15
 

 
 
 

SAMPLE PACKAGED CONSULTING AND TOOLS:

Module I: Securing Your Foundation
Implementation timeframe is approximately one month and is ongoing through the life of your business.

Part 1: Analyze your Strengths and Build on them
Analyzing the benefits of your business, from an internal and external perspective, is the first step in knowing how to grow your business.

  1. Are your clients satisfied: This process provides feedback directly from the people making the decision about your business. Give a survey to each of your clients when you have completed your services or provided product to them to monitor responses and find out what’s working and what’s not.
  2. Assessing your current financial opportunity areas: This is a process and set of forms to review the current state of your business to analyze and focus on the greatest profit and growth areas.
  3. What are your clients’ needs: Understand what is important to your clients so that you can match your service and product offerings with their needs. 
  4. Training: Optional training sessions provided on value proposition development and business analysis.

Part 2: Build an Effective Team
Here are critical tools to motivate and educate your employees for alignment with your business goals and objectives.

  1. Do you have a motivated staff: Ask your staff what motivates them to ensure that the right recognition, communications, compensation and bonus structure are in place.
  2. Is your team providing a positive first impression: Make sure your clients are left with a lasting positive impression about your business.
  3. Are you rewarding outstanding achievements: Guidelines for bonuses, salaries and compensation methodologies that reward your employees when they contribute to your business growth.
  4. Do you provide feedback for improved performance: A proven tool that promotes employer to employee feedback, succession planning and career directions. This process furthers good communications between employers and employees through regularly scheduled and professionally organized meetings.
  5. Training for teams: Optional coaching and professional tools are available to enhance the understanding of different communication approaches, personalities and work styles within your business to promote better internal work relationships and productivity and enhanced client communications.

Module II: Growing Existing Client Revenues
Implementation timeframe begins in approximately one month and is ongoing through the life of your business.

Part 1: Educating Your Clients

  1. Who are you and what do you do: Everyone in your business should be able to articulate what you provide that is of benefit to prospective clients in a way that compels them to act.
  2. What do your clients hear when they are on hold: While your clients are waiting to speak with you on the phone, be sure they are listening to recorded education messages on your services.
  3. Do you educate new clients on your services: Welcome packet for clients to set the best expectations for their visit to your business.
  4. Do you publicize testimonials showcasing client satisfaction: Gather testimonials from your clients to educate others on the benefits of your business.
  5. Ask your clients to refer others: Motivate and thank your clients for referrals to friends and family.

Part 2: Business Visibility
(Optional Services)

  1. Do you have a logo: Our designers will come up with a logo that brands your business’ image.
  2. What is your business image: Be sure you have the right look for business cards, letterhead, envelopes, office folders and other materials that includes your logo and is consistent in its design.
  3. Do you have an office brochure to promote your business: We will assist with writing and designing a brochure for your business that can be distributed to your clients and to the markets that you want to reach.
  4. Do you have a website: Our website designers will put together a custom site for your business. We highly recommend that all organizations have a website. In today’s world of virtual communications, this is a popular medium for people to both learn about your business.
  5. Do you market to your current clients: This is a program that sends newsletters directly to your clients to market your ongoing updates and service offerings.
  6. Are you increasing recall rates: This process concentrates on follow-up and new service deliveries to the clients you serve. Whether it is proven recall methodologies or new promotions for clients, these processes focus on growing your business through existing client revenues. 

Module III: Attracting New Clients
Implementation timeframe begins in approximately one month and is ongoing through the life of your business.

  1. Does your target market know what you provide: We will provide customized articles to you that you can submit to local newspapers, magazines or anyone that requests a written overview of what you or one of your products/services provides to the clients you serve.
  2. Do you use the media to promote your business:We will provide press release samples customized for your business for you to submit something new or exciting taking place at your business that others should know about. Included will be a sample press format and ideas for how to submit to your local media.
  3. Do you proactively advertise your business: Recommendations and samples of various types of advertising will be provided to support the visibility of your business.
  4. Are you involved in your community: Tips on how to participate in the community and talk about your business to obtain new clients. Sample lists of popular community organizations that you can connect with are included.
  5. Training on successful marketing: Optional coaching that provides you with a better understanding of the value of marketing and how to market your business successfully