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Marketing Plans That Help Small Businesses Scale
Episode 1529th November 2021 • Close The Loop • CallSource
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Kevin Dieny:

Hello, welcome to the Close The Loop podcast.

Kevin Dieny:

And today we're going to be diving into marketing plans.

Kevin Dieny:

We're going to go back to the basics a little bit, in a sense, talking

Kevin Dieny:

about the strategy, the planning, what should businesses be doing?

Kevin Dieny:

And ultimately we're after, what are the marketing plans

Kevin Dieny:

that can help a business scale?

Kevin Dieny:

So that's a little different than let's say, give me the best marketing

Kevin Dieny:

plan for my business per se.

Kevin Dieny:

Because a marketing plan that helps scale is a little different.

Kevin Dieny:

When it comes to a marketing plan, we're talking about a business, trying to

Kevin Dieny:

figure out what it's going to do next.

Kevin Dieny:

I think a marketing plan really is about helping a business

Kevin Dieny:

know, okay, what's the next step?

Kevin Dieny:

I think every business has had that point where like, well,

Kevin Dieny:

I could do everything better.

Kevin Dieny:

I could spend more money.

Kevin Dieny:

I could get more leads.

Kevin Dieny:

I could try to get more sales.

Kevin Dieny:

I could try to keep my clients longer.

Kevin Dieny:

There's a lot to do.

Kevin Dieny:

So what should I be doing next?

Kevin Dieny:

And especially when it comes to scaling, that means more money in

Kevin Dieny:

the door and quicker and faster.

Kevin Dieny:

So this is a little different spin.

Kevin Dieny:

To help us dive into this topic I have a very special guest.

Kevin Dieny:

His name is Nick Packard.

Kevin Dieny:

Nick is the founder of NP connect, a fractional CMO business, that

Kevin Dieny:

works with companies of all sizes to accomplish their marketing goals.

Kevin Dieny:

From creating logos, to building websites, to defining and executing

Kevin Dieny:

digital marketing strategies, Nick is a complete resource to businesses

Kevin Dieny:

throughout the US and abroad.

Kevin Dieny:

Nick is passionate about helping small businesses grow.

Kevin Dieny:

He comes from a family of entrepreneurs, really cool, and knows firsthand the ups

Kevin Dieny:

and downs that comes with the territory.

Kevin Dieny:

He also knows that these business owners are good at their craft,

Kevin Dieny:

but may not have all the skills to reach the business's full potential.

Kevin Dieny:

When not at work, he is at home with his four daughters and wife.

Kevin Dieny:

His life is pure chaos and he loves every minute of it.

Kevin Dieny:

So welcome, Nick!

Nick Packard:

Hey, thanks for having me on.

Kevin Dieny:

So we'll jump right into this.

Kevin Dieny:

We'll go with what makes a marketing plan work well, or what makes a

Kevin Dieny:

marketing plan fail for a business?

Kevin Dieny:

Nick?

Nick Packard:

I have five key factors is what I found when creating a marketing

Nick Packard:

plan to make it actually work for you.

Nick Packard:

And you know, the funny thing is it's the same exact marketing plan for

Nick Packard:

every client I've ever had over the past 12 or 15, however many years

Nick Packard:

it's been, since I've been doing this.

Nick Packard:

The first key to it is understanding what your value is.

Nick Packard:

And then how you share that or, here's why I exist.

Nick Packard:

Here's the value I can bring to you.

Nick Packard:

And then here's how I'm going to share it to you.

Nick Packard:

I think that's the first point of any marketing plan.

Kevin Dieny:

I also have Matt Widmyer with us.

Kevin Dieny:

He's a colleague of mine.

Kevin Dieny:

He's on our sales side.

Kevin Dieny:

So when it comes to, the marketing plan of a business, how does

Kevin Dieny:

that trickle over into, let's say the sales department, Matt?

Matt Widmyer:

Yeah.

Matt Widmyer:

I mean, I'm hopeful.

Matt Widmyer:

It does trickle over on to the sales side, right?

Matt Widmyer:

That means, that means the marketing is working.

Matt Widmyer:

It's a lot of trial and error.

Matt Widmyer:

Right.

Matt Widmyer:

The comradery between marketing and sales is super important.

Matt Widmyer:

The hand holding, the expectation, no campaigns out of the blue, right.

Matt Widmyer:

Communication, between the teams.

Matt Widmyer:

I feel like a super, is like the secret ingredient for a successful,

Matt Widmyer:

operation between sales and marketing.

Matt Widmyer:

So I would just say, communication, collaboration...

Matt Widmyer:

to sum it up.

Kevin Dieny:

So Nick, you mentioned that there's a couple parts to what you're

Kevin Dieny:

used to delivering in a marketing plan.

Kevin Dieny:

And one of them was, you know, figuring out that value.

Kevin Dieny:

And I look at that also, like how does that brand going to set themselves apart?

Kevin Dieny:

Why is all that ultimately important?

Kevin Dieny:

And what are some of those other points that you'd mentioned?

Nick Packard:

Yeah.

Nick Packard:

Yeah.

Nick Packard:

That really comes down to the USP, that unique selling proposition.

Nick Packard:

The big piece of the five pieces, I really talk about the marketing

Nick Packard:

plan or like the, you know, knowing your value, why you exist, defining

Nick Packard:

who your ideal clients are, and communicating to them in their language.

Nick Packard:

Build a community around your organization is another one.

Nick Packard:

Create a system that has some strategic and systematic results.

Nick Packard:

And then walk your prospect through the first several parts of the sales process.

Nick Packard:

Those are the main key points of any good marketing plan.

Nick Packard:

And I would totally agree that, having sales interact with marketing to help

Nick Packard:

create those is really important.

Nick Packard:

For me in my business, I have a thing called a free digital

Nick Packard:

assessment that I offer.

Nick Packard:

And really what that's all about is my value is my knowledge in marketing.

Nick Packard:

And in being able to help someone identify key areas they might be missing out on.

Nick Packard:

So whether that be their website, their social media, their email

Nick Packard:

marketing, whatever that may be, I offer a preview for free.

Nick Packard:

Hey, you sign up for my website here.

Nick Packard:

I'll give you a five page report.

Nick Packard:

I'll spend about two to four hours on looking through all of your stuff and

Nick Packard:

being like, hey, here's some areas that you probably haven't looked at.

Nick Packard:

Like your SEO value is low here, you don't have a capture, your follow-up

Nick Packard:

emails are this, your social media, you're only posting on holidays.

Nick Packard:

I'll kind of call, call it out.

Nick Packard:

And in a really good way, right.

Nick Packard:

To say like, Hey, here's some really good missed opportunities and they will

Nick Packard:

be like, holy cow, not only is this guy providing me with value, but now he's

Nick Packard:

actually bringing me into his community.

