How a "Personal Marketing Plan"
And A Personal Coach
Can Be A Winning Combination

By creating and following through on just a few assignments each month, you can energize your personal marketing efforts and get significant results. Over time, "a little bit of marketing" can dramatically increase the firm's growth and profitability, as well as your personal and professional growth.

A Personal Marketing Plan that is written, and that you hold yourself accountable to, can make things happen.

And, when you work with a personal coach, you can accomplish more, faster.

As a service professional, you may want to create your Personal Marketing Plan by focusing on results from these key marketing areas: 

Evaluate new opportunities that you have created or encountered 
Client satisfaction and retention 
Networking with referral sources 
Special service areas 
Marketing to prospects


Why a Personal Marketing Plan is important. It's important to determine where you are, who you are, what you want to accomplish with whom and how you're going to go about it. When accountants or lawyers find the time to market, they may struggle with which course of action to take for the biggest payoff. You need action steps clearly mapped out.

A program or plan facilitates decision-making as opportunities arise.

Consistent, focused marketing pays off. A structured plan provides the framework. You're busy helping clients meet their goals; you need to do it for yourself, too.

Your plan is customized to your unique talents, goals and values: what works for someone else may not work for you and vice versa. 

Why you might want help from a "coach" to achieve this plan. When you work with a "coach" to help you achieve your monthly goals, you spend a few hours each month on the right 20% of the activities for 80% of the results!

A good coach helps you: 

identify your most marketable services and develop action steps to promote those services 
focus on your most important referral sources and generate ways to thank them and increase referrals 
narrow the focus on certain clients and design reviews of their account and business to keep them happy and loyal 
troubleshoot concerns about specific clients and their needs addressing important relationship, communication and marketing issues 
build prospect lists and map out approaches for reaching them, meeting them, and securing them as clients 
use coaching sessions as a tool to get marketing projects off the ground.


One coaching client (an accountant) recently told me that she had "110% more confidence" in calling on prospects after working with me for 90 days. Before her Personal Marketing Plan and coaching, she "dreaded the idea" of marketing of any kind, and now has earned incentive bonus pay for the additional revenue she has generated for the firm as a result of her activities.

In addition, because she is a certified Quickbooks consultant, she is now conducting quarterly seminars helping growing companies manage their inhouse accounting and bookkeeping functions. She has begun to establish a local reputation as the "one to call" in her area for Quickbooks consulting, and her consulting projects have helped pave the way for other accounting and tax work.

You should also expect from your coach: 

to provide a valuable, outside perspective 
complete confidentiality 
to have only your agenda at heart, and not pushing his or her own agenda for you 
the opportunity to occasionally "vent," although a coach is NOT a therapist! 
to "role-play" situations you want to rehearse before you attempt them 
to bring out the best in you, and challenge you to stretch your "comfort zone" 
to tailor your sessions to your needs 
to communicate the goals of your coaching agreement 
to show genuine concern for your welfare and future 
to establish clear agreements and keep promises 
to demonstrate respect for your perceptions, learning style 
to be "present and flexible," attentive to your needs during the coaching session.


Superstars need a coach; Tiger Woods won't go anywhere without his. Businesspeople who are at the "top of their game" are beginning to seek coaching assistance to get to the "next level" of performance. It's a winning combination!