The Marketing Action Group – Spring 2021
Program Dates, Zoom link, Slack Group, Coaching Sessions, Resources, Recordings, and Participants
April 14, 28 – May 12, 26 – June 9, 23
July 14, 28 – Aug 11, 25 – Sept 8, 22
Oct 6, 20 – Nov 3, 17 – Dec 1, 15
All sessions will be conducted by Zoom video at the link below. Please join the session a few minutes before we start.
We’ll be using a Slack Platform to communicate with each other in the group. I have invited you all to join. If you did not get the invite, please let me know.
I will send you an invitation to join Slack. When you get it, login to the Slack Channel.
Individual Coaching Sessions
You will have up to two individual coaching sessions with Robert each month. I recommend you book them well in advance to make sure you can fit them in for the month.
Appointment hours are between 10 am and 5 pm, Tues – Friday. My meeting times are 10. 12, 2, and 4 Pacific time.
Recordings of the Sessions
All the recordings will be posted on this page. Just scroll to the bottom of this page for the latest recording and assignments.
Please submit written assignments via the Slack app. Post to my channel, Robert M. For all documents, please title them with your name and then the topic. I.e., John Jones – Marketing Plan Summary.
To make your documents more readable, I recommend using Open Sans 14pt with 1.3 line spacing. Please do not send me rough drafts. I don’t expect perfection but clean formatting, spell checking, etc. is important. It is very hard to read a poorly formatted, sloppy document. Just sayin’.
Booking App – http://bookme.name
Stock Photos – http://123RF.com
Graphic Design – http://canva.com
Grammar and Spelling Correction – http://grammarly.com – App to correct grammar errors. Works on the web and in Gmail.
Screen Capture App – Jing – https://www.techsmith.com/jing-tool.html
Client Relationship Manager – CRM – https://lessannoyingcrm.com
Video for Emails – Loom.com (get a free account with up to 100 email video messages)
Participants – Names and emails. One of your assignments is to have a meeting with everyone in the group.
Bill Shirley <Bill@insearchofeagles.com>
Bob McCulloch <Bob@strategicdirections.ca>
Chris Ward <email@example.com>
Dr. Karen Y. Wilson-Starks <firstname.lastname@example.org>
Ed Petty <email@example.com>
Hank Epstein <firstname.lastname@example.org>
Jeanne Gladden <email@example.com>
Larry Mandelberg <firstname.lastname@example.org>
Laurel Black <email@example.com>
Mark Andresky <firstname.lastname@example.org>
Michael Healey <email@example.com>
Sandy Schussel <Sandy@sandyschussel.com>
Simon Ekin <firstname.lastname@example.org>
Steven Walker <email@example.com>
Assignment. Please be in touch with a minimum of two participants per week by phone or Zoom. Have a connection conversation to share ideas, insights, resources, and connections with each one. Do about 30 minutes each way. You’ll do this each week of the program until you have spoken to everyone.
Program Sessions and Assignments
Session number, primary topic, recording link, and assignments for each of the group sessions is posted below.
Session 1. April 14 – Communicating the Essence of Your Value
Recording of Session 1 – http://actionplan.com/mag2/Mag2-01.mp4
What We Do on Coaching Sessions (Six things we do on the one-on-one Coaching Sessions)
1. Intro to the MAG – Topic Overview
Intro to the MAG PDF (For PDFs, click to open a new window, then Files > Save Page As to computer)
2. Your Marketing Message and Ultimate Outcome
3. Your Executive Summary
Executive Summary Word.doc (for Word.docs, right-click and then Save As to your computer)
Assignment for this Session
Send me your most updated Marketing Message
Send me a completely formatted Executive Summary
Session 2. April 28 – Developing a Persuasive Presentation.
Recording of Session 2 – http://actionplan.com/mag2/Mag2-02.mp4
1. Overview of the Marketing Process
2. Presentation Template
Presentation Template (Use this to develop your presentation)
Robert’s Presentation (Refer to this as a sample presentation)
Assignment for this Session
Complete the first draft of your PowerPoint presentation and send it to me on Slack.
