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

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Marketing an agency for new business template

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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

About the Marketing an agency for new business template

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

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
Look Inside the Marketing an agency for new business template

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Translated complex digital marketing channels into easy-to-understand concepts

Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.

Agency Growth and Management Toolkit

The Marketing an agency for new business template is part of Smart Insights Agency Growth and Management Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 7 other resources in the toolkit.

..but that’s not all. With Business Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

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