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Pumpkin Plan Your Biz

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

  • Pumpkin Plan Your Biz primarily targets business coaches, consultants, and accounting or bookkeeping firms that engage in business advisory work. These customers are looking to augment their services, grow their businesses, and deliver consistent and high-value results to their clients without overworking. They value ongoing learning, authenticity, and positive community impact.

Audience Type

  • B2B
  • Business coaches, consultants, and accounting/bookkeeping firms

Industries (if B2B)

  • Business coaching
  • Business consulting
  • Accounting/Bookkeeping

Needs – Primary Buying Considerations

  • A proven, repeatable system to grow their businesses
  • Capabilities to deliver consistent, high-value results to clients
  • A community support system

Demographics

  • Age Range: 40+
  • Profession: Business owners (coaches, consultants, accounting/bookkeeping business owners)
  • Business Size: Mostly solo operations, some with part-time support staff or a small number of employees.

Psychographics

  • Lifestyle: Lifelong learners, hard workers aiming to work smarter
  • What they value: Honesty, authenticity, community impact
  • Pain Points: Overwork, inconsistency in client results, business stagnation
  • Buying Behavior: Likely to invest in growth tools and memberships that promise improved business practices
  • Decision-Making Roles:
  • Primary Decision Maker: Business owner
  • Secondary Decision Influencers: N/A
  • Support Roles: N/A

2. My Message to My Target Audience

Refined Elevator Pitch

  • Pumpkin Plan Your Biz empowers business coaches and consultants to grow their business profitably and seamlessly with our proven, repeatable system—so they deliver consistent, high-value outcomes to more clients, charge premium rates confidently and reclaim their work-life balance.

Understanding Their Pain Points

  • Struggles with inconsistent outcomes for clients
  • Endless cycle of reinventing the wheel
  • Burnout from inability to scale or grow efficiently

Transformation

  • Achieve stable growth and profitable scaling
  • Gain freedom from burnout, reclaim work-life balance
  • Enhanced reputation from consistent client results

Unique Selling Proposition (USP)

  • Proven framework that drives exceptional results
  • Extensive, unmatched support and community for members
  • Confidence to charge premium prices due to consistent, high-value results

Brand Values & One-Liners

  • "Transforming business coaching with a proven system"
  • "Profitable growth, consistent results"
  • "Redefining the coaching business - one pumpkin plan at a time"

Tone

  • Pumpkin Plan Your Biz exudes a tone of empowerment, authenticity, and trust. We aim to inspire confidence in our customers, igniting a spark of transformation and innovation.

Hero Text Idea

  • Flag Text: "Empowering US Business Coaches"
  • Main Headline: "Grow Your Practice Effectively and Profitably"
  • Sub Headline: "Empower your business with our proven, repeatable system. Deliver high value consistently, impact more clients, and take back control of your life."
  • CTA: "Join our Certified Strategists Today!"

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

Website

  • Ensure that main Wordpress website aligns with updated positioning
  • Implement conversion tracking for each step of sales process (application, interview, and membership signup)
  • Prioritize both desktop and mobile interfaces as the audience is business professionals of varying technological proficiency

Social Media

  • Prioritize LinkedIn with posts about success stories, educational content & workshops
  • Secondary channels: Facebook (community engagement in private group) & Twitter (thought leadership)
  • Post frequency: LinkedIn (3x weekly), Facebook (daily in the group), Twitter (daily)

Paid Advertising

  • Utilize LinkedIn for targeted B2B ads towards business coaches, consultants, and accounting/bookkeeping businesses
  • Test Google Ads for specific keywords relevant to business coaching and consulting

Content Recommendations

  • Case studies showcasing success of certified strategists
  • Expert articles on business growth, coaching techniques & work-life balance

Podcasts

  • Launch a company podcast focusing on business growth strategies for coaches and consultants
  • Pursue guest spots on industry podcasts such as 'Consulting Success Podcast', 'The Coaching Habit'

Directories

  • Get listed in business coaching directories like the ICF (International Coach Federation)

