Effective Mind Maps. Analyses of business mind maps by Chuck Frey, author of the Mind Mapping Software Blog

Size: px
Start display at page:

Download "Effective Mind Maps. Analyses of business mind maps by Chuck Frey, author of the Mind Mapping Software Blog"

Transcription

1 Effective Mind Maps Analyses of business mind maps by Chuck Frey, author of the Mind Mapping Software Blog Type of map: Business owner dashboard map Software used to create: MindManager Source: BiggerPlate map gallery URL: Overview Many businesses, including the one I currently work for, have weekly staff meetings. These gatherings are an excellent opportunity to bring everyone up-to-date on the status of current projects, discuss new developments, prospects in the pipeline and other operational priorities. They are also an excellent opportunity to surface any emerging problems and develop action plans to solve them. The mind map below is one that Liam Hughes, owner of BiggerPlate.com a large online repository of MindManager mind maps- uses to help him and his team run their business. I think it s an excellent example of a dashboard mind map. It can teach us many lessons about how to create a similar dashboard to help enhance the operations of our team or organization.

2 In particular, this mind map is designed to do two things: 1. It gives the owner of the business (Liam) a 50,000-foot overview of all aspects of his business operations the quintessential bigger picture view. Business owners need to be equally focused on what s happening today in their business, but even more importantly, where future growth will come from. What future products and services will we develop? Who else can we sell to? Who can we partner with to grow our business faster and better serve our customers? Those are some of the issues that can be incorporated into a visual planning tool like this. 2. It can be used as sort of a visual agenda for his weekly meetings with his staff both a checklist of topics that need to be discussed in a structured order, as well as a status report of where we are now. So let s take a closer look at what we can learn about Liam s well-organized and effective dashboard map. Overall map design This mind map has a clean design that is easy to follow. It utilizes icons to add meaning and context, but otherwise doesn t contain a lot of images. Ideally, a mind map ought to show you at a glance what it s trying to communicate, as well as make it easy to drill down into the details. This dashboard map provides an effective overview of Liam s business. Boundary emphasizes finances In this dashboard mind map, Liam uses a colored boundary to draw our eyes to the key measure that is the lifeblood of all small businesses cash flow. If there isn t adequate cash flow, it may be challenging to pay your suppliers and employees on time. A lack of it may also hamper your product development and marketing efforts. In short, cash flow is crucial to the ongoing success of any small business. As such, it deserves special emphasis, and Liam Business Owner Dashboard Map Page 2

3 has made it the most important part of this mind map by emphasizing it with a boundary. Looking more closely at the data contained within this branch of the mind map, Liam emphasizes clients that still need to be invoiced very important, because with most customers, if you don t invoice them, you don t get paid. It s that simple. It also displays the financial liabilities the company currently faces. Finally, note the net position subtopic colored green (appropriate for a key financial measure, isn t it?). This enables him, at a glance, to see if his business is cash positive or not. Nicely done! Innovation More than almost any type of business, innovation the development of profitable new products and services on an ongoing basis is critical to small firms. It s good to see that Liam has emphasized it here, with a topic specifically devoted to it. Most of the rest of the map is focused on present sales and operational issues. But it s also critically important that Liam and his team look to the future in their weekly meetings. What are we going to be working on next? Where are the next opportunities? What unmet needs do our customers have? What business model or strategy is going to drive our future growth? Although the subtopics that Liam has listed here don t appear at first glance to be very innovative, the important thing to remember is that you remember to include the topic of innovation in a dashboard map, if you decide to create one for your business. You get to decide what topics you want to cover within it. The most important take away is that you need to make planning for the future an essential part of your weekly team meetings whether you manage a department or lead an entire company, it s a valuable strategy! Business Owner Dashboard Map Page 3

4 This week topic for time-based follow-ups This topic is an excellent place to put follow-ups that are timebased in other words, action items that need to happen on a certain day. For example, if your business places its orders with a key supplier on a specific day of the week, every week, then you could place that recurring event there. Or if you have scheduled key client or customer meetings coming up in the next week, you can note them here. You can really make this part of the dashboard map your own put the upcoming events, deadlines and other scheduled priorities you need to focus upon here and make it work for you! I also like the fact that Liam has created a sub-topic called next review and he has colored it green to make it stand out so he can quickly see when the next staff meeting or periodic review of this dashboard is scheduled to take place. Sales pipeline All business owners are concerned about what their sales pipeline or funnel looks like. Who are our prospects? At what stage of the sales process are they? Who is responsible for these leads, and what are the next steps for each one? That s what this section of the mind map (pictured on the following page) answers, in a concise visual format. Note how Liam has segmented the company s sales leads using standard CRM (customer relationship management) terminology: Hot leads are those that have the greatest potential for turning into sales in the short term. Business Owner Dashboard Map Page 4

