| 1 |
Conduct
an annual planning session for key managers to set an
action plan and goals for the coming year. |
| 2 |
Initial
analysis of business development assessment
Questionnaire. Review of "First Steps" video
and key business practices. |
| 3 |
Ongoing
periodic analysis and interpretation of financial
statements, with written or e-mail commentary for
consideration and action.
However, ALL final management decisions are
yours alone. |
| 4 |
Attendance
in an advisory role at your periodic management
meetings. However,
ALL final management decisions are yours alone. |
| 5 |
Annual
business performance review using our specialized
financial analysis software to analyze key financial
ratios. |
| 6 |
Participate
in the Millionaire Board Room, a periodic roundtable
meeting of business owners to discuss topics related
to increasing revenues and profits. |
| 7 |
Annual
profit improvement potential calculation to review
business potential and increase profits using the Four
Ways to Grow a Business. |
| 8 |
Business
succession planning to prepare for inheritance and
protect assets from tax liability. |
| 9 |
Assist
with a complete analysis of the strengths, weaknesses,
opportunities and threats for the business using our
48-page Business Development Questionnaire. Client
agrees to complete the questionnaire and all required
preliminary papers. |
| 10 |
Lead
management team through the Business Development
Program, a nine-stage, 12 to 24-month process designed
to increase company profits and entity value
(assessing customer service levels, developing
operating plans, systematizing processes, training
team members in client service concepts,
communications, problem-solving skills, and overall
management development). |
| 11 |
Prepare
a written business plan for use with key managers,
board of advisors, bankers and other stakeholders. |
| 12 |
Present
Phone Right training program and train team members to
delight customers starting with the first impression. |
| 13 |
Present
Towards Awesome Service training program.
Determine system failures in customer service
and set performance standards for a new customer
service strategy. |
| 14 |
Present
Making Your Business Really Fly training program and
start identifying ways for owners and top managers to
move from working "IN" their business to
working "ON" their business. |
| 15 |
Present
Advanced Financial Management training program to help
non-financial owners and managers interpret and use
financial statements. |
| 16 |
Present
Building a Better Business training program to gain
insight into how to shape the future of the business
through marketing initiatives (approximately 3 hours
of interactive audio and discussion). |
| 17 |
Present
Write Right training program to help you create
corporate communications and marketing materials that
grab customers’ attention. |
| 18 |
Develop
a people development system, including creating
training tracks, career paths and performance
evaluations and systems for team members. |
| 19 |
Conduct
a customer advisory board, a focus group that brings
several customers together to determine likes/dislikes
and ways that you can improve your services to
encourage them to purchase more. |
| 20 |
Research
new business opportunities, such as product lines,
acquisitions, expansions, etc. |
| 21 |
Research
industry strategy and development papers for selected
industries to examine trends, key success factors,
news, economic analysis, strategic analysis,
benchmarks, etc. |