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Growth Strategy

Strategic planning for firms with ambitious growth goals
aoraki

What is it?

Without strategy, firms commit "random acts of marketing" with no sustained success.

If you are serious about growth, you need a serious strategy and that's where I come in.

It starts with a Marketing Diagnostic to uncover your firm's current marketing situation and opportunity.

From there, I will craft a strategy to win more of your ideal clients.

 

 

What is included?

Every strategy is custom but will include:

  • Marketing Diagnostic
  • Ideal client profile
  • Value proposition
  • Foundational fixes & quick wins
  • Client marketing ideas
  • Growth marketing strategy
wanaka-peak

How it works

The Growth Strategy process is designed from over 15 years working with professional services firms

Step 1

 

Discovery call

Book a call to chat through your goals and challenges.

Step 2

 

Marketing Diagnostic

This process will gives a clear picture of your firm and your marketing opportunities.

Step 3

 

Research & draft strategy

I combine what I learned from you with our own research into your market opportunity. This may include interviews with your clients and other people in your team.

Step 4

 

Strategy kick off

We meet and present our draft strategy. I get your feedback then write the full strategy.

 

Step 5

 

Present the plan

I present the plan to you and explain how to execute it.

Every plan is designed to work with the skills and resources of your firm. That is a key reason for doing a diagnostic rather than copying what another firm of non-related business has done.

If you need additional help executing the strategy we can discuss that too.

Matt Wilkinson founder of Belay
 

Your marketing guide

Marketing Diagnostics are led by Matt Wilkinson.

I have 15 years experience helping professional services firms and vendors with marketing.

  • Founded Bizink - a global leader for accounting websites & marketing
  • Built partnerships with vendors like Xero, Intuit and Clio.
  • Spoken at conferences in Australia, New Zealand, US and UK

I have evolved the Marketing Diagnostic process over several years based on working with firms of different size, location and marketing goals.

"Matt was instrumental in helping us gain clarity on our go-to-market strategy. 

His approach is refreshingly practical - he strikes the perfect balance between ambitious vision and grounded reality."

Paul Evans
PAUL EVANS | CEO at Pillar & Scroll and Managing Partner at Toro Digital

Ready to level up your marketing strategy?

Book a discovery call to see if we are a good fit

"Matt is one of the most genuine people you could work with and a true expert in marketing for accounting professionals. I love his no-fluff approach and he’s one of those people who always gives you more than you were expecting."

Martine Hoosen
MARTINE HOOSEN | Founder & Director at Bookwiz Advisory and The Bookkeeper's Academy