What Happens During a Marketing Consultation?

What Happens During a Marketing Consultation?

Some of you may be here because you heard I give out free advice.  That’s absolutely, positively the truth.  I think that it’s important for you to know what’s going on with your marketing, whether you want to keep it in house or you’d prefer my team took over the job.  Either way, it’s better for both of us if you’re fully armed with all the knowledge.  So today I’m going to walk you through a marketing consultation with In The Cloud Marketing.

Step One: The Call / Email

I’m not a real stickler for formality, if you want to email, that’s fine.  If you want to call, that’s fine, too (though I can be hard to catch on the phone because of other calls I have to make).  If you’re in the Dallas-Fort Worth area, I can come to your office if my schedule allows.  But we have to start somewhere, so that’s the first step.  We must make the connection.

Step Two: The Questions

I have a form that you can fill out about your current marketing, past marketing and what you’d really like to achieve with your future marketing.  You should take a few minutes to at least think about this stuff before we talk.  The more I know about what’s been done in the past and how you’d like that to change in the future, the closer we’ll get to hitting the nail on the head the first go.  A new marketing client can be like breaking in a pair of shoes, sometimes it takes a bit to get the right fit, but we’ll keep trying until we do.

Step Three: The Assessment

This is where I get together with my team (if I have the questionnaire answers ahead of time) or I put my brain into action.  I may look at old sites you’ve owned, consult the competition’s marketing attempts or dig up ideas out of the back of my own brain, based on what you tell me.  Let me give a good example.  A client of mine wanted to immediately jump into a print book about his topic of choice.  I knew he had a thin budget, so instead of just goosing him, I suggested that instead, we start with a basic website, then if that yielded fruit, we’d do an eBook that could be printed on demand.  He gets his “real” book, at a rate that’s easier on his budget, and I have another eBook to put in my portfolio.  Everybody wins!

Step Four: The Agreement

If, during or after our consultation, you feel like we’re on the right track and would like to work with us, we just have to make it so.  I’ll send over an informal agreement, along with a bill requesting a 50 to 75 percent deposit (90 percent of which is refundable if you cancel before we start work), depending on your particular needs (emails are legally admissible in court, so we’re both protected without getting too stuffy).  You’re always welcome to completely prepay your bill.  We take Paypal or e-check and credit cards via Stripe.  I just have to send over a link, you click and bang!  We’re in business.

That’s it.  My goal is to make this as painless as possible for your company.  You work hard enough without having to work hard for me, too.  And, although I employ a less formal structure, I can produce a formal contract for you if you so desire.  I have just found over the years that those types of arrangements sometimes end up forcing relationships that are simply never going to work out.  Instead, I’d rather give you the freedom to tell me when you’re unhappy, instead of trying to keep the peace for the sake of a contract.