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Methodology and IP Development

The 5 P’s of Marketing Execution — Projects & Processes

Part two of the 5 P’s: the difference between work that happens once and work that repeats, and why conflating the two is what makes marketing feel chaotic.

What this session covers

  • Projects: anything that gets done once and doesn’t recur, from a single task to a major initiative — executed to a plan, not turned into an SOP
  • Processes: the things that repeat on a daily, weekly, monthly, or quarterly schedule, designed and documented so the machine can function
  • How to tell which is which, and why it matters for scoping and pricing
  • How this turns your clients’ marketing spaghetti into IP assets they own

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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