Marketing, Coaching & Consulting Services Guide

Television:
• Cable
• Network
• Commercials
• TV Show Planning and Implementation
• Interviews & Appearances
• Production
• Re-using Content


 Creation of a Fortune 500 Marketing Department:
• Marketing Project List
• Triage List
• Tracking Sheets
• Marketing Calendar
• Weekly Strategy Meetings
• Meeting Itinerary
• Monthly Marketing Report
• Marketing Plan & Budget


Video:
• Highlight/Office Spotlight Video
• Corporate Videos
• Re-using Video
   – Website
– Office
– E-blasts
– DVD


Brand Analysis, Evaluation and Recommendations:
• Image
• Persona
• Message/Creative
• Logos/Tags/Slogans
  Co-Branding
• Value Proposition
• Consistency
• Continuity
• Celebrity
• Positioning in the Market Place
• Ad Agency Litmus Test


Book Writing and Publishing:
• Title
• Subtitle
• Book Cover
• Testimonial
• Vendors & Pricing
• Hardcover vs. Softcover
• Content Ideas


Strategic Partnerships:
• CPAs
• Attorneys
• Mail Houses
• Other Professionals

Seminar/Event Marketing Analysis and Evaluation:
• Image
• Momentum
• Invite Style and Components
• Invite Copy, Headline and Bullets
• Data and Demographics
• Zip Code Clustering
• Food/Premium
• Restaurants & Venues
• Seminar Materials
• Response Sheet
• Time of Day/Day of Week
• Closing Techniques for Appointments
• Follow-up & Seminar Drip
• RME Resources
   – 24 Hour Call Center
– Reminder Calls to RSVPs
– RME RSVP Website
• Tracking Results and Trends
   – 1-3 years
– YTD
– Essential Metrics
• Strategic Planning
   – Pre-Production
– Post-Production
• Compliance
• Plan B’s
• Alternative Media to Fill Chairs
• DNM & Seed Lists
• Quantity Mailed vs. Empty Chairs
• Competitors Invites
• Webinars
• Alternative/Special Events
•CBAF


Referral Strategies:
• Setting up a Culture of Referrals
• Creating the Ultimate Client Experience
• Lobby & Conference Room Marketing
• First Impression Marketing
• Referral Deliverable
• Client Appreciation Events
• Client Bring a Friend Events
• Multi-tiered Referral Rewards
• Smart Client Gift Ideas
• Kick-off Event


Digital Marketing/Internet:
• Internet Marketing Initiatives
• SEO
• Social Media
   Facebook, Twitter, YouTube and LinkedIn
• E-Blasts
• E-Invites
• E-Newsletters
• Blogs


Vision & Goals:
• Marketing Plan
• Marketing Model
• Domination Strategies
• Marketing Flow Chart
• Budget and ROI
• Maximization of Marketing Dollars


Web Presence:
• Website Analysis
   – Image
– User Friendly
– Lead Capture Functionality
– Analytics
– Calls to Action
• Maximizing Efficiency
• Content and Resources
• Action URLs
• PURLs and Landing Pages
• Video


Training/Mentoring:
• Mentoring Calls
• Travel Mentoring
• On-site Mentoring
• Other

Radio:
• Radio Show Planning & Implementation
• Format and Model
• Live or Recorded
• Radio Commercials
• Interviews
• Production
• CDs


Public Relations/Public Affairs/Media Coordination:
• National TV Appearances
• Local TV Appearances
• Media Kits
• Press Releases
• Co-branding Opportunities
• National Publications
• Book Signings


CRM: Database Management
• Tracking
• Analytics
• Pipeline Reports
• Sales Projections
• Marketing Reports
• Data Analysis
• Important Metrics
• Sales Support
• Administrative
• Operations
• Zip Sheets


Production & Marketing Data:
• Revenue Generating Marketing Funnels
   – Percentage Breakdowns
– Performance Measuring
– ROI per Funnel
• New Clients Last Year vs. YTD
• Revenue Last Year vs. YTD
• New Sales Last Year vs. YTD
• Average Case Size/Average AUM
   – per New Client
• Budgets and P&Ls (for marketing and advertising only)


Print:
• Free Reports
• Newsletters
• Press Kit
• Mailers
• Lead Generation
• Copy Writing
• Articles/Blog
• Sales Materials/Sales Collateral
   – Internal & External
• Welcome to the Family Kits


Other:
• High Net Worth Strategies
• Targeted Direct Mail (Non-Seminar)
• Client Profiling
• Analysis of Competition in the Marketplace
• Utilizing a Call Center
• Personnel/Staff/New Hires
• Vendors & Outsourcing
• Drip Programs
• Magazine/Newspaper
• Billboard/Outdoor
• Fulfillment & Follow-up Protocols
• Qualifying Leads
• Leveraging & Reusing Content
• Charity & Philanthropy
• Corporate and Large Group Marketing Campaigns