Nick Packard:

He's addressed that he understands where I'm coming from.

Nick Packard:

So all those things fit into that first part of that.

Kevin Dieny:

Gotcha.

Kevin Dieny:

So the marketing plan that's going to help a business scale essentially

Kevin Dieny:

is going to take what's parts of the business that are working and help

Kevin Dieny:

them work at a higher efficiency.

Kevin Dieny:

Taking some elements of the business that are not working like you've mentioned,

Kevin Dieny:

and either remove them from the equation.

Kevin Dieny:

So you can spend your resources better somewhere else.

Kevin Dieny:

Or get them working actually.

Kevin Dieny:

Right.

Kevin Dieny:

So what exactly is the function of a marketing plan?

Kevin Dieny:

If we go really simple, basic, like one-on-one on this, what is the

Kevin Dieny:

essential functions of a marketing plan that is trying to do for the business?

Kevin Dieny:

Nick?

Nick Packard:

I think it really defines the goals of the company and what

Nick Packard:

the result you're hoping to get is.

Nick Packard:

Overall the marketing plan should say, Hey, I want to develop more leads.

Nick Packard:

I want to have a better process.

Nick Packard:

I want to know who my clients are better.

Nick Packard:

I want to know what services I should be offering.

Nick Packard:

So really just, it defines those really high level goals.

Kevin Dieny:

And Matt, you mentioned the alignment part.

Kevin Dieny:

So let's say the marketing plan is we want to generate leads, or sell this product,

Kevin Dieny:

or get more engagement out of this group.

Kevin Dieny:

From the sales side, it's like, well, that's nice.

Kevin Dieny:

Is that aligned with what the sales team is trying to do?

Kevin Dieny:

Right.

Kevin Dieny:

So what are some of the pitfalls there if it's not well aligned?

Matt Widmyer:

Well, yeah, I think I actually love your approach, Nick, with

Matt Widmyer:

the essentially a diagnosis, right?

Matt Widmyer:

You have this, you have them go through this Toyota 125 point

Matt Widmyer:

inspection and then figure out, what are the areas that this business

Matt Widmyer:

might potentially need to improve?

Matt Widmyer:

From a sales side that makes our job very easy, because what you're

Matt Widmyer:

doing is you're essentially saying, Hey, this is where I need help.

Matt Widmyer:

And then we have the solutions, we're the product you know, the

Matt Widmyer:

product experts on the sales side.

Matt Widmyer:

So we're just coming in, um, saying, Hey, we have the solutions or services

Matt Widmyer:

that can help fill those needs.

Matt Widmyer:

We go back to what I was saying before the alignment is, is huge and marketing

Matt Widmyer:

helped pave the way from that side.

Nick Packard:

That's basically the loan calculator model, right?

Nick Packard:

It's really simple, if you fill out the loan calculator for a car, for a house

Nick Packard:

or whatever, it gives the loan agent, whoever, all the information they need.

Nick Packard:

I know how much money there they have to spend.

Nick Packard:

I know what their monthly income is.

Nick Packard:

So you've already gone and done half the work.

Nick Packard:

So again, part of the five point marketing plan, the last one was

Nick Packard:

walk the prospects through the first several steps of the sales process.

Nick Packard:

So that way the sales team gets a qualified lead because

Nick Packard:

everyone has their job.

Nick Packard:

Even like on a football team, the kicker has got a kick, the quarterback's got

Nick Packard:

to throw, the running backs got to run, the wide receiver has got to catch.

Nick Packard:

Right?

Nick Packard:

Well, everyone has their job.

Nick Packard:

And so marketing's job is to deliver quality leads to the sales team.

Nick Packard:

And then the sales team's job is to close.

Nick Packard:

And that's more than that obviously, to educate, to grow

Nick Packard:

relationship and do all these things.

Nick Packard:

So if you have those two working at a really high level, your conversion

Nick Packard:

rates should be really high.

Kevin Dieny:

That's always good to know, or to have that those metrics on hand too.

Kevin Dieny:

And it leads me right to the next question.

Kevin Dieny:

Right?

Kevin Dieny:

So Nick, why measure the marketing plan?

Nick Packard:

Man, it justifies my existence, right?

Nick Packard:

That's everything, you know, marketing is all about testing and measuring.

Nick Packard:

There's no silver bullet for anything.

Nick Packard:

Things are always changing different channels, different

Nick Packard:

customers, different groups.

Nick Packard:

So you have to be able to track that.

Nick Packard:

What am I spending?

Nick Packard:

What are my impressions?

Nick Packard:

Your funnel, of like how many people am I sending out to?

Nick Packard:

How many people are interacting?

Nick Packard:

How big is my audience growing?

Nick Packard:

All those things funneled down into how many leads are we developing?

Nick Packard:

And so if you're not addressing each area of that funnel and understanding

Nick Packard:

the data each point, you're not going to do yourself as a marketer any favors.

Kevin Dieny:

There's a few other things I was curious about when it comes

Kevin Dieny:

to developing the marketing plan.

Kevin Dieny:

So there's three things.

Kevin Dieny:

The first one is how much should the businesses current resources be

Kevin Dieny:

used to evaluate the marketing plan.

Kevin Dieny:

Part number two is how much are we looking at the competition

Kevin Dieny:

to develop our marketing plan?

Kevin Dieny:

And the third part is how much are we looking at our consumers, our clients, our

Kevin Dieny:

customers to develop that marketing plan.

Kevin Dieny:

How much are we looking internally, externally?

Kevin Dieny:

To develop this marketing plan.

Nick Packard:

Externally should be the least amount of your worries, because

Nick Packard:

really it's all about your unique selling proposition, your business, and

Nick Packard:

your customers are a big part of that.

Nick Packard:

So those would be my two biggest areas of focus.

Nick Packard:

It really starts at the top with leadership.

Nick Packard:

So overall though, the leadership, whether it be owner, whether it be a

Nick Packard:

board or directors or whoever that may be.

Nick Packard:

They should really set the tone to say like, Hey, here's

Nick Packard:

what we need to accomplish.

Nick Packard:

And we need to accomplish 10% growth or whatever.

Nick Packard:

Okay, marketing, how are you going to do that?

Nick Packard:

Then the marketing leadership can get strategic and be like, okay, let's create

Nick Packard:

our our goals, and our goals is we're going to get a new website, we're going

Nick Packard:

to do this, we're going to do that.

Nick Packard:

Right.

Nick Packard:

You're going to pick, pick your three things.

Nick Packard:

And then what things are you going to do that are going to lead

Nick Packard:

to that goal of a 10% increase?

Nick Packard:

That part starts at the top.

Nick Packard:

The customer sides are really, really important side because if you don't

Nick Packard:

understand your customers well, you're not going to accomplish your goals.

