Services

Here is a list of our services, click on the name to read more. If you are an accountant we have some niche strategies for you click here as well as our standard services.

Marketing Audit...from £750
For firms who want their entire sales, marketing and customer care programmes examined we can provide an analysis by phone or arrange a site visit.  

Marketing Mentor...£175 per session
For firms who want to manage their own practice development but feel they would benefit from professional support so they don't waste their time and maximise their financial investment.

Marketing Mentor is ideal for sole-traders, marketing partners who also have a client portfolio as well as Marketing co-ordinators within larger firms. 

Websites and Internet marketing...from £750 plus £75 a month
Having a great Website is growing in importance; even referrals are now likely to visit your Website before they contact you.  Portfolio's Website service uses best practice to bring together all your marketing objectives around your Website so that you end up with a marketing platform which makes you money rather than an online brochure.

Register for the video presentation Websites that work to understand how to have an effective Website.

Branding and design...from £2,000
It is vital that your corporate identity and marketing collateral communicate what your firm is really about. The objective of Portfolio's branding and design service is to help you capture the essence of your firm to support all your marketing objectives.

Sales training and coaching...from £175 per session/onsite training from £1,250
Whether it is winning new business or selling new products to existing clients our sales training will help you develop effective processes and methodologies to maximise your marketing investment.

Public Relations...from £250 a month
Growing your firm's brand will help you be a price maker, rather than a price taker, and will support your lead generation tactics.

Lead generation...40% to 60% of new business
For firms that want a regular flow of quality leads, Portfolio will develop and implement campaigns including the use of direct mail and telemarketing.  

Marketing Retreat...from £1,500
Get away from the office and get a strategic view of your practice. We are happy to host you in Cornwall, pick you up from the airport and pay for a night at an award winning hotel.  At the end of the day you will be re-energised and have a practical action plan to implement when you get back to the office.