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Business mentoring checklist
Business mentoring checklist
Business mentoring checklist
Business mentoring checklist
Business mentoring checklist
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Business mentoring checklist

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This Business Mentoring Checklist is from Fraser J. Hay, Venture Catalyst, Marketing Consultant and Business Start-Up Coach of http://www.theventurecatalyst.co.uk. …

This Business Mentoring Checklist is from Fraser J. Hay, Venture Catalyst, Marketing Consultant and Business Start-Up Coach of http://www.theventurecatalyst.co.uk.
© Fraser Hay 2012

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  • 1. 2012 Business Mentoring Checklist Confidence Progress Resultshttp://www.theventurecatalyst.co.uk© Fraser J. Hay, 2012
  • 2. Lack Clarity, Vision or Purpose?Need help, guidance and support?Want to generate progress?Do you need results? What IS the next goal or objective that you want to achieve?What’s holding you back from achieving your business objectives?Complete the following checklist then get in touch via http://www.theventurecatalyst.co.ukGeneral ResponseHow do you want the mentoring: Phone, Skype, Google +, email or in Person?How much time do you want to commit to each session and for how many?What is your expectation and preferred outcomes from each session?What resources are you prepared to commit (Human, Technical, Financial)?What metrics/KPIs will we both use to hold each other accountable?Where Are You Now? ResponseWhat have been your achievements to date?What have been your disappointments to date?How do you explain those disappointments?What have you learned?What will you do differently in going forwards?What do you think you need?How were you hoping that I could help?What KPIs and Metrics do you currently use to monitor/measure progress?How would you like to hold me accountable?
  • 3. What Do You Want? ResponseRevenue objectives for next 12 months?Customer objectives for next 12 months?Profit objectives for next 12 months?Average Opening Order?Cost per Sale?Cost per Lead?Customer Life Time Value?Valuation / EXIT?Other?Why Have You Not Achieved them? ResponseVision / StrategyPeople / ManagementFinancial / FundingProduction / ManufacturingMarket Research / IntelligenceSales & MarketingI.T. / Internet / CommunicationsLegalSystems / ReportingHow will you achieve it True FalseHave you got a plan?Do you know which solutions & activities are required for the plan?Do you have the required resources to resource the plan?Do you have the reporting systems in place to evaluate the plan?
  • 4. Sales & Marketing Priorities Priority 1-28Market Research & Marketing ResearchObjective setting (knowing how many leads, traffic, referrals they need)Branding & WebsiteWhich Marketing Collateral & Communications they needMarketing Reporting Systems - setting KPIsPlanning - writing a plan (Marketing, Sales, PR, Social Media)Targetting and create suspect/prospect/client profilesProspecting & Engagement – generating leads offlineProspecting & Engagement – generating leads onlinePre-Qualifying and DisqualifyingAppointment SettingSelling - Closing - Qualifying - Budget / Money - Think it Over - Objections - Giving Away “Free Consulting” - Identifying Decision Maker & Process - Presentations & DemonstrationsIncreasing Conversions Online & OfflineWriting ProposalsFollowing Up / DisqualifyingGetting Paid the value you offer and true worthGetting Paid SoonerFollowing Up / DisqualifyingGetting Paid the value you offer and true worthGetting Paid Sooner
  • 5. Frustrated by a lack of fans, friends of followers?Struggling to generate leads?Stressed by a lack of sales?Want more Referrals? What IS the next goal or objective that you want to achieve?What IS the next goal or objective that you want to achieve? http://www.theventurecatalyst.co.uk © Fraser J. Hay, 2012

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