Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.”
– Sun Tzu

Taking a strategic approach to your marketing efforts can have a significant effect on the quality of results and the level of ROI that you are able to achieve.

Service Overview

All too often, CPA firm leaders with the best intentions to grow their firms fall short when it comes to understanding the function of a strategic marketing plan. A well-crafted marketing plan provides an organization with the focus and direction it requires to pursue growth opportunities and provide marketing ROI.

No matter how well-defined your business goals may be, you won’t get far without a plan.  And if the marketing plan is a roadmap for achieving your goals, then the planning process charts your course based on research, defined strategies and measurable objectives. Sound complicated? Let’s break it down.

Our Approach

It all starts with viewing marketing as investment, not an expense. Once you have determined that marketing is vital to your firm’s growth plans, your next step is to define some measurable goals.

We begin with a preliminary marketing assessment that takes an introspective look at the firm as well as an outside-in look. We then work with you to identify and implement strategic marketing options that fit your firm for the long-term.

Our process starts with a strategy session that includes team members from various levels and areas within your firm. Prior to meeting with your team, we issue a short online questionnaire relevant team members to gather their initial baseline thoughts and perspectives on the firm. Also prior to the strategy session, we conduct an assessment of your website, collateral, competition and any other resources you provide to us.

During the robust full-day strategy session, we work collaboratively with your team to examine the following key foundational marketing elements that drive business actions:

  • Firm Goals & Objectives
  • Marketing Goals & Objectives
  • Mission & Vision
  • Brand Positioning
  • Core Competitive Advantages
  • Industry/Market Space Overview
  • Buying Personas/Target Audience
  • Competitive Factors
  • Budget
  • Paths to Market
  • Action Plans

Following the strategy session, we write a strategic marketing plan that includes measurable objectives, tactical recommendations and a budget. Once our client approves the plan, we’re ready to play ball.

Free Downloads/Articles

Contact Us

Ready to get started on a strategic marketing plan that will help you reach your business goals? Call Jonathan Ebenstein at 440-449-6800 to get started.

5 Essential Steps to Developing a Strategic Marketing Plan

What's On Your Mind? We're Ready to Chat.

Have lingering questions after checking us out? We’re here to help! And don’t worry—we won’t go into sales-stalking mode. So please feel comfortable filling out the form below and take us up on our offer to help.

Sign up to receive our latest blog, newsletters and events.

► Get Connected