Level Up

Every business faces a series of challenges on its path to growth. This module covers a variety of successful approaches to growth. You will find out how to grow your business as you learn about successful growth opportunities, identify failure in growth and pitfalls to avoid, and take actions setting your growth plan as aligned with your vision. Are you ready to grow?

TOPICS COVERED WILL INCLUDE:

Planning:

• What does growth mean to you? Identifying the key drivers of growth in your business
• Building a Strategic Plan that matches your vision. (What goes into your strategic plan?)
• Conducting Market Research to validate your vision
• Establishing KPI’s/KPA’s to ensure you achieve your vision
  
  

People:

• Your workforce
• Breakdown of your labor force
  
  

Deliverables:

• Market research report
• Assignment to 1:1 consultant
• PHASE I of your new Strategic Plan
  
  

HANDOUTS:

• Strategic Plan
• KPIs Checklist
• KPAs Checklist
• Current and Forward Thinking Organization Chart
• Labor Cost Analysis

ACTION ITEMS:

• Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts
• Complete PHASE I of your Strategic Plan

There is only one boss: CUSTOMERS! Growth in your business is all about attracting new customers and/or expanding what your existing customers are buying from you. This module will take your growth plan and help you hon in your efforts on bettering the outcomes of your current marketing efforts, defining your target areas that you are trying to reach and developing a strategy to grow your customer base.

Customers – Marketing:

• What is your Marketing Strategy?
• Breakdown of your Customers – Who Are They?
• Marketing Channels – Where Are You Marketing? Where Should You be Marketing?

Customers – Sales:

• Revenue Analysis
• Sales Channel Analysis

DELIVERABLES:

• Strategic Marketing Plan
• Marketing ROI Analysis
• Customer Insight Analysis
• ROI Analysis of Sales Channels
• Marketing Budget Development
• Develop Client Acquisition SOW

HANDOUTS:

• Marketing effectiveness tool (Channels,ROI, retention and acquisition)
• Top 10% Customers
• Revenue Comparison Chart
• Top 10 Competitors (Analysis)

ACTION ITEMS:

• Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts

• Description: Cash is king. But the question is: cash for growth or growth for cash? To grow, you need to maintain adequate cash flow. In this module, you will understand your numbers through your P&L and build your financial projection to support your growth plan. This class will teach out how to accurately project out growth, model it, and stress test it to make sure capital will work effectively with your growth plan. Numbers do not lie!

Cash:

• P & L Analysis
• Financial Forecasting
• Cash Flow Analysis
• Funding Options

Closing:

• Consultant Engagement Plan
• Milestone Tracking

DELIVERABLES:

• Options to fund your growth (self funding, adjusting projections, and/or raise capital)
• Completion Certification
• Identify Financial Need SOW
  
  

HANDOUTS:

• Financial projection template
• Cash Flow/P&L/Balance Sheet Templates
  
  

ACTION ITEMS:

• Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts