Helen Cox Marketing Consultant Legal Marketing B2B Marketing Fractional Marketing Director ChatGPT specialist

A new marketing strategy and direction for a quantity surveying firm

I recently worked with a quantity surveying firm that approached me for support with their marketing planning. They were in the process of shifting away from their project consultancy work to focus exclusively on quantity surveying. This significant change required a fresh marketing strategy and plan to align with their new business goals.

In-Depth Marketing Planning Session

I began by meeting the team at their offices, where we spent about a day going through a detailed marketing questionnaire. We explored the firm’s business goals, target audience, key messaging, and their past marketing and business development activities.

These sessions are invaluable as they allow me to paint a clear picture of what’s working and where improvements can be made.

Uncovering Marketing Challenges

During the session, it quickly became apparent that a website overhaul was necessary to reflect the firm’s new focus on quantity surveying. Additionally, I identified areas where their business development processes could be improved, particularly in how they followed up with potential clients, ensuring a smarter and more efficient approach to winning new business.

We also discussed other key marketing activities that would help them achieve their business goals, such as an SEO and content strategy, social media marketing, and account management.

When I create a marketing plan, I always tailor it to the specific needs of the business, ensuring they know exactly what actions to take.

Implementing the marketing plan

After I delivered the marketing plan to the firm we then sat down and went through a debrief session so that I could answer any questions that they might have. I also talked the plan through with their new marketing assistant to make sure that she was able to implement key elements of the plan. It’s such an important session as a lot of work and effort has gone into the plan and I always want to make sure that it can be implemented properly.

We found Helen to be very personable, very good at mediating our in-house discussions about our company’s marketing plans and very clear in what resource we needed to achieve our targets.

ANOUSCHKA FRYER, DIRECTOR, CHANGE CONSULTANCY

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