Steve Shu Consulting

APRIL 2, 2010

Business plans can often take the form of workshop sessions and Powerpoint documents as opposed to a traditional textual Word document. Key goals of the document are to establish trust with prospects, enable the investment idea to be shared via networks, and persuade people of the merits of an investment opportunity.

Case Interview 150

Case Interview Sales Tools Development 150

Consulting Success

FEBRUARY 7, 2022

An RFP, however, isn’t just a simple document that you send off and forget about. For complex projects that require subcontracting, a Request for Proposal is a great way to winnow out what companies to partner up with. It requires a lot of groundwork, foresight, and mindset before you even start working. So how can.

Consulting 245

Consulting Company Sales Marketing 245

Steve Shu Consulting

JUNE 20, 2012

Often these techniques for addressing obstacles are passed down through mentorship or peer exchanges, and as such, these techniques are less documented. The other aspect of the audition may be to have the candidate assist with proposal development and lead an aspect of a customer sales pitch meeting.

Management 225

Management Consulting Groups Development 225

Successful Independent Consulting

FEBRUARY 22, 2017

Their branding helps drive sales by keeping their products or services fresh in the consumer’s mind. Everyone in business recognizes strong brands and understands their importance. These brands represent certain values. Independent consultants need to think the same way. Be concise: it needs to be easy for other people to remember.

Consulting 296

Consulting Advertising Survey Examples 296

The Fearless Marketer

DECEMBER 13, 2021

We then went through this Process-Purpose-Outcome exercise for every single step of the recruiting process and ultimately constructed a 3-column table in a document that outlined each one of the ten or so steps of the recruiting process. And you can use a document like this in many ways, not just during the selling process.

Recruitment 62

Recruitment Recruiting Exercises Construction 62

Harvard Business

APRIL 19, 2018

Companies have hired writers and Chief Content Officers to run departments, create blogs and other materials, and, in the process, some have assured sales people that content marketing can mean the end of cold calling. Documents uploaded to DocSend’s platform include case studies, overviews and guides, e-books, and proposals.

Marketing 133

Marketing Case Study Case Studies Sales 133

Clarity Consultants

FEBRUARY 9, 2025

Are you aiming to increase sales, improve customer satisfaction, or boost employee retention? For example, if your goal is to increase sales, your L&D programs might focus on enhancing sales techniques, product knowledge, or customer relationship management skills. Start by clearly defining your business goals.

Metrics 147

Metrics ROI Training Training 147

Steve Shu Consulting

AUGUST 11, 2010

Established products and sales & marketing channels. Sales and product development processes often need to be understood at more than the surface-level. Start to articulate what the business opportunity looks like and document it. Aim for pioneer sales and business development deals with lighthouse accounts (concrete wins).

Company 150

Company Finance Sales Development 150

Consulting Matters

JANUARY 7, 2019

Document ideas in the document we use for Directional Agreement. Offer your document as a “straw person” and starting point. So be bold with current clients: Use data from assessment and past work to create business case for next phase of work.

Consulting 224

Consulting Strategy Strategy Strategy& 224

Successful Independent Consulting

NOVEMBER 30, 2023

Fine-Tune Descriptions: When using ChatGPT for job descriptions or client-facing documents, pay attention to language nuances. For example, if you’re asking it to generate a sales letter, tell it to use a temperature control of 0.2, Tailor descriptions to avoid unintended biases. not creative) to 1.5 really creative).

Productivity 195

Productivity Consulting Tools Efficiency 195

Harvard Business

JULY 20, 2016

Most sales models include a conversion funnel in which reps try to convert a marketing-generated lead into a prospect and then a customer through sequential steps. Along with improving sales results, research has shown that incremental commitments can boost charitable giving, increase show rates for blood drives, and reduce smoking.

Sales 70

Sales Research Productivity Data 70

Consulting Matters

JANUARY 7, 2019

Document ideas in the document we use for Directional Agreement. Offer your document as a “straw person” and starting point. So be bold with current clients: Use data from assessment and past work to create business case for next phase of work.

Consulting 202

Consulting Strategy Strategy Strategy& 202

Harvard Business

MAY 26, 2016

That may be because although we’re producing more content than ever, fewer marketers have a documented content marketing strategy compared with last year (32% vs. 35%), even though the same research consistently shows that those who document their strategy are more effective in nearly all areas of content marketing.