5 Prospects are companies that have shown some level of interest in the products and services Liam s company offers. But these firms are too early in the sales process to determine if they will eventually turn into customers. Suspects are firms that Liam or members of his team are aware of, who could benefit from his company s products and services. Think of them as low-level prospects. We want to put information about our products and services in their hands and better understand their needs. But we don t know at this point in time just how interested they are in what we have to offer. Holding pattern: This category can be used to keep track of prospects that may have been hot at one time, but for one reason or another, their interest has cooled in investing in your products or services. This could be a temporary setback, such as a budget cut. The company still wants your solution, but it may be another 6 months to a year before it can afford to invest in it. You don t want to lose track of these prospects, yet you don t want to have them creating visual clutter at the higher levels of your sales funnel. Think of this topic as a parking lot for prospects that may be valuable some day. Just a couple of things to point out here: I really like the way Liam uses color coding both the topic color and a corresponding border color to visually group the different types of sales leads. This is a very effective design. Note, too, how all of the lowest-level sub-topics are tasks next actions that we need to take to close these potential sales. The resource indicators (below each task) show who is responsible for them, and in what time frame those tasks need to be accomplished. Business Owner Dashboard Map Page 5

6 If you use this dashboard map to drive the agenda of your weekly staff meetings, you can use this part of it as a tool to check with your salespeople to ensure that these follow-ups actually happened, and to make alternate plans if they didn t. Operations/delivery In most companies, the salespeople are not the same people who actually do the work, build the product or deliver the service. If sales is the front end, customer-facing part of your business, operations is the back end, where things get built and shipped. Here, the business owner needs to keep his or her finger on the pulse of key projects. In this dashboard map, Liam enables project tracking by creating a series of topics that are focused on specific clients or customers. This is a great way to focus on the ongoing needs of existing customers, who are always a low-cost way to add revenue by selling them additional services. Too often, business owners don t pay enough attention to existing customers. As a former senior executive with an ad agency, I have first-hand experience in seeing how a business owner can become preoccupied with bringing in new business, while almost completely ignoring key existing clients. This can sometimes result in those key clients feeling ignored, and taking their business elsewhere. I ve heard clients say some variation of, Bill was very interested in talking with us when we first came on board with your firm. But now that we ve been a client of the agency for a few years, I feel like he just doesn t care enough about us. We never hear from him any more. Trust me this is something you do NOT want to hear a key client someone who brings substantial revenue into your firm say this! Business Owner Dashboard Map Page 6

7 Liam s customer-focused section of this map is a great way to help prevent this from happening. Using a dashboard like this, the business owner can see what s going on with each key piece of business, schedule calls or visits to remain visible and be knowledgeable about the status of the work the company is doing for them. I like the emphasis Liam places on delivery. Too many small companies and sole proprietors get caught up in endlessly tweaking their products, but don t ship finished products as often as they ought to. In most industries and professions, you must ship first, and then get paid. So it s crucial that you maintain a focus on moving projects toward completion as efficiently as possible, while at the same time avoiding scope creep and quickly cutting your losses on projects that appear to be failing. One final note: You could easily create links from this section of the dashboard map to submaps that contain more details on each client or customer project enabling you to easily view the forest and the trees. Questions? Got questions about this report? Please contact me at Published 3/18/2011 Business Owner Dashboard Map Page 7

THE ZEN OF A CONNECTED BUSINESS. Why it makes sense to move your financial information to the cloud

THE ZEN OF A CONNECTED BUSINESS. Why it makes sense to move your financial information to the cloud THE ZEN OF A CONNECTED BUSINESS Why it makes sense to move your financial information to the cloud Introduction Every day, millions of business people use different products and apps to share financial

More information

How to analyze your competition using mind maps

How to analyze your competition using mind maps How to analyze your competition using mind maps By Chuck Frey, The Mind Mapping Software Blog Competitor analysis is a great application for mind mapping software. It usually involves capturing and organizing

More information

Linda Carrington, Wessex Commercial Solutions

Linda Carrington, Wessex Commercial Solutions Linda Carrington, Wessex Commercial Solutions Linda Carrington has worked with ISO 9001 accredited systems throughout her career, in businesses as diverse as oil and gas, construction, defence and shipping.

More information

Lead Generation for IT Providers

Lead Generation for IT Providers EBOOK Pull text goes here and bold some of the copy Lead Generation for IT Providers Tips and Tricks to Fill Your Pipeline 1 datto.com/uk CREATE A LEAD GENERATION PLAN Pull text goes here and bold some

More information

HOW YOUR CAREER BACKGROUND CAN HELP YOU BECOME A BUSINESS ANALYST

HOW YOUR CAREER BACKGROUND CAN HELP YOU BECOME A BUSINESS ANALYST By Laura Brandenburg Lesson Objective: After completing this lesson, you ll be able to identify strengths from your career background that will directly support your transition into business analysis.

More information

IN THE ABSENCE OF GOOD DATA ONE CANNOT MAKE GOOD BUSINESS DECISIONS

IN THE ABSENCE OF GOOD DATA ONE CANNOT MAKE GOOD BUSINESS DECISIONS Ellen Freedman, CLM Freeman Consulting, Inc. Please indulge me for a minute: reread the title of this article. OK, now one more time please, and this time read it out loud. Chances are good that if you

More information

Website Content Creation Worksheet

Website Content Creation Worksheet Worksheet: Website Content Creation Let's face it. Coming up with website content can be a daunting task to tackle. Many times it's not that you don't know what to say, it's that you aren't sure exactly

More information

VIDEO 1: WHY ARE CONTACTS SO IMPORTANT?

