Marketing planning

“Tactics without strategy is the noise before the defeat.” – Sun Tzu

Get your toolkit

“Tactics without strategy is the noise before the defeat.” – Sun Tzu

Get your toolkit

Do you use a plan?

Have you ever gone grocery shopping without a list? If you have, you may have spent extra time browsing the shelves, splurged on impulse items, or returned home without an item you needed. If you’re marketing without a plan, you may be making similar mistakes. It can be tempting to jump into action, but you risk spending time and money on tactics that aren’t worthwhile.

A marketing plan is your grocery list. It will keep you on track, deliver what you need to achieve your goals, help you spend your time and money efficiently, and gives you the necessary fuel to propel your business forward. More importantly, a marketing plan can help you effectively attract prospects and wrap your arms around existing Clients.

Benefits of writing a marketing plan

  1. Helps you proactively reach the right audience at the right time with effective marketing material.
  2. Allows you to be more efficient with time and money when working towards achievable goals.
  3. Defines ownership and accountability within your team for marketing strategies.
  4. Aligns all communications to your brand and ideal Client, increasing chances of referrals. 

You’ve heard of SMART goals: they’re specific, measurable, actionable, realistic, and time-bound. A SMART goal supports you in achieving the objective you’re working towards because it lays out the parameters of where you’re going and how to get there.

SMART marketing follows the same principle to make sure that you’re creating a comprehensive plan to attract prospects and stay top of mind with Clients. 

What is SMART Marketing?

Select

  • Identify the ideal Clients you want to work with.

Market

  • Choose how and where to connect with them.

Affiliate

  • Identify topics and generate content they’ll find valuable. 

Respond

  • Create a service and communication plan for Clients, prospects and your wider audience. 

Trigger

  • Generate referrals from top Clients and Centres of Influence (COIs). 

Download the SMART Marketing Plan Template to build your own!

Get your toolkit to market SMART today.
 

Get your toolkit

Ask your Sun Life relationship manager for access to the SMART Marketing Plan template to help you create a marketing plan.

Communicate your purpose with the My Purpose Workbook.

Narrow in on your market using the Ideal Client Analysis Tool.

Create value-add content with the Email Marketing Guide for Top Advisors

Plan your strategy with Email Marketing Plan template

CONTACT US

Contact your Sun Life relationship manager to learn more about this program and the resources available to you.