The Marketing Playbook
A Guide to Effective Marketing for Custom Installers and Industry Experts
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Principles of Marketing
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Module 1: Welcome to Year One
Welcome to the beginning of a new chapter in your business journey. Year one of this playbook is all about laying the groundwork for long-term success.
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Module 2: Audit/Gap Analysis
What is an audit/gap analysis? We’ll walk you through what it is, why it matters, and how to perform one for your company.
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Module 3: Mission, Vision, Values
Mission, vision, and values are the foundation of any successful organization. They serve as the guiding principles for decision-making, team alignment, and strategic growth.
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Brand Basics
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Module 4: Brand Personality
Your brand personality is the unique set of human traits, values, and characteristics that define your business. It’s what makes your brand relatable and recognizable to customers, distinguishing it in a crowded marketplace.
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Module 5: Brand Story
A well-defined brand story is crucial for positioning your company in the minds of potential customers. It goes beyond logos and slogans; it establishes an emotional connection with your audience, differentiates your business, and creates a compelling narrative that drives engagement.
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Module 6: Personas & Target Markets
A brand persona defines who you are selling to and ensures your marketing message reaches the right audience. Many dealers already have an idea of their ideal customer, but formalizing personas makes marketing more effective.
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Planning for Performance
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Module 7: Defining Goals & KPIs
Setting clear, measurable marketing goals is a cornerstone of sustainable business growth.
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Module 8: Budgeting
Allocating the right amount of resources to marketing is essential for business growth — yet many integrators either underfund marketing or spend without a plan.
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Online Presence