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Withinsite Consulting Ltd

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

  • Managing Directors in manufacturing companies with a revenue of 50M to 250M AUD who are responsible for EBITDA performance to the Board and want to improve their decision-making process related to profit.

Audience Type

  • B2B
  • Managing Directors, Operations Managers

Industries (if B2B)

  • Manufacturing

Needs – Primary Buying Considerations

  • Desire clearer link between decision-making and profit
  • Seek efficient budgeting tools
  • Aim to stop arguments about cost-cutting, focus on profit-making actions

Demographics

  • Geography: Primarily New Zealand, but possibly also Australia given revenue metrics
  • Business Size: Companies with revenues of 50M - 250M AUD

Psychographics

  • Frustrations include budgeting complications and confusing management reports
  • Goal to centralize decision-making for company-wide benefits
  • Often face obstacles in CFO holding financial data or IT controlling the tools
  • Primary Decision Maker: Managing Director
  • Secondary Decision Influencers: CFO, IT department

2. My Message to My Target Audience

Refined Elevator Pitch

  • Withinsite Consulting harmonizes operational managers and sales in manufacturing businesses by reshaping financial metrics, resulting in increased profit and customer satisfaction while sidestepping bureaucratic roadblocks.

Understanding Their Pain Points

  • Difficulty linking decisions with profit margins
  • Budgeting is a political tussle, not a tool for leadership
  • Lack of clarity on which products and customers are profitable

Transformation

  • Clear correlation between decision-making and increased profit
  • Budgeting as a powerful leadership tool, not a headache
  • Eradicating cost-cutting arguments and facilitating profitability-focused conversations

Unique Selling Proposition (USP)

  • Specializes in boosting profit from existing resources
  • Offers money-back guarantee if key benefits are not realized
  • Provides simulated results using client data for proof of concept

Brand Values & One-Liners

  • 'Transforming financial frictions into profit opportunities'
  • 'Break down silos; Build up profits'
  • 'Partner with sales, rocket your ROI'

Tone

  • Withinsite Consulting communicates with a blend of confidence, authority, and empathy, radiating a reassuring combination of expertise and understanding. The desired response from customers is a feeling of relief, confidence, and the excitement of embarking on a journey that aligns their teams towards profit.

Hero Text Idea

  • Flag Text: 'Where operational leaders transform their business'
  • Main Headline: 'Leverage your financial metrics for peak profitability'
  • Sub Headline: 'Break the budgeting deadlock, inspire decision-making clarity, and foster cross-departmental harmonization. All while accelerating your profitability.
  • CTA: 'Begin your profitability transformation now'

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

Website

  • Continue using WordPress due to its flexibility and robustness.
  • Implement Google Analytics to track key conversions such as Contact Form Submissions.
  • As B2B audiences tend to use desktop for research, optimize the website for desktop viewing.

Social Media

  • Focus on LinkedIn due to the B2B nature of the business.
  • Post thought leadership content 2-3 times per week.
  • Share case studies and success stories.

Paid Advertising

  • Invest in LinkedIn Advertising, targeting Managing Directors and Operations Managers in the manufacturing industry.
  • Set lead generation as the primary campaign objective.

SEO and Content

  • Create a keyword strategy focused on 'business financial consultancy' and related terms.
  • Publish a bi-weekly blog on insights related to financial management in the manufacturing industry.

Partnerships & Outreach

  • Continue partnerships with software vendors for lead generation.
  • Explore partnerships with other consultancies that don't provide financial consulting.

Offline and Local Media

  • Attend and sponsor relevant industry events like manufacturing expos in New Zealand.
  • Consider direct mail to selected high-potential prospects.

Online Networking

  • Join relevant LinkedIn groups related to financial management and manufacturing.
  • Engage in discussions and share valuable insights on these platforms.

Cold Outreach

  • Use LinkedIn and Email for cold outreach to Managing Directors in the manufacturing sector in New Zealand.
  • Offer a free initial consultation as a conversation opener.

Online Events

  • Host webinars related to financial management in the manufacturing industry to provide value and generate leads.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Profit Potential Calculator' (interactive tool that estimates potential profits based on user inputs)
  • 'Profits Paved in Numbers' (ebook on harnessing financial metrics for profitability)
  • 'Roadmap to Integrate Ops and Sales Profitably' (webinar)

Tripwire Offer

  • 'Financial Metrics Diagnostic' (low-priced initial service analyzing client's metrics)
  • 'Quick Win Strategy Session' (low-priced consultation with actionable insights)

Welcome Sequence

  • Upon lead capture, automate email: introduces the company, provides lead magnet, proposes next steps
  • Second email: case study illustrating successful client transformation
  • Final email: promotional offer/discount for 'Financial Metrics Diagnostic'

Segmentation

  • Categorize leads based on industry, company size, and revenue
  • Tag based on engagement levels with emails and website content

Chatbot and Automation

  • Implement a chatbot on the website for immediate query resolution
  • Set up automation to transfer chatbot interactions to Hubspot for lead tracking

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Hubspot
  • Automation capabilities: Use existing automation features for email, segmentation, and chatbot
  • Recommended improvements: Implement sequences for behavior-based follow-ups

Sales CRM

  • Current platform: Not indicated. If none, keep using Hubspot CRM for sales
  • Pipeline tracking or hand-off process: Automate data synchronization between marketing and sales on Hubspot

Automated Follow-Ups

  • Types: Post-opt-in, proposal sent, reminder for upcoming scheduled consultation
  • Frequency: Immediate follow up after actions (opt-in, proposal sent). Reminder 2 days before consultation

