Your entire marketing plan on one page
This tool will help you create a tactical plan to attract, win and retain your ideal client. It’ll also show you the gaps in your current marketing efforts – and it probably won’t be where you think. Created exclusively for accountants, advisers and brokers, with industry-specific suggestions you can drop straight in.
Adapted from Allan Dib’s The 1-Page Marketing Plan, reimagined by Social Broker.
Where your plan is thin
Where Social Broker fits
Rows one and three are yours. Nobody can choose your market or answer your phone for you. The middle of this page is where most finance businesses stall, because staying useful to someone who isn’t ready yet takes content every week, forever, and that’s the bit that quietly stops happening in a busy month.
That’s what we do. Social content written for brokers, advisers and accountants, in your voice, scheduled and posted, so boxes two, five, eight and nine keep running whether or not you had time this week.
- Box 2 – the message, said the same way every week until it sticks
- Box 5 – nurturing the people who said not yet
- Box 8 – reminding clients what else you can do for them
- Box 9 – giving referrers something easy to forward
Talk it through
Bring this page to a 20-minute call. We’ll tell you which box to fix first and what it would take, whether or not you work with us.
Book a call Or see what we publish →The nine-box structure comes from Allan Dib’s The 1-Page Marketing Plan. The prompts, examples and wording here are ours, written specifically for Australian-based finance professionals. Nothing you type leaves your browser – there’s no account, no email required, and we never see it. Clearing your browser data clears your plan, so make sure you download it when you’re done.