VOICE OF REASON CONSULTING Our Process. OVERVIEW  Revenue  Expenses  People  Marketing  Sales  Operations  Finance.

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Presentation transcript:

VOICE OF REASON CONSULTING Our Process

OVERVIEW  Revenue  Expenses  People  Marketing  Sales  Operations  Finance

SWOT Identify  Strengths  Weaknesses  Opportunities  Threats Develop Action Plan  Follow-up and Hold Client Accountable to Plan

REVIEW  What were the Company’s most significant accomplishments in the last 12 months?  What were the Company’s most significant disappointments in the last 12 months?  What is one thing that, if you stop doing in the next 12 months, will make you a more effective Owner/Leader/Partner of your Company?  What is one thing that, if you start doing in the next 12 months, will make you a more effective Owner/Leader/Partner of your Company?

GOALS & OBJECTIVES  What are your Company’s goals?  What are your Company’s objectives?

SALES & SALES PROCESS  Evaluate current business development efforts and current sales pipeline  Develop forecasting legend to assign statistical weighting to opportunities  Develop new strategies and tactics to generate new and continuing revenue streams and re-engage past and existing clients  Assist with business development and sales efforts.

MARKETING  Review Company’s marketing efforts  Analyze company website from an overall business perspective  Determine overall effectiveness of marketing in generating leads  Discuss appropriate Social Media to grow the business and brand

FINANCIAL OVERVIEW  Identify Trends and financial strategies  Review status of bookkeeping and accounting  Review and Analyze P&L and Balance Sheet  Create Detailed Budget and Cash Flow

OPERATIONAL REVIEW  Develop Key Performance Indicators (KPIs) to track and predict business performance  Review staff efficiency specific to revenue generation  Review pricing of products/services  Review invoicing and collection processes to maximize cash collection  Review administrative tasks performed by Owner/CEO

PEOPLE  Determine what resources are required to take the business to the next level  Determine if current team meets Company’s goals and objectives  Identify which team members are most invested in your vision  Review job descriptions

 Increased sales by 55% resulting in $500K additional revenue  Tripled business – 20% originating from VOR business development efforts  400% increase in monthly revenue after engaging VOR  Identified new revenue streams by packaging service offerings  Revised maintenance contracts sales process, resulting in additional $2K recurring revenue per month  Reorganized staff – hired General Manager, Bookkeeper, and Sales Team 2014 CLIENT RESULTS AND ACCOMPLISHMENTS

YEARS OF EXPERIENCE  Two experienced entrepreneurs who built an INC.500 Company with $18 million in revenue  Coached and consulted with over 100 businesses  Team approach bringing a fresh pair of eyes to work on your business, not just in it  Making recommendations to “Bring Your Business to the Next Level”

 Michael Gansl    Matt Plociak  