MARKETING FACILITATOR SERVICE
Your Dedicated Marketing Assistant
This solution assists accounting firms with limited resources to consistently post thought leadership content, communicate through email, or manage social media content.
Your marketing facilitator will work with you to create a content and communication strategy. You approve the content, and your facilitator will use the MBN Marketing Platform to post content on your website, send emails, and schedule social media posts.
Content & Communication Strategy
Your facilitator will work with your firm to determine the desired number of articles to post monthly and how often to communicate through email and social media. Your facilitator will monitor your progress and suggest adjustments as needed.
Content Selection and Posting
In addition to our regular content notifications, your facilitator will provide specific content recommendations on the 1st and 15th of every month. We’ll then follow up, obtain your approval, and post approved content.
Email Marketing
Based on a pre-determined schedule, your facilitator will create email templates, submit them for your approval, and send them out.
Emails can include:
- Single Topic Emails: Article or video published to your website
- Newsletter / News Round-up: Email containing multiple pieces of content. The email may include firm-related information, tax deadlines, events, etc. (firm-related copy provided by the firm)
- Ad-hoc Emails: Contain custom content like new legislations, timely updates, firm announcements, etc. (ad-hoc copy provided by the firm)
Social Media
Your facilitator will provide a posting schedule for your approval on the 1st and 15th. Most social media posts will be based on thought leadership content but can also include firm updates, holidays, inspirational quotes, etc.
Contact Importing & Segmentation
Your facilitator will import your contact lists and set up appropriate tagging/segmentation within BenchmarkONE. Your facilitator will provide a sample Excel file to ensure your contact list meets the required format.
Note: This service does not include any data manipulation, clean-up or conversion.
Minor Website Support
Your facilitator can provide minor WordPress website updates. Additionally, they can create BenchmarkONE forms and integrate into your WordPress website.
Important Notes
This service is available with a subscription to the MBN Base Platform, including Articles, CRM, and Social Media Manager.
The following services are not included but can be provided for an additional charge:
- Custom landing pages: gated content, call-to-action pages, etc.
- Custom events: landing page, emails, attendee list, etc.
- Website Conversion to WordPress: convert your existing website to WordPress
Please note that the facilitator is not a professional writer. They will not provide creative writing, thought leadership content, or website content.
Marketing Facilitator Service FAQs
It’s a done-with-you service for firms with limited resources: the facilitator suggests content, you approve the content you want, and the facilitator uses the MBN platform to publish to your site, send emails, and schedule social posts.
On an agreed schedule, your facilitator drafts branded templates, routes for approval, and sends them. Options include single-topic sends, multi-item newsletters/roundups, and ad-hoc notices (e.g., legislation or firm updates).
Yes—your facilitator imports contacts and sets tagging/segments in BenchmarkONE using a provided sample format.
Note: Data cleanup or conversion isn’t included.
Creating custom landing pages, event builds, or converting a site to WordPress are out of scope but available for an additional fee.
An active MBN Base Platform subscription (Articles, CRM, and Social Media Manager).
They help set a content and communication plan, recommend specific content twice a month (1st and 15th), obtain approvals, and post across your channels.
You’ll receive a posting schedule for approval on the 1st and 15th. Posts primarily amplify your thought leadership, with room for firm updates, holidays, and similar items.
Minor WordPress updates are included, and the facilitator can embed forms to your site.
No. They coordinate strategy, selection, approvals, and execution; they don’t provide creative writing or thought-leadership drafting.
Your facilitator monitors activity and suggests changes to article cadence and communication frequency to keep performance on track.
Don't just take our word for it...
The Marketing by Numbers team is very knowledgeable and easy to work with. Over the past couple of years, their platform has helped keep our insights gallery current with great Thought Leadership content. Last year we implemented the MBN Marketing Facilitator Service to help us with client communications, both email and social media; we have just recently started a new e-newsletter to help us communicate content and firm updates to clients, staff and other relationships. Their team has always been accessible and extremely helpful. I would definitely recommend Marketing by Numbers to other accounting firms needing a marketing services firm to partner with that has exceptional customer service and the experience to match.