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Simpleris Consultancy Limited

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  1. Review your plan (scroll down)
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  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Simpleris targets funded startup founders (Series A/B), at a crucial juncture needing systematic business scaling.

Audience Type

  • B2B
  • Funded startup founders

Industries (if B2B)

  • Tech startups
  • Other venture-backed industries

Needs – Primary Buying Considerations

  • Need for business growth without founder dependency
  • Operational stability and efficient processes for scalability.

Demographics

  • Age Range: Assumed 25-50
  • Gender: N/A
  • Geography: Not specified, assumed global with an emphasis on English-speaking markets
  • Income Level: High (considering funding level)
  • Profession: Startup founders
  • Business Size: £500K-£5M in funding

Psychographics

  • Lifestyle: Competitive, fast-paced
  • What they value: Efficiency, growth, independence from founder
  • Pain Points: Operational chaos, knowledge trapped in founder's heads, inefficient onboarding
  • Buying Behavior: Solution-oriented, looking for proven methods
  • Decision-Making Roles:
  • Primary Decision Maker: Founders/CEO
  • Secondary Decision Influencers: Investors, Executives
  • Support Roles: Managers, Employees

2. My Message to My Target Audience

Refined Elevator Pitch

  • Simpleris Consultancy enables funded startup founders to scale their business confidently through our SYSTEMology service, liberating them from operational chaos and transforming their business into a valuable, self-running asset.

Understanding Their Pain Points

  • Scaling chaos and lack of systems preventing business growth
  • Operational knowledge trapped in founders' heads
  • Long new-hire onboard times and high dependency factors

Transformation

  • Systemized, scalable business that runs without founder
  • Freedom and peace of mind from less involvement in daily operations
  • Investor satisfaction due to stability and added value to exit valuation

Unique Selling Proposition (USP)

  • SYSTEMology service method with proven effectiveness
  • Expert-guided process improvement recommendations and automation
  • Ability to significantly decrease new hire onboarding time

Brand Values & One-Liners

  • "Simplifying Systems, Amplifying Success"
  • "Transforming your Startup into a Scalable Powerhouse"
  • "From Chaos to Control - Systemize for Freedom"

Tone

  • Simpleris communicates expertise, confidence, and trustworthiness to reassure founders that they are making the right choice for their business growth. The brand creates a sense of calm amid startup chaos.

Hero Text Idea

  • Flag Text: "For Funded Startups Looking to Scale"
  • Main Headline: "Unlock Your Startup’s Full Potential with SYSTEMology"
  • Sub Headline: "Take the leap from operational chaos to a business capable of running itself and maximize its value in the process."
  • CTA: "Start Your Transformation Journey Now!"

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

Website

  • Improve website UX/UI to cater to target audience (Investors/Founders)
  • Implement heatmaps to better understand visitors interaction
  • Focus on mobile optimization due to high mobile usage in startup scene

Social Media

  • LinkedIn: Share thought-leadership posts, informative pieces about SYSTEMology and client case studies
  • Twitter: Share industry news, engage with startup and investor community, use relevant hashtags
  • YouTube: Create educational videos about SYSTEMology, case studies, and founder interviews
  • Posting Frequency: Minimum once a week for LinkedIn and Twitter, twice a month for YouTube

Paid Advertising

  • LinkedIn Ads: Target founders and investors based on their work history/industry
  • Google Ads: Develop ads for keywords related to business systemization, business growth and scaling

Content Recommendations

  • Blog posts about the advantages of systemization, how SYSTEMology works and client success stories
  • Whitepapers with detailed studies on process improvements and automations

Podcasts

  • Start a podcast interviewing successful startup founders and discussing operational challenges
  • Appear on industry podcasts for increased exposure (e.g., 'Masters of Scale', 'StartUp')

Directories

  • Get listed on 'Clutch', a B2B service provider directory
  • Join 'Crunchbase' to increase visibility among startups and investors

Publications

  • Collaborate with 'TechCrunch', 'Forbes Tech', 'FastCompany' for industry articles or op-eds

Partnerships & Outreach

  • Partner with venture capital firms to offer services to their portfolio companies
  • Network with incubators/accelerators for potential referrals

SEO and Content

  • Keyword strategy around systemization, business process improvement and scaling
  • Focus on organic visibility through consistent and valuable content production

Offline and Local Media

  • Sponsor tech/startup events
  • Network at local startup meetups and industry events

Online Events

  • Host webinars on 'Importance of Systemization in Business Scale-up'
  • Participate in online startup forums and discussions

Online Networking

  • Engage in founder-oriented LinkedIn groups
  • Participate in startup-related Reddit communities

Cold Outreach

  • Utilize LinkedIn to send personalized messages to startup founders
  • Perform cold email campaigns targeting founders/investors
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • "Scaling Systems 101": Free Guide
  • Process Efficiency Assessment: Quiz
  • Potential Exit Value Calculator: Tool

Tripwire Offer

  • System Organization Quickstart: Online course
  • Process Improvement Kick-start Consult: One-off session

Welcome Sequence

  • Welcome email: Introduction to Simpleris and SYSTEMology
  • Email 2: Value-adding content and case studies
  • Email 3: Promote tripwire offer

Segmentation

  • Tag leads based on industry and funding stage
  • Segment based on interaction with lead magnets

Chatbot and Automation

  • Implement chatbot for lead qualification
  • Automate follow-ups based on lead interaction

2. My Lead Nurturing System

Marketing CRM

  • Current Platform: HubSpot
  • Automation Capabilities: Email automation, lead segmentation, CRM integration
  • Recommended Improvements: Enhanced features for lead scoring, behavior tracking

Sales CRM

  • Current Platform: HubSpot (assumed)
  • Pipeline Tracking or Handoff Process: Automate pipeline stage updates