Kevin Dieny:

So then that leads me right to a perfect next question for

Kevin Dieny:

you, Matt, how do you know that the goals, KPIs, metrics, the stuff that

Kevin Dieny:

we're asked to do are realistic?

Matt Widmyer:

Um,

Kevin Dieny:

Matt, I want you to make a million dollars in sales.

Matt Widmyer:

Yeah it is a little bit loaded, a little bit loaded question here.

Matt Widmyer:

How is it realistic?

Matt Widmyer:

We're going to have a plan going into it.

Matt Widmyer:

Right.

Matt Widmyer:

And we're going to learn and, we're going to learn relatively quickly.

Matt Widmyer:

It's a work in progress, so we're going to learn on the fly, but we are

Matt Widmyer:

going to make tweaks and adjustments.

Matt Widmyer:

And if it's still not working, then maybe something does need to

Matt Widmyer:

change back in the marketing side.

Matt Widmyer:

This is why this feedback loop is so important between marketing and sales.

Matt Widmyer:

You don't really know truly, unless you actually start going through

Matt Widmyer:

that, you know, the experience.

Matt Widmyer:

That's why it's so important to have somebody own this quote unquote

Matt Widmyer:

from the marketing side and from the sales side, just they can kind

Matt Widmyer:

of collaborate, um, everything that they're learning along the way.

Nick Packard:

Truth be told the sales, more than half the time,

Nick Packard:

the sales team has all the ideas.

Nick Packard:

They're the ones with the boots on the ground.

Nick Packard:

They're the one talking to the customer.

Nick Packard:

But if the marketing team doesn't engage them in the right way and test and measure

Nick Packard:

some of the ideas, and some of the things that they have, it's not going to work.

Nick Packard:

I can think of you know a couple of things off the top of my head

Nick Packard:

of like, I would've never, ever thought of something like that.

Nick Packard:

Had I not had that conversation with the sales team just to be

Nick Packard:

like, Hey man, let's just have 15 minutes and just tell me your ideas.

Nick Packard:

That to me is golden.

Nick Packard:

If marketing isn't doing that, then that is a problem.

Kevin Dieny:

Making sure that the marketing plan that we're going off of for

Kevin Dieny:

the businesses plan, businesses goals...

Kevin Dieny:

how flexible do they need to be?

Kevin Dieny:

There is new information that we learn along the way that may

Kevin Dieny:

require us to change or pivot.

Kevin Dieny:

How set are we on that original marketing plan, let's say we made, six months ago?

Kevin Dieny:

Should we constantly be changing and starting over again?

Nick Packard:

I think goals are important that they should be set realistically,

Nick Packard:

so that way you can achieve them.

Nick Packard:

But I do think along the way, You're going to find other things that have

Nick Packard:

to get done to either accomplish those goals, or that would be a good thing

Nick Packard:

to do in addition to those goals.

Nick Packard:

And so I think it does happen, but overall, I think if you're not holding

Nick Packard:

yourself accountable to like, Hey, we agreed to this at the beginning of the

Nick Packard:

quarter or the beginning of the year, like we're going to get this done.

Nick Packard:

We're going to see it through.

Nick Packard:

I think it's a really important part of any organizational structure.

Kevin Dieny:

Yeah.

Kevin Dieny:

The other thing I was thinking about, what's required to accomplish this?

Kevin Dieny:

Not necessarily, we need this many more sales or this many more leads.

Kevin Dieny:

What's the work required?

Kevin Dieny:

So for a website, what's the work required to build this.

Kevin Dieny:

Okay, this is fairly substantial.

Kevin Dieny:

We don't have any developer.

Kevin Dieny:

We don't have anyone who even knows what they're doing with the website, but we

Kevin Dieny:

say, we, we actually do have a lot of good people who can write emails and stuff.

Kevin Dieny:

So it becomes sort of like, well, in my business, it may make more sense to

Kevin Dieny:

emphasize one channel or another, just because I happen to have people who

Kevin Dieny:

are more familiar with this or that.

Kevin Dieny:

But at the same time, it's like, should we go outside the business because

Kevin Dieny:

we don't have that stuff here because how important is it to have this

Kevin Dieny:

thing we don't have expertise for?

Kevin Dieny:

You know?

Kevin Dieny:

So thats that's a little bit also complicated about a market plan.

Kevin Dieny:

Yes.

Kevin Dieny:

We want to accomplish this.

Kevin Dieny:

This seems like the best way to do it, but we don't have the resources internally.

Kevin Dieny:

Should we go outside?

Nick Packard:

That's why I have a job.

Nick Packard:

No, that's a great point though, because most companies, especially, you know,

Nick Packard:

I work with a lot of smaller, medium sized businesses who may have a one or

Nick Packard:

two person marketing department that they're really good at admin stuff.

Nick Packard:

They're really good at certain things, but not everything.

Nick Packard:

And so then it's really up to leadership to say, We have to

Nick Packard:

bring in resources for this.

Nick Packard:

And what I've found to be honest, is that not only does it help them get where

Nick Packard:

they want to go, but it also strengthens our team because you're bringing in new,

Nick Packard:

outside knowledge to the existing team.

Nick Packard:

And it helps them like, again, depending on the resource, right?

Nick Packard:

Like certain agencies will just hand box deliver you something.

Nick Packard:

My job is in consultants or whatever you want to call me or fractional CMOs.

Nick Packard:

Our job is to create the processes and the knowledge internally.

Nick Packard:

So that way they can survive without you.

Nick Packard:

I've worked myself out of the job.

Nick Packard:

And I think that's a really valuable piece to keep in mind when companies do consider

Nick Packard:

outsourcing, is that does this fill a need or does it help the company grow?

Nick Packard:

And I think those two questions will really help you determine what

Nick Packard:

is the best fit, you know, for a solution like a website or social

Nick Packard:

media or whatever that may be.

Kevin Dieny:

Yeah, that's really, really, it's really good.

Kevin Dieny:

And yeah.

Kevin Dieny:

Uh, there's a lot of channels.

Kevin Dieny:

And then some businesses are, some leaders are more like, look, you

Kevin Dieny:

know, I think that this channel worked work for me, but I don't know.

Kevin Dieny:

I haven't been keeping up with trends.

Kevin Dieny:

I haven't been keeping up with the market very well.

Kevin Dieny:

So I'm just going to keep doing what I, what I know, but

Kevin Dieny:

is what I know all there is.

Kevin Dieny:

That's sort of where it comes down to.

Kevin Dieny:

Okay.

Kevin Dieny:

What is it worth to find out, you know, to, to see if

Kevin Dieny:

there is more potential here?

