BEFORE WE GET STARTED...

As we mentioned, there are potential revenue opportunities to add new Business Advisory services onto your current level of support to business owners.  This will need to be discussed together to come up with something we can both agree on.  Before we get to that, it’s important that we both understand the engagement process with the business owner…

Here's the four step process offering support to Business Owners...

S T E P  O N E

Owners are sent a welcome email from you with an offer of support

S T E P  T W O

They are invited to a Strategy Session and an optional Financial Session

S T E P  T H R E E

They have their business systems & profit potential assessed to see if there's a fit

S T E P  F O U R

If there is a fit they are offered a 6-week business development program

S T E P  O N E

The Email

Option 1 | Short Message (Recommended)

Subject: Business Growth in 2021

Hi <Name>

We have identified your business as being well positioned to grow in 2021.

[OR, So many businesses I’m talking to are working on plans to make 2021 way better than 2020!]

Quick question, would you be open to further help in making that happen?

If so, please reply “YES” to this email and we’ll be in touch with more details.

Regards, etc

REPLY TO A “YES”

Thanks <Name>, great to hear!

I’ve been working closely with a contact of mine (Advisor’s name) who specialises in business performance and building profitability.

I’ve organised a private consultation for <Advisor’s name> and you to talk about your plans for 2021.  There’s no cost for this.

<Advisor’s name> will be in touch with you over the next week or so to schedule in a time.

Regards, etc

Option 2 | Longer Message

TO BUSINESS OWNERS OFFERING SUPPORT

Subject: *Important Announcement: Business Support*

Dear <Name>

We have been evaluating how we continue to support your business in the current trading conditions…

To assist with this, we have contracted a professional consulting organisation who specialise in building fast profitability to help maximise your business performance.   We have asked them to provide a free consultation to all our clients.

There is NO COST to you for participating in this service, however you will need to book an appointment with them.

The service will provide you with two free sessions with details here.

We believe it is in all our best interests to help each other continue to operate successfully.

Regards, etc

P.S. Please click on the link for more details on how to get access to this support.

S T E P  T W O

The Page

From Email Option 1 (above), the business owner will receive a phone call to see if they are open to a Strategy Session.  They are asked 3 questions on the call:

  1. “How is your business trading right now?”; then
  2. “Where do you want to take your business?” (over the longer term); and then
  3. “What’s getting in the way?” (issues and challenges).

They are offered a Strategy Session if the issues and challenges are something they want fixed.

From Email Option 2, a business owner clicks on the link and are taken to the following registration page where they receive further details of what support is available. Below is the page they are sent to…

HOW TO SAFELY NAVIGATE THE CURRENT TRADING ENVIRONMENT...

Your Business Success is Driven by Two Different Factors:

1. External Factors

The current economy, other businesses in the market, bank lending criteria, the effect of the pandemic on business confidence etc… as Business Owners we have very little control over these factors

2. Internal Factors

Your business systems, your marketing position, your pricing strategy, how you manage your margins, your quality, your staff, your systems etc… as Business Owners we have full control over these factors

Internal Factors will determine the future of your business… that’s what we’ll be focusing on with you.

Strategy Session

In this 90 minute session we’ll work with you on:

  1. The 4 Futures of your business and which path you are currently on
  1. The 3 core parts of your business where money is either made or lost
  1. The 9 Internal Projects that control your business performance and how how they can be improved

Once completed, you’ll have clear strategies to implement immediately that will add strength to your business…

REGISTER HERE

Session Workbook

You will be provided with a written assessment of how your business should perform when the Internal Factors are well managed and optimised…

S T E P  T H R E E

The Session

The following video outlines how businesses are assessed for both their operational systems and profit potential to determine if there is a “Fit” for a program.

A “Fit” is found when they have:

    1. Capacity in their business for growth requiring better Sales and Marketing functions to fill the capacity
    2. Potential for margin improvement from cost control systems and pricing gains (especially when customer loyalty is high)
    3. Productivity opportunities from better management of staff with KPIs and systemisation of core business processes (especially for businesses who are very busy)

These elements are assessed in Session One and then, (if needed) they can be “quantified” in Session Two.  We look for a 10 times ROI on program fees to the forecast profit potential.  This establishes whether we have a “Fit”.

Only then is a business development program offered…

S T E P  F O U R

The Program

The “6-Week Challenge” Program implements key findings from the assessment. However it is not practical to resolve all opportunities within 6 weeks.  Therefore the program focuses on strategies that produce “bankable” returns to ensure the ROI objectives are met.  The investment for the program is $4,975.  If a business is unsure about ROI, we look for a minimum of $50,000 per annum in Session 2 before program commencement.

When the program starts, clients receive a “challenge” every week with a video, a workshop and “Take-out Tasks” to implement. They also attend a facilitated “live” on-line session to answer any questions and ensure they are implementing their program correctly. We can add an additional week to the program if you’d like to include a support session of your own.

If a client doesn’t achieve the on-target returns by the end of the program, they have the option to continue the program at no further charge until they do.  This is the extent of our “guarantee”.  If clients have additional requirements beyond the scope of the program, they can ask for further assistance at any time.

The program launches with a 6-week intensive.

The program has 90 Day Planning & 12 month ongoing support.