Marketing Checklists

Marketing plans help firms attract clients and retain existing ones.  The best plans set specific targets and measures progress towards achieving them.  They include timetables for using marketing tactics like networking, publishing, and public speaking. Set aside sufficient time and money to ensure that your plan succeeds. Use the plan to be proactive rather than reactive. Get started by review the resources listed below, including a year-by-year plan for associates and a checklist for solos and small firms.  




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