Automated Follow-Ups

  • Types of Automations: Welcome sequence, sales call follow-ups, quotation follow-ups
  • Frequency: Immediate welcome, then a sequence every 2-3 days

Newsletter

  • Frequency: Monthly
  • Topics or Content Pillars: SYSTEMology insights, industry trends, featured resources
  • Segmentation: Stage of business, level of engagement

Retargeting & Ads

  • Platforms and Goals: LinkedIn remarketing—stay top of mind with engaged prospects

Social Media and Content

  • Posting Frequency: Weekly on LinkedIn and Twitter, monthly on YouTube
  • Content Type or Campaign Focus: Thought leadership, SYSTEMology insights, client case studies

Webinars and Events

  • Suggested Cadence: Quarterly online webinars

Other Nurture Channels

  • Chatbot for website interaction and lead pre-qualification
  • LinkedIn for personalized outreach and follow-ups

3. Sales Conversion Strategy

Sales Process

  • Enhance first call to include an overview of SYSTEMology & its benefits
  • During the second call, use a systematic approach to identify issues
  • Proposal to include an assembled process improvement plan based on identified issues
  • Document clear SOPs for all stages of the sales process
  • Automate follow-up reminders using Hubspot

Sales Assets

  • Develop scripts addressing common questions about SYSTEMology
  • Create a polished proposal template outlining SYSTEMology benefits, cost, and implementation timeframe
  • Develop a SYSTEMology orientations deck for first call

Testimonials and Case Studies

  • After project completion, request client testimonials
  • Develop detailed case studies demonstrating the impact of SYSTEMology
  • Showcase testimonials & case studies on website and in sales materials

Conversion Rate Insights

  • Utilize Hubspot for conversion tracking and insights
  • Target improved conversion rate as marketing and sales processes mature

Urgency and Offers

  • Promote time-limited discounts or additional service bundles to incentivize decision-making
  • Leverage scarcity by highlighting limited slots availability for SYSTEMology implementation

Guarantees and Risk Reversal

  • Implement a satisfaction guarantee to boost trust
  • Highlight transparent pricing with options for phased payment to lower financial risk

Shock and Awe

  • Send a personalized welcome kit to new clients, including a copy of the SYSTEMology book
  • Offer unannounced bonuses, like personalized system health checks or extra consultations
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Personalized welcome email outlining the SYSTEMology process.
  • Kick-off call to glean key insights and lay a collaborative foundation.
  • A digital onboarding pack including key contacts and services overview.

Communication Cadence

  • Bi-weekly progress updates via email.
  • Monthly review calls discussing strategic and tactical updates.
  • Quarterly consultation calls to align the system progress with business goals.

Client Education

  • Dedicated SYSTEMology FAQ page on the website.
  • Monthly webinars covering various aspects of SYSTEMology.
  • Educational videos to detail each step of the SYSTEMology process.

Personalized Touches

  • Surprises on milestones in SYSTEMology implementation.
  • Handwritten thank you notes post key deliverables.
  • Celebratory posts on social media (with client permission) on major wins.

Visuals and Documentation

  • A comprehensive SYSTEMology manual post engagement.
  • Periodic reports showcasing the changes and their impact.
  • Infographics to better visualize the system improvements.

Feedback and Proactive Support

  • Mid-engagement surveys to capture feedback and address concerns early.
  • Dedicated support line/email for real-time issue resolution.
  • Utilization of CRM to track, analyze and address customer queries effectively.

Guarantee or Promise

  • A satisfaction guarantee with a defined timeframe for noticeable changes.
  • Pledge of improved system efficiency or work towards it without added costs.

Operational Excellence

  • Prior commitments on meeting delivery milestones.
  • Professional and conciliatory communication standards.
  • Commitment to addressing any raised issues within 48 hours.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Implement a 12-month contract with a discount for upfront payment to improve cash flow

Upsells & Cross-Sells

  • Offer more comprehensive packages which include regular auditing and advice on system improvements
  • Provide premium add-on services, such as more frequent system audits and dedicated support

Bundling & Packaging

  • Create tiered offerings with standard, premium, and ultra packages to cater to different needs

Loyalty & Retention Programs

  • Implement a referral program offering discounts on renewals or upgrades

Custom Services and Personalization

  • Offer custom packages tailored to more complex systems or more personalized consultancy

Pricing Strategy

  • Overall pricing should reflect the high value and savings generated by SYSTEMology and the business stability it brings
  • Provide discounts for referrals or customer loyalty

Customer Data and Insights

  • Use Hubspot to identify high-value clients for upselling or cross-selling
  • Track customer usage data to offer personalized recommendations and solutions

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer clients a 10% discount on their next month's service for every successful referral.
  • Give referred clients a free 30-minute consultation session.

Shareable Assets

  • Create simplified 'refer-a-friend' email templates with an overview of Simpleris' value proposition.
  • Develop visually appealing posts highlighting SYSTEMology's benefits for the referrer to share on social media.

Timing and Triggers

  • Ask for referrals upon successful completion of a SYSTEMology cycle when client satisfaction is at peak.
  • Set up HubSpot to automatically send referral requests after client projects.

Client Success Stories

  • Capture testimonials from satisfied clients and share them on the website, and social media.
  • Create case studies for successful systemizations and share them with clients for reference and sharing.

Referral Contests

  • Run quarterly 'Most Influential Client' contest rewarding the client who sends the most referrals.
  • Highlight contest winners on social platforms for recognition.

Partner or Affiliate Programs

  • Initiate partnerships with startups incubators and VCs for referrals, offering them a commission for each successful referral.

Thank-You Experience

  • Send personalized thank you notes to clients who refer new business.
  • Recognize top referrers in the Simpleris newsletter and on 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.