VIDEO 1: WHY ARE CONTACTS SO IMPORTANT? VIDEO 1: WHY ARE CONTACTS SO IMPORTANT? Hey, it s Kyle from HubSpot Academy. Let s talk about contacts. Contacts are the most fundamental part of any CRM. They re your prospects and customers--the living,

More information

How To Create a Social Support Strategy

How To Create a Social Support Strategy How To Create a Social Support Strategy Welcome to the age of the social customer Today s customers have a lot of power and their voices are amplified exponentially on Facebook, Twitter, LinkedIn, and

More information

EXECUTIVE SUMMARY. Union Metrics unionmetrics.com

EXECUTIVE SUMMARY. Union Metrics unionmetrics.com EXECUTIVE SUMMARY Instagram is one of the fastest growing and most popular social media platforms on the planet. If you work in digital marketing, you re probably doing something for your brands or clients

More information

Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED.

Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED. Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED. Table of Contents Grow Your Small Business With Salesforce 01 02 03 04 05 Introduction The Salesforce Advantage Chapter 1 Make Everyone

More information

Business Result Advanced

Business Result Advanced Business Result Advanced Student s Book Answer Key 5 Teamwork Starting point, team members don t get on, they have different working styles, some people are unreliable, there may be a clash of objectives,

More information

Top 10 Marketing Mistakes Even the Smartest Companies Make And How You Can Avoid Them

Top 10 Marketing Mistakes Even the Smartest Companies Make And How You Can Avoid Them Top 10 Marketing Mistakes Even the Smartest Companies Make And How You Can Avoid Them By Susan LaPlante Dube & Maureen O Grady Condon, MS www.precisionmarketinggroup.com Top 10 Marketing Mistakes Even

More information

Chapter Four Discussion Questions

Chapter Four Discussion Questions Chapter Four Discussion Questions 1. The first meeting of Wes Douglas and Elisabeth Flannigan, director of nursing, didn t go well. If you were the new administrator, explain ow you might have established

More information

Sage One Online accounts for start-ups and small businesses

Sage One Online accounts for start-ups and small businesses Sage One Online accounts for start-ups and small businesses About Sage One Sage One is a family of online accounts software that helps you manage your business finances. Designed for UK businesses, there

More information

Knowledge Insecure in the Information. Age. aka Five Transformational Information Points. Sue de Bievre, Beany.com, 2016

Knowledge Insecure in the Information. Age. aka Five Transformational Information Points. Sue de Bievre, Beany.com, 2016 Knowledge Insecure in the Information aka Five Transformational Information Points Age Sue de Bievre, Beany.com, 2016 Lack of knowledge creates uncertainty and fear Not knowing what you don t know is stressful

More information

USING PR MEASUREMENT TO BEAT YOUR COMPETITORS: A HOW-TO GUIDE

USING PR MEASUREMENT TO BEAT YOUR COMPETITORS: A HOW-TO GUIDE USING PR MEASUREMENT TO BEAT YOUR COMPETITORS: A HOW-TO GUIDE Dear Reader, Thank you for downloading this how-to guide: Using PR Measurement to Beat Your Competitors. I hope you will find it to be a valuable

More information

The Real Estate Philosopher

The Real Estate Philosopher The Real Estate Philosopher Peter Drucker: Creating Customers Peter Drucker one of the great intellectual thinkers of the twentieth and twenty-first centuries asks a question: What is the purpose of a

More information

VIDEO 1: WHY IS A STRATEGY PLAN IMPORTANT?

VIDEO 1: WHY IS A STRATEGY PLAN IMPORTANT? VIDEO 1: WHY IS A STRATEGY PLAN IMPORTANT? Hi, I m Sarah from HubSpot Academy. Welcome to, Creating a Strategy Plan for your Clients. At this point in the client engagement, you ve conducted a content

More information

(800) Leader s Guide

(800) Leader s Guide www.edgetrainingsystems.com (800) 476 1405 Leader s Guide Copyright 2002 Edge Training Systems, Inc. All Rights Reserved This publication may not be reproduced, stored in a retrieval system, or transmitted

More information

THE ULTIMATE CUSTOMER PERSONA TEMPLATE

THE ULTIMATE CUSTOMER PERSONA TEMPLATE THE ULTIMATE CUSTOMER PERSONA TEMPLATE 1 BlueSteeleSolutions.com 1 BlueSteeleSolutions.com 940 312 7842 CONTENTS The Ultimate Customer Persona Template 3 Effective Marketing Is Tailored to a Specific Segment

More information

IN THE ABSENCE OF GOOD DATA ONE CANNOT MAKE GOOD BUSINESS DECISIONS

IN THE ABSENCE OF GOOD DATA ONE CANNOT MAKE GOOD BUSINESS DECISIONS ONE CANNOT MAKE GOOD BUSINESS DECISIONS Ellen Freedman, CLM Law Practice Management Coordinator Pennsylvania Bar Association Please indulge me for a minute: reread the title of this article. OK, now one

More information

Testimonial MAINSTREAM FIBER NETWORKS. We interviewed: LYNN GABRIEL CHIEF OPERATING OFFICER. Mainstream Fiber Networks - A Procurify Success Story

Testimonial MAINSTREAM FIBER NETWORKS. We interviewed: LYNN GABRIEL CHIEF OPERATING OFFICER. Mainstream Fiber Networks - A Procurify Success Story Testimonial MAINSTREAM FIBER NETWORKS We interviewed: LYNN GABRIEL CHIEF OPERATING OFFICER When you re buying expensive items in large quantities, it becomes frustrating when you can t keep track of it.

