30.0 - Marketing & Business Development - Overview (Index)

#business-development #client-acquisition #client-retention #marketing #MOC #strategy

30.0 - Marketing & Business Development - Overview (Index)

Hey guys,

This section is dedicated to how we strategically attract our 20.1 - Ideal Client-Profile and nurture relationships to retain them long-term. Effective marketing and client development are essential for the firm's sustainable growth and health.

Purpose of This Section:

To define our firm's brand identity and messaging.
To identify and plan our client acquisition strategies (how we get new clients).
To outline our approach to online presence (website, social media).
To structure our networking and referral activities.
To design programs for client retention and loyalty.
To ensure consistency in our marketing materials.

How We'll Use This Section:

Strategize: Use the notes below to brainstorm and define our approach for each area.
Discuss: Share ideas, evaluate options, and agree on strategies in the linked Discord channel.
Document: Finalize our agreed marketing and client development plans here for reference and execution.

Navigating Marketing & Client Development

Explore the different components of our strategy:

Note #	Focus Area	What We're Defining Here
30.1	Brand & Messaging	How we present ourselves; our key messages; our unique value proposition.
30.2	Acquisition Channels	Where and how we will find and attract our ideal clients (online/offline).
30.3	Website & Online Presence	Strategy for our website, SEO, online content (articles, etc.).
30.4	Social Media	How (and if) we use social media platforms professionally.
30.5	Networking & Referrals	Our approach to building relationships and generating referrals.
30.6	Client Retention	Strategies to keep existing clients engaged and loyal.
30.7	Marketing Materials	Guidelines for consistency in business cards, letterhead, brochures etc.

➡️ General discussion about Marketing & Client Development strategy can happen in Discord: #[Link to Channel #30-Q-marketing-bd-discussions]

Building a thoughtful approach here will help us attract the right clients and grow sustainably.