How to prepare for strategy consulting sessions
Posted by The Team at Mindmatrix on 10 March 2016 03:31 PM
MSP Advantage and IT Advantage provides ongoing consultation for your marketing and sales strategy with a dedicated enablement consultant. To get the most value out of your scheduled sessions, here are a few ways you should prepare for each meeting.
1. Complete your action items
Follow up on any incomplete items from your last consultation. Contact the support team for assistance.
2. Track your leads
Use this worksheet to track and assess your leads each month.
Bring the completed worksheet to each consulting call to discuss results with your consultant and be entered into the strategy tool.
3. Identify marketing and sales challenges
Make an honest assessment of your business challenges. Begin with the areas listed below.
Are you having trouble with…
Contact your consultant to request a KPI review in an upcoming session.
Send your company marketing plan/editorial calendar/marketing and sales assets to your consultant for an audit in an upcoming session.
4. Identify upcoming and potential marketing opportunities
Identify opportunities to generate new leads, such as:
Identify assets that will need to be created, inside or outside of Mindmatrix, to be successful.
By focusing closely on your business marketing and sales strategy and bringing your ideas and questions to your recurring consulting calls, you will see progress toward your goals and success in the MSP Advantage program.