WHO WILL YOU SERVE? WHAT WILL YOU DO FOR THEM? …
WHO WILL YOU SERVE?
Defining characteristics of target niche/clientele:
WHAT WILL YOU DO FOR THEM?
Unique value proposition: Key service/deliverables: Compensation/pricing methodology:
HOW WILL YOU REACH THEM?
Targeted ways to reach: Key centers of influence: Other marketing strategies:
HOW WILL YOU KNOW IF IT'S WORKING?
Activity KPIs (e.g., calls, meetings): Activity goal(s): Results KPIs (e.g., clients, revenues): Results goal(s):
WHERE WILL YOU FOCUS YOUR TIME?
Top 3 things you will focus on doing: 2 things you will stop doing: 1 thing you need to do to improve yourself:
HOW WILL YOU STRENGTHEN YOUR FOUNDATION?
What must be put in place to allow the business to move forward:
? Michael Kitces,
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