The Realistic Marketing Plan

When you're on a budget (of both time and money), it can be tough to step away from billable work to focus your efforts towards working "on the business." And yet, a realistic marketing plan is one of the most important things you can do to ensure that billable work continues to roll-in. Without customers, there is no business. Without marketing and sales, there are no leads to become customers.

Marketing is NOT Rocket Science, nor is there a Magic Formula

Sorry to all of my marketing entrepreneur friends selling a formula, but I simply disagree. At its core, marketing is simply the ways a business most effectively communicates what they do and why they do it with the intention of generating revenue from those communications. No formula that someone creates will always apply to you. There will be cool ideas embedded in a formula for sure, just remember that your business - like a fingerprint - is unique to you. 

How has Marketing become so Complicated?

Like any other...

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Giving Back to the Community: The Refuge for DMST

texas Jan 10, 2020

As an Austin, Texas based business, Beckmann Collaborative is always seeking to build relationships in our community. Among the many organizations in the greater Austin area is an organization making a huge impact on innocent lives in a difficult situation. 

 

"The Refuge for DMST™ was launched in November 2013. The primary purpose of The Refuge for DMST is to develop The Refuge Ranch, a long-term therapeutic ranch just outside the city of Austin, with on-site comprehensive services for girls, minors through age 19, who are survivors of sex trafficking... It is the largest, long-term, live-in rehabilitation facility for child survivors of sex trafficking in the United States." More about The Refuge

 

According to a study conducted by UT Austin, there are a least 79,000 minors and youth victims of sex trafficking in the state of Texas (Source: research.utexas.edu). 

 

Why We Care

This issue impacts everyone in our community and speaks directly to...

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Hiring: Marketing & CRM Specialist with Beckmann Collaborative

texas Jan 03, 2020

Marketing & CRM Specialist with Beckmann Collaborative

This is both a part-time job and mentoring opportunity. This position is ideal for someone interested in marketing strategy, customer relationship management, marketing automation, content marketing, and social media planning. The Marketing Associate will further develop skills in an atmosphere where it is safe to fail and ask questions. While this is a part-time position, the intention is for the person to grow into a full-time role in the company or get the support needed to find an ideal job.

Working with Us

  • You will read and understand data from broadcast emails, Google Analytics, Zoho CRM, Facebook, Twitter, LinkedIn, and other platforms.
  • Use critical thinking skills to define and solve problems.
  • Based on data analysis, present marketing solutions for client projects to the team.
  • Be open to taking feedback that will help you grow.
  • Understand goal setting for a business as well as yourself.
  • Provide recommendations on...
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Happy Holidays from Beckmann Collaborative

Whether you celebrate the holidays or not, it's hard to deny the magic that is in the air this time of year. There seems to be more hope, joy, and gratitude than usual. It's an ideal time to reflect on the year coming to a close and recognize those who have supported you in one way or another. 

Thank you to our growing community of clients and partners. As we reflect on our year, it has been filled with the good fortune to have relationships with incredible people and businesses.  We wish all of you a very happy holiday season filled with love, joy, and prosperity. 


What Goes Into Your Business Holiday Greetings?

If you're thinking about the best way to show your gratitude and spread the holiday cheer, then consider what works best for your customers or clients. If you serve other businesses, it can be as simple as a hand-written note. You do not need to send something that is extra unique or clever for a holiday greeting to be effective. Your goal is to...

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Year End Planning: Make a Marketing Plan for 2020

As we countdown to Thanksgiving, the new year is on the horizon. For marketers and business owners, that means one thing — it’s time to make a plan. 

Your business needs a marketing plan because your marketing and sales efforts will be moot, without a defined strategy in place.  Some see marketing plans as a daunting process to delay for as long as possible. At Beckmann Collaborative, we know how much fun it can be to create a fresh new marketing plan.

It's something that helps you understand your target audience, makes you think about the way to communicate your brand, evaluate competitors, and set realistic, measurable goals you can work toward.

To keep things simple, we've come up with a blueprint that organizes your Marketing Plan into Six Sections:

1. Branding 101

Whether you know it or not, you have a Brand. To get yourself in the right mindset, gather the key elements of your business' branding into one place - everything from your visual...

