation roadmap. And it is not designed to cover every possible opportunity. If deeper strategy work is required, that will be recommended openly. If it is not, that will be stated just as clearly.
The value comes from focus, not volume.
Typical Outcomes
Firms use the Marketing Action Plan to regain control of scattered marketing efforts, align partners and leadership around priorities, and reduce wasted time and spend. In some cases, it becomes the foundation for more comprehensive strategy work. In others, it provides exactly the clarity needed to move forward independently.
Both outcomes are successful.
Investment
The Marketing Action Plan is offered as a fixed-fee engagement.
Investment: $1,495
This is designed to deliver clarity quickly without requiring a long-term commitment.
What Happens Next
If you proceed with a Marketing Action Plan, the process is straightforward.
We gather the right information upfront, review your current situation objectively, identify the highest-impact opportunities, and provide clear, practical direction. There is no obligation to continue beyond this point.
Is This the Right First Step?
If you are unsure where to focus, hesitant to invest further without clarity, or tired of trying things that do not work, the Marketing Action Plan is often the right place to start.
It reduces uncertainty, prevents expensive mistakes, and creates momentum.
Next Step
If you want clear direction before doing more marketing, this is the place to begin.