Kevin Dieny:

Because we're talking about scaling, we're not necessarily

Kevin Dieny:

talking about, just pulling one or two fish out of the sea here.

Kevin Dieny:

We're talking about, can we tap into a well, that will provide us not

Kevin Dieny:

necessarily unbounded, but a lot of scale, a lot of opportunities there to

Kevin Dieny:

move the business in that direction.

Nick Packard:

Well, I think you brought up a really interesting point there.

Nick Packard:

Is that most owners or leaders may not have a complete understanding of, of

Nick Packard:

where their business is at because maybe they started it 5 or 10 years ago and

Nick Packard:

they knew it really well then, but now they've taken a step outside of the

Nick Packard:

business in a different role, right.

Nick Packard:

An important role, but different role.

Nick Packard:

One thing that I provide and I think is really important is I do a document called

Nick Packard:

a target client profile and messaging.

Nick Packard:

And so what it really does is it creates a written Bible of sorts that talks about

Nick Packard:

you as a company, your why statement.

Nick Packard:

That I'm a big Simon Sinek guy.

Nick Packard:

So it's like, why do you get out of bed every morning?

Nick Packard:

Why are you unique?

Nick Packard:

And then it's like, how, and, what do you sell it?

Nick Packard:

And how are you different?

Nick Packard:

How you differentiate yourself, then it goes into identifying

Nick Packard:

your buckets of customers.

Nick Packard:

There's different groups you can put your ideal prospects into that.

Nick Packard:

What do they have in common?

Nick Packard:

What are their challenges?

Nick Packard:

What motivates them to want to work as you?

Nick Packard:

What are the key messages for them?

Nick Packard:

If you break things down that way, you have a documented.

Nick Packard:

So now not only do you have a training tool for new employees?

Nick Packard:

But now every time you want to start a marketing campaign or a sales campaign

Nick Packard:

or anything, you know, have like, here's everything we need to know.

Nick Packard:

So I know that their challenges are this let's make a sales campaign

Nick Packard:

to address these challenges.

Nick Packard:

Let's do an ad campaign to motivate them because now I know

Nick Packard:

what motivates these people.

Nick Packard:

It literally is, becomes your Bible and becomes a written, documented

Nick Packard:

piece of, of your company that you can now, now share and use.

Nick Packard:

And everyone's on the same page.

Kevin Dieny:

That's really cool.

Kevin Dieny:

I love the documentation factor.

Kevin Dieny:

I'm a big visual person.

Kevin Dieny:

So we use tools for that.

Kevin Dieny:

We've also covered our whiteboards.

Kevin Dieny:

We have hundreds, documented, written on.

Kevin Dieny:

An ideation stage level of like, okay, could this work this way?

Kevin Dieny:

Could this work that way?

Kevin Dieny:

And that leads me to the next question I have.

Kevin Dieny:

And this one, I'm gonna throw it to you Matt.

Kevin Dieny:

How far should the marketing plan go?

Kevin Dieny:

Should marketing stay in its swim lane.

Kevin Dieny:

And, and as soon as marketing, hands it off their done.

Kevin Dieny:

Or should the marketing plan include what's going beyond marketing's hands?

Matt Widmyer:

You should know Kevin.

Matt Widmyer:

Marketing's never done

Kevin Dieny:

Marketing's in everything?

Matt Widmyer:

Nick too.

Matt Widmyer:

I mean, four girls?

Matt Widmyer:

Yeah, marketing never ends.

Matt Widmyer:

Right.

Matt Widmyer:

Uh, no, I mean, I think a lot of that depends on the bandwidth

Matt Widmyer:

of your business, right?

Matt Widmyer:

So if you have one sales rep at your company, then yeah.

Matt Widmyer:

Marketing is going to be probably, we're probably going to rely a little

Matt Widmyer:

bit more on marketing to take it a little bit further down the funnel.

Matt Widmyer:

If the bandwidth justifies, if you have a sales team of, 10, 20 reps,

Matt Widmyer:

we can do a little bit more work on our side to the discovery of things.

Matt Widmyer:

It's mixing quality with quantity.

Matt Widmyer:

You're not going to get as many, but, the further down the funnel you get, you're

Matt Widmyer:

not going to get as many solid leads.

Matt Widmyer:

I think that what you're asking is really dependent on the

Matt Widmyer:

bandwidth of the sales team.

Matt Widmyer:

So if you're, you know, whether you're working with one or 20 or 50.

Matt Widmyer:

If you really have that many reps, you're basically just relying on marketing

Matt Widmyer:

just to help differentiate between suspects, names on the list to, you know,

Matt Widmyer:

people who were, are real basically, and, breathing and doing something.

Matt Widmyer:

So, uh, yeah, it's just, you know, again, super dependent on the, on

Matt Widmyer:

the bandwidth of the sales team.

Kevin Dieny:

Yeah, that's really interesting.

Kevin Dieny:

And so let's say the question is, what about a marketing plan

Kevin Dieny:

helps a business scale, Nick?

Kevin Dieny:

What is it about it that's going to help a business actually do

Kevin Dieny:

the scaling, why would a marketing plan help that business scale?

Nick Packard:

I think to make it work is just accountability.

Nick Packard:

That's the biggest piece of it is that like, don't just...

Nick Packard:

talk about it, be about it, by saying all the things.

Nick Packard:

If you don't do those things and it's not going to work, or if you don't

Nick Packard:

do anything, right, like just having meetings for meetings sake is not really

Nick Packard:

a good thing, but to actually make an actionable plan with accountability.

Nick Packard:

That's really how you make it scalable.

Nick Packard:

That's really how you make it work.

Nick Packard:

And that's how you can engage those effective or not because, let's face

Nick Packard:

it not all of our ideas, whether it be from marketing, sales, or

Nick Packard:

leadership, all these ideas are great.

Nick Packard:

They might have unrealistic expectations.

Nick Packard:

You don't know if it's possible, unless you do something about it.

Nick Packard:

And so by being actionable, you can figure out how would you know, if it's

Nick Packard:

working and how you can go from there.

Kevin Dieny:

So when you say accountable, are, are you talking about a team,

Kevin Dieny:

a person, a department owns the components of that businesses plan

Kevin Dieny:

and are responsible for achieving the goals with the available resources they

Kevin Dieny:

have that's where my head's going...

Kevin Dieny:

Is that what you're talking about?

Nick Packard:

Yeah.

Nick Packard:

I mean, totally because we all make money from somewhere.

Nick Packard:

Right.

Nick Packard:

And so we all have to be accountable to make that money.

Nick Packard:

And we're all responsible for that.

Nick Packard:

From a marketing leader standpoint, do they have the right team internal

Nick Packard:

or external to get the things done?

Nick Packard:

And if they don't, are they doing a good job of communicating to leadership

Nick Packard:

to say, Hey, this is the goal, but I can't get there with what I have.

