Industry Kits

Professional-Services Marketing Plan Kit

The Professional-Services Marketing Plan Kit adapts the annual marketing plan to how services firms actually grow — through referrals, thought-leadership, and account-based channels rather than mass campaigns. You get a tailored annual plan (Word + spreadsheet), a referral and relationship-channel planner, and a thought-leadership planner that ties content and speaking activity back to your plan objectives. A walkthrough guide shows how to map each planner to your own practice. Every source, referral count, activity, and budget figure is one you enter — the kit asserts no benchmark and computes only on your own numbers.

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