The Segmentation Model
Segmentation Model
W O R K S H E E T
E M A I L C O P Y
Subject Line: The Segmentation Model
Hi Name,
This week we want to find where money is made or lost in your business through the lens of either your customer groups or job types (depending on your industry)
Understanding the different types of customer or “Job Types” in your business is vital for deciding what type of work we want more of (and less of!).
We need to know those who you make most margin from and position the business around those customer or job types. Also, understanding those that make the least margin and dealing LESS with them will also cause margins to grow…
Check out the following worksheet and we’ll work through how to do this in your business.
Please contact us if you have any questions on the above before our next session.
The Discovery Model
Discovery Model
W O R K S H E E T
E M A I L C O P Y
Subject Line: The Discovery Model
Hi Name,
This week we are looking at Sales and the best methods of helping develop a process for you and your business.
It may be that you do Sales in your business or your team may do this function. Either way, you’ll want a systematic method of gathering information to make sure you connect your customer with the best way to help them.
When it comes to building a sales process, the decision to buy is always a trade-off. Use the Discovery Star Sales Model to ask questions of your customer to help prioritise what’s most important to them… (often this strategy is helpful when implementing a price rise)
Have a go and make a start using the template. Test out the process with a “friendly” and get feedback on how you make it flow...
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The Avatar Builder
Avatar Builder
W O R K S H E E T
E M A I L C O P Y
Subject Line: The Avatar Builder
Hi Name,
This week we are dealing with Marketing and the best way to target more of the clients and customers you want...
The Avatar Builder should be done with an analysis of your financials to find out the customer groups that are most profitable. We should have made a start on this already with The Segmentation Model.
Once you have clarity on where the money is made in your business, the next job is to define what are the hot buttons that cause that group of customers to buy…
Using the template, we will make a start towards completing the process of building your Target Market.
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The 1 Page Pipeline
1 Page Pipeline
W O R K S H E E T
E M A I L C O P Y
Subject Line: The 1-Page Pipeline
Hi Name,
This week we are dealing with Marketing and Sales together...
Using the 1-Page Pipeline is great for helping you to see gaps in the journey that a prospect makes from initial contact right through the business.
Use the pipeline to facilitate what’s working and what needs work. It will apply to all parts of your business from marketing, sales to delivery of what you sell…
Using the worksheet, we will make a start towards finding the weakest parts of the pipeline where you are losing prospects. This will have an impact on selecting the marketing “offers” that you make in your advertising as well as the follow up process once leads come into your business.
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The Scoreboard Design
Scoreboard Design
W O R K S H E E T
E M A I L C O P Y
Subject Line: The Scoreboard Design
Hi Name,
This week we want to work on using Key Performance Indicators (KPI’s) as a management tool. These are vital to have you taking control of the systems and people in your business to ensure they are working effectively.
KPI’s need to be collected, assessed and then used to feedback to your team so everyone knows what is expected of them. This process is important to get right as culture can be negatively impacted if a team are left feeling judged and criticised.
Use the templates to design a scoreboard that will engage your team and help you to manage performance…
We will help you work through how to do this in your business.
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The System Sequencer
System Sequencer
W O R K S H E E T
E M A I L C O P Y
Subject Line: The System Sequencer
Hi Name,
This week we are working on building key systems that help you run your business easier.
SYSTEM has been made into an acronym to describe their purpose!
Save Your Self Time Energy and Money ☺
When installing systems, they should be built backwards so “start with the end in mind”. This is done by writing down the last step of the process and then ask “what happens just before that?”…
Use the template as a starting point and include the team if this help get inclusion from those who will be responsible for operating the system.
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The Hurdle Resolver
The Hurdle Resolver
Often the best way to make progress is to “Highlight the Hurdles” by working together as a team. Then come up with how to fix them so everyone is clear on the first steps. The 80/20 rule states: what are the 20% of hurdles that are 80% of the problem in making progress…
W O R K S H E E T
E M A I L C O P Y
Subject Line: The Hurdle Resolver
Hi Name,
This week we want to work on engaging your team to assist with resolving specific hurdles.
Often the best way to make progress is to “Highlight the Hurdles” by working together as a team. Then come up with how to fix them so everyone is clear on the first steps. The 80/20 rule states: what are the 20% of hurdles that are 80% of the problem in making progress…
Use the template as a starting point to have the team work through.
We will coordinate with you the best way to conduct this session regarding timing and logistics. We can also help you facilitate this session in your business.
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The Cashflow Trifecta
Cashflow Trifecta
Related Webinars...
The Chargeable Hours
Chargeable Hours
W O R K S H E E T
E M A I L C O P Y
Subject Line: Your Chargeable Hours
Hi name
This week we want to look at the “chargeable hours” in your business.
This involves optimising the “direct labour” hours worked relative to the hours that end up on an invoice and/or being “chargeable”. The gap between hours worked and hours charged is your “recovery rate”.
There will need to be some collection of data to drive the worksheet and we will help you get started with this.
Please contact us if you have any questions on the above before our next session.
S E N D W O R K S H E E T T O C L I E N T
The Price Review
The Price Review