Talk to Our Team

Tekio Advisors LLC

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.

‍

Claim your Bonus CallDownload as PDF
Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Tekio Advisors LLC's ideal customer is a service business achieving a revenue between $1M to $10M, who seeks efficient accounting and financial management.

Audience Type

  • B2B
  • Key customer segments: Service businesses

Industries (if B2B)

  • Not specified

Needs – Primary Buying Considerations

  • Financial clarity
  • Cash flow management
  • Assurance in understanding financial statements
  • Consultative partnership

Demographics

  • Business Size: Small to medium-sized service businesses ($1M - $10M revenue)

Psychographics

  • Lifestyle: Business-focused, busy
  • What they value: time, accuracy, financial understanding
  • Pain Points: Managing accounting, understanding financial statements
  • Buying Behavior: Prefers services that provide assurance, guidance, and clarity in financial matters.
  • Decision-Making Roles:
  • Primary Decision Maker: Business Owner/CEO
  • Secondary Decision Influencers: CFO/Financial Manager
  • Support Roles: Administrative/Operational staff

2. My Message to My Target Audience

Refined Elevator Pitch

  • Tekio Advisors LLC delivers peace of mind, financial clarity, and efficient cash flow management to growing SMBs by leveraging our CPA's deep understanding of financial statements and accounting. This way forward, you can focus more on your core business, leaving your financial concerns to us.

Understanding Their Pain Points

  • Managing finances and accounting amidst business growth
  • Lack of clarity and direction regarding cash flow
  • Difficulty interpreting and utilizing financial statements

Transformation

  • Gain financial clarity to facilitate informed business decisions
  • Streamline their cash flow for continued growth
  • Understand and leverage the story their numbers tell for further advancement

Unique Selling Proposition (USP)

  • Extensive experience in helping growing mid-sized businesses
  • CPA-led services geared towards comprehensive financial management
  • Focus on facilitating financial understanding and actionable insights over mere bookkeeping

Brand Values & One-Liners

  • Clear financial insights, greater business growth
  • No spreadsheets, just strategic advice and peace of mind
  • We handle the numbers; you handle the business

Tone

  • Tekio Advisors LLC engages with professionalism coupled with genuine concern for our clients. Our goal is not just to help them with their finances, but also to inspire confidence and reduce stress about their financial standing.

Hero Text Idea

  • Flag Text: Finances, Simplified
  • Main Headline: No More Guesswork in Your Accounting
  • Sub Headline: Leverage our specialized CPA services to gain financial clarity and cultivate growth. Wake up to a business future unclouded by financial woes.
  • CTA: Empower Your Business Today

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

Website

  • Redesign website to be mobile-friendly
  • Functionality for online meeting booking
  • Integration with CRM for lead tracking
  • SEO optimization for financial and accounting services

Social Media

  • LinkedIn: Regular posts on financial insights, best practices, case studies
  • Frequency: 1-2 per week

Paid Advertising

  • Google Ads: Target businesses looking for accounting services
  • LinkedIn Ads: Target professionals within the target industries

Content Recommendations

  • Blog posts on financial management techniques, interpreting financial statements, etc.

Partnerships & Outreach

  • Partner with business coaches, collaborate on content
  • Outreach to chambers of commerce for speaking engagements

SEO and Content

  • Keyword focus on 'accounting for midsize businesses', 'financial insights for businesses'

Offline and Local Media

  • Network at local business events
  • Sponsorship opportunities with business associations

Online Networking

  • Participate in LinkedIn Groups for small business
  • Engage in relevant threads on small business forums

Cold Outreach

  • LinkedIn: Reach out to business leaders in target industries
  • Audience to target: CEOs, CFOs of medium-sized businesses
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Financial Clarity Guide for Service Businesses' (eBook)
  • 'Cash Flow Management Worksheet' (Downloadable Tool)
  • 'Understanding Your Financial Statements: A Video Mini-Course'

Tripwire Offer

  • 'Financial Health Check Audit' (Discounted Service)
  • 'Accounting Consultation with Action Plan' (Paid Session)

Welcome Sequence

  • Thank you email with lead magnet access detail
  • Follow-up email explaining services in more detail
  • Reminder email for consultation booking

Segmentation

  • Size of business (Revenue)
  • Type of service business (Industry)
  • Stage of financial clarity/management (Needs)

Chatbot and Automation

  • Chatbot for quick queries and booking consultations
  • Automation for follow-ups and lead nurturing

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Custom
  • Automation capabilities: Unknown. Requires further investigation.
  • Recommended improvements or replacements: Consider adopting Zoho or HubSpot due to their comprehensive features and more affordable pricing for small businesses.

Sales CRM

  • Current platform: Not mentioned
  • Recommended upgrades: Zoho CRM to manage pipeline and handoff process.

Automated Follow-Ups

  • Types of automations: post-opt-in, after consultation, financial health check audit.
  • Frequency or triggers: Immediately after action, followed by a series of nurturing emails.

