by Shaun Heuerman | Dec 1, 2011 | Strategic Planning
Create a “Top 100” plan for an extremely high level of giving and care for those prospects and clients who are most valuable. It’s your insurance policy to retain and grow business with top targets and to create referrals from those people. Your “Top 100” contact plan...
by Shaun Heuerman | Sep 29, 2011 | Strategic Planning
Last week I revealed the first two bottlenecks that are roadblocks to creating a kick-butt strategic plan. Discover the remaining three bottlenecks described in today’s blog post. BOTTLENECK 3: No strategies in the strategic plan It seems ironic that a strategic...
by Shaun Heuerman | Sep 22, 2011 | Strategic Planning
It’s been around for decades. The old strategic planning model. You head to the retreat center. Wear khakis. Revise the mission statement until it reads “To be a leading provider of financial services in a four-county area with outstanding customer service,...
by Shaun Heuerman | Sep 1, 2011 | Strategic Planning
Who are my ideal clients? What individuals and businesses? Be specific. “Small business” is NOT a target market. “Entrepreneurial-minded medical industry practices” is a target. What problem does each ideal client have that you can solve both effectively and...
by Shaun Heuerman | Aug 4, 2011 | Sales & Marketing, Strategic Planning
In a survey conducted by Chief Marketing Officer Council, only 10 percent of respondents said they thought their marketing people are “highly influential and strategic.” Less than half said their teams are “well regarded and respected.”...