Guides and Templates

Marketing an agency for new business template

A checklist to help you review your approach to marketing your agency

About this guide

We created this template to help agency owners and specialists such as agency marketing managers or digital marketing managers review their approach to reaching prospects to generate new business.

Guide structure

  • Our Proposition
  • The work we want (and don't want)
  • Our Buyer Personas
  • Housekeeping
  • Sources of Referral
  • SEO
  • Inbound Marketing
  • Outbound Marketing
  • Staff
  • PR
  • Lead tracking and marketing automation

How will this template help me and my business?

How do we find new business prospects to add to our retained work is a question every agency owner or marketing manager will ask constantly. You will likely already have a process in place and know some of the best sources that work for you locally. However, you may be missing out on some of the best options available from online and traditional marketing. So this template outlines the marketing options available to reach new audiences and generate leads so you can review and improve your approach.

The template also gives some examples of how agency websites and content market used to generate leads.

Who is it for?

We created this template to help agency owners and specialists such as agency marketing managers or digital marketing managers review their approach to reaching prospects to generate new business. It is mainly aimed at new or smaller agencies who may not have a formalised approach to developing new business to review the options available

Resource Details

About the author

Mark Kelly is a freelance digital marketing consultant working with agencies and direct clients of Mark Kelly digital consultancy. You can follow him on Twitter or connect on LinkedIn.

What does the template cover?

The growing new business template is structured in these sections:

  • 1.Our Proposition
  • 2. The work we want (and don’t want)
  • 3. Our Buyer Personas
  • 4. Housekeeping
  • 5. Sources of Referral
  • 6. SEO
  • 7. Inbound Marketing
  • 8. Outbound Marketing
  • 9. Staff
  • 10. PR
  • 11. Lead tracking and marketing automation

Other recommended Expert member resources: Marketing agency toolkit

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