2. Lack Clarity, Vision or Purpose?
Need help, guidance and support?
Want to generate progress?
Do you need results? What IS the
next goal or
objective that
you want to
achieve?
What’s holding you back from achieving your business objectives?
Complete the following checklist then get in touch via http://www.theventurecatalyst.co.uk
General Response
How do you want the mentoring: Phone, Skype, Google +, email or in Person?
How much time do you want to commit to each session and for how many?
What is your expectation and preferred outcomes from each session?
What resources are you prepared to commit (Human, Technical, Financial)?
What metrics/KPIs will we both use to hold each other accountable?
Where Are You Now? Response
What have been your achievements to date?
What have been your disappointments to date?
How do you explain those disappointments?
What have you learned?
What will you do differently in going forwards?
What do you think you need?
How were you hoping that I could help?
What KPIs and Metrics do you currently use to monitor/measure progress?
How would you like to hold me accountable?
3. What Do You Want? Response
Revenue objectives for next 12 months?
Customer objectives for next 12 months?
Profit objectives for next 12 months?
Average Opening Order?
Cost per Sale?
Cost per Lead?
Customer Life Time Value?
Valuation / EXIT?
Other?
Why Have You Not Achieved them? Response
Vision / Strategy
People / Management
Financial / Funding
Production / Manufacturing
Market Research / Intelligence
Sales & Marketing
I.T. / Internet / Communications
Legal
Systems / Reporting
How will you achieve it True False
Have you got a plan?
Do you know which solutions & activities are required for the plan?
Do you have the required resources to resource the plan?
Do you have the reporting systems in place to evaluate the plan?
4. Sales & Marketing Priorities Priority 1-28
Market Research & Marketing Research
Objective setting (knowing how many leads, traffic, referrals they need)
Branding & Website
Which Marketing Collateral & Communications they need
Marketing Reporting Systems - setting KPIs
Planning - writing a plan (Marketing, Sales, PR, Social Media)
Targetting and create suspect/prospect/client profiles
Prospecting & Engagement – generating leads offline
Prospecting & Engagement – generating leads online
Pre-Qualifying and Disqualifying
Appointment Setting
Selling
- Closing
- Qualifying
- Budget / Money
- Think it Over
- Objections
- Giving Away “Free Consulting”
- Identifying Decision Maker & Process
- Presentations & Demonstrations
Increasing Conversions Online & Offline
Writing Proposals
Following Up / Disqualifying
Getting Paid the value you offer and true worth
Getting Paid Sooner
Following Up / Disqualifying
Getting Paid the value you offer and true worth
Getting Paid Sooner