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. © Fraser Hay 2012
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Business mentoring checklist
- 1. 2012 Business Mentoring Checklist Confidence Progress Results http://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.uk General Response How 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? Response What 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? Response Revenue 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? Response Vision / Strategy People / Management Financial / Funding Production / Manufacturing Market Research / Intelligence Sales & Marketing I.T. / Internet / Communications Legal Systems / Reporting How will you achieve it True False Have 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 1-28 Market Research & Marketing Research Objective setting (knowing how many leads, traffic, referrals they need) Branding & Website Which Marketing Collateral & Communications they need Marketing Reporting Systems - setting KPIs Planning - writing a plan (Marketing, Sales, PR, Social Media) Targetting and create suspect/prospect/client profiles Prospecting & Engagement – generating leads offline Prospecting & Engagement – generating leads online Pre-Qualifying and Disqualifying Appointment Setting Selling - Closing - Qualifying - Budget / Money - Think it Over - Objections - Giving Away “Free Consulting” - Identifying Decision Maker & Process - Presentations & Demonstrations Increasing Conversions Online & Offline Writing Proposals Following Up / Disqualifying Getting Paid the value you offer and true worth Getting Paid Sooner Following Up / Disqualifying Getting Paid the value you offer and true worth Getting 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