You Introduce Us to Your Team
We know this seems rather obvious, but it is crucial. We are going to be asking tough questions and needing honest answers--your and our success depends on it. If you, the business owner, introduce us to your team and explain why you brought us in, we won’t be seen as a potential threat to your employees, but rather as long term partners in the the growth of your business.
This is a chance for everyone to speak. We have found if we give each individual a chance to speak, they are far more likely to be an active participant in the meeting.
Expectations and Goals
Clear expectations and goals are set at the onset of the meeting. The goal setting starts with the reason you brought us to meet with your team and the benefits that you are seeking. We then share with your team our goals for a successful meeting. This is a meeting of leaders and as such the more transparent the goals the faster we get to the answers we need.
Openly Discuss Problems and Challenges in Your Business
Here is where steps 1 through 3 payoff. We need specific detailed problems and challenges and we need to know where the breakdowns occur. We are going to ask penetrating questions, not to put anyone on the spot, but rather to uncover how we can best help solve these problems. The more comfortable people feel with their purpose and process, the better the answers they provide.
Walk Through the Workbook With the Team
Everyone gets a look at the workbook. While one of your team members may have filled out the workbook before the meeting, different members of your team will most likely have better perspectives to see where breakdowns come in your marketing, sales process, or delivery of your services. We openly discuss the results of the workbook to compare and contrast with the discussion we just had regarding the challenges in your business. We know it seems repetitive, but it works.
This is the juicy part! After we have dug as deeply as possible into the workbook, we compare the results with our software findings. The data is very revealing in identifying your greatest strengths, weaknesses, and opportunities.
6-Month Plan of Action
Now that we have been through the discovery stage we present our initial plan of action. Our goal is to partner with you for the next 10 years, starting with providing value to your business from day one. Based on our findings from the consultation process, we will create a 6-Month Plan of Action to implement the most effective and efficient solution first in order to impact the bottom line as quickly as possible. We begin with a 6-Month Plan broken out into 1-month stages. Each stage is designed to get you results as quickly as possible and build upon the previous month.
Before the meeting is concluded, we recap the consultation to provide a final opportunity for questions or new formations triggered by our initial plan of attack. Of course, we always leave the door open for continued conversation between us and your team moving forward.
Complete Wrap Up and Breakdown Sent Immediately After the Consultation
Once we have a chance to review the consultation results and compare the findings to our original assessment, we will send a complete wrap up. This wrap up will contain a complete breakdown of all the results of your consultation, as well as a detailed analysis and 6 month plan to get results in the fastest and most efficient way possible.