Talk to Our Team

Functional Business Solutions

Your 1-Page Marketing Plan is Ready!

Below you’ll find your complete marketing plan built specifically for YOUR business using the same framework that's helped over 1 million entrepreneurs worldwide.

What to do next:

  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team to show you what to prioritize and how to execute your plan.

Before (Prospect)

1. My Target Market

Primary Target Market Summary

  • Small business owners in need of QuickBooks management and bookkeeping services.

Audience Type

  • B2C

Needs – Primary Buying Considerations

  • Outsource financial tasks
  • QuickBooks diagnostic and maintenance
  • Reasonable price

Demographics

  • Age Range: Business owners (likely 30-60)
  • Gender: All
  • Geography: United States (local and remote)
  • Income Level: Low to mid (due to startup stage)
  • Profession: Small business owners

Psychographics

  • Lifestyle: Busy, managing various business operations
  • What they value: Time, Financial Management, Affordability
  • Pain Points: Lack of time for bookkeeping, QuickBooks issues
  • Buying Behavior: Initial free consultation, then commit to services

Secondary Target Market

  • No significant secondary market identified

2. My Message to My Target Audience

Refined Elevator Pitch

  • Functional Business Solutions provides small businesses with freedom from tedious financial tasks through our expert QuickBooks services, so they can focus on running their business, not their books.

Understanding Their Pain Points

  • Overwhelm from managing business finances
  • Entrepreneurs without time or expertise in bookkeeping
  • Lack of understanding in QuickBooks leading to messy finances

Transformation

  • Well-kept books with clear financial insights
  • Peace of mind knowing finances are handled correctly
  • More time and energy for the business, less for the books

Unique Selling Proposition (USP)

  • Expert QuickBooks ProAdvisor at a reasonable price
  • Free diagnostic assessment, providing valuable insights upfront
  • Remote service availability - bridging the geographical gap

Brand Values & One-Liners

  • 'Expert bookkeeping for your flourishing business'
  • 'No stress. No books mess. Just Business Success'
  • 'Unlock your business's potential with clean finances'

Tone

  • Functional Business Solutions maintains a tone of competence and reliability. We want our clients to feel secure and confident in our abilities to manage their financial affairs.

Hero Text Idea

  • Flag Text: 'Your Local Remote Bookkeeper'
  • Main Headline: 'QuickBooks Bookkeeping Made Easy'
  • Sub Headline: 'From chaotic finances to clear financial insights. We handle your books, so you can handle your business.'
  • CTA: 'Schedule a Free Diagnostic Assessment Today'

3. The Media I Will Use to Reach my Target Market

Website

  • Maintain Wix as the website platform for its user-friendly interface and affordable pricing.
  • Track conversions such as form submissions for diagnostic assessment signup.
  • Prioritize the mobile version of the website, given the trend of mobile browsing among small business owners.
  • Make 'Book a Free Consultation' CTAs prominent, clear and easy to fill on both mobile and desktop.

Social Media

  • Prioritize LinkedIn and Facebook for their dense population of small business owners.
  • Post 3x per week of engaging content on industry changes, software updates, and bookkeeping tips.
  • Use FB Stories and LinkedIn's video feature to share testimonies and case studies.

Paid Advertising

  • Initiate low-budget Facebook Ad campaigns targeting small business owners within specialized industries.
  • Use Google Ads campaigns for keyword searches like “Quickbooks ProAdvisor,” “Bookkeeping services”

Content Recommendations

  • Publish bi-weekly blog posts on topics like “QuickBooks Tips for Small Businesses”, “Common QuickBooks Mistakes & How to Avoid Them”.
  • Share short, informative videos on 'How your business can benefit from professional bookkeeping'.

SEO and Content

  • Develop a keyword-focused strategy around terms like “Bookkeeping,” “QuickBooks ProAdvisor,” etc.
  • Generate local visibility opportunities via Google My Business profile optimization.

