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NEEDS ASSESSMENT
Facilitate discussions about the forces driving change in your industry. Define market and industry success factors, threats and opportunities. Coordinate all of this information into actionable knowledge that insures your sustainable competitive advantages. Clarify your company vision and goals.

Deliverables:
  • Presentations based on vision and goals to use in planning
  • Objective reports showing what's right and what needs improving in your business
  • Action items that can be implemented quickly to solve problems and facilitate change


    STRATEGIC PLANNING
    Building on the Needs Assessment, a strong business plan can be created that will serve as a road map for success. Use the plan to budget resources, raise money and focus company efforts.

    Deliverables:
  • A succinct, powerfully written executive summary to use in focusing your goals
  • A thoughtful and complete business plan to use in guiding your company to higher profitability
  • Presentations that illustrate planning to employees and investors


    TACTICAL PLANNING

    From the business plan, tactical tools are developed to measure and track implementation. Reporting spreadsheets allow you to allocate resources, create budgets and ensure the success of your vision.

    Deliverables:
  • Checklists of tasks and processes you need to implement
  • Spreadsheets to help you track results
  • Report templates to use when presenting results to investors or senior management


    BRANDING
    Identify the basic elements of your brand and define its value in the marketplace. Find out how your customers perceive and value your products and services.

    Deliverables:
  • Reports defining your brand experience to use in your marketing campaigns
  • Spreadsheets of data developed to back up your brand assumptions
  • Presentations based on significant points to use in marketing and sales positioning


    MARKET RESEARCH
    Develop a complete picture of the marketplace you are serving and your competition. Determine where to focus your product development and marketing efforts for profitability and competitive advantage.

    Deliverables:
  • Market summary report with backup data and statistics that you can use to support your positions
  • Spreadsheet listing competition and selected variables that you can use to identify leads and sales opportunities


    PRODUCT DEVELOPMENT
    Research and develop a Market Requirements Report that includes an assessment of the markets in which your new product will be marketed. Determine the product features that your market wants and will pay for. Document competition and differentiating factors for your product. This report forms the basis for developing product requirements.

    Deliverables:
  • Comprehensive report to use in positioning products
  • Competitive research on similar services or products
  • Product background showing history of development so that you can sync new product with existing products
  • Necessary features to use in developing new
    successful, profitable product


    MARKETING
    Examine marketing efforts and create marketing plan that will ensure success for products and services.

    Deliverables:
  • Assessment of competition's marketing efforts to use in decision making
  • Suggestions for positioning and marketing campaigns that support brand identity and company vision
  • Suggestions and plan for Public Relations efforts that can maximize your press exposure
  • Suggestions and plan for Web site content that supports your brand and positioning


    CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
    Develop a comprehensive plan for managing and improving customer relations that will increase the amount each customer is spending with your company.

    Deliverables:
  • Assessment of current customer relationships to determine most profitable clients
  • Suggestions for improving and building on current relationships in order to gain more budget share
  • Analytical and tracking technology and tools to create business intelligence that can be used in every department of your business

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