Nick Packard:

It's not that you have to get it done without any help or any assistance.

Nick Packard:

It's just being able to openly communicate, Hey,

Nick Packard:

this is what I'm capable of.

Nick Packard:

This is what we're capable of.

Nick Packard:

Can we actually accomplish it and then, you know, doing it?

Nick Packard:

So, yeah.

Kevin Dieny:

Gotcha.

Kevin Dieny:

And that's when the business goal that goes from this is, would be

Kevin Dieny:

nice, a pipe dream to reality.

Kevin Dieny:

Okay.

Kevin Dieny:

This is like the actual next step.

Kevin Dieny:

We're going to take, I'm actually going to come in and I'm going to do this

Kevin Dieny:

thing, or I'm going to accomplish these tasks that I have, and those tasks lead

Kevin Dieny:

up to accomplishing the overall goal.

Kevin Dieny:

How much of an onus does that put on the teams?

Kevin Dieny:

Right?

Kevin Dieny:

Like making sure you have the right people in your teams to accomplish these things,

Kevin Dieny:

how does that become really important?

Kevin Dieny:

Or is it okay that sometimes it takes a little longer, cause we

Kevin Dieny:

have to get people up to speed?

Nick Packard:

No, and that's the importance of setting deadlines.

Nick Packard:

And so I like to work with 90 day goals with, with clients.

Nick Packard:

I actually do business coaching as well as a fractional CMO.

Nick Packard:

And 90 days is a reasonable amount of time to get something accomplished but

Nick Packard:

you have to set the reasonable goals.

Nick Packard:

And it's really not about if you have the team internally or not.

Nick Packard:

It's it's.

Nick Packard:

Do you have the resources within your community, even if you don't

Nick Packard:

have them in trying to get them done?

Nick Packard:

Excuses are like a-holes or everyone's got one, they all smell

Nick Packard:

like, you know, whatever it is.

Nick Packard:

Right.

Nick Packard:

So that's like the saying.

Nick Packard:

And so it's like it's, to me, it's like, if you're going to make a 90 day goal,

Nick Packard:

make it realistic and then get the job done with whatever you need to get done.

Nick Packard:

So if you need to have extra resources from here, if you need to do whatever,

Nick Packard:

make it work, you have, you've got to work to accomplish that goal because

Nick Packard:

that's what your word, that's what you said and that's what you have to do.

Nick Packard:

And so that's the kind of accountability and the kind of mindset that I have

Nick Packard:

when it comes to goal setting with the client is like, Hey, if we're going

Nick Packard:

to do this, we're going to do this.

Nick Packard:

Come hell or high water, or whatever that phrase is, we're going to get it done.

Kevin Dieny:

Yeah.

Kevin Dieny:

Yeah.

Kevin Dieny:

So what's the difference between just simple goal setting and

Kevin Dieny:

building a marketing plan then?

Nick Packard:

Um, I think the plan helps accomplish the goals, right?

Nick Packard:

So it's like I'm setting a goal of increasing revenue by 10%.

Nick Packard:

And then I have these five things, my marketing plan that I'm going

Nick Packard:

to do to achieve that goal.

Nick Packard:

And then those five things are going to break down.

Nick Packard:

I actually break make a strategy on a PowerPoint

Nick Packard:

documents really, really simple.

Nick Packard:

So I, I have my goals listed and I have, why is this a goal?

Nick Packard:

And then what are the things that I need to do to achieve each goal?

Nick Packard:

Like for building a website.

Nick Packard:

I have to write content.

Nick Packard:

I have to create a site map.

Nick Packard:

I have to do all these things.

Nick Packard:

And then how do you measure each one?

Nick Packard:

Okay, I'm going to measure this by like how many impressions, how many

Nick Packard:

ads, how many pages he was telling me this, or, or whatever the things are.

Nick Packard:

Right?

Nick Packard:

So it's like you create a very easy step-by-step plan and break things down.

Nick Packard:

Okay.

Nick Packard:

If my goal is this what five or 10 or however many things do I need

Nick Packard:

to do to actually accomplish that.

Nick Packard:

Now I have created tasks that I can assign to myself or to other team

Nick Packard:

members or to outside resources to make sure that everything gets done

Nick Packard:

in that, for that goal or that task.

Kevin Dieny:

That's awesome.

Kevin Dieny:

So, Matt, you do this a lot where you take a larger goal.

Kevin Dieny:

Let's say this is a six month, year long goal, and you break it down

Kevin Dieny:

into, like Nick said, a 90 day, a quarter or a monthly or weekly.

Kevin Dieny:

So why do you do that?

Matt Widmyer:

We do it to learn and see what works.

Matt Widmyer:

We have initiatives that we work on and stuff like that, as well as all the things

Matt Widmyer:

that have came from marketing in the past.

Matt Widmyer:

We do it for the sake of learning and always getting continuing

Matt Widmyer:

to get better at what we do.

Matt Widmyer:

We never, it's never set and forget like, okay, we found the right approach.

Matt Widmyer:

Let's just use this from here on out.

Matt Widmyer:

No, cause people, you know, things change people evolve, new business needs arise.

Matt Widmyer:

So we're always trying to kind of like, you know, put feelers out there.

Matt Widmyer:

Kind of see what else could we, can we uncover under the, even if it's

Matt Widmyer:

the same group of people, right.

Matt Widmyer:

A different talk track might make a big difference.

Matt Widmyer:

So it just really depends on where they're at.

Matt Widmyer:

Maybe a new tech, becomes a relevant thing within some of the groups

Matt Widmyer:

you're calling and stuff like that.

Matt Widmyer:

You can never know enough about a prospect and a marketing does uncover quite a

Matt Widmyer:

bit, but I don't think, anything that can help assist a sale in one of the

Matt Widmyer:

services or solutions you provide is, definitely something that we want to know.

Matt Widmyer:

And we want to be able to document it somewhere in a field or something

Matt Widmyer:

like that, just so we can, we can have that at our disposal and make,

Matt Widmyer:

have higher quality conversations.

Kevin Dieny:

Gotcha.

Kevin Dieny:

So the Nick, how do you as a business leader?

Kevin Dieny:

I think one of the most common painful questions is how will

Kevin Dieny:

I know that this will work?

Kevin Dieny:

What do you say to that?

Nick Packard:

Uh, you know, I go back to KPIs on that.

Nick Packard:

I just say, if we set our goal for, we're going to have this many

Nick Packard:

impressions as many, you know, whatever the metric is that we're

Nick Packard:

measuring against, that's our goal.

Nick Packard:

I tell him the same thing though.

Nick Packard:

Our goal is to make it work, but what's going to happen is we're

Nick Packard:

going to learn something either way.

