Business Planning Checklist

What is important in business?

Business Planning Checklist

When you start in business you may be great at what you do, but letting potential customers know (the marketing) can be difficult.

As a mortgage adviser it can be hard to explain what value the advise has for customers and it’s not until they experience it that they even realise. In some ways it’s actually not until they deal with someone else (typically the banks) that they start to understand what value an adviser really adds.

The same can be said for other businesses too.

Think about any advise business – accountants, legal, , business advise etc … it’s hard to know how to select a good adviser and it’s hard for those advisers to explain why they are the best.

Also think about the trades – electricians, plumbers, builders, painters etc … how do you know which are the best?

You Need To Be Seen As The Experts

The internet has changed how businesses need to market themselves.

Sure, you still need to be good at what you do but if you can harness the opportunities that the internet and online marketing offer then you can elevate your business above your competitors.

But how do you do this?

You have two choices;

  1. You can hire a marketing company to do this for your business
  2. You can do it yourself

Of course a professional marketing company should be able to do a better job at this, but you need to consider the cost and decide if it will be worth spending the money.

There is a lot that you can do yourself and there are a lot of tools that can help you market your business like a professional, and I set up this website to show you what I use and how to do this for yourself.

Let’s Get Your Marketing Sorted!

I’ve created this business planning checklist to help you get your marketing sorted out.

Like all plans, you really need to prioritise what you do first but also aim to implement the whole plan.

Lel’s look at the seven main things that a business needs;

Website – every business should have a website. It’s your online address and over time it becomes a great base for marketing your business. You can use a website as a static place to tell the world about what products and services you can offer and even if you are not a business owner a website can help people find you and understand what you do. Social media platforms are fine, but they are generally for ‘today’ and your information does not last the way it does on a website.

Email – having an email address linked to a website address is more professional and permanent compared to an email with a Gmail address or similar. Most websites allow you to add email addresses and it gives you ownership and control.

Google My Business – this is offered by Google and is free. It is simple to set up and adds credibility to your business and your website, plus it really does help when people search on Google by showing local businesses. There are also the reviews that you can get on Google My Business that most businesses do not focus on, but getting positive reviews makes a huge difference and puts you business higher in searches so it’s a must do.

Social Media – everyone knows that social media is used by your customers and because of this many of your competitors will be posting and advertising on social media. Most people in small businesses do this on an ad-hoc bases when they have time, and because of this it doesn’t really work for those businesses. Some people spend hours on social media and may get better results, but the time vs return may not make sense. To be effective you need smart software to automate the posting and also to get potential customer onto your database (list) so you can market to them.

Database / Email Marketing & Automation – this is probably the most important link that businesses fail on. There are two key reasons that this is a “must have” and it’s something that you need to get right. Firstly, your existing customers are your businesses biggest asset as you know them and they will purchase again if you communicate with them and secondly you need to understand that on average people will need to hear from you seven times before they commit to a purchase. With the right systems for managing your database you can communicate via email to provide your potential customers the information that they need, and this can be set up to happen automatically.

Lead Magnets – the best way to get people to give you their emails is to offer them something for free, In marketing these are called “lead magnets” as good ones they attract people like a magnet would. A good e-book or checklist works well but many people (including previously myself) have thought that we can’t produce these. You need to subscribe to Beacon and you will be able to produce these to look professional and in no tome at all.

Sales Funnels – your lead magnet might get you the email address, but then you need a sequence of emails to maximise your opportunity of making a sale. These email sequences are known as sales funnels and you can create your own or purchase some templates to help you implement these more quickly.

This is a very simple business planning checklist, but it should help you a lot.

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