How to Build a Marketing Plan on an Excel Spreadsheet

7 key elements.

By Sandi Smith Leyva, CPA
Accountant’s Accelerator

It’s quite common for accounting firms (even the regionals) to have no marketing plan in place. The marketing plan might very well be, “get as many referrals as we can.” Or it might be a number for each partner (which is not a marketing plan). Or it might be, “if it’s not busy season, I’ll go to my Business Networking International group.” None of these are plans. They are individual marketing tasks and components.

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