More information

How to build a sales enablement strategy: first steps. The framework and the metrics you need to succeed

How to build a sales enablement strategy: first steps. The framework and the metrics you need to succeed How to build a sales enablement strategy: first steps The framework and the metrics you need to succeed 1 Introduction Sales enablement is critical for companies looking to foster happy, quota- meeting

More information

Farm Succession Planning

Farm Succession Planning Agriculture Farm Succession Planning Ten steps toward the future you want. 1 Agriculture Farm Succession Planning Succession planning Succession planning is often on the minds of farmers. That s really

More information

INTRODUCTION THE PROBLEM AND ITS CONSEQUENCES

INTRODUCTION THE PROBLEM AND ITS CONSEQUENCES EXPLORING CUSTOMER RELATIONS INTRODUCTION The best work environment is one in which employers and employees work together as a team, supporting, leading, and sharing goals. In such an environment, each

More information

My Top 19 Customer Service Tips

My Top 19 Customer Service Tips My Top 19 Customer Service Tips by Future Executive Senior Sales Director Laura A. Schmidt January 2003 1. Getting the products to the customers: Have padded mailing envelopes ready at all times. The least

More information

Meeting Guide and Agenda by Course

Meeting Guide and Agenda by Course Meeting Guide and Agenda by Course Kickoff Meeting 1. Introduction of all attendees. 2. Go over the purpose of the program. Explain why the firm has chosen to invest in the program and how the program

More information

The profit in a direct response business is in the backend.

The profit in a direct response business is in the backend. From: Todd Brown West Palm Beach, FL Dear Marketing Funnel Superstar: The profit in a direct response business is in the backend. You ve heard that many times. And it s absolutely true. At least it is

More information

Using Key Principles to Build Rapport

Using Key Principles to Build Rapport Using Key Principles to Build Rapport Were you ever interviewed by someone who had little regard for your feelings? What did this person say or do, and how did you feel? How open were you with this person,

More information

5 Ways to Fuel Your Investing Success

5 Ways to Fuel Your Investing Success 5 Ways to Fuel Your Investing Success Fuel supplies power. With it, all systems are go. Without it, even the greatest machine can t perform the simplest task. Use the right kind of fuel and peak performance

More information

A BUYER S GUIDE TO CHOOSING A MOBILE MARKETING PLATFORM

A BUYER S GUIDE TO CHOOSING A MOBILE MARKETING PLATFORM A BUYER S GUIDE TO CHOOSING A MOBILE MARKETING PLATFORM A Buyer s Guide to Choosing a Mobile Marketing Platform Today, mobile users are demanding more from their app experiences, and the priority is clear:

More information

Key Points How to create an effective business plan

Key Points How to create an effective business plan Key Points What s in a business plan? 1. An executive summary 2. The business profile 3. The market analysis for your products or services 4. The marketing plan 5. The operating plan 6. The management

More information

INBOUND SALES PLAYBOOK. Your Comprehensive Plan for Turning Prospects Into Happy Customers

INBOUND SALES PLAYBOOK. Your Comprehensive Plan for Turning Prospects Into Happy Customers INBOUND SALES PLAYBOOK Your Comprehensive Plan for Turning Prospects Into Happy Customers SO, YOUR BUSINESS WANTS TO GO INBOUND WITH ITS SALES PROCESS? Way to go! You re already on the right track to getting

More information

MAINTAINING CLIENT RELATIONSHIPS

MAINTAINING CLIENT RELATIONSHIPS 6 STEPS TO PERFECT QUAL The L&E trust guide to ensure the success of your project STEP 6 MAINTAINING CLIENT RELATIONSHIPS LERESEARCH.COM CONTENTS THE VALUE OF CLIENT RELATIONSHIPS 03 GOOD ACCOUNT MANAGEMENT

More information

10 Things To Never Say

10 Things To Never Say 10 Things To Never Say When Delegating PRACTICAL TOOLS 10 Things To Never Say When Delegating / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

More information

Three steps to joining and participating in unions

Three steps to joining and participating in unions Anger hope action Three steps to joining and participating in unions 1. Anger The first condition for joining or becoming involved in the union is anger. Many people are uncomfortable about expressing

More information

B2B Sales in the Modern Age

B2B Sales in the Modern Age B2B Sales in the Modern Age Using Insight Selling to Improve Sales and Marketing Results When it comes to lead generation and improving customer relationships, it seems that sales and marketing professionals

More information

Digital Marketing Customer Workbook

Digital Marketing Customer Workbook Digital Marketing Customer Workbook Your First Step in Digital Marketing Success! Table of Contents: Introduction 3 Why Target My Audience 4 Questions to Answer 6 Business Goals 8 Customer Descriptions

More information

How to Turn a Gerbil Into an Owl

How to Turn a Gerbil Into an Owl How to Turn a Gerbil Into an Owl Help free your clients from redundant, fruitless tasks so they can focus on the big picture and make better decisions for their business. How to Turn a Gerbil Into an Owl

More information

organize, automate & grow your life

organize, automate & grow your life organize, automate & grow your life and health insurance agency brought to you by: TABLE OF ContentS AUTHOR: Chapter 1: Organize Your Agency Chapter 2: Automate Your Agency Chapter 3: Grow Your Agency

More information

PRECISE PROSPECT PROFILE INSTRUCTIONS & WORKSHEET. Precise Prospect Profile

PRECISE PROSPECT PROFILE INSTRUCTIONS & WORKSHEET. Precise Prospect Profile INSTRUCTIONS & WORKSHEET How to make your voice cut through all the marketplace noise? It s a challenge. Better, Faster, Cheaper. Everyone is screaming the same things and buyers are inundated with offers.

