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Overview

Once you’ve engaged a potential client on the phone, it’s time to get down to business. Your next step will be offering an assessment and producing an estimate.  So that’s where this lesson will take us, too.

Lesson Tasks

Watch the Lesson 13 video (below) where we cover some quick marketing basics, including the descriptions and explanations for the 14 Marketing Best Practices for advocates. (24 minutes) 

Questions?  Ask them in the Discussion Forum.

Additional Reading and Resources

(Optional but Helpful – Use these readings and resources to clarify or expand on the tasks above.)

• • Download:  From the video, the list of Marketing Best Practices (refer to these as reminders each time you work on marketing your practice)
  • Read in SGOP* Chapter Nine – Marketing (This is a 30 thousand foot view, very top level, and gives you some idea of the many areas we will cover in the next several lessons.)
  • Read in BMH* (Basic Marketing Handbook – the gold book):  Chapter Five on Marketing Best Practices (page 43)
  • Articles and Podcasts:
    • An Overview of Advertising and Marketing
    • Marketing Best Practices
    • The Importance of a Call to Action

Discussion Forum

Link to the Connect! Discussion Forum to discuss this lesson with your fellow students.

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*SGOP is The Start and Grow Your Own Practice Handbook – the green book – just a quick and easy acronym!

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• If you have a question of interest to you only, then contact us.
• If your question or answer will be of interest to one or more others, please post in the Discussion Forum
• Return to the Winter Spring 2022 Cohort Homepage

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*SGOP is The Start and Grow Your Own Practice Handbook – the green book – just a quick and easy acronym!