An annual firm marketing plan
Marketing publications are most effective when used as part of a year-round strategy. Here is an example of how you can use Practice Track’s products to create a full annual marketing plan:
January
Send out the Year End Tax Guide to your clients, keeping them informed of the tax opportunities open to them and reminding them of your range of services.
February
Time for the Spring newsletter. Send a copy to all your best clients, as well as your referral sources. Create a mailshot for your prospects, highlighting a hot topic.
March
Send clients a comprehensive, personalised Budget Report. And don't forget to update your website with all the Budget announcements.
April
Include a handy Tax Card complete with your details and services, with the annual Tax Returns.
May
Provide your clients and prospects with the invaluable planning guide, the Tax Strategies Brochure.
June
Send out the Summer newsletter, and include a PDF version on your website.
July
Turn new start-up business into valuable clients by handing them a personalised Starting a Business CD-ROM packed with useful information.
August
It may be the holiday period, but there's always time to brush up on your skills! Learn new tips and ideas with the Marketing Director CD-ROM.
September
Time for the Autumn newsletter, and send handy Mini-Guides on a range of key topics to 100 of your best clients and prospects.
October
Conduct some niche marketing by sending selected Business Update titles to key prospects.
November
E-mail your clients a summary of the Pre-Budget Report, and follow it up with analysis in your Winter newsletter.
December
Give your clients and referral sources the perfect corporate gift: a personalised Calendar Card Set.