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We utilize a five step process on an annual basis to ensure the value of our services and the success of our clients.
1. Annual Firm Go-to-Market Planning
Successful deployment of sales and marketing resources is contingent upon a clear mandate and a firm-wide plan for growth. During annual strategic growth planning, we help our clients identify and prioritize areas of growth opportunity. During our growth planning process we will plan for new client acquisition, strategic market/service/industry identification, cross-selling strategies, new service introductions, strategic acquisitions, and other growth initiatives. The annual strategic growth plan provides direction for go-to-market efforts and the deployment of sales and marketing resources.
2. Firm Marketing Plan Development
Following the lead of the strategic growth plan, a firm marketing plan is developed. The firm marketing plan focuses on firm-level marketing objectives and
initiatives. Firm-level initiatives are designed to enhance the firm’s ability to achieve strategic growth objectives. Firm marketing objectives may include
the development of processes, resources and activities which will support overall firm objectives and practice level market activities.
3. Practice Level Go-to-Market Planning
Go-to-Marketing planning is the process of developing an objective driven growth plan at the practice or business unit level. Practices may be defined at the service, industry, office or other levels. Go-to-Marketing planning involves creating an integrated market strategy, combining complementary sales and marketing activities designed to achieve a pre-defined objective.
Catalyst utilizes a proven, strategic process to help practice leaders develop an actionable plan for market activities that will lead to growth.
4. Market Activity Support Planning (Marketing / Business Development Alignment)
When it comes to business development, everything is easier with the right tools and support. For business developers to operate as effectively as possible, they require sales and marketing support. The Catalyst Group’s agency and advisory teams are available on-demand to support the needs of our clients. Our creative agency takes the lead in design, branding, communications and event planning, while our advisory team can help practice leaders craft lead generation strategies, pursuit plans and other market strategies.
All market activity support is coordinated through an assigned Catalyst marketing coordinator. Your marketing coordinator will work directly with firm leadership, administration and practice leaders to support marketing and business development efforts. Regular marketing calls are held on a weekly, bi-weekly or monthly basis to identify initiatives and ensure that our team is connected and supporting your market activities.
5. Brand and Communications Management
Brand management and communications are critical to your firm’s ability to retain and attract high value clients. The Catalyst Group helps create brand strategies and communication plans that support growth. We help clients oversee the management of their brands, focusing on establishing and maintaining a visible, high value brand in your market.
Communication plans are custom developed for each client depending on needs. Communication planning may include email communications, thought leadership, public relations, social media and more. All communication plans are focused on providing you with the ability to deliver your unique
message to your clients, market and community.
Our clients pay Catalyst a monthly service fee based on the number of hours and costs associated with implementing the agreed-upon strategic marketing plan. By working with us on an ongoing basis, your firm gains a partner who is both accountable and invested in the firm’s success. You also gain the predictability of knowing your marketing expenditures ahead of time with no surprises. Give us a call today at 317-564-5010 to discuss a specific objective and to find out which Growth Program is best for your accounting practice.
We're wrapping up the week in studio for some client head shots. pic.twitter.com/8OYitA95Un