Marketing 132

Marketing Strategy Strategy Strategy& 132

Martinka Consulting

SEPTEMBER 3, 2014

Transaction Documentation Means Dollars. Fighting hard to come to a conclusion on price and handing off the transaction to lawyers to “paper the deal” risks losing sight of the fact that transaction documentation is an integral part of the economic bargain. Therefore, the following is being sent with their permission.

Examples 40

Examples Financial Insurance Insurance 40

Martinka Consulting

NOVEMBER 24, 2014

Transaction Documentation Means Dollars. Fighting hard to come to a conclusion on price and handing off the transaction to lawyers to “paper the deal” risks losing sight of the fact that transaction documentation is an integral part of the economic bargain. Therefore, the following is being sent with their permission.

Examples 40

Examples Financial Sales Insurance 40

Harvard Business

MARCH 29, 2018

Increasing staffing, they found, could increase sales and profits. These extra hours were not part of the manager’s labor budget and were only given to the stores that were identified as likely to increase their sales by Co-PI Kesavan’s analysis. More-stable scheduling increased sales and labor productivity.

Retail 71

Retail Sales Productivity Research 71

Harvard Business

AUGUST 7, 2018

Why is it that when a group of managers gets together for a strategic planning session they often emerge with a document that’s devoid of “strategy”, and often not even a plan ? I have one such document in front of me as I write this. Alicia Llop/Getty Images. Be prepared to adjust.

Case Interview 133

Case Interview Groups Small Business Examples 133

Chad Barr

MARCH 12, 2025

ChatGPT Canvas is an interactive document workspace integrated within ChatGPT. Set Clear Objectives – Define what you want to create, whether it’s an article, a presentation, a social media post, or a sales email. Leveraging ChatGPT Canvas can significantly boost your productivity and content quality.

Efficiency 52

Efficiency Tools Productivity Media 52

Consultant Journal

MARCH 5, 2020

Think about what’s actually needed for your sales and marketing : Wave or nod instead of shaking hands. Do trial runs and document practices for using telemeetings, including teleconferences and web meetings. Take a look at your cash flow and what a change to sales or staffing could do.

Small Business 114

Small Business Cash Flow Policies Sales 114

Successful Independent Consulting

MARCH 15, 2017

Create your headline in a Word document and then go to Review > Word Count to see how many characters you’ve used. Like a house that’s for sale, if there’s no photo you can assume something is wrong. Include at least one action “-ing” word to summarize the results you create for clients. Add more keywords or results.

Consulting 150

Consulting How To Advertising Examples 150

Harvard Business

MAY 25, 2016

Aggregated total sales is a poor proxy because firms need to distribute inventory geographically, necessitating hyperlocal forecasts. The traditional way of solving this problem is using time-series econometrics with historical sales data. Improved pricing.

Data 132

Data Advertising Operations Case Study 132

Martinka Consulting

OCTOBER 12, 2018

Due diligence is a process that benefits both sides in a business sale transaction. Superficially, this was a reasonable narrative regarding the motivation for sale. Market reaction was positive and agreement was reached with a buyer for the sale of the business. Guest post from Gregory Kovsky with IBA in Bellevue, WA.

Sales 53

Sales Financial Company Marketing 53

Harvard Business

MAY 16, 2017

Prior to visit, coordinated all documentation, including collecting relevant data. Establish functions from scratch — Finance, Accounting, Marketing, Sales, and HR. Ensured XYZ Company’s ongoing financial health by initiating annual subscriptions, its first recurring revenue stream, now generating the majority of its sales.

Transportation 134

Transportation Real Estate Financial Operations 134

The Clever Consultant

JUNE 14, 2013

3) Revisit projects, sales calls and other client interactions. Did something come up in a sales or project meeting recently that made the light bulb go off? Like “A Roadmap Is Just a Supporting Document”, “Great ideas for Strategy Roadmaps” and “When Roadmaps Fail” 6) Revisit and refine.

Consulting 131

Consulting Journal Sales Marketing 131

Harvard Business

JULY 4, 2016

It’s sales. But a foundation not understanding fundraising is like a venture capital firm not understanding sales. These include administration, facilities, information technology, employee training, equipment, human resources and sometimes – just sometimes – fundraising. Because no one likes to fund fundraising.