Publications

  • Secure guest posts or features in industry publications such as 'Consulting Magazine', 'Coach & Mentor', and 'Accounting Today'

Partnerships & Outreach

  • Form partnerships with business growth organizations and networks like BNI (Business Network International), Chamber of Commerce, and local business meetups
  • Engage with accounting software companies for possible referrals like Quickbooks, Xero

SEO and Content

  • Develop blog posts utilizing SEO strategy around keywords such as 'business coach certification', 'business growth strategies', 'scaling consulting business'
  • Utilize SEO tools like SEMRush for keyword research and tracking

Offline and Local Media

  • Sponsor local business events
  • Offer workshops or talks at business growth seminars and meetups

Online Events

  • Regular webinars for potential clients, offering valuable insight into the business growth process

Online Networking

  • Engage in relevant LinkedIn Groups like ‘Business Coaching’ and ‘Consulting Professionals’

Cold Outreach

  • Targeted email campaigns towards business coaches or consulting firms, emphasising the benefits and transformation of becoming a member
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Free PDF: '5 Proven Strategies to Grow Your Coaching Business'
  • Quiz: 'How Scalable is Your Business Coaching Practice?'
  • Webinar: 'Scaling Your Coaching Business with The Pumpkin Plan'

Tripwire Offer

  • Low-cost intro course: 'Introduction to The Pumpkin Planning System'
  • Special report: 'The Pumpkin Plan Case Studies'

Welcome Sequence

  • Email 1: Thank you and lead magnet delivery
  • Email 2: Introduction to Pumpkin Plan Your Biz and its benefits
  • Email 3: Invitation to low-cost intro offer
  • Email 4: Invitation to join the Membership and Certification program

Segmentation

  • Tag leads based on lead magnet chosen
  • Segment leads based on engagement with emails (click-throughs and opens)
  • Separate existing business coaches from new entrants based on Quiz/Webinar responses

Chatbot and Automation

  • Install AI chatbot on the website for immediate queries
  • Automate screening process for consultation bookings

2. My Lead Nurturing System

Marketing CRM

  • ActiveCampaign as the CRM platform
  • Use of automation for consistent engagement
  • Recommended improvement: segment users based on lead magnet and engagement

Sales CRM

  • Utilize Streak as lightweight Sales CRM within Gmail interface
  • Track pipeline from interest to application, interview, and membership
  • Recommended improvement: automate handoff process from Marketing to Sales CRM

Automated Follow-Ups

  • Welcome email sequence after lead magnet opt-in
  • Abandoned application follow-up
  • Semiannual reactivation emails for dormant leads

Newsletter

  • Monthly frequency
  • Content pillars: success stories, business growth tips, member features
  • Segment content based on industry (coaching, consulting, accounting/bookkeeping)

Retargeting & Ads

  • LinkedIn for B2B retargeting and lead generation
  • Google Ads for keyword specific advertising

Social Media and Content

  • LinkedIn and Facebook as main channels
  • Weekly posts focusing on member spotlights, success stories, and best practices

Webinars and Events

  • Quarterly webinars for training or demos
  • Yearly member meet-up or retreat

Other Nurture Channels

  • Utilize Drift as a chatbot for immediate website engagement
  • SMS follow-ups for application reminders

3. Sales Conversion Strategy

Sales Process

  • Targeted outreach to business coaches, consultants, and accounting/bookkeeping firms
  • Optimize application form for clarity and ease-of-use
  • Use a calendaring system like Calendly for seamless interview scheduling
  • Implement a CRM system to automate follow-ups and expedite joining process

Sales Assets

  • Develop a compelling sales deck to illustrate benefits of membership
  • Define objection-handling SOPs, particularly for price and commitment concerns
  • Create a persuasive, detailed proposal which includes member stories

Testimonials and Case Studies

  • Request testimonials from successful members after 3-6 months
  • Develop case studies highlighting transformation, display prominently on website

