Presentation describing Clone Your Favorite Client assessment process. This assessment helps companies understand how to optimize their sales and marketing processes to bring in more of their most profitable clients.

1. Presentation to:
Greenway BNI
Clone Your Favorite Client
Presented by: Misty Khan
Advena Artemis LLC
Tuesday, September 25, 2012

2. Portrait of a Favorite Client
• Profitable
– Serviced with normal processes
– Good margin
– Low Maintenance
• Low Cost of Sale
• Value Your Products and/or Services
• Pay on time
• Refer Your Products and/or Services

3. Who’s Not a Favorite Client?
• Want you to customize your normal
process (in a way that costs you money,
time or resources)
• Regularly make your aging accounts call
list
• Both profit margin and volume are slim
• Abusive (to you or your people)

4. Clone Your Favorite™ Client
Assessment Focuses
Strategic Marketing & Target Market Sales Sales Culture
Planning Branding Processes
Identification Ubiquitous
Mission Relevance to Qualitative or Lead Handling throughout
Vision Strategic Plan Quantitative KPI Tracking & organization
Values Relevance to Assessment Publication Training/
Target Market Integration with Recurring Terminology
SMART Goals
Social Media other Focus Discussion Communicatio
Competitive Areas Proactivity n Across Focus
Analysis Areas

5. The Assessment Tool
• Excel Spreadsheet
– Series of Interviews
– Review all Marketing Material
– Review Social Media
– Competitive Analysis
– Systems Analysis
• Leadership Team Presentation
• Final Report
– Prioritized Recommendations

6. Advena Artemis
Favorite Client
• Entrepreneurial
• In Growth Mode, want to grow, or in Pain –
revenue, new market, new product
• Transitioning from small to mid sized
company – approx. $10 – $200 MM Sales
• Manufacturing, distribution, logistics,
energy, petrochemical, high tech

7. You might be a great Artemis
prospect if…
#5 You are always complaining about your sales
team
#4 You have set goals to increase revenue, expand
territory or introduce a new product
#3 You have no defined sales process – only KPI is
revenue
#2 You think a new CRM is the answer to all your
sales problem
#1 You would like to clone your favorite client

8. Questions
Advena Artemis LLC
info@advenaartemis.com
713.267.7555