Helen Cox Marketing and Business Development Consultant and AI trainer for Professional Services and B2B firms in the UK London and Kent

Are your marketers being trained to do or being mentored to lead?

Why marketing mentoring is essential to help professionals shift from reactive delivery to commercial leadership

In many professional services firms, marketing and business development professionals are no longer simply seen as executors. The expectations have evolved and today’s teams are expected to act more like mini-commercial strategists. They’re meant to bring insight to the table, lead on targeting and positioning, and actively contribute to growth.

But, the truth is, while expectations have shifted, support often hasn’t. Without structured mentoring, many marketers remain stuck in firefighting mode, endlessly reacting to requests, churning out content, and trying to please all stakeholders.

They’re doing a lot. But they’re not always growing or leading.

The execution trap: why marketers stay stuck

It’s a familiar story. A marketer joins the firm with big ideas and strong skills. But over time, they become bogged down by day-to-day demands: creating materials, responding to partner requests, rushing to support pitches.

They become the dependable “doer” but rarely get the space or guidance to take a step back and think more strategically. There’s no time to plan campaigns properly, evaluate ROI, or shape BD priorities. They’re busy, but not necessarily effective.

In the absence of coaching or development, many marketers stay in this cycle. The firm values their output but misses out on their full potential.

The leadership shift: what firms actually want

Speak to senior leaders and you’ll hear a different set of expectations. They want marketers who:

  • Bring proactive ideas to the table
  • Understand the commercial context
  • Take ownership of key initiatives
  • Guide junior teams with confidence
  • Push back appropriately and manage up

In short, they want strategic partners, not order takers.

But this shift doesn’t happen by accident. It requires mentoring, modelling, and support. Without it, marketers are left to guess what “strategic” really means or, worse, assume they’re not ready to step up.

How mentoring bridges the gap

This is where structured marketing mentoring becomes invaluable. It helps talented professionals move from reactive task delivery to confident leadership.

Here are five areas where mentoring can create tangible change:

1. Building commercial confidence

Understanding what matters to partners, how firms make money, and how to position marketing as a growth lever.

Practical application: Take time to shadow partners in client meetings, review firm financials and business plans, and connect marketing activities directly to revenue goals. When presenting marketing plans, lead with business outcomes rather than activities.

For example, rather than simply proposing a webinar series, frame it as “an initiative to generate 25 qualified opportunities in our target sector by demonstrating our expertise in the regulatory changes affecting their business.”

2. Structuring BD prep and ideas

Knowing how to shape sector or service-line initiatives, plan campaigns around client needs, and translate ideas into action.

Practical application: Create simple templates that force consideration of audience, objectives, and success metrics before beginning any campaign. Develop a questioning framework to use with partners that uncovers true client needs rather than jumping to tactics.

A practical way to implement this is to build a one-page campaign brief that asks:

  • Which specific client problems are we solving?
  • Who exactly makes decisions about this issue?
  • What evidence shows we can help?
  • How will we measure success beyond activity metrics?

3. Managing upward to partners

Learning how to present ideas with impact, influence decisions, and diplomatically challenge unclear or low-value requests.

Practical application: Develop a framework for evaluating requests against firm priorities. Practice scripts for redirecting low-value tasks or suggesting alternative approaches.

When faced with an urgent but potentially low-impact request, try responding with: “I can see this is important. To help me prioritise it effectively against our current campaigns, could you help me understand how this connects to our sector strategy? There might be a way to amplify the impact by connecting it to our existing work with [target client group].”

4. Delegating and leading teams

Moving beyond “doing it all” to empowering juniors, giving feedback, and setting clear priorities.

Practical application: Create capability matrices for your team to identify development areas. Schedule regular coaching sessions focused on skills transfer, not just task management. Implement a simple delegation framework that matches tasks to development needs.

For example, when delegating creation of pitch materials, don’t just hand over the task. Instead, explain the strategic context: “This pitch is important because it’s our first opportunity with this target client. They’re particularly concerned about X issue, so our materials need to demonstrate our experience with similar challenges. Here’s how I’d approach it, but I’d like you to add your own research on their recent challenges.”

5. Shifting from task-based to strategic thinking

Making time for proactive planning, spotting opportunities, and tying activity to firm-wide goals.

Practical application: Block dedicated “strategy time” in your calendar each week. Create a simple dashboard that tracks your activity against strategic priorities. Regularly audit your time to ensure you’re not being consumed by reactive work.

One practical technique is the “quarterly priorities review” where you assess all marketing activities against three questions:

  • Which of our priority clients or sectors does this support?
  • How does this contribute to our positioning in the market?
  • What measurable outcome will this deliver?

Activities that can’t clearly answer these questions become candidates for stopping or delegating.

Real results from effective mentoring

Mentoring isn’t just a nice-to-have, it delivers practical outcomes.

Marketing professionals who are mentored regularly:

  • Build stronger relationships with partners
  • Move into more senior roles faster
  • Lead initiatives that deliver measurable results
  • Feel more confident and less overwhelmed
  • Create more value with fewer hours of activity.

How to implement mentoring in your firm

If you’re convinced about the value of mentoring but unsure where to start, here are some practical steps:

1. Identify gaps and potential Conduct a simple skills assessment with your marketing team. Where are they spending most of their time? What commercial skills would make the biggest difference to their effectiveness?

2. Define your mentoring approach Consider whether internal mentoring, external coaching, or a combination would work best. Internal mentors bring firm knowledge; external mentors can offer broader perspective and commercial insight.

3. Set clear development goals Work with each team member to identify 2-3 specific areas where mentoring could help them shift from doing to leading. These might include commercial acumen, influencing skills, or strategic thinking.

4. Create structured learning opportunities Beyond one-to-one mentoring, consider creating shadowing opportunities with partners, involvement in pricing discussions, or exposure to firm strategy sessions.

5. Measure and recognise progress Track not just activity metrics but also behavioural changes: are your marketers initiating more strategic conversations? Contributing insights that influence decisions? Taking ownership of key projects?

Final thoughts

Marketing mentoring isn’t a luxury. It’s the missing link that helps professionals grow into the roles their firms actually need.

If your marketers are stuck firefighting or waiting for permission to lead, the problem isn’t ability, it’s support.

So ask yourself: Are your marketers being trained to do or being mentored to lead?

Need help?
If you would like help with your marketing, bringing on a marketing consultant with a fresh pair of eyes can make all the difference. I work with B2B businesses and professional service firms in London, Kent, the UK, and Europe, specialising as a legal marketing consultant. Please get in touch or book a free 30-minute consultation.

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Marketing Mentoring