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Sola Karta Finance and Leadership Consulting

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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

  • Sola Karta primarily targets small to medium sized businesses operating in the trades and services sectors that are experiencing plateaus in growth, finances, or leadership. These businesses emphasize the need for accountability, stability, and improved growth.

Audience Type

  • B2B
  • Small to Medium-sized businesses

Industries (if B2B)

  • Blue-collar industries
  • Service industries

Needs – Primary Buying Considerations

  • Un-stucking plateaus in growth, finance, or leadership
  • Accountability, stability, and growth solutions

Demographics

  • Business Size: 5-100 employees
  • Annual Revenues: $5-100 million

Psychographics

  • Pain Points: Plateaued growth, financial struggles, leadership issues
  • Buying Behavior: Companies looking for daily engagement and tailored consultation
  • Decision-Making Roles:
  • Primary Decision Maker: Business owners
  • Secondary Decision Influencers: Senior leadership
  • Support Roles: Employees

Secondary Target Market (only if applicable)

  • Secondary targets may be similar-sized businesses outside of the trades and services sectors that face similar pain points and require similar value propositions.

2. My Message to My Target Audience

Refined Elevator Pitch

  • Sola Karta offers growth-oriented, blue-collar and service SMEs a path to stability and accountability, through high touch, personalized consulting, enabling a stress-free and productive business environment.

Understanding Their Pain Points

  • Struggles with company growth, financial management, and leadership
  • Current situation of plateaued progress, feeling stagnant and stuck
  • High stress and lack of accountability and stability in the business

Transformation

  • Achieving stability, accountability, and growth
  • Reduction in stress levels with a more accountable and stable business environment
  • Turning into a growing, productive business that fosters accountability and a low-stress work culture

Unique Selling Proposition (USP)

  • Deep, personalized engagement with clients, communicating daily with their employees
  • Proven track record of assisting SMEs to overcome plateaus
  • Commitment to risk a part of the compensation on the actual growth outcomes

Brand Values & One-Liners

  • 'Driving SMEs towards growth & stability'
  • 'In the weeds with you, for you'
  • 'Your growth, our commitment'

Tone

  • Sola Karta's tone is engaging, personable, and dedicated. It seeks to inspire confidence, trust, and a sense of partnership in its customers.

Hero Text Idea

  • Flag Text: 'Leadership and Growth Consulting for America's SMEs'
  • Main Headline: 'Overcome Plateaus with Sola Karta'
  • Sub Headline: 'Experience accountability, stability, and growth in your business with our personalized, high-touch consulting approach'
  • CTA: 'Get Your Free Discovery Meeting'

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

Website

  • Positioning recommendations: The website should focus more on demonstrating the values of accountability, stability, and growth that Sola Karta brings to clients.
  • Recommended conversions or events to track: Web page visit duration, bounce rate, form submission events, and webpage scroll depth.

Social Media

  • LinkedIn as the primary platform since the target audience is B2B. Regularly posting content such as case studies, client testimonials, and thought leadership articles.
  • Frequency: 3 posts per week
  • Content types: Infographics, thought leadership articles/blog posts, client testimonials.

Paid Advertising

  • LinkedIn Sponsored Content targeting small to medium businesses in the Trades and Services industries.
  • Google Search Ads targeting key search terms relevant to leadership consulting and financial consulting.

Content Recommendations

  • Case studies detailing past clients' success stories
  • Thought leadership articles on managing business finance, leadership, and growth.
  • Quick tip videos on handling business Finance and Leadership challenges.

Podcasts

  • Seek guest spots on relevant industry podcasts such as HBR Ideacast, Masters of Scale, and Duct Tape Marketing.

Directories

  • Listing Sola Karta on business directories such as Yelp, Manta, and Chamber of Commerce.

Publications

  • Write for or get featured in trade-specific publications like Forbes, Entrepreneur, and industry-specific magazines.

Partnerships & Outreach

  • Potential partners could be industry-specific trade associations or similar consultancies in non-competing niches.

SEO and Content

  • Blog posts focusing on keywords related to 'Business Leadership', 'Financial Consulting', and 'Business Growth'.

Offline and Local Media

  • Sponsor relevant industry events or trade fairs.
  • Run print ads in trade-specific publications.

Online Events

  • Host webinars where Sola Karta can demonstrate their expertise.

Online Networking

  • Engage in B2B-focused forums like Quora and relevant groups on LinkedIn.

Cold Outreach

  • Email or LinkedIn outreach to target businesses describing how Sola Karta can help overcome their challenges.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Free initial discovery meeting
  • Ebook: 'Overcoming Business Plateaus: A Guide for SMEs'
  • Interactive Financial Health Calculator for businesses

Tripwire Offer

  • Discounted First-Week of consulting services
  • Business Assessment Report at a nominal fee

Welcome Sequence

  • Email 1: Thanks for showing interest, Recap of the discovery meeting and next steps
  • Email 2: More about Sola Karta and her success stories
  • Email 3: Introduction to consulting packages and services

Segmentation

  • By industry (blue-collar vs service)
  • By business size (small vs medium)
  • By specific pain point (growth, finance, leadership)

Chatbot and Automation

  • Implementing a CRM with chatbot functionality for website
  • Automated follow-up emails to site visitors who interacted with chatbot or downloaded a Lead Magnet

2. My Lead Nurturing System

Marketing CRM

  • Recommended platform: HubSpot due to strong automation and segmentation options
  • Automation capabilities: Autoresponder sequences, lead scoring, social media integration
  • Recommended improvements: Implement CRM with clear tagging and segmentation rules

Sales CRM

  • As a single-employee operation, sales tasks can be handled within the marketing CRM
  • Pipeline tracking process should include initial discovery, recommendation, scope definition, and contract engagement stages

