Preparing For Your Coaching Session
Save Time, Be Prepared
Know Your Marketing Goals
Make sure you go into the meeting with clear goals about what you want SGCA to help you with. Are you looking to sell more of a product? Over what span of time? Are you looking for more traffic to your website?If you’re not sure about what your goals are, your marketing consultant can help you determine those, but that would certainly be the starting point of your consultation meeting.
Bring Relevant Metrics, Numbers and Stats
It’s up to you what you’re comfortable sharing, but the more transparent you are about your business’ starting place at the time of the coaching session, the more help you’ll get out of your scheduled time. Come to your meeting prepared with sales trends, figures, projections, advertising numbers, as well as website and social media reports/stats. Bring the numbers and stats that show where your business is right now.
Share Successes and Failures
It’s helpful for your marketing coach to know what has and hasn’t worked before. Come to your meeting prepared with a brief review of your business’s successes and failures, as well as feedback that you’ve received from surveys and online review sites.
Identify Appropriate Internal Contacts
Often, it’s business owners or upper management who initially attend meetings with marketing agencies. Yet, they are often far too busy to be the go-between for the important details once the work begins. Rather than delegating last minute, consider determining who in your organization will be responsible for different levels of work where the consultant is concerned and bring the relevant contact information with you.
List (and Submit) Your Ideas
Do come prepared with a list of marketing ideas. It’s too easy to spend a lot of time talking about ideas–that stuff is fun–but your time with your agency will become expensive and inefficient if this part of the coaching session isn’t kept under control. Make this part of your meeting most effective by showing up with a pre-thought out list of ideas, URL’s to similar websites, and even images and screenshots of content that has inspired you. You may submit your ‘inspiration pieces’ via email by clicking email@example.com at least 24 hours prior to the scheduled session.
Set Realistic Expectations and Budgets
Be sure to bring a sense of reality when you share your ideas with your agency team. Be realistic about your budget, about your current starting point, about your projections, and about your goals. While dreaming big is an integral part of any business plan, your coaching sessions will be most effective if they are grounded in reality: realistic goals met by realistic tactics within a realistic budget.
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