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BUSINESS ADVISORY SERVICES
Initial Consultation
The initial consultation is an opportunity to meet the owners
and talk about their business. The goal of this meeting is to introduce our services and
explain what we can do for a small to medium business. It is also an opportunity to find
out about the business and the reasons that they chose to go into business for themselves.
What is working and what is not working? It is a very informal discussion designed to find
out if there is anything we can offer to add value to their business.
Planning Session
The Planning Session is based on a detailed Business
Development Questionnaire and an analysis of your Profit Improvement Potential, and most
important of all, a thorough understanding of your personal and business aspirations. It
focuses on precisely what your business can achieve and produces a draft mission statement
and a very specific Action Plan on how you'll proceed. From this point on, you'll be
working ON your business rather than IN it.
Making Your Business Really Fly or Wally
The story of a man who grew his ordinary business from
nothing to a multi-million dollar operation. Filmed just two weeks before his death,
"Wally" shows how businesses can achieve much greater value, increase revenue
without wasting thousands of marketing dollars, identify the small improvements that make
large differences, and begin a system to measure the right things, so they can effectively
manage the direction their business is heading.
Towards Awesome Service
Approximately 68% of people who stop dealing with a
particular business do so because of perceived indifference on the part of the company.
Since client/customer-focused businesses achieve the highest levels of success, this
training concentrates on how you can improve your team's performance standards and ensure
your clients are receiving extraordinary service. By developing specific standards for
your team and monitoring key indicators, you'll know exactly where your business stands at
any point in time, improve overall team performance, and ensure your clients'/customers'
absolute delight.
Phone Right First Impressions
This program teaches you how to create a systematized
approach to interacting with your clients/customers. This video-based, facilitated program
revolutionizes and transforms the way your team communicates with your clients/customers
to dramatically (and permanently) increase your conversion rates, level of service and
efficiency, and, ultimately, your revenues and profits Write Right and Turning Yellow into Gold
"Of all those arts in which the wise excel Nature’s
chief masterpiece is writing well"
Your external communications with your clients/customers are
one of the most important vehicles by which your business articulates its value and
service. This training will teach your team proven techniques for writing more effective
letters, direct mail pieces, and advertisements. The end result is not only improved team
to client/customer relations, but enhanced effectiveness of marketing expenditures.
Advanced Financial Management Training
This program teaches business owners and managers essential
financial interpretation and management techniques. Covering such topics as cost behavior,
margin and productivity analysis and growth financing, the benefits of this program are
immeasurable and are sure to improve upon your basic business understanding.
Businesses Getting Results
This group will consist of 10 to 15 business owners from
around the Tampa Bay area. It is designed to be informative as well as useful. We will
meet once per month and there will be an interactive presentation followed by open
discussion. This will be a great opportunity to meet other business owners facing the same
challenges that you face. It will be a chance to brainstorm and work out solutions that
create results. Typically, as a business owner, you are to busy working IN
your business and not spending enough time working ON your business. This
will be an opportunity once every month to spend a couple of hours working ON
building a better and stronger business.
Team Advisory Board or TAB
Whatever your business, the plain fact is this: it will run
far better as a finely-focused, professionally-developed team. Developing the team is a
key to your continuing and future success. This service allows you to gain vital insights
into team member interaction and perceptions and then build on them to move the business
forward at a much faster (and more profitable) pace.
Client Advisory Board or CAB
A majority of businesses operate on the assumption that they
know what is important to their clients/customers. In fascinating ways, this service
uncovers the reality -- which is often quite surprising -- by working directly with your
clients as if they were on the board of your company. Use the Client Advisory Board to
create new partnerships with your key customers and then build on their feedback to create
a stronger, much more centered business that generates greater loyalty and, of course,
greater profitability.
Marketing: Key Performance Indicators (KPI) Determination
and Monitoring
The truth that many businesses aim at nothing and hit it with
tremendous accuracy. Surprisingly too, many businesses focus on the wrong customers and
inappropriate measures of performance. This program refocuses you by developing,
determining, and monitoring key marketing performance indicators (to include conversion
rates, average sales and margins). The result is a more sophisticated management
information flow, focused on the activities that produce the result, rather than the
results themselves.
Scenario Planning / What If Analysis
Many businesses don't recognize that failing to plan is
planning to fail. They fail to plan because it's hard to do. We make it easier for you by
utilizing a powerful software program to input key marketing variables and profit goals.
From this, our business advisory team can provide you with target information for detailed
performance budgets, outlining specific outcomes and scenarios. This service is guaranteed
to provide you with a more focused marketing direction.
Creation of a Marketing Plan
Beginning with the end in mind, our team will systematically
analyze your business' marketing activities and performance and provide you with a
strategic plan of action designed to meet your marketing objectives. This in-depth plan
will include an industry review, an analysis of your businesses current marketing position
and specific recommendations for improving your businesses position from a marketing
prospective.
Financial & Ops: Key Performance Indicators
(KPI) Determination and Monitoring
Our business advisory team will determine and monitor key
financial and operations performance indicators, encompassing such areas as expenses,
financing and investment return. Constant access to this type of information will enable
you to consistently improve and refine your business performance at the operational level
and ultimately determine your best use of resources for optimum profitability.
Business Performance Reviews
The business performance review will increase your awareness
of successes, concerns and opportunities for all areas of your business. This overall
"health check" is performed and analyzed on a periodic basis and is sure to
provide owners and managers with the necessary insight for improvement.
Trend Analysis
In addition to the business health check, which covers 2
years of business operations, a trend analysis, covering a full 5 years of operation, will
enable you to focus more specifically on key tendencies in your business or industry.
Knowing exactly how certain cycles and seasons affect your business operations will allow
you to plan and utilize your existing resources even more effectively.
Cash Flow Analysis
The most successful businesses are constantly aware of
exactly where their resources are being used. By analyzing your cash flow on a periodic
basis and projecting into the future based on current and expected expenditures, you'll be
able to more accurately plan for your business needs and profits.
Team Manual Creation
Strategic Business Plan
Many businesses originally started without a formal business
plan. It's our belief that future success for any business depends, however, on a
formalized plan of action designed to reach specific and tangible goals. Our team can
develop a business plan, which is guaranteed to provide you with the focus you need to
continue or begin moving forward. As well as including an in-depth industry analysis and
recommended strategic plan of action, this plan will give you invaluable direction to
manage growth, financing, capitalization and organizational structure.
Systems Development
The most successful organizations are built on systems --
Systems for every task, job or function the business or the team performs. These systems
provide you with the ability to work ON your business, rather than IN it, and allow you to
replicate, create residual value and manage your resources more effectively. We can assist
you in developing appropriate system for each area of your business and create formal
procedures to increase the effectiveness and consistently of everything your business
does.
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