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Methodology and IP Development

The 5 P’s of Marketing Execution — Planning & People

Part one of the 5 P’s. Most companies have little or no structure in their marketing — it’s spaghetti on the wall. This session covers the two foundations that stop that: what gets planned, and who is on the bus.

What this session covers

  • Planning: strategy development, tactical roadmaps, timelines, and budgets — what happens before, during, and after work gets done
  • People: the six core seats to have on every bus, so you have the right colours on the palette to paint almost anything
  • How structure gives you and your clients a common language for the work
  • Why a documented system reduces your clients’ key person risk — including their dependence on you

The Trello boards, dashboards, and documents that run this system are part of the Advisor Operating System templates, included with the Library.

Included with the Library

This session is one of 37 workshops in the Indie Strategist Library, along with the Advisor Operating System templates and the private community. One payment, yours for good.

Get Lifetime Access — US$499 One-time payment · 30-day guarantee

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