Offline and Local Media

  • Sponsor local small business events or entrepreneurship meetups.
  • Distribute direct mail flyers in local business centers.

Online Events

  • Hold monthly webinars or virtual 'Office Hours' on QuickBooks management and bookkeeping basics.

Online Networking

  • Engage in small business-focused Facebook groups and LinkedIn communities.
  • Contribute valuable insights on Reddit communities such as r/smallbusiness and r/QuickBooks.

Partnerships & Outreach

  • Establish reciprocal referral agreements with local CPAs, individual tax consultants, and small business consultants.
  • Offer speaking engagements or workshops to local chambers of commerce and networking organizations about ‘Financial Management for Small Businesses’.

Directories

  • Get listed on ProAdvisor directory on QuickBooks' official website.
  • Join local online directories like local Chamber of Commerce, and Professional Bookkeepers Association listings.

Cold Outreach

  • Use LinkedIn for cold outreach to owners of newly registered businesses.
  • Target owners who frequently post about QuickBooks problems on online forums.
During (Lead)

1. My Lead Capture System

Lead Magnet

  • "Essential QuickBooks Mistakes & How to Avoid Them" eBook
  • "Your QuickBooks Health Check" Worksheet
  • "Weekly Finance Tips for Small Biz Owners" Email Series

Tripwire Offer

  • "Get Your Financial Books Clean-Up Starting At $99"
  • "QuickBooks Setup & Optimization Within 24 Hours For Just $49"
  • "48H Financial Statement Review & Recommendations For $79"

Welcome Sequence

  • Email 1: Introduction and thank you note
  • Email 2: Provide lead magnet and extra tips
  • Email 3: Value-driven content about QuickBook tips
  • Email 4: Case study info on businesses helped
  • Email 5: Tripwire offer promotion

Segmentation

  • Tag by lead magnet type downloaded
  • Sub-tag by what pages they visit on the website
  • Tag by stage in the sales funnel

Chatbot and Automation

  • Use chatbot to automate frequently asked questions
  • Program bot to capture lead emails for after-hours queries
  • Automate reminder emails for webinars or events

CRM Recommendation

  • Start using a low-cost CRM such as HubSpot or Zoho
  • Use CRM to track leads and customer interactions
  • Use CRM to automate emails and segmented marketing.

2. My Lead Nurturing System

Marketing CRM

  • Recommended Platform: HubSpot or Zoho
  • Automation Capabilities: Email follow-ups, lead and customer interaction tracking, segmentation-based marketing

Sales CRM

  • Recommended Platform: HubSpot or Zoho
  • Pipeline Tracking: Via CRM's deal stage tracking feature

Automated Follow-Ups

  • Types: Welcome sequence, webinar reminders, tripwire offer promotion
  • Triggers: Lead magnet download, webinar sign-up, consultation booking

Newsletter

  • Frequency: Bi-weekly
  • Topics: Financial management tips, QuickBooks hacks, industry updates
  • Segmentation: Based on lead magnet type downloaded, pages visited on website, stage in sales funnel

Retargeting & Ads

  • Platforms: Facebook Ads, Google Ads
  • Goals: Reach small business owners, generate leads for free consult and/or QuickBooks diagnostic service

Social Media and Content

  • Posting Frequency: Thrice a week
  • Content Type: Industry changes, software updates, bookkeeping tips, testimonies, case studies

Webinars and Events

  • Cadence: Monthly webinars, virtual 'Office Hours'
  • Purpose: Educate prospects on QuickBooks management, build trust and credibility

Other Nurture Channels

  • Chatbot: Automate FAQ responses, capture emails for after-hours queries
  • SMS: Send reminders for webinars and appointments, notify about offers or deals

3. Sales Conversion Strategy

Sales Process

  • Continue offering free consultation as first touchpoint
  • Implement use of a CRM for lead tracking and follow-ups
  • Develop clear packages for services beyond free consultation
  • Automate email reminders for leads who have consulted but not purchased