Newsletter

  • Frequency: Monthly
  • Topics: Latest industry trends, case studies, blog article teasers
  • Segmentation: Based on company size and industry

Retargeting & Ads

  • Platforms and goals: LinkedIn Retargeting Ads for site visitors and customers who did not convert

Social Media and Content

  • Posting frequency: 2-3 times per week on LinkedIn
  • Content type: Thought leadership content, resources, case studies

Webinars and Events

  • Suggested cadence: Bi-monthly webinars on industry trends and best practices

Other Nurture Channels

  • Chatbot: Implement a chatbot on the website to immediately answer visitor queries
  • SMS: Utilize SMS for reminders about upcoming consultations with leads

3. Sales Conversion Strategy

Sales Process

  • Simplify the Proof of Concept (POC) stage to reduce friction
  • Incorporate reassurances during sales process such as success stories and testimonials
  • Implement automation for follow up emails and reminders in Hubspot CRM

Sales Assets

  • Develop an objection-handling script for common issues like budget constraints
  • Create SOPs for new sales process stages and update existing ones
  • Develop a powerful proposal template focusing on ROI and profit increase

Testimonials and Case Studies

  • Establish a systematic approach to collect testimonials post-implementation
  • Feature testimonials prominently on the website and in the proposal template

Conversion Rate Insights

  • Utilize Hubspot CRM to track conversion rate from leads to sales
  • Aim to increase conversion rate by 10% in the next financial year

Urgency and Offers

  • Develop a limited-time offer to encourage prospects to sign up sooner
  • Highlight the cost of inaction by presenting potential profit gains lost over time

Guarantees and Risk Reversal

  • Strengthen money-back guarantee policy to address risk-concerns
  • Showcase guarantee prominently in marketing materials and during sales interactions

Shock and Awe

  • Send personalized thank-you notes to new clients
  • Give relevant branded gifts (e.g., desk calculators or budgeting books) to key decision-makers
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Personalized welcome email with an overview of their project and what to expect
  • Project kickoff call to align expectations and establish communication protocols
  • Printable flowchart on how profits can increase with a well-implemented system

Communication Cadence

  • Bi-weekly check-in calls to discuss progress and address queries
  • Monthly custom report sent via email to highlight key metrics and insights
  • Quick response policy: replies within 24 hours on business days

Client Education

  • Interactive webinar on Using Data for Profit-Making Decisions
  • FAQ section on website with answers to common queries
  • Regular blog posts on profit management, budgeting, and operational efficiency
  • Invitations to quarterly industry roundtable discussions

Personalized Touches

  • Birthday cards to the MD and other key stakeholders
  • Celebrate project milestones with a personalised thank-you note or video message
  • Send a celebratory gift or company-branded merchandise on project completion

Visuals and Documentation

  • Use of before and after comparison reports to highlight progress
  • Send clearly structured progress reports monthly with clear visuals and key insights on profitability
  • Project summaries in infographic format for easy comprehension and distribution

Feedback and Proactive Support

  • Regular satisfaction surveys to gauge client sentiment and identify areas for improvement
  • Immediate response and resolution for client frustrations (within 24 hours)
  • Proactively provide recommendations & solutions based on project data analysis

Guarantee or Promise

  • Reiterate money-back guarantee at beginning of project & on contracts
  • Implement a results-first approach – no increased fees unless results are seen

Operational Excellence

  • Prioritize punctuality for all meetings and deadlines
  • Uphold clear and efficient communication standards for all client interactions
  • Ensure flexibility in scheduling to accommodate client’s convenience
  • Maintain a professional appearance in both in-person and virtual interactions
  • Standardized protocol for consistency in service and offering

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce yearly contracts with potential discount for early renewals
  • Launch multi-stage projects that necessitate periodic renewals.

Upsells & Cross-Sells

  • Upsell premium data analysis and personalized insights service.
  • Cross-sell training programs for financial and operational analysis.

Bundling & Packaging

  • Bundle implementation services with periodic reviews and optimization services.
  • Offer tiered packages - basic, advanced, premium - with varying levels of personal consultation time and data analysis.

Loyalty & Retention Programs

  • Create a referral program incentivizing clients to recommend your services.
  • Offer benefits for multi-year contract commitments, such as premium support, additional data analysis hours etc.

Custom Services and Personalization

  • Develop custom optimization plans for clients who renew contracts or upgrade services.

Pricing Strategy

  • Implement dynamic pricing based on the client's size, complexity of operations, and desired outcomes.
  • Give discounts on long-term contracts to encourage commitment and ensure steady revenue.

Customer Data and Insights

  • Exploit Hubspot CRM for tracking customer engagement, upsell opportunities and potential churn indicators.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Free business strategy session (value $500) for successful referrals.
  • 10% discount on the next consultation for the referees.

Shareable Assets

  • Personalized email templates with the referrer's story and the benefits they received.
  • Pre-made Social media posts highlighting the referrer's success.

Timing and Triggers

  • Ask for a referral after presenting simulated results.
  • Send referral reminders 8-12 weeks post consultation.

Client Success Stories

  • Feature client success stories in monthly newsletters.
  • User-generated video testimonials that can be shared on social channels.

Referral Contests

  • Quarterly contests with a reward for the customer who makes the most referrals.

Partner or Affiliate Programs

  • Formalize partnerships with software vendors rewarding them for every successful lead.

Thank-You Experience

  • Send a personalized thank-you video from the CEO to the top referrers.
  • Public recognition for top referrers in newsletters or social channels.

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.