Marketing Coaching Services Summary

Terrie S. Wheeler, MBC, offers a proven process designed to help lawyers, bankers, CPAs, and financial advisors succeed in marketing and new business development. Our process is personalized, focused, and targeted. We get to the heart of our clients’ unique skill sets and work diligently to develop and implement creative, results-oriented marketing plans. Each plan is designed to attract new clients, increase the flow of referrals, secure more work from existing clients and build individual (and firm) name recognition in the marketplace. The best thing about our process is that we know it works. Our personal marketing coaching process takes place over a 12-month period and involves:

I. Strategic assessment (Month 1)
II. Plan development (Month 2)
III. Implementation (Months 3-12)
IV. Measuring results and ROI (ongoing)

Phase I – Individual Marketing Assessment
This phase involves several individualized sessions beginning with an information-gathering meeting using various assessment tools designed to help determine the scope and direction of the individual’s marketing goals and aspirations. The individual marketing assessment phase includes:

Strategic Marketing Questionnaire – designed to gather broad-based practice information on:

• Top ten lists – Current clients, prospective clients, referral sources
• A-level client criteria
• What makes you unique as a lawyer or financial professional
• Current key messages being used
• Marketing goals
• Perceptions related to marketing
• Billing history and projections
• Current clients and work
• Accomplishments
• Competitive analysis
• Future trends
• Representative experience
• Industry and association involvement
• Community involvement

Phase II – Development of a Personal Marketing Plan

Once the strategic assessment phase is completed, a tailored marketing plan is created. The plan will include:

• Target audience identification
• Key messages on what makes you unique as a lawyer or financial professional
• Marketing Objectives under the Four Pillars of Marketing:
• Retain and grow relationships with existing clients and contacts
• New business development
• Increase name recognition and awareness in the marketplace
• Targeted and effective communications
• Marketing Action Plan: Activities
• Marketing Action Plan: Contacts
• Marketing budget development
• Measuring the ROI

Phase III – Ongoing Implementation, Evaluation, Measurement and Adjustment

This phase involves meeting regularly and putting the plan into action as well as engaging in analysis of the results. Phase III is at the heart of the coaching relationship – developing skills and habits and guiding the professional through his or her transformation into a top-notch marketer.

Each client also has access to Market Your Law Practice.com, or Market Your Advisory Practice, websites Terrie Wheeler launched in 2007 that complements the personal coaching services with web-based access to tools, tip sheets, assessments, implementation resources and other materials to help implement your marketing plan.
Fees for this service range as follows:

$1,450 – Subscription to web-based tools as a stand-alone
$3,450 – Subscription to web-based tools and one hour of one-on-one coaching/accountability calls each month
$10,000 – $12,000 – One-on-one coaching where Terrie leads all phases of the engagement including the strategic assessment, development of the marketing plan, and up to three hours per month of implementation support.