Four marketing tasks to do during quieter months
August is here, and whether you're heading off on holiday or holding the fort, this time of year often brings a welcome change of pace for professional services firms. Decision-makers are harder to reach, client work slows down, and for once, you might find yourself with a bit of breathing space.
So, what do you do with it? Rather than letting it slip by, this is the ideal time to focus on the marketing tasks that often get pushed down the ‘to-do’ list during busier months.
Here are four to get you started.
1. Audit your website with fresh eyes
Is your website still working hard for you?
It is easy to let a website run quietly in the background. “We only launched it a few years ago. Surely it’s fine.” Perhaps it is, but regular audits ensure pages remain structured correctly, technically sound and aligned with how prospective clients and referrers now search for professional services. With AI-generated answers, zero-click searches and more detailed research journeys, search behaviour is evolving rapidly, and firms that stand still can quickly lose visibility.
Why not set aside an hour or so to take a fresh look? Ask yourself:
- Does your homepage clearly state who you help and how?
- Does your ‘About’ page explain to your clients what sets you apart from your competitors?
- Do your key service pages answer the questions clients, referrers and AI tools are actually asking, or do they simply describe what the firm does?
- Are team bios and photos up to date?
- Are there broken links, outdated awards, or old case studies still front and centre?
- Are calls to action visible and specific?
What does the data say?
It’s also worth reviewing performance data: Which pages attract traffic? How is your customer’s experience on mobile? If you’re not au fait with analytics or user testing, ask the right people. Professional services firms that treat their website as an active business development tool, not a static brochure, will always have an edge.
2. Clean up your content library
When did you last review what you’ve published?
If you regularly publish blogs or articles, there is a good chance that some of that content needs attention. Have regulations changed? Has case law moved on? Are statistics outdated? Even small inaccuracies can erode credibility.
Use this time to assess:
- Which blogs consistently attract traffic and which are barely being read?
- Which topics have actually generated enquiries?
- Are there duplicate or overlapping pages that could be affecting SEO, GEO and AEO?
- Can a substantial article be repurposed into a series of LinkedIn posts or short insights?
It’s worth remembering that refreshing existing content is often more efficient and impactful than constantly starting from scratch.
Are you keeping up with how people search?
It is also worth looking beyond blogs. Case studies, testimonials, FAQs, videos, team profiles and Careers pages can all help demonstrate experience and build trust. For AI search, this type of proof-led content is particularly valuable because it helps answer the questions people are likely to ask before they make contact or make a referral: have you handled work like mine before, who will I be dealing with, and what does a good outcome look like?
Those questions are not just being asked on Google. Many people are now using tools like ChatGPT, Google Gemini and voice assistants to find answers, compare options and assess who looks credible.
This is where SEO, Answer Engine Optimisation (AEO) and Generative Engine Optimisation (GEO) start to overlap. The aim is not just to publish more content, but to make sure the right content is easy to find, easy to understand and clearly linked to the services, people and proof points on your website.
The other important question is ownership: if a blog is outdated, a case study needs refreshing, or a service page no longer reflects how the team talks about the work, who is responsible for fixing it? Use the quieter period to agree what needs updating, who owns each task, and when it should be reviewed again.
3. Review your messaging consistency
Does your firm speak with one voice?
Like most businesses, professional services firms continually evolve, and it's natural for their messaging to change over time. Services adapt, target clients shift, and the language used in pitches and business development activity can sometimes become inconsistent with what the website says. It’s difficult for one single person to look across all your touchpoints at once, so inconsistencies can go unnoticed, ultimately impacting your wider brand.
Take some time this month to check:
- Whether your website messaging matches what your team says in pitches and proposals?
- If your LinkedIn tone aligns with your brand values?
- If you are clear about what makes you different from your competitors?
- If your value proposition remains focused, or has it become diluted?
Inconsistency creates friction, whereas clear positioning builds brand confidence and credibility. When your website, proposals and conversations all tell the same story, clients feel reassured before they even pick up the phone, make an online enquiry or a referral.
4. Nurture referrers and connections
Are you being intentional about your referral relationships?
Professional services businesses grow through relationships and trust, and the summer slowdown is a great opportunity to be intentional with referrals, rather than reactive.
Think about your top referrers, the people who have actually sent work your way over the past year. Are you actively staying in touch? Does contact happen on a regular basis, or purely by accident? A short, thoughtful message, arranging a catch-up over coffee, sharing an industry-relevant article, or inviting them to an event cost very little and can go a long way to cementing the referral relationship.
You could also:
- Review recent LinkedIn connections and start a conversation.
- Consider collaborative events and publications with your referrers who may share your same target audience or industry sector.
- Map out autumn events or client briefings.
- Make a start on those thought leadership pieces you promised the team.
Start September with focus
When the beach towels are packed away and everyone is back at work, you’ll be glad you used August wisely to gain a head start. Marketing housekeeping may not be glamorous, but it does need to be done. Get it right now, and when the pace picks up, you can focus on growth rather than playing catch-up.
At Cal Partners, we help professional services firms move from reactive marketing to structured, proactive growth. If you would like support reviewing your website, refining your messaging, becoming found and chosen by AI or planning your autumn activity, we’d love to hear from you. You can call us on 0333 050 6015, email hello@calpartners.co.uk, or complete the Contact form.
Marketing for Professional Services
Cal Partners
The go-to strategic marketing partner for ambitious professional services