More information

Cash Flow if you re out of money, you re out of business.

Cash Flow if you re out of money, you re out of business. Cash Flow if you re out of money, you re out of business. Thanks for downloading this Cash Flow Cheat Sheet from SmartBusinessPlans.com.au Cash Flow is probably the most important aspect of keeping a business

More information

Data Diving. (Identifying Marketing Data) (IM LAP 11, IM:184, Specialist Level) Just the facts What s the source? Go for seconds.

Data Diving. (Identifying Marketing Data) (IM LAP 11, IM:184, Specialist Level) Just the facts What s the source? Go for seconds. (Identifying Marketing Data) (IM LAP 11, IM:184, Specialist Level) Objective A Objective B Explain the nature of secondary data monitored for marketing decision making. Demonstrate procedures for identifying

More information

NURTURE MARKETING. Plant a Seed to Warm your Leads

NURTURE MARKETING. Plant a Seed to Warm your Leads NURTURE MARKETING Plant a Seed to Warm your Leads The Evolution of Marketing Back in the day, Marketing was about pushing information from the seller to the buyer. Then the internet came and people could

More information

Business Assessment. Advisor Tool Galliard, Inc. All Rights Reserved

Business Assessment. Advisor Tool Galliard, Inc. All Rights Reserved + Family Business Assessment Advisor Tool 2015 Galliard, Inc. All Rights Reserved + Purpose: To discuss and assess six major focus areas for familyowned and closely-held businesses. 2015 Galliard, Inc.

More information

Grow Your Business by Increasing Your Customer Base

Grow Your Business by Increasing Your Customer Base 2007 ISSUE 2 CONTENTS. Issue 3. 2007 Grow Your Business By Increasing Your Customer Base Small Business Planning 3 Myths Top Website Mistakes That Lose You Business Delegate It Grow Your Business by Increasing

More information

TOOLKITS ADVENTURE BIZ. Social Media Best Practices IN THIS TOOLKIT WHY THIS MATTERS:

TOOLKITS ADVENTURE BIZ. Social Media Best Practices IN THIS TOOLKIT WHY THIS MATTERS: Social Media Best Practices IN THIS TOOLKIT Lesson Overview Social Media Planning Facebook Tactics Instagram Tactics Your Survival Kit WHY THIS MATTERS: Too many times, adventure brand owners treat social

More information

Step 1. Develop the Workforce Integration Project Plan. Chapter Goal

Step 1. Develop the Workforce Integration Project Plan. Chapter Goal 1 Step 1 Develop the Workforce Integration Project Plan The project plan is critical throughout the entire transition process and will be a working document that is continually updated. It will guide you

More information

Turning Clients Into Creative Team Partners. inmotionnow

Turning Clients Into Creative Team Partners. inmotionnow Turning Clients Into Creative Team Partners inmotionnow 888.462.8044 919.678.8118 sales@inmotionnow.com www.inmotionnow.com Turning Clients Into Creative Team Partners According to the 2014 Creative Industry

More information

Your Action Plan to Launch New Paid Content

Your Action Plan to Launch New Paid Content Is your circulation flat? Are you having trouble attracting new subscribers? Do you want to expand your offerings to new markets? If yes, then consider launching a new paid subscription product. However,

More information

THE ART OF DELEGATION

THE ART OF DELEGATION THE ART OF DELEGATION Responding to Delegation Definition of Delegation Delegation the transfer of an activity while retaining accountability for the outcome. This could come from: Your boss Other supervisors

More information

TakeON! YOUR MANAGEMENT MATTERS

TakeON! YOUR MANAGEMENT MATTERS How do we build our managers capability and confidence so they can lead their people to better performance? For more info on visit www.takeon.biz ON-Brand Partners 2012 1 TURNING TRADITIONAL MANAGER DEVELOPMENT

More information

INSIGHTS. 10 Talent Management Activities to Stop Doing Right Now

INSIGHTS. 10 Talent Management Activities to Stop Doing Right Now INSIGHTS 10 Talent Management Activities to Stop Doing Right Now You can radically simplify your talent management practices by eliminating activities that don t add value 10 Talent Management Activities

More information

Holding Accountability Conversations

Holding Accountability Conversations Holding Accountability Conversations 5 Scripts And Guides To Help You Through The Process PRACTICAL TOOLS Holding Accountability Conversations / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

More information

STRATEGY #1: USE BOOTSTRAPPING TO MAKE THE MOST OF WHAT YOU HAVE 4 PROVEN STRATEGIES TO SUCCEED

STRATEGY #1: USE BOOTSTRAPPING TO MAKE THE MOST OF WHAT YOU HAVE 4 PROVEN STRATEGIES TO SUCCEED 4 PROVEN STRATEGIES TO SUCCEED To be successful in business, you need to turn your resources into profits. Unfortunately, many entrepreneurs consider money the only resource that will make their business