Newsletter

  • Frequency: Bi-weekly
  • Topics or content pillars: Financial insights, case studies, accounting tips, market trends.

Retargeting & Ads

  • Platforms and goals: Google Display Network for remarketing, LinkedIn ads for lead generation.

Social Media and Content

  • Posting frequency: Twice per week on LinkedIn.
  • Content type or campaign focus: Financial literacy content, accounting tips, case studies, personal finance tips for business owners.

Webinars and Events

  • Suggested cadence or purpose: Monthly webinar to discuss relevant topics in financial management for mid-sized businesses.

Other Nurture Channels

  • Chatbot for immediate engagement.
  • SMS follow-ups after consultation or audit.

3. Sales Conversion Strategy

Sales Process

  • Incorporate a free consultation call as the first step
  • Deliver tailored proposals reflecting business-specific needs
  • Offer follow-up calls to answer any queries
  • Automate follow-up emails to unresponsive leads

Sales Assets

  • Develop a structured discovery call script
  • Create proposal templates highlighting the benefits and ROI
  • Design case study templates showcasing customer successes
  • Build a standardized presentation for the client discovery call

Objection Handling

  • Develop standard responses to common objections (e.g., perceived high cost)
  • Implement a risk-reversal strategy: offer guarantees or free trial period to new clients

Testimonials and Case Studies

  • Seek testimonials after the satisfaction of the deliverable
  • Use case studies in the sales process - on the website and in proposals

Conversion Rate Insights

  • Use CRM to track conversion rates and optimize based on data
  • Focus on increasing proposal acceptance rate

Urgency and Offers

  • Develop limited-time offers to encourage decision-making
  • Promote these offers via website and social media platforms

Guarantees and Risk Reversal

  • Implement a 30-day money-back guarantee to build trust

Shock and Awe

  • Send a personalized 'Welcome' gift (e.g., a branded notebook) after closing a deal
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome email with a personalized video message from the CPA.
  • Comprehensive onboarding session to understand financial health and business goals.
  • Clear next steps and client expectations with a financial roadmap.

Communication Cadence

  • Weekly or Monthly meetings to discuss financial statements and health of the business.
  • Regular email updates on key financial insights and actions.

Client Education

  • Bi-monthly webinars on key financial concepts and their business implications.
  • Access to a library of guides on interpreting financial dashboards and statements.

Personalized Touches

  • Birthday cards with a simple note from the CPA.
  • Milestone celebrations acknowledging financial growth or achievement of agreed goals.

Visuals and Documentation

  • Regular progress recaps with visual dashboards.
  • Detailed quarterly reports with trend analysis and actionable insight.

Feedback and Proactive Support

  • Monthly feedback surveys with a quick response guarantee.
  • Proactive checks on potential issues flagged through financial review.

Guarantee or Promise

  • 100% satisfaction guarantee. If clients aren’t completely happy with the service, they have a direct line to the CPA.

Operational Excellence

  • Timely meetings and high-standard communication.
  • Commitment to error-free reporting and accuracy.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer annual contracts at a discounted rate
  • Incentivize contract renewal with free additional monthly meeting during first renewal month

Upsells & Cross-Sells

  • Introduce a premium service tier with more in-depth analysis and strategic advice
  • Cross-sell quarterly business performance auditing service

Bundling & Packaging

  • Offer a bundled accounting and financial management package that includes weekly calls and financial dashboards
  • Offer tiered packages based on the level of service and interaction required

Loyalty & Retention Programs

  • Offer existing clients an annual 'health check' as a loyalty reward

Custom Services and Personalization

  • Offer bespoke financial dashboard customization as a premium add-on

Pricing Strategy

  • Offer quarterly payment options with discount incentives for long-term commitment
  • Introduce a premium pricing tier for services including in-depth analysis and strategy

Customer Data and Insights

  • Implement tracking systems in CRM to monitor customer interactions and identify churn risk
  • Use customer insights to tailor service offerings

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer a discount on the next month's service for every successful referral.
  • Provide new clients referred to Tekio Advisors LLC with a free consultation.

Shareable Assets

  • Create pre-made LinkedIn and Email templates clients can use to refer.
  • Develop referral cards clients can hand to their business associates.

Timing and Triggers

  • Ask for referrals in person during weekly or monthly meetings with clients.
  • Have an automatic email set up after six months of service requesting referral.

Client Success Stories

  • Collect testimonials from satisfied clients and share them on the company's website and LinkedIn.
  • Highlight successful finance handling scenarios of clients inspiring others to refer.

Referral Contests

  • Run a quarterly 'Refer and Win' contest rewarding the top referrer with additional services like business financial planning session.

Partner or Affiliate Programs

  • Establish partnerships with other service providers who cater to your target market and can refer to your business.

Thank-You Experience

  • Send a handwritten thank you note to anyone who gives a successful referral.
  • Recognize top referrers on LinkedIn with their permission.

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.

Claim your Bonus Call