How do I build a minimum viable marketing system?
The 2.1-Hour Weekly Plan
Two hours per week isn't much. Wasted on scattered activities, it accomplishes nothing. Focused on the right tasks, it builds momentum over time.
Sample Weekly Allocation:
| Day | Activity | Time | Focus |
|---|---|---|---|
| Monday | Content creation/curation | 30 min | Write or find content for the week |
| Tuesday | LinkedIn engagement | 15 min | Comment on connections' posts, respond to messages |
| Wednesday | Email/newsletter work | 30 min | Draft, schedule, or review newsletter content |
| Thursday | LinkedIn posting | 15 min | Publish and engage with responses |
| Friday | Referral touchpoint | 30 min | Thank you note, check-in call, or referral conversation |
Total: 2 hours (with flexibility for variation)
This isn't prescriptive. Adjust based on your strengths and priorities. The principle matters more than the specific allocation: small, consistent actions compound over time.
The Minimum Viable Version: If 2.1 hours feels like too much, start with one hour. One LinkedIn post, one referral touchpoint, one piece of content. Something is better than nothing, and something sustainable beats something ambitious that stops after two weeks.
Monthly and Quarterly Rhythms
Weekly activities build presence. Monthly and quarterly activities provide direction and assessment.
Monthly Rhythm (60-90 minutes):
- Review what was published and how it performed
- Plan next month's content themes
- Identify one referral conversation to have
- Send monthly newsletter (if applicable)
Quarterly Rhythm (2-3 hours):
- Assess what's working and what isn't
- Review referral sources and conversion
- Update ideal client profile if needed
- Adjust priorities for next quarter
Annual Review (half day):
- Calculate client acquisition cost by source
- Measure referral rate and conversion
- Evaluate which activities to continue, expand, or stop
- Set strategic direction for the coming year
The rhythm creates accountability. Without regular assessment, marketing activities drift toward whatever feels urgent rather than what's effective.
When CIRO, PIPEDA, or Law 25 changes, the Dispatch explains what it means.
Once a month: what is changing across CIRO, PIPEDA, and Quebec Law 25, and what it means for advisors using AI tools. A five-minute read.
Subscribe, freeWhen the System Falls Apart
Every system eventually breaks down. A busy period, a personal challenge, an unexpected demand. The question isn't whether your marketing system will lapse. It's how you recover.
Recovery Framework:
- Acknowledge without guilt: Missing a week (or a month) doesn't undo everything
- Start with the smallest action: One LinkedIn post, one thank you note, one short email
- Rebuild gradually: Return to full rhythm over two to three weeks, not immediately
- Examine what broke: Adjust the system to prevent the same failure pattern
The Principle: Sustainability over ambition. A system that survives busy periods matters more than a system that impresses during calm periods.
Key Takeaways
- 2.1 hours per week, focused consistently, builds meaningful presence over time
- Monthly reviews provide accountability; quarterly assessments enable adjustment
- Integration with existing workflows makes marketing sustainable
- When systems break down (and they will), start small and rebuild gradually
Ready to Put This Into Practice?
Download the Marketing Strategy Workbook. Includes:
- Ideal Client Definition Worksheet
- Weekly 2.1-Hour Marketing Plan Template
- Quarterly Marketing Review Checklist
- Position Statement Template