1-Page Marketing Plan for Accounting Professionals

I am working on a new course/webinar called “1-Page Marketing Plan for Accounting Professionals” partly inspired on the book: 1 Page Marketing Plan by Allen Dib

But adapted to the accounting/bookkeeping industry, some of the topics being considered are the following:

  • Building a Brand is inefficient and that is OK
  • Be a laser not a lightbulb – Strategic Positioning & Focus
  • Simplify your message and the 30-sec “What do you do?” pitch: I am the X for Y that wants Z
  • Timing your advertising: Prospect, Lead, and follow-up process (build an audience/database first, build trust, then you can sell to them). Do not sell, educate and influence.
  • Introduction to the “Freemium” model strategy
  • Experimentation & Innovation; and the deleterious effects of the obsession over efficiency
  • The art of offering guarantees and lowering risk reduction
  • Platform vs. Service/Products – “Products make you money, systems make you fortune”
  • Start with productized services and gradually increase a customer’s lifetime value from first $1
  • The unpredictable value of irrational thinking
  • Building a Manifesto And the value of saying “NO”
  • Pricing Strategy: by task, by time, by output/project, by outcome, vs by timeframe access.

The course would be a summary of everything I have learned about basic marketing strategy for an accounting firm (new or old), based on things I implemented when I started and continue to execute to date.  Also, most of the content is also partially inspired by my favorite books that have influenced my thinking over the past decade:

  • Implementing Value Pricing and Pricing on Purpose by Ron Baker
  • The Effective Executive by Peter Drucker
  • Positioning for Professionals and  Take a Stand For Your Brand by Tim Williams
  • Innovator’s Dilemma by Clayton Christiansen
  • Extraordinary Guarantees by Christopher WL Hart
  • Zero to One by Peter Thiel
  • The Automatic Customer by John Warrilow
  • Subscribed by Tien Zhou
  • Let’s Get Real or Let’s Not Play by Mahan Khalsa
  • Win Without Pitching Manifesto by Blair Enns
  • Alchemy by Rory Sutherland


This course is slated to be available on December 2019 or “after tax season” on Late April 2020;
If you are interested in attending this course, email me [email protected] to express interest