Conversion Rate Insights

  • Use CRM analytics to track conversion from application, to interview, to joining
  • Continually optimize process based on conversion rate data

Urgency and Offers

  • Reinforce 'Decisive Action Bonus', offer a notable discount if joining within a week of interview
  • Consider occasional, time-bound promotions (e.g. New Year Growth Kickstart)

Guarantees and Risk Reversal

  • Assure potential members with a 'Satisfaction Guarantee' after a trial period

Shock and Awe

  • Curate a welcome kit with branded resources, planner, and personalized note
  • Consider membership 'graduation' gifts upon completion of certification
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome email series outlining the membership's benefits, expectations, and resources
  • Introductory video tour of the training platform and Facebook Group
  • Personalized welcome package with Pumpkin Plan certification booklet and starter tools

Communication Cadence

  • Bi-monthly emails with updates, success stories, and actionable tips
  • Monthly 1:1 coaching calls and promotional webinars
  • Weekday office hours for ad-hoc inquiries and support

Client Education

  • Access to private knowledge hub: guides, ebooks, and training videos
  • Regular live webinars on marketing, scaling, and other relevant topics
  • Masterclasses or workshops with industry experts

Personalized Touches

  • Annual gift on membership anniversary symbolizing growth (e.g., a plant)
  • Birthday cards with a personal thank you note
  • Recognition posts in the community for reaching milestones (e.g., completed training)

Visuals and Documentation

  • Progress reports sent quarterly showing skills acquired and courses completed
  • Regular email newsletters featuring client success stories and before-and-after testimonials

Feedback and Proactive Support

  • Quarterly feedback surveys to evaluate membership satisfaction and gather ideas
  • Prompt, personalized response system to address issues or questions
  • System for sharing member success and testimonials to inspire the community

Guarantee or Promise

  • 'Love it or leave it' 30-day money-back guarantee policy
  • Promise of exceptional support and community spirit, as stated in USP

Operational Excellence

  • Punctuality of calls, webinars, and email responses as per communication standards
  • Maintaining a well-organized, up-to-date platform and Facebook Group
  • Monthly audit of systems to ensure smooth and optimal operations

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer annual contracts with a discounted rate compared to monthly plans
  • Incentivize renewals with benefits such as exclusive content or access to VIP webinars

Upsells & Cross-Sells

  • Develop advanced training modules or resources as upsells
  • Offer the opportunity for existing customers to upgrade to a mentorship program

Bundling & Packaging

  • Bundle certification, trainings, and resources into an all-inclusive premium package
  • Offer add-on packages like marketing resources or community features

Loyalty & Retention Programs

  • Create a tiered loyalty program rewarding members with exclusive content and perks
  • Offer referral incentives, such as discounts or service upgrades

Custom Services and Personalization

  • Develop custom consultation services as a high-tier offer
  • Provide personalization through custom learning pathways based on the customer's industry or needs

Pricing Strategy

  • Offer discounted annual plans to incentivize long-term commitment
  • Implement a slight price increase for high-demand premium services

Customer Data and Insights

  • Use CRM analytics to identify at-risk customers and offer retention incentives
  • Analyze data on module usage to inform potential upsell or cross-sell opportunities

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Provide discounts on monthly membership fees to referrers for each successful referral
  • Offer exclusive access to premium resources or bonus training modules for referred members

Shareable Assets

  • Design pre-made social posts announcing the referral offer for customers to share on their networks
  • Create a referral landing page with easy sharing options to different platforms

Timing and Triggers

  • Request referrals after a successful coaching call or certification completion
  • Automate email reminders to coach members about referral incentives

Client Success Stories

  • Collect and promote testimonials from successful members as proof of system effectiveness
  • Share transformation stories to inspire potential referees via email marketing and social media

Partner or Affiliate Programs

  • Set up an affiliate program with tracking links for members to earn commission

Thank-You Experience

  • Send personalized 'Thank You' emails to referrers
  • Spotlight top referrers in the private Facebook community to recognize their efforts

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.