GSI UC BS Marketing Matters Template by The Coaching Institute

MARKETING MATTERS TEMPLATE 1

MARKETING MATTERS WE’VE DONE THE WORK IN THE BACKGROUND. W E’RE CLEAR ON WHO WE WANT TO COACH (FOR NOW!), AND WE’V E GOT OUR ‘READY TO DO BUSINES S’ HATS ON…

Our internal world is shaping and determining our outer world. So it’s up to us to ensure we give ourselves the very best mindset we can for the journey ahead.

MARKETING FOR SUCCESS – OVERVIEW OVERVIEW AND INTRODU CTION TO MARKETING MARKETING IS A ‘LEAD GENERATION ACTIVITY’. IT’S WHAT BRINGS PROSPECTIVE CLIENTS TO YOU, OR YOU TO THEM.

It can include anything from networking through to sophisticated online lead generation techniques. Marketing is about generating ENQUIRIES and interest in you and what you offer. Marketing is not ‘meeting people and chatting’. It’s meeting people with a purpose. The purpose is to see if there are synergies to do business. Marketing must consume 80% of your time and effort when you’re starting out. And it stays that way until the momentum of your referrals take over. 

MARKETING FOR SUCCESS WHICH OF THESE IDEAS WILL YOU BE APPLYING? ARE THEY IN YOUR 90 DAY GOALS? YOU NEED AT LEAST 6 OF THESE IDEAS.  Networking  BNI meetings  Web site lead generation (versus a web site that can’t capture

prospect contact details)  Speaking at networking events  Joint venturing with a gym to provide complimentary coaching

sessions to all new members as a gift for joining the gym  Joint venturing with a health resort with the same offer, or running free

workshops and letting people go into the prize pool to win complimentary coaching  Cold calling businesses and asking who provides their success

coaching programs currently  Offering to run a workshop for a team in a business for 1 hour  Leaflets in your local coffee shop  Ads in your local paper  Flyers in the window of your local shop  Leaflets in coffee shops  Introducing yourself to all the businesses in your area  Offers of complimentary coaching sessions on your fan page or time

line  Offers of complimentary coaching sessions through Linked in  A website with an opt in which provides something cool (like the Meta

Dynamics™ mini profile, in return for the prospect’s contact details)  Sponsoring a networking event  Presenting at Mind, Body, Spirit Festival

 Write magazine articles  Google ads  Facebook ads  Have a financial planner recommend a workshop you run for their

clients  Go into a book on your area of expertise  Poster or leaflet at your local gym  Free workshops at gyms  Coach for referrals  Other…

MARKETING FOR SUCCESS – MARKETING PLANNING THIS IS MY MARKETING PLAN FOR THE NEXT 90 DAYS

Business Name: …………………………………………………………………………………………………………… ABN: …………………………………………………………………………………………………………… My Avatar: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

My ideal # of clients I’m working with, 90 days from today: ……………………………………………………………………………………………………………

Number of hours of marketing required to achieve this: ……………………………………………………………………………………………………………

My budget for marketing (which determines my marketing strategies): ……………………………………………………………………………………………………………

What resources and support I can count on to achieve my goal: …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

What I’m going to get coached on to ensure I achieve my goals: …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

What I’m going to study to ensure I achieve my goals: …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

Marketing Approach #1: ……………………………………………………………………………………………………………

Marketing Approach #2: ……………………………………………………………………………………………………………

Marketing Approach #3: ……………………………………………………………………………………………………………

Marketing Approach #4: ……………………………………………………………………………………………………………

Marketing Approach #5: ……………………………………………………………………………………………………………

Marketing Approach #6: ……………………………………………………………………………………………………………

Marketing Approach #7: …………………………………………………………………………………………………………… Marketing Approach #8: ……………………………………………………………………………………………………………

What I need to get clearer on: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

What I’m going to do about that: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

What I need coaching on: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… What I’m doing about that: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

MARKETING FOR SUCCESS – BRANDING SUCCESS THIS IS HOW I EXPECT TO BE PERCEIVED BY OTHERS My business vision: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I communicate this through my actions: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… My business values: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I live them every day: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… My energy when I’m around people I don’t know: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

My style: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

How this impacts how I’m perceived by potential clients: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I greet people I don’t know: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

And how this impacts opportunities to build my brand as professional, capable, and worth doing business: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I treat people I will never do business with: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts how I’m perceived by others: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I am with the Wow Team: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

How I interact with students and coaches in our community: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impact how I’m perceived by them: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… My level of active participation on the Facebook groups: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts how I’m perceived by our coaches: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… Who I support in a business sense: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts what people think of me: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