Sales Assets

  • Create service package breakdowns for leads post-consultation
  • Develop scripts for consistent sales consultations
  • Draft follow-up email templates for leads post-consultation

Testimonials and Case Studies

  • Request testimonials from happy clients post-service delivery
  • Develop case studies for successful client transformations
  • Display testimonials or case studies prominently on the website

Conversion Rate Insights

  • Track consultation-to-sale conversion rates in CRM
  • Identify sticking points in sales funnel for improvement focus

Urgency and Offers

  • Create time-limited offers for package deals post-consultation
  • Develop messaging around cost of financial mishandling as urgency driver
  • Offer fast action discounts for immediate package purchases post consultation

Guarantees and Risk Reversal

  • Implement a satisfaction guarantee for service delivery
  • Promote the guarantee prominently in sales materials

Shock and Awe

  • Mail a physical thank you note post-consultation and service sign-up
  • Send clients a surprise gift, like an accounting related book, on their one-year anniversary with you
After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Send an introductory email detailing the process and next steps after signup
  • Schedule an initial kickoff call to take the client through the free diagnostic assessment
  • Outline client expectations and deliverable timelines

Communication Cadence

  • Check-in bi-weekly via email to update clients on their QuickBooks status
  • Daily updates during the first week of cleanup operation
  • Send monthly progress reports via email

Client Education

  • Create simple video guides on how to maintain clean QuickBooks records
  • Develop FAQ section on the website addressing common QuickBooks issues

Personalized Touches

  • Send a yearly 'Thank you' note acknowledging the client's business
  • Celebrate client's business milestones with a small token or discount on services

Visuals and Documentation

  • Use before and after snapshots of QuickBooks status showing the cleanup progress
  • Develop an easy-to-understand financial report template

Feedback and Proactive Support

  • Send periodic customer satisfaction surveys
  • Provide quick resolution of any potential issues raised by clients

Guarantee or Promise

  • Offer 'Satisfaction or Money-Back' guarantee for the first month of service

Operational Excellence

  • Schedule calls and meetings respecting client's convenience
  • Maintain professional communication standards
  • Consistently deliver services in a timely manner

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Implement annual contract options with a discount for upfront payment

Upsells & Cross-Sells

  • Introduce quarterly and yearly financial planning session upsells
  • Offer a premium package including additional financial services (tax filing, financial advice)

Bundling & Packaging

  • Develop tiered service packages: basic bookkeeping, premium (includes planning sessions), and ultimate (includes extra financial services)

Loyalty & Retention Programs

  • Design a referrals incentive program, offer a discount on next month's service for every successful referral

Custom Services and Personalization

  • Premium customers can get priority response times and personalized financial advice

Pricing Strategy

  • Offer discounts for longer-term commitments (quarterly, annually)
  • Introduce a 'premium' pricing tier for personalized, prioritized service

Customer Data and Insights

  • Utilize a simple CRM or customer tracking system to analyze customer behavior and identify growth or churn risks

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer a 10% discount on next month's service for every successful referral.
  • Reward new clients referred with a 5% discount on their first month.

Shareable Assets

  • Create a web page dedicated to the referral program clearly explaining its mechanisms and benefits.
  • Develop shareable posts for social media platforms highlighting the referral program.
  • Design referral cards that existing clients can hand out.

Timing and Triggers

  • Ask for referrals after the successful resolution of a QuickBooks issue.
  • In case of positive client feedback or testimonials, gently nudge them towards the referral program.

Client Success Stories

  • Promote customer testimonials and successful case studies on the website and social media.
  • When sharing success stories, indicate that the growth came 'through referrals' to subtly promote referral behavior.

Referral Contests

  • Run quarterly referral contests. The client with the most referrals wins a free month of service.

Thank-You Experience

  • Send personalized thank you emails with a discount coupon for every successful referral.
  • Give special recognition to top referrers on the company website or social media.

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.