The 7-Step Marketing Checkup Process

Step 1 - Client meets with SMC to decide:

• When the checkup will take place
• Participants in the checkup process
• Meeting and client contact schedule

Step 2 - Client provides SMC with information about current marketing practices

Step 3 - SMC starts the checkup process:

• Reviews client information
• Requests follow-up information as needed

Step 4 - SMC analyzes the information for problems and opportunities

Step 5 - SMC prepares an action report that covers:

• Key Findings
• Recommendations
• Action Plan

Step 6 - The client reviews the written report with SMC and develops an action plan

Step 7 - The client implements the Action Plan and starts counting their money.

Other Things You Need to Know About Marketing Checkups

Marketing Checkups are best suited for firms that have an established marketing program and/or function in place but want to improve their overall marketing performance. They are not suited to deal with a specific identified marketing issue such as advertising, pricing, or selling.

Marketing Checkups are accomplished in meeting sessions by phone and in-person. Typically most sessions last from 90 minutes to 2 hours. E-mails, calls, and faxes are exchanged as needed. The number of sessions required is driven by the complexity of an organization’s marketing issues and client availability.

If you would like additional information about a Marketing Checkup for your firm, give Kathy a call at 208-468-0379 or send an e-mail to kathy@sandersmartin.com.  We can set up a time to talk and answer any questions you might have.