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Articles:

Accounts Receivable

Bank Reconciliation

Better Security

Budgets

Change Orders

Credit Card Transactions

Entering Fixed Assets as Journal Entries

Estimating

Estimating-At-A-Glance

Estimating, Project Management Overview

Financial Management

Inventory

Journal Entries

Liquidity Indicator

Marketing and Sales

Money As A Motivator

Paying Liabilities and Transfers Between Accounts

Payroll Overview

Profitability

Proposals

Profits - Strategies to Improve

Responsibility As A Motivator

Risk Management

Schedule Variance

Take Your Business to the Next Level

Teamwork As A Motivator

Time Management

Time Management Matrix

Timetable of Procedures

The Balance Sheet, Part 1

The Balance Sheet, Part 2

The Balance Sheet, Part 3

The Balance Sheet, Part 4

Training Saves Money

Value As A Motivator

Year-end Close

   

Marketing and Sales

 

The following are a number of questions, talking points and suggestions which you may find helpful in management discussions:

 

I. Designing a marketing program:  What is the Market?

 

1.  Describe what is being sold

            •          What is the product?

            •          What are the value added services?

            •          What is the guarantee?

            •          What differentiates you from your competition?

 

2.  Identify the target client

            •          Who are they?

            •          Where are they?        

            •          What kind of person are they?

            •          What are they motivated by?

            •          What are their fears?

            •          Where can they be reached the easiest?

            •          Radio

            •          Direct mail      

            •          Networking      

            •          Client referral

            •          Professional referral

            •          Other   

 

3.  Design experiments and test the results

            •          Who is not the client?

 

4.  The office environment

            •          Neatness counts

            •          Creating a comfortable conference center

            •          Using photos to sell satisfaction

            •          Training for client satisfaction

 

5.  Building a reputation

            •          Describe it

            •          Speak it                                 

            •          Train employees

            •          Advertise it

            •          Make it true

 

6.  Creating customer satisfaction

            •          Neatness counts

            •          Employees matter

            •          Contact the neighbors

            •          Communication, communication

            •          Dot the i's and cross the t's

            •          Get the job done on time

            •          Bill early, bill often

            •          Handling complaints

            •          Slow down

            •          Ask for more    

            •          Thank them

            •          Have a plan

            •          Keep your promises

            •          Guarantee your work

            •          Give a gift of appreciation

 

 

II. The sales process:

 

1.  The first contact

            •          What do they hear, see and feel?

            •          Where do you go from here?

            •          What to say?

            •          What not to say?

            •          Educating the client

            •          Using language to your advantage

 

2.  The presentation

            •          Dress the part

            •          The presentation folder

            •          Liking your clients

            •          Professional proposals

            •          Schedules and other documents

            •          Taking on the consultant role

            •          Using language to your advantage

            •          Key words and phrases

            •          Asking questions

            •          Selling success          

            •          Empathy for the client

            •          Added value

            •          Financing

            •          Insurance

            •          Others

            •          Creating urgency

            •          Closing the sale

 

3.  Selling change work

            •          Who is the competition?

            •          The price must be right

 

4.  Negotiations

            •          Active listening

            •          Asserting your value

            •          Understanding your costs

            •          Standing your ground  

            •          Negotiating the terms

            •          Negotiating away risk

 

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