We Focus on 3 Levels of Your Business:

1. Roadmap - The Plan
2. Grow - Implementing the plan through adding Talent
3. Scale - Franchise-like systems to Scale up Your Business



Each Level has the same 5 areas of Focus:

1. Operations
2. Marketing/Lead Generation
3. Finance
4. Talent and Training
5. Management and Leadership



Level 1: Roadmap

1. Operations
   1. Organizational Strategy
   2. Identifying and Setting Standards
   3. The Company Meeting
   4. Systematizing Your Operations
   5. System Design and Documentation
   6. Operations Manual
2. Marketing/Lead Generation
   1. Marketing Strategy
   2. Client Persona(s)
   3. Positioning and Differentiating Your Business
3. Finance
   1. Financial Management That Supports Your Strategic Objective
   2. Accounting System
   3. Financial Documentation and Reporting
4. 4. Talent and Training
   1. Position Agreements/Job Descriptions
   2. Employee Development Meetings
   3. Working Relationships That Work
5. Management and Leadership
   1. Time Management
   2. Self-Organization
   3. Your Primary Aim



Level 2: Grow

1. Operations
   1. Strategic Planning
   2. Customer Experience
   3. Systems Innovation
   4. Systems Evaluation
2. Marketing/Lead Generation
   1. Lead Conversion Baseline (see below)
   2. Lead Conversion Process (see also Training)
   3. Effective Presentations for Lead Conversion
   4. Lead Generation Channels
   5. Lead Generation Messages
   6. Lead Generation Process (See below)
   7. Marketing for Growth
3. Finance
   1. Budget Plan
   2. Cash Management System
   3. Forward-Looking Finance
   4. Frontline Finance
   5. Maximum Cash
4. Talent and Training
   1. Lead Conversion Training plan
   2. Company Values
   3. Brand Promise
   4. Adding or Growing (as) a Manager
5. Management and Leadership
   1. Strategic Management Objective
   2. Key Strategic Indicators
   3. Key Frustrations Process



Level 3: Scale

1. Operations
   1. Strategic Systematizations
   2. Expansion Plan/Model
2. Marketing/Lead Generation
   1. Growth Strategies and Your Evolving Marketing System
   2. Brand Building
3. Finance
   1. Key Financial Indicators
   2. Business Control System (Controller)
   3. Financial Strategies to Set You on the Right Path
   4. Company Valuation
4. Talent and Training
   1. Hiring & Recruiting Process
   2. Strategic Management Team
   3. Management Momentum
   4. High-Performance Environment
5. Management and Leadership
   1. Strategic Purpose
   2. Growing as a Leader
   3. Path to Self-Awareness
   4. Productivity Management
   5. Succession Planning/Exit Strategy
   6. The Leadership Cycle



Lead Generation

• Lead Generation For Growth
• Producing Lead Generation Communications
• Lead Generation Through Public Relations and Publicity
• Social Media
• Business Integration



Lead Management and Conversion (FOLLOW UP BOSS)

• Making “Yes” Easy
• Customer Reconversion
• Lead Conversion Through Referrals
• Customer Acquisition Process