Your presentation actually needs to say something!
Session 3. May 12 – Your Ultimate Marketing Strategy
Recording of Session 3 – http://actionplan.com/mag2/Mag2-03.mp4
Your Ultimate Marketing Strategy
Where are Your Prospects? Chart
Prospects Chart (start filling this out)
A strategy to get what you deserve.
Session 4 – May 26. – The Complete Proactive Experience Marketing Process
Recording of Session 4 – http://actionplan.com/mag2/Mag2-04.mp4
Document with the Complete Step-by-Step Process
Tracking Prospect Outreach
Less Annoying CRM – a cheap but simple and effective CRM for tracking prospects. $10 per month. One Month Free Trial.
Complete your presentation to a serviceable, presentable, (not perfect) draft.
Rehearse, Rehearse, Rehearse!
Continue to add names to your Prospects Chart
Target a few people to present to and write your outreach emails. Send to me for feedback.
Then send them out!
Dilbert Rehearses. Why not you?
Session 5 – June 9. – Presentation and Sales Process Progress
Recording of Session 5 – http://actionplan.com/mag2/Mag2-05.mp4
Presentation and Sales Process Sheet
Take one step at a time to forward your progress of developing your presentation and then reaching out for meetings to get presentations.
Yes, you’re making progress. It just doesn’t feel like it yet!
Session 6 – June 23 – Get More Meetings with Prospective Clients
Recording of Session 5 – http://actionplan.com/mag2/Mag2-06.mp4
How to Get More Meetings with Prospective Clients
Well, our approach to selling is a little different
Session 7 – July 14 – 50 Coffees – Meet With More People!
50 Coffees Article
Prospecting Interview with Steve Kloyda
Meet and share some ideas. You might be surprised at the reaction.
Session 8 – July 28 – Getting Your Marketing Unstuck!
Mind Made Matrix PowerPoint
Take the Red Pill – An Article on Getting Unstuck
We all get stuck. Sometimes on the silliest things.
Session 9 – August 11 – Scripting Your Outreach Calls
Recording of Session 9 – htttp://actionplan.com/mag2/Mag2-09.mp4
Outreach Calls Scripting
Just follow this script and you’re guaranteed to close every sale!
Session 10 – August 25 – Refining your Marketing Message
Recording of Session 10 – htttp://actionplan.com/mag2/Mag2-10.mp4
Refining Your Marketing Message
Marketing Messages reaction Instructions
Yeah, this is an ultra powerful marketing message!
Session 11 – September 8 – Where are You Stuck?
Recording of Session 11 – htttp://actionplan.com/mag2/Mag2-11.mp4
Areas of Marketing and Selling
Articles on Getting Your Marketing Unstuck
And you think you’re stuck? Ha! Your problems are minuscule.
Session 12 – September 22 – Working with Procrastination
Recording of Session 12 – htttp://actionplan.com/mag2/Mag2-12.mp4
Costs and Payoffs of Procrastination
The Procrastination Challenge
What’s needed is more creative procrastination!
Session 13 – October 6 – Your Clients’ Three Biggest Challenges
Recording of Session 13 – htttp://actionplan.com/mag2/Mag2-13.mp4
Step-by-Step Selling Template
What is your selling strategy? Not this, I hope!
Session 14 – October 20 – Your Services information Page
Recording of Session 14 – htttp://actionplan.com/mag2/Mag2-14.mp4
Marketing and Selling – Tools and Process
Service Information Page – Instructions
Service Information Page Template
There are processes and then there are systems. But do they lead to productive action?
Session 14 – November 3 – Selling Professional Services – The Process
Recording of Session 15 – htttp://actionplan.com/mag2/Mag2-15.mp4
The Professional Selling Process
If this script doesn’t work for you, try this one instead.