Building Financials

Week 2: Focusing Marketing Channels, Focusing on Providing Value, and Getting the Word Out

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This week we talk through some substantial changes to the vision for the podcast and what that means for you. We also discuss some other lead generation strategies we are working on and talk through through some useful productivity tips.


Links mentioned:

Data Analysis Workshop Session: https://www.clarifyingfinancials.com/dataanalysisworkshop

Good Strategy, Bad Strategy by Richard Rumelt: https://www.amazon.com/Good-Strategy-Bad-Difference-Matters/dp/0307886239

Brandon Knapp's website: https://evercapadvisors.com/


Outline for the show:

Updates to the vision of the show

What happened

  • Busy with freelancing
  • Dialing in the marketing approach and going all in on podcasting - keeping true to the definition of strategy
  • Finished up the data analysis game plan
  • The concept of vendor lead referrals and how to leverage that

    • What went well

    • Excited about what we can do with the podcast
    • A few great meetings to start getting the word out there
    • Consistent on our recurring tasks

      • What didn't go well

      • Building out structure takes time - natural inclination is to want to drive immediate action

        • What I learned

        • The stages of building a business
        • A lot of ways to accomplish tasks, take in outside expertise, but think critical, don't use out of the box advice without considering your situation
        • Mental breaks and the importance of brain dumps
        • Podcasting production and the amount of cool softwares out in this arena

          • Plan to do

          • Focus on the sales and marketing train
          • Outreach process and testing
          • Getting the word out a bit more
          • Certifications to drive leads
          • Considering a slight adjustment to the product offering to allow for a data-focused bookkeeping/accounting as a standalone


            • As always, feel free to reach out. If you want to learn more about the firm check out the website www.clarifyingfinancials.com

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            Building FinancialsBy Chas Hart