Nonprofit 129

Nonprofit Operations Information Technology Information Technology 129

Harvard Business

APRIL 2, 2018

Social problems that are tackled as business opportunities to increase sales, reduce costs, or create meaningful competitive differentiation, however, are also the ones that have the greatest social impact. And understanding the economic benefit of the company’s social impact is the message that investors need to hear.

Company 124

Company Advertising Report Sales 124

Harvard Business

NOVEMBER 17, 2017

Even the best sales forces can’t keep every good salesperson. Poaching of salespeople also occurs when sales are driven largely by relationships. Minimizing withdrawal period sales loss requires a proactive approach. First-line sales managers are critical to this effort. dave Wheeler for HBR.

Sales 70

Sales How To Recruitment Recruiting 70

MishTalk

AUGUST 28, 2013

The US is readying the release of its evidence of the Assad’s regime’s complicity, probably on Thursday, in what Anthony Cordesman, of the Center for Strategic and International Studies in Washington, called “the US intelligence community’s most important single document in a decade”. Important Documents? Good Riddance to McCain.

Chemicals 68

Chemicals Government Financial Sales 68

Management Consulted

NOVEMBER 6, 2016

Today’s emphasis is on ZS Associates (pronounced Zee S in the USA) – a premier boutique firm focused on sales force and marketing optimization. Upon realizing that their findings were highly applicable to the problems of sales force sizing and resource allocation, they decided to investigate further. sales force teams.

Case Interview 100

Case Interview Interviews Sales Pharmaceuticals 100

Consulting Matters

DECEMBER 16, 2022

It's going beyond what is documented on the org chart and approaching your consultant similarly to a doctor's approach to a patient. For example, I did a customer assessment for one of my clients, which revealed some horrible feedback about the sales process. A good doctor knows human anatomy.

Consulting 156

Consulting System Sales Meeting 156

Harvard Business

MARCH 13, 2017

With the emergence of new information technologies, corporations can now amass and analyze unprecedented volumes of unstructured data — the data created by humans, such as the text contained in company documents, email, instant messaging, and social media. For sales and business development, this is an invaluable tool.

Ethics 114

Ethics Data Company Government 114

Markovitz Consulting

MAY 1, 2019

For example, the global chemical company Chermours used process mining to analyze their order-to-cash process: It took the process mining effort four months to uncover how the actual process was performing (not just what the ERP documentation stated). It made the entire process visible and revealed some glaring issues.

Software 124

Software Chemicals Analysis Process Analysis 124

Management Consulted

SEPTEMBER 18, 2016

We’re sure you have put many hours into writing your resume and are personally attached to your beautifully crafted document. In your work/experience section, instead of stating: Led sales force of 15 on nationwide promotional campaign. However, a consultant won’t be nearly as attached to your resume as you are.

Resumes 100

Resumes Consulting Management Recruiting 100

Harvard Business

OCTOBER 13, 2016

A change in sales or other customer-acquisition processes, for example, will affect multiple aspects of their business models: the types of orders their firms get, capacity planning, operations, delivery, post-sales requirements, and daily interactions among these groups. Who among your current sales team has this ability?

Strategy 70

Strategy Strategy Strategy& Hotels 70

Women in Consulting

NOVEMBER 14, 2017

And they didn’t talk about hiring more sales or business development; they talked about trust, follow-up and process. Process – Once you’ve been down that path a few times, further growth depends upon well-documented processes. Kathryn Bowsher , Managing Director and Founder of Act One Healthcare.

Consulting 59

Consulting Healthcare Sales Development 59

Harvard Business

APRIL 12, 2017

In addition, the rising relative costs of health care, housing, education, and transportation stretched budgets and cut into the slack available to buffer shocks, especially with the well-documented stagnation of real wages for most workers.

Cash Flow 134

Cash Flow Financial Insurance Insurance 134

Harvard Business

MAY 23, 2016

This is a special challenge when the original developer of the often homegrown legacy systems doesn’t have well-defined interfaces, documentation is scarce, and the software engineers are not available anymore. The internet of things (IoT) and industrial internet in the United States, Industrie 4.0

Data 124

Data Engineering System Efficiency 124