Marketing Responsibilities By Title

Administration

  1. Know and be able to tell a brief history of the firm
  2. Be familiar with  the firm’s Web site and its content
  3. Be familiar with the services offered by the firm and the partners/managersassociated with each service
  4. Attend yearly firm-wide meeting.
  5. Attend in-house educational programs as appropriate
  6. Learn and use client names when appropriate
  7. Support clients by referring business to them whenever possible
  8. Develop a positive marketing attitude and take an interest in others’ marketing activities.

Staff Level

  1. In addition to the above…
  2. Promote the firm’s name and image through the use of business cards, brochures and other printed materials, and logo apparel.
  3. Improve communication and networking skills with existing clients
    1. Learn about the client
    2. Create relationships with client employees at your level when appropriate
    3. Communicate appropriate client information to the partners or other employees of the firm
  4. Participate in a minimum of 4 roundtable lunch & learn sessions
  5. Begin to develop your network by exploring professional/civic organizations and/or volunteer activities.
  6. Read business/industry periodicals or the business section of the daily newspaper to be aware of developments in our clients’ industries and the business community in general
  7. Be available to assist with marketing functions such as new client research, database work, proofing of marketing materials, or other duties as requested.

Supervisor Level

  1. In addition to the above…
  2. Participate in the mentor program to develop your “internal network”
  3. Begin to develop a network of referral sources
  4. Accompany partners or managers to prospective or current client meetings. Make your desire to attend these meetings known.
  5. Suggest & research topics for newsletter articles
  6. Call one client/month – minimum of 10 calls per year to “check in.” Coordinate your efforts with the partner in charge of the client.
  7. Develop an area of specialty/expertise.  Learn how to explain your specialty to someone outside the firm.
  8. Get involved in a professional/civic organization or not-for-profit volunteer effort.
  9. Keep administrative staff informed on client address or personnel changes to facilitate database management.

Manager Level

  1. In addition to the above…
  2. Facilitate a minimum of 4 roundtable lunch & learn sessions
  3. Continue to develop your network. Take a leadership role in organizations you join.  Attend meetings.
  4. Take staff members to networking functions you normally attend or to client meetings
  5. Contact (e-mail, thank you note, phone call, lunch, etc.) an average of three referral sources or clients just to check in per month.
  6. Follow up with clients on new service opportunities and with prospective clients regarding new work.
  7. Write articles for newsletter
  8. Suggest topics for press releases or articles in newspapers, magazines, etc.

Partner Level

  1. In addition to the above…
  2. Write articles for magazines, newsletters, etc.
  3. Take advantage of public speaking opportunities
  4. Contact (e-mail, thank you note, phone call, lunch, etc.) an average of 5 referral sources or clients just to check in per month.
  5. Provide direction to firm-wide marketing effort by working with Marketing Manager to develop business in your area of expertise.

 

Employees are responsible for tracking their own efforts and reporting them in their self evaluation and/or review.

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