More information

Twitter Set-up Guide. How to Optimize Your Profile

Twitter Set-up Guide. How to Optimize Your Profile Twitter Set-up Guide How to Optimize Your Profile WHY TWITTER IS VALUABLE TO YOUR BUSINESS Before You Get Started Consider if you want a personal or a business Twitter account. Both are good to have but

More information

COACHING USING THE DISC REPORT

COACHING USING THE DISC REPORT COACHING USING THE DISC REPORT TAKING THE NEXT STEP Congratulations! You ve taken the first vital step in showing that you are a champion in your organization that wants to make a difference. Your employees

More information

Unlock. John Nemo. for Lead Generation. The Ultimate Guide to Leveraging LinkedIn for Nonstop Sales Leads, Clients and Revenue!

Unlock. John Nemo. for Lead Generation. The Ultimate Guide to Leveraging LinkedIn for Nonstop Sales Leads, Clients and Revenue! The Ultimate Guide to Leveraging LinkedIn for Nonstop Sales Leads, Clients and Revenue! John Nemo Stop Chasing Prospects Instead Get THEM Chasing YOU! Learn how to leverage LinkedIn to generate nonstop

More information

WHAT ARE TWITTER CHATS?

WHAT ARE TWITTER CHATS? Ultimate Twitter Chat Guide 2 WHAT ARE TWITTER CHATS? Twitter chats have been around for years, helping Twitter users connect and share information over a specific industry or interest. Some chats are

More information

How to build a sales enablement strategy: first steps. The framework and the metrics you need to succeed

How to build a sales enablement strategy: first steps. The framework and the metrics you need to succeed How to build a sales enablement strategy: first steps The framework and the metrics you need to succeed Introduction Sales enablement is critical for companies looking to foster happy, quotameeting sales

More information

Using Incentives to Increase Engagement and Persistence in Two- Generation Programs. Megan Stanley & LaDonna Pavetti

Using Incentives to Increase Engagement and Persistence in Two- Generation Programs. Megan Stanley & LaDonna Pavetti Using Incentives to Increase Engagement and Persistence in Two- Generation Programs Megan Stanley & LaDonna Pavetti Asking questions If you have a question about the presentation, expand the Question section

More information

The #1 Financial Mistake Made by Small-Business Owners

The #1 Financial Mistake Made by Small-Business Owners A MICHIGAN CFO ASSOCIATES WHITE PAPER The #1 Financial Mistake Made by Small-Business Owners Todd Rammler, CMA, MSA President 43230 Garfield Road Suite 130 Clinton Township, MI 48038 p. 586.580.3285 f.

More information

Best Practices for Social Media

Best Practices for Social Media Best Practices for Social Media Facebook Guide to Facebook Facebook is good for: Sharing content links, pictures, text, events, etc that is meant to be shared widely and around which communities and individuals

More information

Campaign Skills Trainer s Guide. Module 6 Message Development Creating Powerful and Persuasive Messages

Campaign Skills Trainer s Guide. Module 6 Message Development Creating Powerful and Persuasive Messages Campaign Skills Trainer s Guide Module 6 Message Development Creating Powerful and Persuasive Messages CAMPAIGN SKILLS TRAINER S GUIDE MODULE 6: MESSAGE DEVELOPMENT Creating Powerful and Persuasive Messages

More information

PERCEPTION IS REALITY : A RECRUITER S GUIDE TO GOING FROM ORDER TAKER TO TRUSTED ADVISOR

PERCEPTION IS REALITY : A RECRUITER S GUIDE TO GOING FROM ORDER TAKER TO TRUSTED ADVISOR PERCEPTION IS REALITY : A RECRUITER S GUIDE TO GOING FROM ORDER TAKER TO TRUSTED ADVISOR Make the transition, and become a better consultative partner for your clients and candidates! TABLE OF CONTENTS

More information

Small business guide to hiring and managing apprentices and trainees

Small business guide to hiring and managing apprentices and trainees Small business guide to hiring and managing apprentices and trainees A short guide for small businesses on how to get the most from your apprentice or trainee When it comes to recruiting and managing a

More information

Making Social Media Sell Give your customers a reason to pay attention to your social media while turning into more sales.

Making Social Media Sell Give your customers a reason to pay attention to your social media while turning into more sales. Making Social Media Sell Give your customers a reason to pay attention to your social media while turning into more sales. Truebridge Integrated Content Marketing White Paper Making Social Media Sell Truebridge

More information

BALANCE MAGIC. Understanding the Language of the Markets. Part 2. Written By Michael J. Parsons. All Rights Reserved

BALANCE MAGIC. Understanding the Language of the Markets. Part 2. Written By Michael J. Parsons. All Rights Reserved BALANCE MAGIC Understanding the Language of the Markets Part 2 All Rights Reserved Written By Michael J. Parsons While there are many waves that run through a market and so not all trends will match up

More information

Grow Your Business By Increasing The Average Sale Value

Grow Your Business By Increasing The Average Sale Value 2007 ISSUE 2 CONTENTS. Issue 5. 2007 Grow Your Business By Increasing The Average Sale Value Sales Reps Need A Plan Avoid A Retirement Crisis Taking Control Of Profit Grow Your Business By Increasing The

