Professional Documents
Culture Documents
Timing
Responsible Person
Total
INFLUENTIAL PEOPLE
Referral Source Activities * initiative * initiative Other Goal * initiative * initiative OCT $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ -
Timing
Responsible Person
Total
MARKETING INFRASTRUCTURE
Identity * Project * Project Individual Marketing Plans * Develop and implement for all partners and associates SEP-OCT SEP-OCT OCT-FEB Mktg Dept & each professional $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ -
Training * Project * Project Public Relations * Project * Project Firm Communications * Holiday greetings > postage * Newsletter (purchase or development cost) > postage * E-Newsletter subscription Print Collateral Firm Brochure * Writing/Design * Printing Website Project Management * site map, art direction, content coordination, etc. Copy Writing/Editing * list pages Design * Design costs * Artwork cost (photograph licences, photography, etc) * SEO work * Postcard to announce new website - design costs > printing > postage Credentials and Key Client Criteria * Experience database * Key Client Evaluation: Client Selection Groundwork, ID what constitues a "Great Client" Customer Service Feedback * Client Satisfaction Survey: diagnostic & marketing tool; third party development/tabulation costs > printing > postage Discretionary Budgets * Principals/Owners * Associates/Staff SUBTOTAL FIRM
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
Q4 Q4
$ $
$ $
$ $
$ $
$ $
$ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $
$ $ $
$ $ $ $ $ $
$ $ $ $ $ $
$ $ $ $ $ $
$ $ $ $ $ $
annual annual
$ $ $
Timing
Responsible Person
Total
INFLUENTIAL PEOPLE
Referral Source Activities * Initiative $ $ $ $ $ -
MARKETING INFRASTRUCTURE
Practice Area Team Meetings Print Collateral * Specialized team bios * Compelling practice area materials (brochure inserts, case studies, experience, approach) > printing Testimonial Development * Acquire testimonials from clients for print and web
Timing
Responsible Person
Total
INFLUENTIAL PEOPLE
Referral Source Activities * Initiative $ $ $ $ $ -
MARKETING INFRASTRUCTURE
Practice Area Team Meetings Print Collateral * Specialized team bios * Compelling practice area materials (brochure inserts, case studies, experience, approach) Testimonial Development * Testimonials from clients for print and web