Comprehensive Marketing Strategy and Implementation

Our comprehensive marketing strategy and implementation service is designed to provide a structured and strategic approach to achieving your business goals. Below, we outline the stages, key meetings, timing, and deliverables involved in our process.

Description: We introduce you to key CRM and digital marketing platforms, select the best options tailored to your needs, and handle the setup and integration of the chosen technology.

Key Meetings: Kick-off meeting, Platform introduction session, Selection and setup review

Timing: Duration: 10 days

Key Inputs Needed: Business objectives and requirements, Existing technology stack, Budget constraints

Deliverables: List of recommended CRM and digital marketing platforms, Integration plan, Setup and configuration of selected platforms

Description: Our team conducts a thorough market analysis to identify key channels and market segments that align with your business goals.

Key Meetings: Market analysis briefing, Review of preliminary findings

Timing: Duration: 15 days

Key Inputs Needed: Industry reports and market data, Existing market information, Competitive analysis

Deliverables: Market analysis report, Identification of key channels and market segments

Description: We present our recommendations and build a 12-24 month macro-plan for your distribution strategy.

Key Meetings: Strategy presentation, Feedback session

Timing: Duration: 10 days

Key Inputs Needed: Market analysis findings, Strategic goals

Deliverables: Strategic recommendations presentation, 12-24 month macro-plan

Description: We source advisor data to reflect the strategic plan and identify key digital targets for the upcoming quarter.

Key Meetings: Data sourcing briefing, Target identification review

Timing: Duration: 10 days

Key Inputs Needed: Advisor databases, Market segmentation data

Deliverables: Sourced advisor data, List of key digital targets

Description: We build or review your annual marketing plan and provide feedback on messaging and content, including whitepapers, blog posts, email campaigns, and digital banner ads.

Key Meetings: Annual marketing plan review, Content feedback session

Timing: Duration: 15 days

Key Inputs Needed: Existing marketing plan (if available), Content samples and drafts

Deliverables: Reviewed and revised marketing plan, Feedback on content and messaging

Description: We assist in identifying points of interest for PR campaigns and train key employees on utilizing the system and following up with engaged leads.

Key Meetings: PR campaign planning session, Training workshops

Timing: Duration: 10 days

Key Inputs Needed: PR objectives, Employee roles and experience levels

Deliverables: PR campaign points of interest, Training materials and sessions

Description: We conduct quarterly meetings to review past performance, adjust target lists and messaging, and refine digital campaigns.

Key Meetings: Quarterly review meeting, Target list adjustment session

Timing: Ongoing (every quarter)

Key Inputs Needed: Previous quarter’s performance data, Updated target list

Deliverables: Quarterly performance review, Adjusted target list and messaging

Description: We monitor product AUM for key product approval thresholds at the National Account level and offer ad-hoc intra-quarter support.

Key Meetings: Ad-hoc support sessions as needed

Timing: Ongoing (as needed)

Key Inputs Needed: AUM thresholds and metrics, Specific client requests

Deliverables: AUM monitoring reports, Ad-hoc support deliverables

Total Project Duration

Overall Duration: 60 days (excluding ongoing and quarterly tasks)

This comprehensive approach ensures that your marketing strategy is meticulously planned and executed, delivering measurable results aligned with your business objectives.

Comprehensive Marketing Strategy and Implementation

Total Project Duration

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