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Marketing Strategy & Roadmaps for Professional Services Firms

Clarity. Direction. Results.

Professional services firms often invest in marketing, websites, social posts, email tools, without a clear plan for how it all connects.

 

I help accountants, financial services firms, recruiters, and law firms create practical, data-backed marketing strategies and roadmaps that turn scattered activity into measurable results.

Marketing Strategy & Roadmap Services

1. Marketing & Website Audit

Understand where your firm stands before you plan.

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I review your website, content, SEO visibility, brand positioning, and current marketing activities to uncover strengths, weaknesses, and growth opportunities.

 

Deliverables:

  • Website & SEO performance review.

  • Brand and competitor analysis.

  • Marketing channel performance summary.

  • Priority recommendations going forwards.

2. Marketing Strategy Development

Define who you’re targeting, what to say, and how to reach them.

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I'll create a strategy aligned with your business goals, using the channels and messages that work best for your industry.

 

Includes:

  • Target audience and firm positioning.

  • Brand messaging framework.

  • Content themes and campaign ideas.

  • Channel mix (SEO, email, social, content).

  • Measurable goals and KPIs.

3. Marketing Roadmap & Action Plan

Your step-by-step guide to implementation.

 

You’ll receive:

  • 3-, 6-, or 12-month marketing plan.

  • Recommended actions, tools, and timelines.

  • Priority checklist for internal or outsourced delivery.

  • Option to continue with a on Digital Marketing Management monthly retainer. To implement the marketing plan.

Why a Marketing roadmap matters

Without a defined strategy, it’s easy to:

  • Waste time on disconnected marketing efforts.

  • Miss opportunities to engage your ideal clients.

  • Rely too heavily on word-of-mouth referrals instead of building a sustainable pipeline.

 

A clear marketing roadmap helps you:

  1. Identify what’s working and what’s not. So you can focus your efforts on the areas which are working.

  2. Focus your time and budget more effectively.

  3. Build consistent visibility and authority online. 

  4. Attract and retain the right clients.

Woman's hands typing on laptop keyboard
Colleagues collaborating on laptop, reviewing data

How It Works

  1. Discovery Call – To understand your goals, audience, and current challenges.

  2. Audit & Research – Review your existing marketing and competitors.

  3. Strategy Session – Define your key priorities and messaging.

  4. Roadmap Delivery – You'll receive a tailored, actionable plan and a phone call or meeting to discuss this. 

  5. (Optional) Ongoing Support – I can implement and manage your digital marketing for you. I have three retainer packages I can tailor to your businesses needs. 

Tailored for Your Sector

Each professional service industry has unique goals, audiences, and compliance requirements.

 

Here’s how your roadmap is shaped for your sector:

Accountants

Goal: Win quality business clients & stand out locally.

 

Message: Helping accountants go beyond referrals with a modern digital presence.

 

Your strategy focuses on local SEO, authority-building content, and lead generation systems that attract ideal clients, not just referrals.

Financial Services Firms

Goal: Build trust and visibility.

 

Message: Show up where ideal clients are searching, with credible, compliant digital marketing.

 

Your roadmap prioritises trust signals, SEO-optimised educational content, and clear compliance-aligned communication to strengthen your credibility online

Recruitment & HR Firms

Goal: Generate consistent leads and attract candidates.

 

Message: Grow your recruitment brand and pipeline with marketing that attracts both clients and talent.

 

Your plan balances client acquisition and candidate attraction through strong brand positioning, content marketing, and email automation.

Legal Firms

Goal: Attract local clients & establish authority.

 

Message: Helping law firms communicate expertise clearly and win more of the right cases.

 

Your strategy focuses on reputation management, SEO visibility, and content that positions your firm as the trusted choice in your field.

The End Result

  • A complete picture of your firms marketing performance.

  • A clear roadmap aligned with your business goals.

  • Actionable steps for to make immediate impact.

  • Clarity on what to prioritise and what to stop doing.

  • Confidence to implement, or ongoing support from me.

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Sarena, Marketing Strategist, smiling at her desk

Ready to build a marketing plan that works?

Let’s identify what’s working, fix what’s not, and create a marketing strategy designed for your sector and goals.

FAQ - Strategy & Planning  Services

Q1. How long does a marketing strategy project take?
Typically 3–4 weeks from discovery call to delivery, depending on complexity and availability.

 

Q2. Do I need to have existing marketing in place?
No,  I work with firms at all stages. Whether you’re starting fresh or improving what you already have, your roadmap will be tailored to your current setup.

 

Q3. What happens after the roadmap is delivered?
You can implement it internally or continue with me through an Ongoing Digital Marketing Retainer for SEO, content, and campaign management.

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Q4. Will this work for my niche within professional services?
Yes. Every roadmap is custom-built for your firm’s goals, industry, and client base, not a one-size-fits-all template.

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