More information

ESSENTIAL GUIDE TO EXHIBITION MARKETING

ESSENTIAL GUIDE TO EXHIBITION MARKETING ESSENTIAL GUIDE TO EXHIBITION MARKETING Find us online at www.forza.ie 2013 WINNER 2013 WINNER 2013 FINALIST BEST DIRECT MAIL WINNER BEST DIRECT MAIL RUNNER-UP BEST GRAPHIC DESIGN FINALIST It s all about

More information

SECRETS FROM The Pocket Guide to Sales for Financial Advisors

SECRETS FROM The Pocket Guide to Sales for Financial Advisors SECRETS FROM The Pocket Guide to Sales for Financial Advisors For the FPA of Colorado September 2017 Presented By Beverly D. Flaxington The Human Behavior Coach Expected Outcomes You will be able to: Establish

More information

How to Select the Best Digital Marketing Agency

How to Select the Best Digital Marketing Agency How to Select the Best Digital Marketing Agency 9 key selection criteria to live by when choosing a digital marketing partner. Disclaimer The information contained within this whitepaper is the opinion

More information

More than Mobile Forms Halliburton s Implementation of an End to End Solution

More than Mobile Forms Halliburton s Implementation of an End to End Solution CUSTOMER INTERVIEW More than Mobile Forms Halliburton s Implementation of an End to End Solution Hosted by: Mark Scott, VP Marketing, ProntoForms Yamina Hibbard, Global Asset Manager, Halliburton Mike

More information

The Sales Professional s Guide to: Microsoft Dynamics 365

The Sales Professional s Guide to: Microsoft Dynamics 365 The Sales Professional s Guide to: Microsoft Dynamics 365 The Sales Professional s Guide to: Microsoft Dynamics 365 Executive Summary The perception of CRM amongst sales professionals is one of huge effort

More information

business intelligence software for manufacturers

business intelligence software for manufacturers business intelligence software for manufacturers Guide produced by sales-i introduction what is business intelligence? 50% of businesses struggle to extract value from data 37% have or are planning to

More information

Building the Foundation for a Successful Business

Building the Foundation for a Successful Business Building the Foundation for a Successful Business If I knew then what I know now... Table of Contents If Only I Knew Then What I Know Now........ 3 Planning... 4 Sales & Marketing... 5 Employees... 7 Operations........

More information

EXECUTIVE SUMMARY INTRODUCTION. Break through any business challenge: Prioritise the right tasks and manage for success

EXECUTIVE SUMMARY INTRODUCTION. Break through any business challenge: Prioritise the right tasks and manage for success Break through any business challenge: Prioritise the right tasks and manage for success EXECUTIVE SUMMARY All management teams are faced with similar challenges when it comes to building and growing a

More information

10 ways to make your field service organization a profit center

10 ways to make your field service organization a profit center 10 ways to make your field service organization a profit center The goal of this ebook is to help you move your field service operations from a cost center to a profit center, and we ll outline 10 ways

More information

Session 1: 1. Profiling Connections and Building Your Network. 2. Creating Interaction and Engagement rd Party Social Media Tools.

Session 1: 1. Profiling Connections and Building Your Network. 2. Creating Interaction and Engagement rd Party Social Media Tools. What we ll cover WORKSHOP 2: USING SOCIAL MEDIA AS A BUSINESS TOOL University Centre Peterborough, 5 September 2013 Delivered by Ian Gibbins, IG Media Marketing ian@igmediamarketing.com Tel: 01733 241537

More information

Hi, I am Saša Djunisijević, Founder of The Whiteboarder. Years

Hi, I am Saša Djunisijević, Founder of The Whiteboarder. Years Hi, I am Saša Djunisijević, Founder of The Whiteboarder. Years of dealing with the most demanding small, mid-sized and large companies helped me to form excellent understanding of different businesses.

More information

INCOME AND EXPENSE TOOL

INCOME AND EXPENSE TOOL INCOME AND EXPENSE TOOL GLOBAL GARDENS, BOISE IDAHO Summary This guide will help you use the Income and Expenses Tool with farmers. The tool is an Excel spreadsheet, intended to be used one-on-one with

More information

Seven Areas of Improvement in the Business

Seven Areas of Improvement in the Business For most businesses, increasing revenue offers higher payback than reducing expense. This is especially true in businesses which have relaby Harwell Thrasher MakingITclear Seven Ways Information Technology

More information

WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions.

WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions. WHY DO I NEED CRM? Answers to frequently asked customer relationship management questions. INTRODUCTION In a 2015 survey conducted by Salesforce, more than half of small business owners said their companies

More information

The Personal Financial Success Company. Quick Start. Orientation

The Personal Financial Success Company. Quick Start. Orientation The Personal Financial Success Company Quick Start Orientation 1/13/2016 Quick Start Orientation Congratulations! You have recently become a new myecon Associate. You may be thinking, what s next or how

More information

Focused Marketing. The Key To Growing Your Business In Any Economy. Robert Peters

Focused Marketing. The Key To Growing Your Business In Any Economy. Robert Peters Focused Marketing The Key To Growing Your Business In Any Economy By Robert Peters Contents Unfocused marketing...... 3 The shopping centre...... 3 Mass Marketing...... 4 What s the alternative?... 5 Focused

