The 5-Step Plan
The 5-Step Plan is designed to be highly efficient, collaborative and effective. Based on years of business ownership, management and tested methods with previous clients, this is the method that we have found works. With each step we are in communication with you, with regular phone calls and email message support.
Click below to see a breakdown of each step
We find that most growth and changes take time. Whilst we heavily load the first 2 months with you, it is usually many months down the track that you need extra support. Think of it like a marriage. You get married, go on the honeymoon, life is sweet! Then 5 months in the emotional highs are replaced by the hard realities of life. So it is the same with a business, as I am sure you have already experienced.
For this reason we recommend a minimum 6 month term with us, so you have that support when you need it. Beyond the fortnightly check-in phone calls, you always have access to your coach via email and extra calls can be booked by request. Should you wish to go beyond the 6 month term, we can continue on a month by month basis so you are not locked in if you do not need our services. Additionally you may wish to utilise our other services such as the team management or sales pipeline which we can discuss.
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This is our first step. We listen to you tell us about your business, your goals, challenges and aspirations. You ask us any questions you have about us, what to expect or anything else on your mind. We explain the process that will follow and it is an opportunity for you to decide if working with us is the right decision for you.
There is no obligation to move forwards from this phone call and there is no payment required.
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If you want to proceed with our process, then congratulations on taking this step towards your future!
We will send you a questionnaire that will take a few moments of your time to complete. It will include questions about you, your business, your goals, challenges and other details that help us to understand you and your business.
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This is where the work really starts! It’s exciting!
In a 60-90 minute phone call, we discuss the answers to your questionnaire. We ensure we have accurately understood your answers and are working towards your goal. It is a chance for both of us to ensure clarity and direction that leads us to our next stage …
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Following the information from the Questionnaire and Clarity Call, we will put a strategy document together for you. This will be sent to you 2-days prior to our phone call for your review. This allows better efficiency on our call and avoids the moment some people get after a phone call where they think “damn, I should have asked about …”
This Strategy Plan is essentially the foundation of of what will become the Action Plan
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Now we are ready to push forwards into your future goals!
The Action Plan is the culmination of everything we have been working towards together.
You will have an identified list of target clients, a growth strategy, marketing/referral partner list, financial outcomes and more!
Now we put into practice what you have been aiming to achieve.
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The Action Plan is in place, you have the clarity of mind and motivation is at an all time high.
For the duration of our agreement, we will have fortnightly check-ins over the phone. We keep you accountable, we amend and adjust where necessary and ultimately we support you where you need and celebrate your wins as they happen.
You can fully implement the Action Plan on your own, with our support, or you can utilise our sales pipeline services if you wish. Whatever you choose is ok!