Melissa Forziat

Thank you for joining me at the ASBDC Conference a day early for this marketing preconference session! This is my sixth year presenting at the ASBDC Conference, and I am excited to have a full day to present this important train-the-trainer session.

The topic was “How to Help Your Clients Build an Effective Marketing Strategy” – which also doubled as a lesson on how to build a marketing strategy for an SBDC.

You committed to being at this session, so I didn’t want to make the resources from today available publicly through the conference app. You can find them all here!

As you think about the session and materials, if you have any questions, I encourage you to email me directly here.

Thank you again for joining me and thank you for all the work you do to help the small business community.

How to Help Your Clients Build an Effective Marketing Strategy

Slides

Download the entire slide deck here.

Examples: SBDC Template, Critical Access Hospital Consulting Business, Mechanical Engineer, Artist, Snow Removal App

Exercises and Resources

Marketing Funnel Questionnaire – Would your clients get value out of creating a marketing strategy? Give them this questionnaire to help them decide. Download Here.

Funnel Composition and Filling Your Tiers – Fillable Worksheet to gather the puzzle pieces of what needs to go into the marketing funnel. Download Here.

Tactical Marketing Goals – Are your clients not sure which marketing methods would be useful in the “Funnel Composition and Filling Your Tiers” exercise? Take a step back and have them fill out this questionnaire. Download Here.

Single Pathway Exercise – Fillable worksheet to learn how to get in the habit of thinking about what is the next step for a lead. Download Here.

How to Start an Advising Session for Marketing Funnels. Summary resource for advisors. Download Here.

Building a List of Partners – I love encouraging clients to include partnership marketing in their plans. Many clients have a hard time thinking about who to talk to as potential collaborators / cross-marketers. This is an exercise that will help them do that homework! Download Here.

Blogs for Further Reading

4 Key Phases of an Effective Marketing Strategy

Quantitative Marketing vs. Relationship Marketing

What if Sending that One Email Could Make You $8,000?

Automation in Your Marketing Plan

Experimentation Is Critical for Marketing

Redefining Marketing ROI

Follow-Up Email Sequences Made Easy

How Many Times Do You Need to Reach Your Leads?

Is Your Audience Tired of Hearing from You?

5 Ways to Stay in Touch with Your Customers

Need a speaker?

Are you looking to provide marketing education to your clients or even your team? I have delivered keynotes, workshops, and presentations worldwide and would love to talk with you about what you have in mind. With over 200 speaking events to my name already – and having partnered with SBDCs in 13 states in the process – I am happy to bring this content to your SBDC network! Learn more about it here.

Contact me through the button below to start a conversation.