marketing matters chartergroup part one

17
© Lighthouse Ltd 2010 [email protected] 07845 185143 Marketing Matters Presentation for Chartergroup 10 March 2011 Presented by: Claire Griffiths Lighthouse Marketing & Communications Ltd

Upload: lighthouse-marketing

Post on 04-Jul-2015

368 views

Category:

Business


0 download

DESCRIPTION

Part one of a four part series on developing a marketing plan for your accountancy practice. Marketing matters presentation to Chartergroup

TRANSCRIPT

Page 1: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Marketing MattersPresentation for Chartergroup

10 March 2011

Presented by:

Claire Griffiths

Lighthouse Marketing & Communications Ltd

Page 2: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Presented by

Claire Griffiths

Director

Lighthouse Marketing Ltd

• Over 15 years B2B marketing experience• Professional services/finance sector expertise• Offer strategy, planning, implementation• Communications, PR, event management• Traditional and digital/social media marketing• Training for you and your team

Page 3: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Marketing matters

• Four part series.

• Builds to offer practical advice to develop your marketing programmes.

• Interactive sessions.

• Homework required.

Page 4: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Part One

• Session today will cover:

– Marketing role overview

– Defining your firm’s position

– Understanding your current situation

– Competitive knowledge

– Knowing your customers

Page 5: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

To follow

• Part Two – 15 June– Marketing planning and budgeting

– Which tools to use when

• Part Three - 14 September– Digital and social media

• Part Four - 7 December– Evaluation and control

– Role of your team in marketing

– TBC topics (evolution)

Page 6: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Marketing’s role

Page 7: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Why start marketing?

• Understand, develop and retain existing clients

• Identify and convert new clients

• Develop new services/markets to meet client needs

• Build a brand identity and stand out in a competitive marketplace

• Focus your team on customer needs

• Develop customer focused systems to enhance the customer experience

• Understand the market you operate in

• Keep ahead of your competition

Customer

Know

Attract

WinDevelop

Keep

Page 8: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Where are you now?

• Services

• Current services offered

• Add any new services planned

• ACTION: Complete service mix handout

• HOMEWORK: define profitable service lines

Page 9: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Where are you now?

• Customers

• Aim to segment customers

• Build a typical customer profile/sector

• Understand needs/purchasing/advocacy

• Grade clients : Top 20 etc

• ACTION: Complete column 2 handout

• HOMEWORK: complete all columns and consider grading of clients

Page 10: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Where are you now?

• Competitors

• Understand your competitors

• Pricing/client base/specialisms

• Method for continual intelligence

• ACTION: agree chosen competitors

• HOMEWORK: research and gather continual intelligence

Page 11: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

PEST factors

• Political

• Socio-cultural

• Economic

• Technological

• ACTION: Discuss PEST factors and agree conclusions

Page 12: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

The SWOT or TOWS factors

• Analyse your strengths, weaknesses, opportunities and threats

• ACTION: Very individual to each firm, should be part of your business planning process.

• HOMEWORK: develop SWOT and agree TOWS

Page 13: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Results : Marketing Plan

Be able to:

• Create mission statement and share with team

• Agree and share vision and strategy

• Understand your current & future positioning

• Know your customers and targets

• Develop key strategies

Page 14: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Basic marketing tools

• Time & commitment

• Website with CMS

• Database

• Email facility

• Marketing literature

• Wish list– Blog

– Social Media accounts

Page 15: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Part Two – 15 June 2011

• Marketing Planning

• Developing key messages

• Marketing tools to use

• What to use and when

Page 16: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

Any questions?

Page 17: Marketing Matters Chartergroup Part One

© Lighthouse Ltd 2010 [email protected] 07845 185143

How can I help your firm?

Contact me on:

m: 07845 185143

e: [email protected]

t: @ClaireGLighthse

l: http://uk.linkedin.com/in/clairegriffithslighthouse

Fixed hourly, daily, project rates so no surprises!