How to Build a Marketing Plan | Mark J Kohler | Tax & Legal Tip

Mark J. Kohler, a CPA and tax attorney, outlines how small business owners should structure a marketing plan. He breaks it into sections like PR, technology, and speaking, then applies a four-part framework to each: purpose, procedure, goal, and budget.
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Hi, Mark Kohler here and thanks for joining me for a quick two minute tip. I am so excited to talk about a marketing plan strategy. Now, some of you may be thinking, why am I listening to a CPA or a tax attorney about marketing? Well, folks, I recognize the fact that many of you as small business owners don't have the budget to afford a personal consultant or a business planner to help you every month, month or throughout the year when you're trying to expand your business. So let me ask you, which professional do you meet with on a regular basis every year to talk about your finances? At least you're hoping there's a conversation about your finances. That's right, it's your cpa. Well, as your cpa, I have felt that it's critical that your CPA is engaged in understanding what your business is about and talking about your business plan, your marketing plan and your strategic plan. These are topics I talk about in my book which what your CPA isn't telling you. That's right. Things that your CPA isn't telling you. Things that they could be telling you to help you better succeed in your business. Your marketing plan is just that. Well, this is my marketing plan I'm holding right here. I carry it with me everywhere. On planes, in staff meetings, in my bag, carrying it home at night. This is my plan of what I'm implementing to help expand my business. I meet with my staff every week to talk about the different strategies we're doing to better market ourselves. Are you doing the same thing? Do you have a marketing plan that you're following? This is something I truly believe CPAs should be bringing up with their clients, giving them ideas on better ways to market their business. So let's talk about where the marketing plan really fits in your big picture. First, you probably started with a business plan, right? Where you put together the ideas and concepts of whether your business should even be a viable option for you to undertake. Well, from that was the byproduct of two major plans that you carry with you everywhere, your marketing plan and your strategic plan. A topic for another discussion? Well, this marketing plan should have sections in it like internal procedures, public relations, technology, publication, speaking media. What are all these different areas that you're going to embark on? Some may be dormant, some you may take on later on down the road. Some are really engaged with right now where you're making them happen and creating a budget for them. Now, within my marketing plan, I've got four sections under each strategy so I can better implement each strategy. I'VE got the purpose, the procedure, the goal, and the budget, and I talk about those four areas within each strategy. Again, whether the strategy is dormant, going to be implemented in the future, or I'm implementing it now. Well, this is something I talk about in my book, what your CPA isn't telling you, and I've got a whole appendix that breaks this down even further on the marketing plan. I hope this information has been helpful. Please Follow us Give me a Like Give me a comment please and engage with my weekly blog articles and radio show so that we can better help you live the American dream. Thanks so much and I hope to see you on the back side. If you thought that information was amazing and helpful. I have so much more to share with you. Please look at the links below and head to my website markjkohar.com you can subscribe to my weekly newsletter. Check out my weekly radio show. I have my online videos for tax and legal strategies that will save you thousands ways to learn quickbooks with my fun videos online and also if you enjoyed it, please leave a comment and give it a like and follow me on YouTube. I promise that these videos will change your life. Thanks so much.
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