Automated Follow-Ups

  • Post-discovery meeting summary and next steps email
  • Regularly scheduled follow-up emails showcasing client successes and consultation packages
  • Triggered email or SMS sequences after specific actions, like downloading the Ebook

Newsletter

  • Bi-weekly frequency
  • Topics focused on leadership, financial management, and growth strategies
  • Segmented content for specific industries (services or blue-collar)

Retargeting & Ads

  • LinkedIn lead ads for newsletter signups
  • Google Ads retargeting visitors who interacted with chatbot or downloaded lead magnet

Social Media and Content

  • Weekly LinkedIn posts focusing on thought leadership, client achievements, and industry trends
  • Periodic blog content featuring case studies, consultation insights, and industry trends

Webinars and Events

  • Host quarterly webinars showcasing business growth, finance, and leadership insights
  • Pursue speaking opportunities at industry events and fairs

Other Nurture Channels

  • Implementation of a website chatbot to engage visitors 24/7
  • Personalized SMS follow-ups for prospects who opt in

3. Sales Conversion Strategy

Sales Process

  • Initial discovery meeting to understand the customer's exact problems and needs
  • Provide a recommendation summary based on the discovery meeting
  • Define the scope, duration, KPIs, and pricing based on the customer's expectations
  • Send an engagement contract to solidify the agreement and kick off the project
  • Identify friction points: Unclear value proposition in the discovery meeting, lengthy decision-making time
  • Steps to address friction: Implement clear demo/validation process, instantly available pricing and contract terms

Sales Assets

  • Create a SOP for the sales process to streamline and increase efficiency
  • Develop scripts for initial client outreach, discovery meetings and follow-ups
  • Create standard proposal, pitch deck and engagement contract templates based on typical customer needs

Objection Handling and Guarantee Strategy

  • Create a list of common objections (price, time commitment, etc.) and their corresponding responses
  • Implement a risk reversal strategy: Commit to put part of the compensation at risk based on results delivered

Testimonials and Case Studies

  • Ask satisfied clients for testimonials post-engagement, emphasizing their growth, stability, and lower stress
  • Document client successes in case studies, showcasing tangible results and benefits
  • Showcase testimonials and case studies on the website and in sales proposals

Conversion Rate Tracking and Improvement Ideas

  • Implement a CRM for proper lead and conversion tracking
  • Continually review and optimize the sales process based on feedback and conversion data

Urgency and Offers

  • Create time-bound offers for faster decision making (e.g. discounted pricing for engagements starting within 30 days)
  • Use urgency messaging for outreach and follow-ups ("Limited slots available for the coming quarter, book your discovery meeting now")

Unique Trust Building Technique

  • Leverage video messages in follow-ups to improve relationship and trust with potential customers
  • "Shock and awe" gifts to prospective clients: branded materials, gift cards, personalized notes to show appreciation and to stand out
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome phone call from a Sola Karta representative who creates a personalized onboarding plan
  • Welcome email summarizing the plan, setting expectations, and recapping next steps

Communication Cadence

  • Initial daily check-ins for the first two weeks, then twice-weekly updates via video calls and emails
  • Monthly leadership updates and KPI reviews with the client's senior management

Client Education

  • In-depth financial and leadership training materials made available through a private, clients-only section of the website
  • Weekly educational videos or articles delivered to the client’s inbox to ensure continuous learning

Personalized Touches

  • Annual surprise gift (such as a book) relevant to leadership and growth
  • Handwritten thank-you note after milestone achievements
  • Birthday card or message for business owners and key decision-makers

Visuals and Documentation

  • Before-and-after performance comparison at the end of each quarter
  • Detailed white-labelled progress reports sent monthly to highlight growth and areas for improvement

Feedback and Proactive Support

  • Quarterly feedback surveys and a dedicated email for client issues
  • Promise to resolve any concerns within 48 hours

Guarantee or Promise

  • 'Satisfied growth or your next month free' promise

Operational Excellence

  • Punctuality standards for all Sola Karta interactions
  • Professional communication standards, maintaining a tone of partnership and accountability

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Implement tiered annual contracts with preferred rates for long-term commitment

Upsells & Cross-Sells

  • Introduce levels of consulting services with tiered pricing
  • Offer specialized training programs as an upsell

Bundling & Packaging

  • Bundle consultation services with personalized training programs at a discounted rate
  • Offer all-in-one business consulting packages for holistic business growth

Loyalty & Retention Programs

  • Introduce a referral program that incentivizes existing clients to refer new ones

Custom Services and Personalization

  • Offer premium packages with more frequent or in-depth interactions
  • Personalize consultation experiences with tailored strategies based on client's specific needs

Pricing Strategy

  • Implement a value-based pricing strategy highlighting tangible returns on investment
  • Offer discounts for annual prepayments

Customer Data and Insights

  • Implement a CRM system to identify customer trends, prevent churn, and identify upsell opportunities

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Provide discounts for future consulting services for every successful referral
  • Offer exclusive white papers or industry reports for referrals

Shareable Assets

  • Referral code widgets for client's website or email signatures
  • Pre-written posts for LinkedIn sharing
  • Customizable email referral template

Timing and Triggers

  • Ask for referrals after a successful consultation project
  • Set up automated email reminders to refer, post-project completion

Client Success Stories

  • Showcase testimonials on LinkedIn and website
  • Create short success story videos for use on social media and website

Referral Contests

  • Initiate quarterly referral contests with rewards for most referrals

Partner or Affiliate Programs

  • Collaborate with industry associations for referral partnerships

Thank-You Experience

  • Personalized thank-you notes for every successful referral
  • Special recognition for top referrers on LinkedIn and website

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.