This document provides an overview of a presentation on discovering platforms for sustained business growth. It discusses defining a real business, steps to massive results, and creating lasting first impressions. It also covers topics like generating consistent lead streams, increasing client retention, and 5 ways to increase business profit by focusing on leads, conversion, customers, transactions, average sale size, revenue, and margins. Several case studies are presented on tax savings strategies and buying commercial property through a self-managed super fund.

1. Discover Platforms for Sustained Business Growth
Discover Platforms for
Sustained Business
Growth…
David Guest, Keith Brinsley, Ashleigh Hoult & Lan Nguyen

2. Discover Platforms for Sustained Business Growth
Your Presenter David Guest
Awards
Multiple Global Awards
including awards for:
• Client results
• Program development
• Marketing
• Presenting
Education
- Invested over $748,000
in my own business
education
- Read over 286 books
on sales, marketing,
business &
psychology
Experience
- 23 Years of Sales
Experience
- 15 years of coaching
experience
WINNER
Global Marketing Coach

3. Discover Platforms for Sustained Business Growth
Definition of a REAL business…
Commercial,
Profitable,
Enterprise
That Works
Without
YOU!

4. Discover Platforms for Sustained Business Growth
Which is your business?
ADMIN
OPERATIONS
ADMIN
SALES &
M’KTING
SALES &
M’KTING
OPERATIONS
YOU
YOU
Many Businesses
look like this
The ideal performing business
looks more like this…

5. Discover Platforms for Sustained Business Growth
Six Steps to Massive Results…
M
A
S
S
I
V
E
R
E
S
U
L
T
S
Results
Team
Leverage
Niche
Mastery From Chaos to
Control
Predictable Cash
Flow
Systematize for
Efficiency
Structure for Growth
Well Oiled Machine
Multiplication or
Acquisition
Stability
Synergy
Cash
Time
Happiness
Freedom
Diversification

6. Discover Platforms for Sustained Business Growth
Insanity…
Doing the same
thing over and over
again and expecting
different results.
Albert Einstein

7. Discover Platforms for Sustained Business Growth
Creating a Lasting First Impression and
building a CUSTOMER EXPERIENCE that converts ...
Keith Brinsley – Founder and Director of Alltel

8. Discover Platforms for Sustained Business Growth
How well does your business communicate?

9. Discover Platforms for Sustained Business Growth
Use these Platforms to create a …

10. Discover Platforms for Sustained Business Growth
The Clipex Story: Future-Proofing with Alltel

11. Discover Platforms for Sustained Business Growth
Our Scalable Platforms include …
Live Phone Answering

12. Discover Platforms for Sustained Business Growth
Australian Head Office
20 users - handsets
Manilla Office
15 users - handsets
Home Office
5 handsets
Remote Home Office
4 handsets
24/7 Support
Mobile Worker Mobile Worker
Home Office
3 handsets
Live Answering on Overflow

13. Discover Platforms for Sustained Business Growth

14. Discover Platforms for Sustained Business Growth
Platforms Working Together
Live Phone Answering

15. Discover Platforms for Sustained Business Growth
How to generate consistent streams of both
inbound and outbound leads
Ashleigh Hoult

16. Discover Platforms for Sustained Business Growth 16
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS
Prospecting is an
essential part of any
businesses success.

17. Discover Platforms for Sustained Business Growth 17
If you’re not
constantly prospecting,
your
business is in danger.
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS

18. Discover Platforms for Sustained Business Growth 18
Imagine if two of your
biggest
clients stopped
buying from you
today.
How would this
impact on your
business?
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS

19. Discover Platforms for Sustained Business Growth
Developing a Clear Sales Process
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS
Preparation
Introduction
Questioning
Objections
Closing

20. Discover Platforms for Sustained Business Growth 20
 Keep in touch
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS

21. Discover Platforms for Sustained Business Growth 21
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS
In 2007 it took an average of
3.68 attempts to reach a
prospect. Today it takes 8
attempts.
However, now we have other
strategies to support cold
calls.

22. Discover Platforms for Sustained Business Growth 22
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS
Develop a
Social Media
Marketing
Strategy
• Set Up Your Social Media Profiles
• Define Your Voice
• Content
• Consistency
• Engagement

23. Discover Platforms for Sustained Business Growth 23
 Keep in touch
HOW TO GENERATE CONSISTENT STREAMS OF BOTH INBOUND
AND OUTBOUND LEADS
So what lead generation platforms do you have in place?

24. 12 STRATEGIES TO HELP BUSINESS
OWNERS SAVE $20,000+
LEGALLY
^
We Help Families Build their Business and Grow their Wealth

25. I’m a Chartered Accountant and
founder of Success Accounting Group.
I work with business owners who value
family as the number one most
important thing in life.
If a family in business is turning over
$200,000 plus to $3million annually, I
can usually save them at least $5,000
to $10,000 tax per annum.