Nick Packard:

We're going to learn if it, if it works or not, I've had things that

Nick Packard:

have completely failed, but what we've got is some learnings from it.

Nick Packard:

Like we know that this audience with this amount of money, why

Nick Packard:

these platforms doesn't work now.

Nick Packard:

So we know not to do that again.

Nick Packard:

And it's an expensive lesson, but now that you know, and so now that you,

Nick Packard:

you know, you can kind of adjust your marketing to do different things.

Nick Packard:

It's really easy to say, we can have metrics or things

Nick Packard:

that we can, we can shoot for.

Nick Packard:

But at the end of the day, our goal in marketing is to test and learn.

Nick Packard:

That that is really what it comes down to.

Kevin Dieny:

And I think that's sort of a, a side pitch for external help.

Kevin Dieny:

Right?

Kevin Dieny:

I know when I was at an agency, it was like, well, you could learn this yourself.

Kevin Dieny:

You could bring on your own team.

Kevin Dieny:

You could spend a year, maybe two, whatever it takes, or, you know, if you

Kevin Dieny:

spend a lot of money to learn faster, to figure out things that we have spent

Kevin Dieny:

the last 10 years, kind of perfecting.

Kevin Dieny:

So we'll accelerate your learning sort of like, maybe not, we're

Kevin Dieny:

trying to educate you along the way, but we're going to accelerate your

Kevin Dieny:

marketing pretty far down the line.

Kevin Dieny:

And that was a pretty strong case for why an external agency

Kevin Dieny:

or something would come in.

Kevin Dieny:

Like at the time us would come in and support a business.

Kevin Dieny:

That was a big deal.

Kevin Dieny:

That was a big selling point for us is we have hundreds of years of, you

Kevin Dieny:

know, if you were to take it out at all, you know, worth of experience.

Kevin Dieny:

So how.

Kevin Dieny:

How does the business interpret that and be like, well, why

Kevin Dieny:

don't I just go full external?

Kevin Dieny:

Why would I ever want to put internal team members that aren't going to learn as fast

Kevin Dieny:

and aren't going to be exposed to as much.

Kevin Dieny:

So I've seen both of those and I've seen it clash a lot within, you

Kevin Dieny:

know, internal versus external teams.

Nick Packard:

Yeah, and I think it's really how you want to look at it.

Nick Packard:

You know, a lot of companies now are trying to find ways to retain

Nick Packard:

talent because you know, finding work right now is really hard.

Nick Packard:

And so to be like, Hey, we're going to bring in an extra,

Nick Packard:

it's a selling point to them.

Nick Packard:

Might be, Hey, we're going to bring an external resources to help make you

Nick Packard:

better and more efficient your job, which is going to lead to more career

Nick Packard:

opportunities for you, both within the company and you as a professional.

Nick Packard:

Or the other option is, Hey, we don't have a budget for this.

Nick Packard:

So we're going to go external a hundred percent of the time because we're going

Nick Packard:

to save on employee costs or this, that, it really just depends on the

Nick Packard:

vision of, of the company leadership and where they want to go with it.

Nick Packard:

You know, like to me, there's, there's a case for both of those.

Nick Packard:

I, and I have clients that are that way too where, so, I am literally

Nick Packard:

their only marketing department.

Nick Packard:

I am the one person I'm outsourced completely.

Nick Packard:

I worked 40 hours a month for them and that's it.

Nick Packard:

And I have others where I work 60 hours a month and they have a whole

Nick Packard:

team and I'm training their team.

Nick Packard:

And then three months from now, they will just have my name on old email signatures.

Nick Packard:

And that's the only thing they'll know of me.

Nick Packard:

So it really just depends, you know,

Kevin Dieny:

Yeah.

Kevin Dieny:

Yeah.

Kevin Dieny:

So, Matt, do you think, uh, does a business marketing plan, do you think

Kevin Dieny:

only work for businesses that are larger or can a marketing plan work

Kevin Dieny:

for, you know, small companies or is it essential for companies of any size?

Kevin Dieny:

Do you have any thoughts on that?

Matt Widmyer:

Yeah, marketing.

Matt Widmyer:

I mean, having been on the marketing side myself, I, it is an essential function.

Matt Widmyer:

I'm not just saying that because you guys are here, but it, but it's uh no,

Matt Widmyer:

it's a necessary component because what marketing does is it takes the great,

Matt Widmyer:

as Nick said, you know, salespeople do come up with a lot of these ideas.

Matt Widmyer:

Marketing has a great way of, uh, they're doing it right.

Matt Widmyer:

It has a great way of organizing these ideas and actionable plans.

Matt Widmyer:

That seems to be a weakness across the board for a lot of sales leaders,

Matt Widmyer:

because they'll have a dream one night, where hey, we should, we

Matt Widmyer:

should do this this way or whatever.

Matt Widmyer:

And then marketing marketing is typically the team that

Matt Widmyer:

puts those ideas to fruition.

Matt Widmyer:

So, yeah.

Matt Widmyer:

It's, it's all sizes though.

Matt Widmyer:

It's not just, I wouldn't just limit it and that's maybe the image that some

Matt Widmyer:

people have that, like these gigantic only, you know, marketing departments only

Matt Widmyer:

available in these gigantic companies.

Matt Widmyer:

It's like, no, I mean, it's just depends on what degree you

Matt Widmyer:

want to do marketing, right.

Kevin Dieny:

Yeah.

Kevin Dieny:

So that brings me to the next question Nick.

Kevin Dieny:

So how do you, and you've got to come up against this because I feel like

Kevin Dieny:

I've never not come up against this.

Kevin Dieny:

And that is the word marketing is almost synonymous with spending money.

Kevin Dieny:

Why should a business care about making a marketing plan when to some

Kevin Dieny:

businesses, the marketing plan just is going to mean spend, spend, spend?

Nick Packard:

That's what all marketing should be looked at is investment.

Nick Packard:

You're going to spend money to make money and that's literally the, if you don't

Nick Packard:

look at marketing that way, you don't know what marketing is, to be honest with you.

Nick Packard:

Literally your investing in developing leads and developing your brand

Nick Packard:

and developing all these things.

Nick Packard:

And it's an investment.

Nick Packard:

And if you aren't seeing a return on that investment, then you're making

Nick Packard:

poor investments into your company.

Nick Packard:

and then it's figuring out what better ways you can invest in marketing.

Nick Packard:

And that is the honest truth and I don't sugar coat anything.

Nick Packard:

When I hold a seminar, I usually have a thing where the first

Nick Packard:

question I ask in the group is can I borrow 20 bucks from someone?

Nick Packard:

And I'll ask for cash.

Nick Packard:

And then the first person to give me 20 bucks, I'd take that.

Nick Packard:

And I give them 50 bucks right back out of my other pocket.

