- Business planning – Goal setting, goal assessment
- Product definition – Define the management style
- Competitive analysis – Differentiate the firm, identify its niche
- Target market identification – Profiling prospects
- Target market research – Pinpointing what the market is buying
- Customized mailing lists – Narrow the market focus to proven buyers
- Marketing programs – Collateral to increase brand awareness
- Quarterly mailing services – Updates sent to prospects to increase “comfort level”
- Events, conferences, PR – Increase visibility and public profile of management
- Relationship management – lead generation, networking, introductions
- Mentoring and training – Working with existing staff
- Active asset gathering – Closing sales, RFP’s and Finals
