Why Create a Marketing Plan?

Yellow arrow painted on a roadBONUS CHECKLIST: 16 ways to mine your existing clients.

By Marc Rosenberg

Marketing and growth are fruitful topics for retreats. To warm up, it is helpful to examine why your firm needs a marketing plan:

MORE ON RETREATS: Thinking of Merging? Discuss It At a Retreat | How to Take Action After a Retreat | 12 Simple Rules for a Retreat | Leave Your Retreat With a To Do List | Every Retreat Needs a Leader, But Who? | Retreats Are No Place for Clowns | Who Should Participate in a Retreat? | Retreat Logistics: How Long, What Kind? | What Should CPA Firms Discuss at Retreats? | Why Do CPA Firms Conduct Retreats?

  • It drives business to the firm.
  • It creates direction and vision for the firm. The plan makes the firm proactive instead of reactive.