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Marketing Checklists

We have created marketing checklists to help clients in a variety of different industries.

Image by Daria Nepriakhina

Marketing is a Process


We have developed a suite of marketing checklists designed specifically for several different companies and industries. These marketing checklists are designed to provide a foundational roadmap to help you think differently about how you can increase your visibility and brand awareness, focus more specifically on your ideal customers and give you some important tips and best practices. Going through this process will improve your marketing strategy.


As most marketing professionals know quite keenly, effective marketing is all about the process of research, planning, executing and measuring new, creative marketing activities and campaigns. Then you stop, measure performance and results, identify key findings, make adjustments and try again. Rinse and repeat. Over and over again.


Marketing is all about being creative and being able to target, attract and capture the attention of a particular, specific audience. There is no silver bullet or set marketing template of tried and true campaigns. Why is that? Because if it’s already been done, it’s been done by your competition. If it’s been done by your competition, then that is going to be of zero value to you and your firm. It does little to no good to copy something that someone has already done.


This is why we have developed our industry-specific marketing checklists. They are powerful models of key elements that are considered “best practices” in marketing today. They may be somewhat vague, but that is intentional. Your audience is unique, your firm is unique, your “special offers” need to be unique. Marketing evolves, your customers evolve, your competition evolves, best practices in marketing evolve and marketing technology certainly evolves very quickly.


Industry-specific Marketing Checklists – Current Checklists Available


Developing, managing and analyzing the results of a successful marketing strategy is an on-going process. To help get your marketing on a solid foundation in today’s digitally-focused world, we have developed a suite of industry-specific marketing checklists.


We currently have marketing checklists available for the following types of companies:              


  • Independent Insurance Agents and Brokers

  • Accounting, Bookkeeping, and Tax Professionals and Companies

  • IT Services Companies

  • Independent Financial Advisors

  • Contractors and Contracting Firms

  • Attorneys & Legal Practices

  • Non-Profit Organizations

  • Software Designers, Developers, and Software Development Companies

  • Residential and Commercial Architects


Each checklist highlights some key, foundational marketing elements which will help you follow a process to develop and manage your own unique marketing strategy for your specific audience of customers.


Our marketing checklists typically include insights on critical areas such as social media, email marketing, search engine optimization (SEO), video marketing and other marketing tips. These marketing checklists are by no means the end-all and be-all of any company’s marketing. However, each marketing checklist includes some important ideas, tips and tools which will certainly help you to start thinking about your marketing in a new way and ensure that you are starting off from here with a solid base of marketing operations.


We welcome your feedback and are quite confident that these marketing checklists will help you improve your marketing, increase your visibility, focus more squarely on your ideal customers and ultimately grow your business. If you should have any questions or like to consider some outside advise or marketing services or resources, please don’t hesitate to contact us and request a free marketing consultation.

Marketing Checklists

Marketing Checklist for Residential & Commercial Architects

The architectural and design industry has many specialties and areas of focus. Architects might specialize in residential architecture, commercial architecture, landscape architecture, industrial architecture, interior design, urban design or some combination of these areas. Each of these areas has its own set of challenges when working to expand.

With this in mind, we have created a marketing checklist designed specifically for residential and commercial architects. This means your firm operates in the residential or commercial architectural industry and focuses on the design of homes and apartments, or retail and office buildings.

Marketing Checklist for Software Designers, Software Developers and Software Development Companies

Sometimes marketing can be a challenge for engineering-based firms focused on the design and development of new software technology. Designers and developers spend their days working on a computer and not getting in front of potential new customers. With this in mind, we have developed a concise marketing checklist designed expressly for Software Designers, Software Developers and Software Development Companies.

Marketing Checklist for Non-Profit Organizations

Non-profit (or not-for-profit) organizations are unique in terms of their marketing challenges and opportunities.

With this in mind, we have created a marketing checklist designed specifically for non-profit organizations. While there are many different types of non-profit organizations, we address this marketing checklist to community-focused or community service organizations rather than member-based organizations (such as chambers of commerce or professional associations).

Marketing Checklist for Attorneys & Legal Practices

Building and running a successful legal firm can be challenging. Every day, attorneys and law practices of all types are faced with the challenge of getting and staying in front of clients. And every day, new cases arise – causing both defendants and plaintiffs to scramble and find the best attorneys as quickly as possible.
So, how exactly can you position your legal firm to be that “best” resource? How do you build that initial level of trust and superior image?

Marketing Checklist for Contractors and Contracting Firms

This is a Marketing Checklist for Contractors and Contracting Firms. This checklist can be applicable in a range of different contracting trades (building, remodeling, plumbers, electricians, etc.) or if your firm is focused on individual consumers or commercial projects. In any case, this guide will help you evaluate several key elements of your marketing, and help you re-examine your marketing and inject some new thinking.

Marketing Checklist for Independent Financial Advisors

Being a financial advisor can be a rewarding career. But like any career, it has its challenges. The financial advisory industry is highly competitive and it can be difficult to acquire and retain business.

With this in mind, we have developed a marketing checklist designed specifically for independent financial advisors. This means you aren’t working for big bank (e.g. Morgan Stanley) or a large investment company (i.e. Edward Jones). Instead, you run (or are associated with) an independent financial advisory business that operates in conjunction with a broker/dealer.

Marketing Checklist for IT Services Companies

Great marketing is always a moving target. Since that’s the challenge, we have developed a concise marketing checklist designed expressly for IT Services Companies.

Marketing Checklist for Accounting, Bookkeeping and Tax Professionals and Companies

Accounting, bookkeeping and tax preparation firms come in all shapes and sizes. While there are the big, international CPA firms, this is an industry full of small and independent accounting, bookkeeping and tax professionals in virtually every city and town across the United States.

With these professionals in mind, we have developed a marketing checklist designed for small and independent accounting, bookkeeping and tax professionals and companies.

Marketing Checklist for Independent Insurance Agents and Brokers

Selling insurance can be a challenging business. Whether you’re in the personal, commercial or specialty lines of business, or a combination of them, there are many challenges to growing and maintaining a solid book of business.

With this in mind, we have developed a marketing checklist expressly for independent insurance agents and brokers.

Website Checklist for New Websites

Creating a new website can seem daunting. You might not know where to start. That is why we created a short and simple website checklist to help keep you on track to success.

Is It Time To Update Your Website?

Websites are one of those things that constantly need to be updated. We have created a checklist for beginners to advanced users in order to make sure your website is on track for success. Check out this checklist to see if you are doing everything you can to keep your website updated.

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