Had such an amazing time yesterday in Houston at the Assoc. for Accounting Marketing Houston Chapter's meeting where I have a talk on Personal Marketing Plans. It covered the process and mindset for creating them, as well as execution tips for both practitioners and the marketing professionals that support them.
The attendees were wonderful and asked fantastic questions during and after the session. In follow up to them, and a resource to readers who couldn't attend, I am linking to my slide deck.
I also have some of the content in the slides (around the pie chart on slide 18) in a different format--a mind map.
The mind map has lots of ideas for marketing activities that are appropriate for the various categories of:
- Current customers
- COIs or referral sources
- Prospective customers (new biz)
- Credibility building activities
- Skill development, service improvement (aka R&D)
Further, on the mind map, all the items that are in "red" are items that can be achieved via social media in addition to traditional means.
Lastly, I have a past post "What's in a Plan? Marketing Plan and Budget Development" that's related to this topic. You might find it of interest (it includes an older version of this Mindmap so use this version because it's been updated).
I would love to hear from attendees (and others!) on your progress and questions are welcome anytime.
Michelle Golden's first in-store book sighting! Click to read Michelle's bio
Michelle - you rock! Your session in Houston was just what the doctor ordered for me and my firm. I'm presenting the ideas around your personal marketing plan template this afternoon to our marketing partner -- I love the mind map and this will help so much in our conversations! Thank you again for being a wonderful resource for all of us marketers out here in CPA land!
Posted by: Lori Jamail | May 24, 2010 at 11:10 AM