Nick Packard:

And I say, that is marketing.

Nick Packard:

There is a belief that I'm doing something that's really worth it.

Nick Packard:

And I'm getting something in return.

Nick Packard:

And I am believing that this is investment is the right thing for me to do.

Nick Packard:

And if you don't have that belief, if you don't have that, that mindset

Nick Packard:

of, of marketing as investment, it's not a good thing for you.

Kevin Dieny:

So part of marketing is the effort generating content, ads,

Kevin Dieny:

demand, putting in the time and effort.

Kevin Dieny:

The other part is making sure that those efforts are efficient and

Kevin Dieny:

that oftentimes comes down to tools.

Kevin Dieny:

Like, I don't know how I would do email automation at all without a tool.

Kevin Dieny:

That would be crazy, trying to make sure I email the right people

Kevin Dieny:

the right times out of an outlook or something that seems insane.

Kevin Dieny:

So that's why those tools exist.

Kevin Dieny:

So how important is the stack?

Kevin Dieny:

The marketing stack, in keeping the marketing plan on track?

Nick Packard:

Yeah.

Nick Packard:

I mean, because most of those, the truth is that technology solutions, whether

Nick Packard:

it be software for email or your website or forms or anything like that is going

Nick Packard:

to make your business so much more efficient, it's going to track things.

Nick Packard:

That's going to do things, automate things that normally

Nick Packard:

team members would have to do.

Nick Packard:

You can customize things.

Nick Packard:

I mean, that is really the lifeblood of marketing is technology.

Nick Packard:

Ideas are great, but you know, just like Matt was saying

Nick Packard:

too, they have to be executed.

Nick Packard:

They have to have, ideas are one thing, but to execute them is another, you know?

Nick Packard:

And so technology helps you do all those things and helps

Nick Packard:

you track it automatically.

Nick Packard:

So it saves a ton of man hours.

Nick Packard:

It's, it's, it's a necessary thing.

Kevin Dieny:

We like live and breathe by that as a company that

Kevin Dieny:

produces a lot of tools and the aspect of what we do is look, you

Kevin Dieny:

can listen to the calls yourself.

Kevin Dieny:

You can listen to 200 calls.

Kevin Dieny:

You could go ahead and do that.

Kevin Dieny:

But we know how painful that is, and wouldn't you rather be doing what

Kevin Dieny:

you're normally want to be doing in your business, managing, hiring?

Kevin Dieny:

So that's exactly one of our bullet points of our value, right?

Kevin Dieny:

You could do this yourself.

Kevin Dieny:

Sure, but if you let us do it, you know, we're going to do it for way cheaper

Kevin Dieny:

than the hourly and the things that you're doing and allows you to go back to

Kevin Dieny:

doing what you do best in your business.

Kevin Dieny:

That's usually one of our critical points of why our tool fits into a business.

Kevin Dieny:

But it doesn't fit into a business that has one call, you know, like that

Kevin Dieny:

person could listen to the one call.

Kevin Dieny:

So when we're talking about scaling a business, we're really talking about,

Kevin Dieny:

we're pushing things past the limit.

Kevin Dieny:

Of when they're still going to be micromanaged one by one at a

Kevin Dieny:

time, like we're just going to put out one social post one email.

Kevin Dieny:

When we're talking about scaling, we're often in marketing talking

Kevin Dieny:

about pushing the limits and allowing automation, allowing these tools, and

Kevin Dieny:

other efficiencies of scale to come into play so that you're not just

Kevin Dieny:

sending one email, you're sending thousands, hundreds of thousands.

Kevin Dieny:

You know, calling one, you're calling tens of thousands.

Kevin Dieny:

So by moving things into that larger scale, you're going from, okay,

Kevin Dieny:

I'm getting this many sales to tons more because you're now operating

Kevin Dieny:

in a totally new sphere of scale.

Kevin Dieny:

And that is I think, a big deal where still where technology comes in.

Kevin Dieny:

But it only fits in when it, matters when it's part of the plan.

Kevin Dieny:

Cause if I generate 5,000 leads tomorrow for Matt's team, he's going to be drowning

Kevin Dieny:

and he won't be able to work all of those.

Kevin Dieny:

It'll be a total waste of the money we spend in marketing

Kevin Dieny:

and they have to be aligned.

Kevin Dieny:

It has to make sense.

Kevin Dieny:

And so when we say scale too, I think it's also important.

Kevin Dieny:

And you can talk about this Nick, to scale a business up incrementally.

Kevin Dieny:

And, and by that, I mean, like you ratchet up the scale in a way that is manageable.

Kevin Dieny:

So if marketing is going to scale, you know, 2X to tomorrow, can the

Kevin Dieny:

rest of the business support that.

Nick Packard:

Exactly.

Nick Packard:

Yeah.

Nick Packard:

Well, so I have a lot of staffing clients actually, which, which is really funny.

Nick Packard:

I don't know how that happened, but, and they have that same issue with like, you

Nick Packard:

know, if too much marketing is spent on the client side of the business versus

Nick Packard:

the candidate side of the business, then all of a sudden like, oh crap.

Nick Packard:

Now I've got 50 job orders to fill and I have no candidates to fill it with.

Nick Packard:

Right.

Nick Packard:

And then vice versa.

Nick Packard:

I have all these candidates and no jobs, and now they're going to hate us.

Nick Packard:

It's always that balancing act with anything like that.

Nick Packard:

So it is, especially within the company, from a production side, I work with a

Nick Packard:

lot of eCommerce brands where Hey, if our marketing does really well and we create a

Nick Packard:

really big demand for it, all of a sudden the production people are being pissed at

Nick Packard:

us because now they're working overtime and this and that to try to figure out how

Nick Packard:

they can keep up with, with production.

Nick Packard:

And then the customer service team getting more calls.

Nick Packard:

I mean, everything affects every other part of the business.

Nick Packard:

It all works together.

Nick Packard:

And so if you don't think about that as a, from a 360 view of everything, it's gonna.

Nick Packard:

You're going to cause more pain than, than, you know, than anything.

Kevin Dieny:

Yeah.

Kevin Dieny:

So Matt, it seems like it's really important to keep things fairly simple.

Kevin Dieny:

Like, these are the couple KPIs I have.

Kevin Dieny:

Not a thousand, not a hundred things that I feel like if I do this one, I'm

Kevin Dieny:

going to slow down on the other one.

Kevin Dieny:

So how important is not just realistic goals, but like simple, easy to see

Kevin Dieny:

how you impact the goal, type of goals?

Matt Widmyer:

Yeah.

Matt Widmyer:

I mean, I think you have to look at what, you know, what's what

Matt Widmyer:

are the expectations of the teams.

