Developing a marketing plan, budget, and materials can take years of trial and error and an incredible amount of time and money. The best method of shortcutting this process is to use what others have done and then expand or modify it to fit your preferences. The Cowles Marketing Assistant includes materials which may be downloaded with the click of a mouse, but with your custom information (such as office name, phone and fax number, email, web address, etc.) already inserted. Materials may also be further edited and expanded within your word processor to your preferred specifications.

Our goal is to make it easy for you to quickly review an assortment of potential techniques, to select those most attractive to you, to schedule the month in which they will be implemented, to immediately access materials needed to implement the plan, and then to be able to monitor and adjust the success of the plan. The Cowles Marketing Assistant does just that!

To prepare and implement your marketing plan—customized for your practice—follow these easy steps:

1. Go the Cowles Marketing Assistant on Members Only. Review the many proven marketing techniques available on the Task Selector screen and click on the month in which you would like to implement that technique. A marketing plan may be prepared, going out for up to 12 months, with months automatically rolling forward to always offer up to 12 months in the future.



2. Click on "Save selection and display my custom plan." The system will automatically sort your plan by month, listing each item chronologically. A notes field is available for each item to allow you to insert comments if you desire. You may either display or hide the notes. As techniques are implemented, they may be marked "complete." The plan can display all techniques, or it can show only those not yet completed.



3. Any technique in your marketing plan which requires a letter, ad, flyer, or other item will display a download icon. Click on the icon to download and print the item, which will include your firm name, address, phone, email, URL, etc., based on your contact information. This information may be edited by clicking on "Click HERE to update your member information" in Members Only. All items are Microsoft Word documents for easy editing if you choose to further customize the marketing materials.

Call us today at (800) 366-1730, or email us at west.appsupport@thomson.com if you have any questions.