Business Development Action Plan

Design a custom plan to guide future success by setting goals, articulating the unique value proposition, targeting specific clients, creating market strategies, developing an implementation plan, budget and a method to measure results.


Lead Generation

Determine and analyze the characteristics of the “ideal client” – client type, project type, most profitable, bread & butter, retainer, services needed, compatibility, geographic location, etc. Identify how and where to connect with the “ideal client”; qualify and prioritize the best lead sources; and develop a follow up system.


Networking skills

Increase the circle of influence by leveraging the existing network, build the “ideal client” network, and participate in the “right” professional organizations. Determine the best methods and networking opportunities. Create a networking event checklist: before – event preparation, during – work the room, and after – immediate follow up.


Rainmaking

Acquire first-hand knowledge on how to become a “rainmaker”. Realize that everything is already inside of you – intelligence, experience, client base, consultant base, etc. You will learn how to leverage relationships to move to the next level. Master this and your future business opportunities will be endless.


Business growth assessment

An objective evaluation of the company’s growth challenges will be performed by conducting in-depth interviews with both business owners and key staff to identify strengths, weaknesses and opportunities. Based on the findings, detailed recommendations will be developed, along with an action plan, to achieve goals and assist in implementation.


One-on-One Sessions and Workshops

A customized program will be developed to include both group and individual sessions that specifically address the company’s needs and challenges.


Customized Sessions Specific to Individual Business Development Challenges

A personalized program will be created to address the needs/issues of the individual.


Multigenerational workforce assessment

Determine the best approach for the company to take advantage of the benefits of a multigenerational workforce.  Understand that the differences are key to keeping employees inspired, productive, and getting along.  An objective evaluation of the challenges of the company’s multigenerational workforce will be performed by conducting in-dept interviews with both business owners/executives and selected staff to identify values, attitudes, and motivational buttons.  Based on findings, detailed recommendations will be developed, along with an action plan, to achieve individual/company goals and assist in implementation.



Marketing

Evaluate distribution channels including: website, social media, email, online advertising, press releases, print (newspaper, magazines, brochures, direct mail), etc. and determine what channels the client’s uses and direct the focus on how to solve their problems.


Increase Profitability

Learn how to improve ROI tracking, productize scalable services, focus on value-based pricing, and target the right services for profitability.


Time Management

Learn the habits of highly successful people and how to implement these skills into the business and increase productivity and revenue.


Confidence Building

Lead meetings and client pitches with confidence by mastering the skills of preparation, organization, self-knowledge, strong body language, positive focus, persistence, and follow up.


Goal Setting/Prioritization/Accountability

Set SMART (Specific, Measurable, Attainable, Relevant, Time Based) goals and learn how to focus and prioritize on the most important task to attain business goals.


Partnerships

Expand client base and services and get experience in new services and geographic markets.



Relationship Building

Determine the best method of communication with clients. Learn how to build trust, loyalty, and lasting relationships through education, network access, empathic listening, honesty, and exceeding expectations. Develop clients who stay longer, buy more services, give referrals, and write testimonials.


Communication strategies

Master best practices for email, texting, calling, face-to-face meetings, presentations, and empathic listening. Develop a meeting preparation checklist for before, during, and after every meeting.


Develop a custom “work from home” policy that gives employees the opportunity to work remotely. Establish communication guidelines that set clear deadlines and expectations promoting transparency and trust and that fosters connections between teams. Create “rules of engagement” for technology tools such as email, video conferencing, Slack, Google Hangouts, Zoom, etc.  

Educate and empower managers on how to lead virtual teams such as managing remote direct reports and master virtual meetings. Help staff stay focused, motivated and connected to avoid social isolation, and burnout. Discuss childcare issues and keep an eye on morale and engagement. Learn how collaborating with employees and getting input on solving meaningful problems results in increased productivity, engagement, and motivation.

Benefits of Working Remotely Include:

  • Allow company to expand talent pool.

  • Improve workplace satisfaction.

  • Increase employee engagement levels.

  • Employee safety by remaining socially distant.

  • Enhanced flexibility.

  • Reduced commute times.