twenty questions to ask before starting your marketing plan

businesswoman sitting on table while talking with four coworkers

make sure you’re prepared.

by august j. aquila
price it right: how to value accounting services

here are 20 basic questions to ask yourself and your partners before engaging a marketing consultant:

  1. what is our firm’s mission?

more: five ways smart marketing boosts your firm’s enterprise value | marketing’s role in staffing and recruitment | seven ways that marketing helps you retain clients | five ways to make partners fall in love with marketing | losing can help you win more | eight areas to cover for personal goals | service quality: the key to client retention | how life cycle changes your marketing | clients buy solutions, not features
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  1. is our mission clearly stated and easily understood by the market?
  2. what is our firm’s image in the market?

  1. what is our firm’s vision? what do we want it to become?
  2. do we have a core marketing strategy?
  3. will we allocate sufficient resources to your marketing endeavors?
  4. who are our best clients?
  5. do we know why they selected our firm?
  6. how do our current clients make buying decisions?
  7. do we know the key needs of each major market we serve?
  8. who are the top 10 clients we lost in the last 12 months?
  9. why did they decide to leave our firm?
  10. who are our major competitors?
  11. are our major markets growing?
  12. are our major markets shrinking?
  13. how are our competitors viewed in the market?
  14. what trends are happening in the top 20 percent of your clients?
  15. how is technology affecting our clients?
  16. how is the firm reacting to recent changes in technology (e.g., ai)?
  17. to what extent will the partners buy into the marketing program?

great discussion questions for your next retreat.

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