Welcome to Select Advisors Institute!

Our Outsourced CMO package is designed to provide a complete transformation of your firm’s marketing, branding, and sales strategies. We take a comprehensive approach, starting with a discovery phase to identify your specific needs and goals. From there, we craft a Priority Action List (PAL) of 20 tailored deliverables to execute over 12 months, ensuring every action is impactful and aligned with your firm’s growth objectives.

What You Receive:

1. Discovery and Audit

We begin with an in-depth discovery process and audit of your current marketing, branding, and sales efforts. This phase lays the foundation for crafting your customized 20-item Priority Action List (PAL).

Your Priority Action List (PAL) Deliverables

After the discovery and audit phase, we will finalize a customized list of 20 deliverables based on your firm’s unique needs. These deliverables will be executed over the course of 12 months and can include, but are not limited to:

Branding and Messaging Development

• Comprehensive brand guides (20-50 pages) that include messaging, tagline, mission statement, tone, and voice.

• Refinement of your firm's value proposition, "why," and competitive differentiators.

• Development of client-facing materials, such as brochures and pitch decks.

Website Design and Optimization

• Full website redesign or enhancements to improve functionality, user experience, and conversion rates.

• Advanced SEO strategies to rank for targeted long-tail keywords.

• Integration of analytics tools for ongoing performance tracking.

Content Creation and Marketing Execution

• Weekly SEO-driven blogs, newsletters, and white papers tailored to your audience.

• Social media content creation, including individual posts for up to three team members.

• Video production: Recording support, editing, and post-production.

• Podcast creation: Research, guest outreach, recording, and publishing.

Sales Process Development and Coaching

• Development and refinement of B2B and B2C sales processes.

• Structuring a clear client journey, from initial contact to onboarding.

• Coaching for sales teams to improve lead conversion and engagement.

• Creation of email templates, call scripts, and follow-up processes for client outreach.

Client Experience Enhancements

• Streamlining client onboarding processes for a professional and seamless experience.

• Designing tools and portals to improve client communication and engagement.

• Implementing workflows and systems to enhance client retention.

Operational and Process Enhancements

• Audit and refinement of internal marketing workflows for greater efficiency.

• Building templates and guides for recurring marketing activities.

• Identifying gaps and creating processes to ensure consistency in execution.

• Training for team members on best practices for content, branding, and client interaction.

Public Relations and Thought Leadership

• Media outreach to secure placements in prominent publications like Forbes and Barron’s.

• Development of press kits, thought leadership articles, and executive profiles.

• Planning and execution of webinars and industry events to elevate visibility.

Custom Design and Event Support

• Professionally designed materials such as brochures, presentations, and event handouts.

• Planning and promotion of events, including invitations and digital marketing campaigns.

Analytics and Performance Monitoring

• Google Analytics setup and ongoing monitoring of marketing performance.

• Monthly reports on key metrics, including content performance, website traffic, and SEO rankings.

Package Terms

• Commitment: A 12-month contract, transitioning to month-to-month upon completion.

• Upon completion of the 12-month term, the contract will automatically transition to a month-to-month engagement unless a new contract is signed.

• Month-to-month engagements require a 30-day written notice for cancellation.

• Payment Terms of Month to Month: $5,500 per month, with a binding obligation for the full 12-month term.

• Revisions: Up to three rounds of revisions per deliverable.

• Expedited Delivery: Option to prepay for remaining months to accelerate deliverables.

Why Choose This Package?

This Outsourced CMO package offers a fully customized and comprehensive solution to your marketing, branding, and operational challenges. By addressing process improvement, team coaching, and content creation, we deliver tools and strategies that not only elevate your firm’s brand but also create lasting operational efficiencies.