Matt Widmyer:

Before you generate any leads, what kind of system is it falling into?

Matt Widmyer:

It should be one question that marketers are asking, right.

Matt Widmyer:

Because if you're, if everything gets called once and then if they don't pick up

Matt Widmyer:

then, okay, that's that one's game over.

Matt Widmyer:

No, like you, you want to have some kind of a follow-up

Matt Widmyer:

protocol or something like that.

Matt Widmyer:

So I think to be able to scale, you need to keep the KPIs simple.

Matt Widmyer:

Just because you measure something doesn't mean it's useful for whatever

Matt Widmyer:

it is that we're measuring here.

Matt Widmyer:

You just keep it simple, how many leads were generated?

Matt Widmyer:

How many people did you try reaching out to?

Matt Widmyer:

How many people do you actually connect with and then go, you know,

Matt Widmyer:

further down the sales process.

Matt Widmyer:

Like how many, how many appointments did you set?

Matt Widmyer:

And And.

Matt Widmyer:

You know, hopefully you close some deals on that and how many was it?

Matt Widmyer:

So I would just keep them think about all the milestones along the way, like what

Matt Widmyer:

has to happen for this to move forward and where everything lies in the milestone.

Matt Widmyer:

And then once you start to see, compare where things are at with that campaign or

Matt Widmyer:

initiative, and then compare it with some historicals, you'll be able to uncover,

Matt Widmyer:

one or two things like, okay, this is, this is where these are falling off.

Matt Widmyer:

This is what we can do about it.

Matt Widmyer:

Right.

Matt Widmyer:

So marketing is typically coming back.

Matt Widmyer:

I guess if you're doing it right, or if you're having, a valuable conversation

Matt Widmyer:

with sales, you'll come to the table with a couple of recommendations.

Matt Widmyer:

Cause you guys are probably measuring it a little bit better

Matt Widmyer:

than the sales team is, right?

Kevin Dieny:

Okay.

Kevin Dieny:

So then this this is a good point for concluding things and

Kevin Dieny:

wrapping it up a little bit.

Kevin Dieny:

So, Matt, did you have anything that you heard before we, you know, go

Kevin Dieny:

down that finish line there that you wanted to add or, or bring up

Kevin Dieny:

before we get to the close here?

Matt Widmyer:

My just in my closing argument here is like, you can only really

Matt Widmyer:

scale by learning as we, as we talked about and learning is, if you set up a

Matt Widmyer:

forum for accountability, whether it's just one stakeholder on sales side, one

Matt Widmyer:

stakeholder in the marketing side, or a schedule meeting or whatever form, it,

Matt Widmyer:

it just needs to be a valuable thing.

Matt Widmyer:

I've been in a lot of these meetings where we're just playing accountability, hot

Matt Widmyer:

potato, and it's going get passed back and forth between sales and marketing.

Matt Widmyer:

Hey, your, these leads suck.

Matt Widmyer:

No, your salespeople suck.

Matt Widmyer:

And I'm sitting there in the middle of everything and it's like, no, let's just,

Matt Widmyer:

it might not be our, our fault, but it is everybody's problem in that room.

Matt Widmyer:

There was something that happened and everyone at that, in all the stakeholders

Matt Widmyer:

need to own what happens and then be able to work together to improve it and,

Matt Widmyer:

set all the little differences aside like this guy waste my time or your

Matt Widmyer:

follow-up process sucks or whatever.

Matt Widmyer:

Need to all get on the same page.

Matt Widmyer:

I think that, you know, Kevin, I feel like we've, we've been chipping

Matt Widmyer:

away at that for, for years.

Matt Widmyer:

And I feel like we've made some pretty good headway.

Kevin Dieny:

Yeah, you're talking about a really good organizational process of

Kevin Dieny:

meetings and follow up and making sure that marketing plan is still in alignment.

Kevin Dieny:

Is what tracking the progress and where it's at, knowing where

Kevin Dieny:

we may need to move resources or change things or adapt the plan.

Kevin Dieny:

Like I think you're talking about the progress meetings, the organizational

Kevin Dieny:

component of how, how we're keeping the marketing plan alive.

Kevin Dieny:

Not necessarily like, oh, we came up with it in January.

Kevin Dieny:

We haven't even looked back at it and you know, 10 months, that's

Kevin Dieny:

probably not necessarily like a living, breathing, marketing plan.

Kevin Dieny:

So Nick, is there anything else you wanted to add that we missed or

Kevin Dieny:

anything else you wanted to add to this?

Nick Packard:

You know, for me a big takeaway, the two main things

Nick Packard:

with any client or anyone I work with is leadership and mindset.

Nick Packard:

If you have the right leaders in place that enables teams to do

Nick Packard:

their jobs and to hold themselves accountable and to do all the things.

Nick Packard:

And then just having the mindset of like, Hey, like we're all in this together.

Nick Packard:

Like we're supporting each other, working together, never losing sight of that.

Nick Packard:

Those are really two important factors that, I look at when that when I

Nick Packard:

work with someone and to make sure there's a successful relationship.

Kevin Dieny:

That's great.

Kevin Dieny:

So we believe that if you put together a marketing plan, it's not just going to

Kevin Dieny:

lead to just spending money, worthlessly.

Kevin Dieny:

A marketing plan is going to help you really plan, document your goals,

Kevin Dieny:

and break them down into objectives.

Kevin Dieny:

Break them down into monthly, quarterly, however you want to digest

Kevin Dieny:

it so that you can ahead of time, know if something's on track or not.

Kevin Dieny:

And that you can make sure that these things aren't just pipe

Kevin Dieny:

dreams, that they will be real.

Kevin Dieny:

You'll be able to see that this marketing plan is going to help my business

Kevin Dieny:

achieve a scale, a new place that will help us grow in a scalable way.

Kevin Dieny:

Thanks everybody for listening to this, Nick, how can our listeners follow up

Kevin Dieny:

with you, learn more about you, you know, everything that you're doing

Kevin Dieny:

and everything that you're about?

Nick Packard:

Yeah, just my website on Nickpackard.com, I've got a lot

Nick Packard:

of stuff on there, both my coaching business and the fractional CMO business.

Nick Packard:

I actually have a lot of free tools we talked about today.

Nick Packard:

So the marketing plan is listed on there.

Nick Packard:

I have some free templates that you can download from there.

Nick Packard:

Because again, marketing is all about sharing your value and then

Nick Packard:

bringing people in your community.

Nick Packard:

Right?

Nick Packard:

So just Nickpackard.com where you can find all the info you need.

Kevin Dieny:

That's awesome.

Kevin Dieny:

Thank you Nick, for coming on and being our guest today, it's been fantastic.

Nick Packard:

Yeah, thank you guys so much.

Matt Widmyer:

Thanks Nick.

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