More information

Innovative Marketing Ideas That Work

Innovative Marketing Ideas That Work INNOVATIVE MARKETING IDEAS THAT WORK Legal Disclaimer: While all attempts have been made to verify information provided in this publication, neither the Author nor the Publisher assumes any responsibility

More information

Q&A from the PSMJ Resources, Inc. / XL Group Webinar on September 18, 2012: Developing Satisfied Clients: 6 Steps That Can Save Your Assets

Q&A from the PSMJ Resources, Inc. / XL Group Webinar on September 18, 2012: Developing Satisfied Clients: 6 Steps That Can Save Your Assets Q&A from the PSMJ Resources, Inc. / XL Group Webinar on September 18, 2012: Developing Satisfied Clients: 6 Steps That Can Save Your Assets Q: Can you give us examples of how to set up a procedure to ID

More information

Copyright WorldAPP. All rights reserved US: +1(781) UK: +44(0) US TOLL FREE: +1(888) AU: +1(800)

Copyright WorldAPP. All rights reserved US: +1(781) UK: +44(0) US TOLL FREE: +1(888) AU: +1(800) When Choosing a Survey Solution for Market Research Introduction Effective market research is vital to all businesses for many reasons. Among other things, it tells a company how it rates against its competitors,

More information

Step-by-step CRM data analytics for sales teams. How to go beyond metrics and find actionable insights to improve sales performance

Step-by-step CRM data analytics for sales teams. How to go beyond metrics and find actionable insights to improve sales performance Step-by-step CRM data analytics for sales teams How to go beyond metrics and find actionable insights to improve sales performance On average, On average, Finding insights is hard don t make it any harder

More information

Trainer Manual. Free Sample Exercise. Labor Relations Institute, Inc.

Trainer Manual. Free Sample Exercise. Labor Relations Institute, Inc. Trainer Manual Free Sample Exercise Labor Relations Institute, Inc. Welcome to Tripwire Training! Our objectives: Ø You will know the reasons employees sometimes trust third-party representation over a

More information

Mind Your Own Business

Mind Your Own Business Mind Your Own Business You may be asking by now, what is the point of all this financial analysis that has been presented in the previous seven articles? It isn t to make work for your accountant although

More information

OUTSOURCED B2B LEAD-GEN BRINGS 40% INCREASE IN SALES ROI

OUTSOURCED B2B LEAD-GEN BRINGS 40% INCREASE IN SALES ROI NNC SERVICES OUTSOURCED B2B LEAD-GEN BRINGS 40% INCREASE IN SALES ROI C O N T E N T S INTRO HOW IN-HOUSE LEAD-GEN GETS DONE MEET THE OUTSOURCED LEAD-GEN DEPARTMENT CONCLUSIONS M / +4 07 52 87 51 61 F /

More information

Working with Consultants Amy Reisch, First 5 Marin Jara Dean- Coffey, jdcpartnerships

Working with Consultants Amy Reisch, First 5 Marin Jara Dean- Coffey, jdcpartnerships Working with Consultants Amy Reisch, First 5 Marin Jara Dean- Coffey, jdcpartnerships Interview 10/24/12 1. What resulted from the consulting project that was transformative? Amy: First and foremost, from

More information

TRAINER PREPARATION. Training room needs to have chairs that can be moved and/or should be large enough for groups to be able to spread out.

TRAINER PREPARATION. Training room needs to have chairs that can be moved and/or should be large enough for groups to be able to spread out. Leadership Development USING RESOURCES Session Length: 50 Minutes Learning objectives: Be able to identify appropriate types of resources. Learn how to effectively recruit human resources and obtain necessary

More information

Real Estate Marketing Mistakes to Avoid

Real Estate Marketing Mistakes to Avoid Real Estate Marketing Mistakes to Avoid And What to Do Instead Before you go on your next listing appointment, write your next email or send another just listed flyer. Take a look at these 3 common marketing

More information

Team Conversation Starters

Team Conversation Starters Team Conversation Starters This guide is intended to help you get started during your action planning session and/or to dig deeper into understanding the feedback you receive from your employees during

More information

My 1-Page Marketing Plan. Before (Prospect) During (Lead) After (Customer) 3. The Media I Will Use To Reach My Target Market

My 1-Page Marketing Plan. Before (Prospect) During (Lead) After (Customer) 3. The Media I Will Use To Reach My Target Market My 1-Page Marketing Plan Before (Prospect) 1. My Target Market 2. My Message To My Target Market 3. The Media I Will Use To Reach My Target Market 4. My Lead Capture System 5. My Lead Nurturing System

More information

Guide to Successfully Implementing a CRM

Guide to Successfully Implementing a CRM Guide to Successfully Implementing a CRM www.salesnexus.com Chat with us Here! Table of Contents Introduction 3 How To Sell It To Your Sales People 4 Deciding Upon Fields to Create 5 CRM Field Customization

More information

How to Create a Content Strategy to Drive Each Stage of the Sales Funnel

How to Create a Content Strategy to Drive Each Stage of the Sales Funnel How to Create a Content Strategy to Drive Each Stage of the Sales Funnel 1 How to Create a Content Strategy to Drive Each Stage of the Sales Funnel Copyright 2014 Mooloop Ltd All Rights Reserved You re

More information