Ensuring Client Action on Marketing Plans: Tips for Consultants

·

Hey RevGenius folks—quick question for consultants and advisors: When you hand over a strategy to a client (marketing plan, growth roadmap, etc.), how do you make sure they actually do it? I’ve been seeing a lot of amazing work die on the implementation floor, and it’s got me thinking about better ways to help clients move from “plan” to “action.” Curious how you handle this—or if it’s even a pain point for you. (Also happy to share what I’ve been building if anyone’s wrestling with this too.). We call it @growthsprint

5 comments

· Sorted by Oldest

Tereza N.
·
·
Hey Mark, former agency Ops Manager here! Unfortunately, there's only so much you can do to actually inspire clients to implement the strategy you create for them. I've honestly found that the best way to provide clients with the most value is to offer a package that includes both strategy and implementation (even if you need to subcontract the implementation to another contractor), unless they already have an implementation team on hand. If that's the case, I would usually ask to be put in touch directly with the implementers to ensure that the strategy is implemented accordingly and oversee the project. It requires more work but it allows you to charge more and the client usually sees results faster as it "forces" them to implement the provided strategy immediately. If this isn't an option, you could always set up follow-up accountability calls with your clients (30/60/90 days post strategy-completion) to provide additional value with the implementation process where they can ask any questions, etc.
Mark R.
·
·
Thank you
Pat H.
·
·
We don’t build a strategy just to hand it off. We implement it and ensure adoption by sticking around for a long term engagement
🙌3
jackie m.
·
·
We build our solutions around operationalizing the strategy, not just developing it. Our long-term engagements include implementation, as well as building the internal "muscle" to continue on in the long-term on their own.
🙌2
Ben B.
·
·
I’ve started to include coaching as a strategy for implementation to (hopefully) guarantee usage after we amicably part ways. If anything, it’s helpful to teach them how to run it themselves!
👍1

Tereza N.
·
·
Hey Mark, former agency Ops Manager here! Unfortunately, there's only so much you can do to actually inspire clients to implement the strategy you create for them. I've honestly found that the best way to provide clients with the most value is to offer a package that includes both strategy and implementation (even if you need to subcontract the implementation to another contractor), unless they already have an implementation team on hand. If that's the case, I would usually ask to be put in touch directly with the implementers to ensure that the strategy is implemented accordingly and oversee the project. It requires more work but it allows you to charge more and the client usually sees results faster as it "forces" them to implement the provided strategy immediately. If this isn't an option, you could always set up follow-up accountability calls with your clients (30/60/90 days post strategy-completion) to provide additional value with the implementation process where they can ask any questions, etc.
Mark R.
·
·
Thank you
Pat H.
·
·
We don’t build a strategy just to hand it off. We implement it and ensure adoption by sticking around for a long term engagement
🙌3
jackie m.
·
·
We build our solutions around operationalizing the strategy, not just developing it. Our long-term engagements include implementation, as well as building the internal "muscle" to continue on in the long-term on their own.
🙌2
Ben B.
·
·
I’ve started to include coaching as a strategy for implementation to (hopefully) guarantee usage after we amicably part ways. If anything, it’s helpful to teach them how to run it themselves!
👍1

1