Thank you for reading Professional Services Marketing. Below are two tools to help you build your marketing plans.

The Budget Planning Tool is a simple Excel spreadsheet built to help you:

• Lay out your marketing tactics so you can see your overall mix.
• Visualize when during the year your firm will employ each marketing tactic
• Visualize the budget for each tactic.

 
Click here to download the Budget Planning Tool

The Marketing and Sales Funnel Analysis Tool is an Excel spreadsheet built to help you:

• Plan your revenue.
• Justify your lead generation budget and efforts.
• Determine where you need to invest your marketing dollars (whether it be sales training, lead generation, customer referral programs, or somewhere else).
• Calculate the lifetime revenue of your customers.
• Establish your metrics (average revenue per customer, close ratios,
  client loyalty, etc.).
• Forecast return on investment (ROI) for both individual marketing
  campaigns and your overall marketing plan.
• Create real and meaningful new client generation goals.

Click here to download the Marketing and Sales Funnel Analysis Tool