Marketing Facilitator Service

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 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. On a semi-annual basis, your facilitator will review your strategy with you to discuss overall performance, goal alignments, and suggested adjustments.

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.

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.

Richard Blankenship, CPA

Managing Partner, Johnson & Sheldon, PLLC