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University
Shawnee State University
Major
Marketing
Presentation Types
Oral Group Presentation
Keywords:
Accounting, agency project, strategic marketing plan
Abstract
Matt Setters, owner and CEO of Setters, CPA & Company of Portsmouth, Ohio, wants to expand his firm’s client base. This accounting services provider opened in 2019 and had only used word of mouth and referred/legacy clientele from a partnering firm to attract customers. Setters agreed to partner with Shawnee State University’s Marketing Management class in Fall 2019 for an agency project. The student team evaluated Setters’ situation and proposed a strategic marketing plan targeting small businesses and private individuals in need of tax services. The teams devised a strategy with supportive tactics, suggested messaging, sample collaterals, and outcome evaluation suggestions. The students presented the proposal live and Setters was free to use all materials in actual practice.
Human Subjects
no
IRB Approval
no
Faculty Mentor Name
Dr. Jason Lovins
Faculty Mentor Title
Assistant Professor, Marketing Department of Business Administration
Faculty Mentor Academic Department
Business
Recommended Citation
Campbell, Madison; Lowe, Nathan; and Reeher, Owen, "Strategic Marketing Proposal for Setters, CPA & Company" (2021). Celebration of Scholarship. 9.
https://digitalcommons.shawnee.edu/cos/2021/day5/9
Strategic Marketing Proposal for Setters, CPA & Company
Matt Setters, owner and CEO of Setters, CPA & Company of Portsmouth, Ohio, wants to expand his firm’s client base. This accounting services provider opened in 2019 and had only used word of mouth and referred/legacy clientele from a partnering firm to attract customers. Setters agreed to partner with Shawnee State University’s Marketing Management class in Fall 2019 for an agency project. The student team evaluated Setters’ situation and proposed a strategic marketing plan targeting small businesses and private individuals in need of tax services. The teams devised a strategy with supportive tactics, suggested messaging, sample collaterals, and outcome evaluation suggestions. The students presented the proposal live and Setters was free to use all materials in actual practice.