Behind the Curtain: Mapping Client Success
If there are two things that I am perhaps most obsessed with both professionally and personally, they are authenticity and transparency. To that end, I don't believe in hiding the "secret sauce."
So, here's a look behind the curtain at the early days of Izell Marketing Group business development!
As our client list was rapidly growing a few years ago, I took the time to analyze what is it that defines our success. I wanted to know:
What came out of my strategizing sessions is shown in the slides below, which I've taken from a larger deck. Historically, I've only shown these in-house to employees and to my business consultant so that we all know our purpose and process.
Though parts are oversimplified for the sake of brevity, our process distills into these components:
1. Qualifying clients with a list of questions
2. Defining the core components of each client strategy
3. Having 3 months to show proof of concept
4. Planning out 9-12 months of expectations
5. Knowing when to pivot strategy
6. Knowing how to pivot strategy
Would you like me to go deeper into exploring any of these components? Comment to let me know!