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Top 10 Sales Fails and CRM Pitfalls

crm strategy zoho Nov 11, 2019

Dear Fellow Entrepreneur, Business Owner, Marketer, and Salesperson,
(I currently am all of these roles in my business) 

    Some salespeople appear to have a secret formula or to have inherited their natural sales traits, right?  There's more to sales than raw talent.  You don't need to be born into sales. The truth is that companies offering proper training and support are much more successful than competitors who expect their natural-born sellers to carry the load.

If you feel the pressure and fear making silly mistakes, then check out our Top 10 list of sales fails and CRM pitfalls. You can circumvent these issues in your business, as long as you have a plan and plenty of practice. 

 

Why Are You Struggling to Sell?

What are your Sales Fails?

Let's start with the list of possibilities. Click any of the phrases below to read more about it or just scroll through the list. 

  1. Unclear Process from Marketing to Sales
  2. Poor...
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Getting Started with Zoho Projects: Your Dashboard

zoho Oct 23, 2019

Written by Randi Zimmermann

 

In my previous blog post, I outlined what Zoho Projects is and some of the key features Beckmann Collaborative uses in the application. This article dives into some of the features that you'll notice upon first logging into Zoho Projects. The first time you log in to any project management platform, it might be intimidating. Zoho Project has feeds, projects, dashboards, and task lists. No need to fear, I've got some helpful directions for you here. 

 

Zoho Projects Dashboard

When you log into Zoho Projects, you will either be directed to your 'feed' or your 'dashboard'. The feed can be useful for team communication. Today, I want to cover the features and cards available in your home dashboard. At Beckmann Collaborative, we use the dashboard to give us a high-level overview of what is happening across all projects with clients and what needs to be done on a daily basis. You'll find your dashboard by clicking the 'Home'...

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Creating a Marketing Workflow

Mindset First: Your marketing is going to be awful if you cannot get "in the flow" to write good quality content and express something useful and interesting.  Here's a quick video with 3 Tips for Getting in the Flow


A strong content marketing strategy uses customization to engage your ideal customers and help you meet marketing goals. As a marketing team grows, things can slowly become a little "off".  The voice of your content may not be right, things may get rushed to meet deadlines, or a marketing idea may not align with your business goals. That is why we create different processes for generating better content more consistently. We call these processes workflows.

Workflow management can build efficiencies into your business, so you spend more time doing meaningful work rather than getting lost in minute details (or becoming a micromanager).

A workflow is simply a routine or recurring process used to get the best...

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Setting Up Your Zoho CRM

zoho Oct 01, 2019

This is the second post in our series about Zoho CRM setup. If you are still looking for a basic understanding of definitions and CRM strategy, read the first postThis post is focused on more specific logistics of setting up your CRM account so that it's customized to your needs. We'll touch upon the most important settings including:

  • Personal Settings
  • Company Details
  • Email Integration
  • Phone Bridge
  • Social Integration
  • Custom Fields - Modules and Fields
  • Email Templates

 

How do you get to your settings? Click on the wrench and screwdriver in the top right corner of your screen, similar to the screenshot below.

1. Personal Settings

In the General section, you'll find Personal Settings. Fill out all of the fields in the Personal Settings - most important will be your email signature. Your email signature will show up in any emails you send out from the CRM.

 

2. Company Details

The things to update in your company details include your logo, Fiscal Year, and...

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What is Zoho Projects?

zoho Sep 20, 2019

If you're new to either Zoho or project management software, you might not be familiar with Zoho's popular project management tool, Zoho Projects. Zoho Projects is a cloud-based application that enables you to assign and manage tasks for multiple projects in thorough detail. It is primarily designed for small and mid-sized businesses, and it keeps all of your projects conveniently in one, user-friendly place. In a review from PC Mag, Zoho Projects was labeled an outstanding choice for both small businesses and mid-sized businesses.

 

Key Features of Zoho Projects That We Love

 

Time Tracking

For Beckmann Collaborative, one of the most convenient features of Zoho Projects is time tracking and reporting. We use time tracking for EVERYTHING. It helps us continually learn and improve our marketing operations

 

First, we can export comprehensive and well-organized timesheets which makes invoicing a breeze. Alternatively, timesheet data...

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