26. Introducing the SUCCESS
SAVE $250,000 TAX
CAMPAIGN

27. •Save $250,000 Tax$58,666
saved

28. SOLE
TRADER COMPANY TRUST
HOW MUCH
TAX DOES IT
PAY?
Up to 47% 28.5% Small
30% Large
None
CAN IT
DISTRIBUTE? NO YES : limited YES
DOES IT
PROTECT
YOUR ASSETS?
NO YES YES

29. 10 PEOPLE OR ENTITIES
YOUR FAMILY TRUST CAN
DISTRIBUTE PROFITS TO

30. 1.SPOUSE
2.KIDS
3.SIBLINGS

31. 4. PARENTS
5. IN LAWS
6. Grandparents

32. 7.LOSS MAKING SECOND
BUSINESS
8.DISTRIBUTE TO A
COMPANY

33. 9. CHARITY & CHURCH
10. SUPER FUND

34. Case Study
Without Tax Planning – Company Income $380,000 = Owes
$108,300
With Tax Planning Strategies
 Distribute $18,000 to Spouse
 $416 to 3 kids = $1,248
 Distribute 4 x $18,000 to parents & In Laws = 72,000
 $15,000 to the Charity
 $29,000 to the Super Fund
 $25,000 to Loss Making Business
 $18,000 to 2x Grandparents= 36,000
After Tax Planning - $380,000 less 196,248 distribution= Taxable
Income $183,752
Estimate Saves $55,930 IN TAX at 30 June.
James Packer

35. HOW TO PAY ZERO TAX ON THE
INCOME AND GAIN OF YOUR
INVESTMENTS

36. Case study – Buying Commercial office using his Super Fund
Meet James. He’s a 48 year old and runs his Signage business
He is sick and tired of paying a lease for a Warehouse he does not own!
He buys the WAREHOUSE in Mordiollac for $1,000,000.
He buys the property using $300K he had in his super and $700k borrowed
from the bank.
His own Business leases the WAREHOUSE which covers the interest and
principle payments on the loan.
12 years later, he retires and decides to sell the building for $2,000,000
A $1,000,000 Capital Gain
$0 TAX!! In Super. Or up to $235,000 in tax, outside of super!!

37. Business Health Check
A second opinion on if you’re paying too much tax & INSIGHT into what
your numbers say about the profitability and health of your business
Tax
Planning
Profit
Planning
Business
Structure
Planning
Bookkeeping
Planning
BONUS: 2 x Tickets to CASH RICH Business [Workshop] worth $97 each– a fun short
course in cashflow acceleration for business owners who loves family but NOT NUMBERS!

38. Darren Ivankovic: Director of Karten Tiling
“Another year with SUCCESS, another massive tax
saving. I just saved another $21,800 tax, which is
timely as I can pay down the deposit for my
investment property. Thanks
Again the SUCCESS team
And keep up the fantastic
work!”

39. Eric Dickman
Director of Carpet Technique
“Thank you, Lan, for advising me
on restructuring my business
from Sole Trader to
Discretionary Trust. The new
business structure have just
saved me $29,000 for my Family
and good timing for the business
expansion.”

40. Sarah Bishop
Director of Activate Consultant
“Saved $6,000 for my up-coming holiday. I really
appreciate your time and advise on my business
structure. I look forward to working
with you for many more years.”

41. BONUS TODAY
Typically if you've been in business for 3+ years and your
turnover is $200,000+ we can save a young family $5,000 or
more in tax, legally.
 If you want a quick chat with a Chartered Accountant about
how we can help you too, book in Business Health Check at
value of $550 guaranteed to save you at least another $5,000
before 30 June
www.successaccountinggroup.com.au
$495

42. Discover Platforms for Sustained Business Growth
How to Increase
Client Retention and Lifetime Value…
David Guest

43. Discover Platforms for Sustained Business Growth
Marketing: The Accounting View
Your Accountant will
teach you that Sales &
Marketing is an:
EXPENSE

44. Discover Platforms for Sustained Business Growth
The Entrepreneurs View…
Sales and Marketing is an…
INVESTMENT
For every $ out,
more $$$ should come in…

45. Discover Platforms for Sustained Business Growth
TEST
&
MEASURE
Who Would Like an Unlimited
Marketing Budget?

46. Discover Platforms for Sustained Business Growth
Acquisition
Cost

47. Discover Platforms for Sustained Business Growth
Lifetime
Value

48. Discover Platforms for Sustained Business Growth
5 WAYS TO
INCREASE
YOUR
BUSINESS
PROFIT
Leads
x
Conversion
=
Customers
x
Transactions
x
Ave. $$$ Sale
=
Revenue
x
Margin
=
Profit

49. Discover Platforms for Sustained Business Growth
Leads
x
Conversion
=
Customers
X
Transactions
x
Ave. $$$ Sale
=
Revenue
x
Margin
=
Profit
4,000
x
25%
=
1,000
x
2
x
$100
=
$200,000
x
25%
=
$50,000
Let’s Put Some Numbers In…

50. Discover Platforms for Sustained Business Growth
Leads
x
Conversion
=
Customers
X
Transactions
x
Ave. $$$ Sale
=
Revenue
x
Margin
=
Profit
4,000
x
25%
=
1,000
x
2
x
$100
=
$200,000
x
25%
=
$50,000
4,400
x
27.5%
=
1,210
x
2.2
x
$110
=
$292,820
x
27.5%
=
$80,525.50
What if 10% Increase…?

51. Discover Platforms for Sustained Business Growth
THAT’S A 46%
INCREASE IN YOUR
REVENUE
And a massive
61% increase in
your profits…

52. Discover Platforms for Sustained Business Growth
Leads
x
Conversion
=
Customers
X
Transactions
x
Ave. $$$ Sale
=
Revenue
x
Margin
=
Profit
4,000
x
25%
=
1,000
x
2
x
$100
=
$200,000
x
25%
=
$50,000
8,000
x
50%
=
4,000
x
4
x
$200
=
$3.2 Million
X
50%
=
$1.6 Million
For FUN… What if 100%...?

53. Discover Platforms for Sustained Business Growth
5 WAYS TO
INCREASE
YOUR
BUSINESS
PROFIT
Leads
x
Conversion
=
Customers
x
Transactions
x
Ave. $$$ Sale
=
Revenue
x
Margin
=
Profit
1
2
3
4
5

54. Discover Platforms for Sustained Business Growth
“Never wish your life
were easier…
Wish that YOU were
better…”
- Jim Rohn