Marketing Diagnostics
Marketing starts here
Tactics follow strategy. Strategy is built on diagnosis.
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Deep dive into your market, clients and capabilities
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Based on 15 years of working with hundreds of firms
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36-point scorecard with recommendations for each
What is it?
Many firms jump straight to tactics, skipping building their marketing foundation and strategy.
It's like treating a health issue without a doctor.
The Marketing Diagnostic is a deep dive into your firm's current marketing situation and opportunity.
Based on that, you get a 36-point marketing scorecard plus a custom plan to address foundational issues, sell more to existing clients and add new clients.
How it works
The Marketing Diagnostic process is designed from over 15 years working with professional services firms
Step 1
Sign up online
Sign up through the website or book a discovery call to find out more.
Step 2
Complete questionnaire
A series of questions which reveal the true picture of your firm and your marketing opportunities.
Put aside an hour to give me everything I need.
Many firms report that the questions alone triggered marketing ideas for them.
Step 3
Strategy meeting
We meet online to uncover any extra details and probe for hidden opportunities.
Step 4
Research and planning
I combine what I learned from you with my own research into your market opportunity. The result is a 36-point scorecard and a custom plan for your firm.
Step 5
Present the plan
I present the scorecard and 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 with strategy or execution we can discuss that too.
Your marketing guide
Marketing Diagnostics are led by Matt Wilkinson.
He has 15 years experience helping professional services firms and vendors with marketing.
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Founded Bizink - a global leader for accounting websites & marketing
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Built partnerships with vendors like Xero, Intuit and Clio.
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Spoken at conferences in Australia, New Zealand, US and UK
Matt has evolved the Marketing Diagnostic process over several years based on working with firms of different size, location and marketing goals.
"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."
BasicDeep dive into your market, clients and firm $1499 AUD | $1399 CAD$1699 NZD | $999 USD |
StandardEverything in Basic plus extra market and client research $6999 AUD | $5999 CAD$7999 NZD | $4999 USD |
CustomEverything in Standard plus primary research and a systems review Custom pricing |
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| 36-point scorecard |
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| Prioritised recommendations |
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| Feedback questionnaire from you |
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| Feedback questionnaire from team (up to 10) |
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| Secondary market research |
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| Primary market research |
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| Client interviews x 3 |
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| Client survey |
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| Prospect interviews |
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| Website review & scorecard |
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| Tech and systems review |
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"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."