Identify
Business Health Check
As a first step in our engagement process, we work with our clients to determine the strengths as well as the gaps within their organization, as it pertains to their overall personal and professional goals. Through this process we will identify areas which either require a full restructure or minor improvements on existing strategy and processes.
Plan
Business Plan
As a result of the Business Health Check a 1-5 year Business Plan will be created. This document will outline in greater detail what strategies need to be implemented and what organizational changes need to be made in order to best position the company towards achieving it’s goals.
Implement
Active Coaching
Most clients engage with us in an active role because of one of three variables. A lack of; Time, Knowledge or Desire.
JBZ Consulting’s ‘Active Coaching’ services help business leaders not only define winning strategies, but more importantly, execute against those strategies. Utilizing our unique experiences and expertise in business transformation and process improvement , we become a member of our clients team to build a compelling business case for change, utilizing our detailed implementation plan, we efficiently and effectively manage the change process all the while measuring progress against key performance indicators (KPI’s).
Emotional Intelligence (E.I.) and Sales Training
In any business engagement, trust is pivotal. Trust is based on strong relationships, and strong relationships are built on a strong understanding of self and of your audience. With our E.I. & Sales Training programs, we take key concepts and apply them to real world scenarios as it pertains to your business, focusing on 5 main elements; Self-awareness, self-regulation, motivation, empathy and social skills.
Strategic Partnership Development
The world of business is rapidly evolving with the evolution of the internet and more recently, social media. The way we engage and create relationships is also evolving. Typical sales strategies like ‘Cold-Calling’ are a thing of the past. Smart, forward-thinking organizations, are looking to identify and create long term strategic partnerships which often requires ‘out of the box’ thinking.
JBZ Consulting has helped our clients identify and create strategic partnerships with organizations which we refer to as; ‘Centers of Influence’ (referral sources) in mutually beneficial 2 way relationships.
CRM Evaluation, Customization & Training
In order to create real time visibility for business owners and employees, an organization must have a system in place to track and report on what is most important to them; be it prospect/client interactions, sales efforts (pipeline monitoring), forecasting, customer service or process automation. A CRM (Client Relationship Management) system is a critical tool for not only management and ownership, but for each user, allowing everyone to have greater visibility into the business as well as within their particular role. It creates a ‘Glass walled’ organizational system which gives full visibility to the key areas of that business.
At JBZ Consulting we will evaluate and identify the most effective CRM solution for your business, scope out the customization’s required in order to make it ‘fit’ with your structure, integrate between systems, migrate all key data elements and train and support users on the usage of the system.