Who I champion in the TCI community: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts what other coaches think of me: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I am generous: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts how I’m perceived: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I accept feedback: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts how I’m perceived: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

How I express appreciation: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this impacts how I’m perceived: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… How I go the extra mile for others: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… And how this is perceived: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… What this tells me I need to improve: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… What this tells me I do well: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

What this tells me I’m going to get coached on: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… What this tells me I need to model from others: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

MARKETING FOR SUCCESS – YOUR FIRST WEB SITE WEB SITE SUCCESS ELEMENTS CHECKLIST  I have studied web sites in my industry that provide the opportunity for me to

opt in with my contact details, in return for a cool gift Here are four examples of the types of gifts I could receive if I opted in… 1………………………………………………………………………………………………………… 2………………………………………………………………………………………………………… 3………………………………………………………………………………………………………… 4…………………………………………………………………………………………………………

I looked at some good web sites because they included, and I noticed, the following:  Clear headline that tells me they offer what I want  Opt in opportunity  They didn’t make it about their company name or logo – whilst that

was there, it wasn’t central to what I discovered on their homepage  A strong narrative as I scrolled down the page, heightening my desire

to opt in and find out more  Great graphics and design which matched the type of offer being

made  Success stories  Evidence of credibility  Evidence of trust  Nothing looks ‘shallow’ or ‘flat’ or like it was designed by someone’s

younger brother  Site map

MARKETING FOR SUCCESS – WRITING ARTICLES ARTICLE WRITING SUCCESS ELEMENTS CHECKLIST I’ve found five online and/or offline magazines which are targeted at my avatar, and they are: 1………………………………………………………………………………………………… 2………………………………………………………………………………………………… 3………………………………………………………………………………………………… 4………………………………………………………………………………………………… 5…………………………………………………………………………………………………

I have studied what their writers write about, and see the following elements…  Strong, interest-grabbing headline  Engaging opening paragraph  Educational content  Educational content that is written in a style my avatar appreciates and

relate to  A summary table or list of some type  Perhaps a diagram or some form of graphic  A call to action, to contact them, receive a free ________ or some way of the

reader taking this conversation further

The topic I will write about is: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

The call to action I will have at the end of the article is: …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

MARKETING FOR SUCCESS – FACEBOOK FAN PAGES FACEBOOK FAN PAGE SUCCESS ELEMENTS CHECKLIST  Strong banner that matches your avatar  Easy to see and tell what your fan page provides, so people who aren’t your

avatar can de-select themselves and no one wastes any time  Interesting mix of fun facts, testimonials, photos from events, photos of you

doing cool things your avatar admires and wants to do themselves  At least one to two posts each day  Quick responses to people who post on your fan page  The opportunity to receive a free gift from you

MARKETING FOR SUCCESS – LEAD CONVERSION LEAD CONVERSION STRATEGIES Networking leads to…  Meeting someone who seems to have challenges similar to my avatar, which

leads to…  Me collecting their business card to send them some cool stuff they will get

value from, which leads to…  Sending it and a week later checking in to see if they received it and if it was

valuable, which leads to…  Chatting about what was sent and how it fits what they’re focused on, which

leads to…  Offering more cool stuff, which leads to…  Offering a complimentary coaching session to see how you can help them

more specifically with that challenge…  Writing an article with an offer of a complimentary assessment of their

archetype based on the Meta Dynamics™ Critical Alignment Model, which leads to…  Two inquiries about the profile tool, which leads to…  Booking them into complimentary profile unpacks…  Speaking at a networking event on the Meta Dynamics™ Critical Alignment

Model for success, which leads to…  Offering complimentary Meta Dynamics™ mini profile assessments, which

leads to…  A rush of people to the back of the room once you’ve finished speaking to

give you their business cards, which leads to…  A bunch of people you follow up with to book into their Meta Dynamics™

mini profile unpacks…

Your lead conversion strategy here… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… …………………………………………………………………………………………………………… ……………………………………………………………………………………………………………

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SHARON PEARSON MARKETING MATTERS TEMPLATE Ultimate Coach – Business Skills Edition 1 | Version 1 |AUGUST 2017 Published by Global Success Institute Copyright 2017 © Global Success Institute All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, mechanical or electronic, including photocopying and recording, or by information storage and retrieval system without permission in writing from the publisher. In some instances, people or companies portrayed in this book are illustrative examples based on the author’s experiences, but they are not intended to represent a particular person or organisation. NOTE TO READERS All products and services by our company are for educational and informational purposes only. Use caution and seek the advice of qualified professionals. Check with your accountant, lawyer, professional advisor, before acting on this or any information. Connect with WOW Team today at wo w @ gl oba ls uc ces s ins t itu te . co m to get mentoring on how to take your coaching to the next level

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