The Process
Initial meeting:
- Discuss preliminary needs analysis.
- Review overall company sales and marketing performance over the past year.
- Discuss the current situation, challenges and opportunities for the year ahead.
- Determine potential solutions and share preliminary partnership investment options.
Partnership meeting:
- Review proposed recommendations.
- Discuss budgets for marketing, advertising and sales training.
Let's get started:
- Solutions and proposal presented to confirm partnership.
- Write and confirm critical path action plan to begin executing the solutions.
- Solutions and timeline vary. They may be project based or long term.
Take action:
Actions to deliver solutions vary depending on need. This may include any or all the following items.
- Review overall branding and customer development process to identify gaps and solutions.
- Staff meetings to open dialog about feelings, opportunities and solutions.
- Discussion of sales goals for individuals and company.
- Review, profile, identify and discuss target customers.
- Review current customer list and outline retention and loyalty strategies.
- Review future prospect list and discuss sales and marketing strategies.
- Marketing collateral review to determine best approach to brand alignment.
- Advertising review to determine past strategies; what worked, what didn't.
- Sales process and tools review to learn what's working, what is not and what is needed.
- Develop new perspectives with staff about personal, professional training and development.
- Develop new creative for print, electronic and website media.
- Discuss interactive media options.
- Discuss media strategy, placement and timing.