Course: Consultancy Fundamentals

Consulting Services Introduction - Structure, Categories and Levels

Course: Consultancy Fundamentals

Teachers

Category:

Consultancy/ Consulting/ Marketers/ Marketing Agencies/

5 out of 5

Consultancy Fundamentals

Limited # Students

30 days Duration

8 Lessons

Video & Text Based Training

Live Group Training

Course Exam

About the Instructor

AMI Founder and President

Paul is the founder and president of AMI and will be serving as the exclusive instructor to AMI's first enrollment of members...
To read a brief bio click here.

COURSE DESCRIPTION

Whether you are a marketer or a marketing agency, organizing how you provide consulting can be a huge challenge. Professional marketers and marketing agencies need to organize how they provide levels of consulting, general support and their time managing any service provided. Often times marketers provide marketing services to their clients utilizing external vendors and overlook the tasks required of them to facilitate services between the vendor and the client....View More

This course presents a simple way to categorize your time into task-oriented levels of involvement that reflect in your pricing model. The involvement levels presented in this course will directly correlate to billable consulting services. This course is a must for any marketing agency or marketer looking to establish their own consultancy and provides the infrastructure to have full transparency between client and vendor.

LESSONS

Lesson 1 Consulting Service Structure - Blocks, Services, Tasks

The common denominator basics of any consultancy

Tasks - the bare building blocks of a marketing consultancy

Services - a sequential combination of tasks to accomplish a specific objective

Service blocks - a sequential combination of consulting services to accomplish a larger objective

Bringing it all together, the larger picture

Lesson 2 Marketing Audit Services

A marketing consultancy bread and butter

The importance of a marketing audit to any client

Exposing poor marketing services & companies

Establishing trust through intelligence

Importance of evaluating past and existing marketing

Audit to serve as a marketing baseline

Learning from the past to blueprint the future

Billable consulting service - pricing and billing options

Lesson 3 Marketing Blueprint Services

Why a marketing blueprint is so valuable

Clients desire a projected marketing path based on real data

Marketing blueprint variables - budget, marketing services, consulting services, targets and audit

Benchmarks and goals part of the marketing blueprint

Triggers to marketing direction and decisions built into the blueprint

Marketing blueprints as a consulting service - pricing and billing options

Lesson 4 Campaign Setup Consulting

Marketing director & project manager roles

3rd party service provider setup

In-house marketing team set up challenges

Setting up to hand over all campaign management to client

Setting up for you to handle all campaign management

Client expectations when setting up a marketing campaign through a 3rd party provider

Campaign setup as a consulting service - pricing and billing options

Lesson 5 Ongoing Campaign Consulting

Marketing director & project manager roles

Monthly consulting retainer workflow

Estimating cost based on retained hours

Assigning blocks of hours per segments of involvement levels or tasks

Aligning desired involvement level per client type

Benefits of operating a consultancy based on involvement levels

A customizable continuum of tasks aligned to either level

Lesson 6 Marketing Director Role

Why you should always be the one to execute tasks correlated to this role for the client

The role you play as a “contracted marketing director”

Typical marketing director tasks and responsibilities

3rd party service provider sourcing and setup

Marketing campaign setup assistant to hand over project management to client

Managing client expectations

Establishing goals, benchmarks and plan of action if results are poor

Billing typically direct between client and 3rd party

Monthly quality audit

Monthly performance audit

Written recommendations and phone consultation w/ client monthly

Lesson 7 Marketing Project Manager Role

The role you would hire and train people to do when you are ready to scale up

The role you play as a contracted “marketing project manager”

Typical project manager tasks and responsibilities

Marketing campaign full setup and ongoing management

Popular 3rd party and client billing options when providing this role

Providing work reports

Taking responsibility for campaign performance

Taking responsibility for campaign quality

Lesson 8 Traffic, Lead and Conversion (TLC) Consulting

Entering into the hemisphere marketing return on investment (ROI)

A different level of consulting for a very big reason

Opening a can of worms can can’t be sealed

The seemingly impossible data to get your hands on

Your value if you can consistently calculate marketing ROI

Your invaluable role to consult on marketing direction based on TLC analysis

TLC analysis as a consulting service - pricing and billing options

CONTRIBUTING TO CERTIFICATION

AMI Professional Marketing Consultancy Certificate

Limited # Students

30 days Duration

8 Lessons

Video & Text Based Training

Live Group Training

Course Exam

About the Instructor

AMI Founder and President

Paul is the founder and president of AMI and will be serving as the exclusive instructor to AMI's first enrollment of members...
To read a brief bio click here.