In our latest podcast episode, I had the pleasure of talking with Jenni Jackson from Flourish Marketing. Jenni shared her powerful seven-step process for building a practical, results-driven marketing plan. Her insights align perfectly with the principles we focus on at Anvil Tax—building, controlling, and protecting wealth. You can watch the full interview here: https://youtu.be/cdfgFK1E8GE.

1. Understanding Your Client: Start with Clarity

Every marketing strategy Jenni crafts begins with a deep dive into the client’s business, focusing on their mission, vision, goals, and target audience. For any business creating a marketing plan, asking, “What’s my business really about, and who am I serving?” is essential. Understanding this core purpose is similar to developing a targeted financial plan; aligning your business vision with actionable goals is the foundation for success. Check out our post on “Avoiding Expensive Surprise Tax Bills: What You Need to Know” for insights on aligning financial goals with your business strategy.

2. Setting Marketing Goals: Clarity Fuels Strategy

With a deep understanding of the business vision, Jenni then moves on to setting clear, actionable marketing goals. Whether it’s a long-term growth strategy or a specific campaign, goals shape the roadmap. This stage of creating a marketing plan parallels tax planning—it’s about understanding what’s sustainable, impactful, and aligned with broader business objectives. For more on strategic planning for your business, read our article on “Building Wealth Through Strategic Tax Planning.”

3. Budget Planning: Be Realistic, but Bold

Budgeting for marketing can be tricky, but Jenni takes a practical approach. She typically suggests allocating around 10% of revenue to marketing, though every business is unique, so a budget that’s impactful yet sustainable is essential. This step mirrors financial planning advice at Anvil Tax; knowing where to allocate resources can make a difference in long-term success. For those in construction, check out our post on “Top 12 Ways to Plan Taxes for a Construction Business.”

4. Choosing Marketing Activities: Mixing Digital and Face-to-Face

Jenni recommends a balanced blend of digital and face-to-face marketing activities. Social media, Google Ads, and email marketing are powerful, but face-to-face networking and even printed materials, like postcards or flyers, offer a personal touch that many businesses overlook. When considering marketing activities, think of it like tax planning for specific deductions and credits—each tool has a place in the broader strategy. (Check out our blog post on “10-T Election: The Critical Tax Strategy Real Estate Investors Need to Know.”

5. Prioritizing Channels: Focus Where It Counts

With a list of potential activities, Jenni helps her clients focus on high-impact channels. If the target audience isn’t on TikTok, investing there doesn’t make sense. Prioritizing the right channels is like selecting relevant tax deductions; a targeted approach often yields better results than spreading efforts too thin. (For more on channel prioritization, read our post on “Avoiding Expensive Surprise Tax Bills.” 

6. Creating a Schedule: Timing Is Everything

Scheduling each task on a calendar keeps the marketing strategy on track and ensures no last-minute scrambles. A well-timed schedule is essential for consistency and avoiding costly missteps, similar to how tax planning helps avoid expensive surprises. Staying organized makes a big difference in both marketing and financial management.

7. Delegating Tasks: Know Your Team’s Strengths

In the final step, Jenni advises assigning tasks to specific team members or, for solo entrepreneurs, determining where extra support may be needed. Many business owners turn to tax consultants for similar reasons—when expertise is needed, bringing in the right help can make a transformative difference.

Bringing the Personal Touch Back to Marketing

Jenni emphasizes the importance of blending high-tech with high-touch. Digital ads and online marketing are essential, but personal connections—through networking events or printed materials—build trust and foster deeper relationships. This approach resonates with younger generations, like Gen Z, who appreciate both digital and in-person experiences. At Anvil Tax, we believe in this personalized approach as well; financial planning should combine cutting-edge technology with genuine, one-on-one guidance.

Final Thoughts: Turning Strategy into Success

Jenni Jackson’s seven-step marketing method offers any business a structured, actionable path to a strong strategy. From understanding your core purpose to executing tasks, each step builds on the last, creating a cohesive, powerful plan.

To connect with Jenni Jackson and Flourish Marketing, visit https://www.FlourishMktg.com or reach out directly via email at or by phone at 503-705-0317. For more insights on maximizing your business potential, explore our blog on https://www.anviltax.com and be sure to subscribe for the latest updates and advice.