Methodology and IP Development

Financial Acumen for Marketing Strategists

Without the ability to speak with CEOs about the tangible value of our work, we can’t with a straight face justify our prices nor the added cost of implementing our ideas. This training explores the various ways to “speak CEO” to help you sell your ideas and measure their results.

What this session covers

Allowable acquisition costs, payback periods, and budgeting
Profit margins, contribution margins, and cost of goods sold
Reading financial statements, and net vs. gross
Marketing efficiency ratios, return on ad spend, and conversion rates
Lifetime value, churn, and cash flow
Building ROI estimates and choosing key performance indicators

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

More in Methodology

Client Onboarding & Consulting Delivery Process Methodology

Methodology

The complete arc of an engagement, from the moment a client says yes through ongoing delivery — the kickoff email, the kickoff call, and a dashboard that becomes the single source of truth. When clients see a clear system, they relax and give into your process rather than grabbing the reins.

See what this session covers →

Creating Proprietary IP Frameworks and Your Signature Methodology Methodology

Methodology

A signature methodology starts with a universal value proposition and turns it into a structure that produces repeatable results. This session covers how to build one, the difference between a taxonomy and a process, and how to make the frameworks inside it memorable enough to be worth owning.

See what this session covers →

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

Methodology

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.

See what this session covers →