checklist: essential marketing tasks in 31 minutes a day.
by jassen bowman
tax resolution systems
the most successful small business owners embrace the fact that new lead generation marketing is a daily activity. if you don’t have a full-time marketing manager, then you, as the business owner, need to take this task upon yourself. you should spend time marketing your tax practice every single day, even during tax season.
more: checklists for new lead generation | don’t ignore your existing leads | some office nuts and bolts | the importance of goals and affirmations | the ins and outs of hiring and firing | market to your ideal clients
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don’t use the busy times of the year as an excuse to slack off on marketing if your goal is to grow your business. there are busy times during most of the year – february, march, april, june, july, august, september, october – all of these months have unique deadlines and seasonal peaks. this is ¾ of the year!
if growth isn’t an objective, then you can simply ignore all this marketing stuff. but if growth is one of your goals, you must do marketing year-round, even during tax preparation season, tax resolution season, extension season, etc. if you find yourself using time pressure as an excuse (and that’s all it really is – an excuse) to not do marketing, then you either need to realign your priorities and make time for marketing, or hire staff to give you time to work on marketing.
without marketing today, you have no new clients tomorrow.
example daily marketing checklist
what follows is not a marketing startup checklist. rather, it assumes that you already have the referenced systems in place, and this is your daily roadmap for operating those systems. if you are focused on doing the tasks, and have systems in place, then you can easily hit the minute markers indicated.
also, note that it’s an example. this isn’t the be all, end all of marketing plans. it doesn’t include every potential strategy, and some you won’t want to do. use it as it is if you want (because it does work), or just use it as a blueprint for what a daily marketing checklist should look like in form and function.
i also want to point out that nearly all these tasks can be delegated to a staff member, but always verify they get done. hint: actually print out and check off items from the checklist as they’re done.
the first half hour
total time so far: 31 minutes
remainder of hour one
in reality, these are weekly tasks and should be assigned to specific days on your personal calendar. these items are typically not delegated. day assignments shown here are just examples.
monday: write a weekly post on your tax blog, and broadcast that blog post to your tax prospect email list (called a “blog broadcast,” automated via your email list service).
tuesday: conduct weekly webinar/conference call/seminar for new prospects.
wednesday: send weekly prospect/client “touch”
thursday: write/distribute an online news release, guest blog post, article, etc. (commonly referred to as “article marketing”)
friday: weekly review of metrics/results, and development of action plans to improve those metrics
bonus points/expansion pack (the 3-4 hour per day plan)
- repeat all direct mail and phone tasks, but with a different demographic mailing list.
- attending networking function: chamber of commerce, meetup.com group, civic organization, bni, etc., once daily.
- spend at least 15 minutes daily writing your book.
- meet with one new colleague or business owner daily for a productive lunch.
- have at least one new consult per day, otherwise, spend that 30 to 45 minutes doing additional marketing.
- record your weekly blog post and other articles on youtube.