Unlock Marketing Success with Account Planning Tips
Enhance your firm's marketing strategies with valuable account planning tips from unbillable-hrs.com. Learn how to get invited, plan for success, and build lasting client relationships. This template, brought to you by the unbillable hours podcast, offers insightful guidance for professional services marketing. Improve your account planning skills and achieve long-term business goals.
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Presentation Transcript
unbillable-hrs.com Better marketing for your firm. in this template: account planning tips
This template is brought to you by: unbillable hours the podcast (where Ash and Flo riff about better professional services marketing) It s part of the show notes to our S3E3, Account planning, with Ute Wellenberg. Get it here, for example: https://unbillable-hrs.com/s3e3-account-planning/* *or listen to it on Apple Podcast, Amazon Music, Google Podcasts, Spotify, or Stitcher!
ubhrs tips for getting you invited: - Step 1: Just ask (like, literally) - Step 2: Offer contributions: A 10-min market trend presentation A 30 messaging training An existing content overview session A full value prop refinement breakout - Step 3: Prepare
Utes* tips for planning success: - Start with a diverse account planning team, make sure you include lots of perspectives from within the firm including marketing s! - Define your purpose and vision for the account, break your vision down for the next 24-36 months and set concrete mid-term goals - Develop strategies for how the client can meet key objectives (i.e., your suggestions for initiatives) - Derive the actions that your company will take to support the client long-term (i.e., your offerings) - Create value propositions by turning your strategies into projects for your client (i.e., your pitches) - Craft long-term, trusted relationships as a result! *Courtesy of Ute Wellenberg
