Sink or Swim Faster! Making a Splash in Marketing Professional Services has everything you need to make your first year marketing for a professional service firm a success.  Inside, you’ll find:

  • A 30-Day Jump Start Plan to quickly onboard yourself;
  • A simple approach and template for creating your first marketing plan;
  • Tips and tricks for effective business development;
  • Proposal preparation templates; and
  • Streamlined strategies for implementing technology tools into your marketing program.

Sink or Swim Faster! will help you learn quickly, save time, and generate more revenue for your firm.

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Sink or Swim Faster! Resources

Chapter 2

The 30-Day Jump Start Plan is a tool that helps onboard marketing staff quickly.  He or she will learn more about what kinds of services a firm provides, the staff that provides those services, and what makes a firm different from its competitors.

Download the 30 Day Plan

Chapter 3

The words “Marketing Plan” or “Strategic Marketing Plan” can conjure extreme fears of laboring over reports and doing research for hours, but that doesn’t have to be your experience.  Use this template to help you craft your marketing plan after completing the 30-Day Jump Start Plan.

Download the Chapter 3 Marketing Plan

Chapter 4

The Project Information Sheet or Form is a great tool to send to a project manager before you work on creating a project sheet. After the project manager completes this form, you’ll have everything you need to create a project sheet.

Download the Lead Qualifying Form

Chapter 5

You can customize this template based on your industry.  Having all of the information you need on one sheet will help you with your next qualifications or proposal package.

Download the Project Information Form

Chapter 5

Download the Project Sheet Example

Chapter 7

After reviewing the RFP, it’s time to complete a go-no-go process. This form will help your team determine whether or not you’re prepared to go after this opportunity.

Download the Government Readiness Quiz

Chapter 8

Download the Go-No-Go Checklist