Position Yourself for Success
with Strategic, Open & Honest Conversations
Put in place the right approach and supports to achieve your vision. Get your investors, customers and employees to buy-in. Together, you'll achieve greater success - that's a promise!
Randy brings an array of skills and experience and a caring, non-judgmental attitude to support and guide you in your entrepreneurial journey. I will help you feel more empowered, skilled and in control of your destiny.
With Randy, you get:
With Randy, you get:
- A Confidential Sounding Board
- An Ally & Advocate in Your Corner
- An Experienced Entrepreneur with Business Development Experience
- A Focus on Saving Your Time so You Can Do Higher Value Activities
- A Supportive and Non-Judgmental Person - to help You Keep Sane, when Dealing with Difficult People and Keeping Positive Energy & Productive Relationships in Your Life.
- A Good Feeling About the Road Ahead
- A Renewed Focus and Greater Clarity
- Direct, Open and Honest Feedback
Customer Discovery Track
1. Discover Customer Insights
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2. Develop High Performing Customer Relationships as a Trusted Advisor
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3. Grow Your Business with Better Data, Insights & Performance
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Weekly Modules
You Will Learn:
Part 1 - Discover Customer Insights and Greater Revenue Opportunities
Part 3 - Grow Your Business with Data, Insights & Performance
* VIP 1-1 Coaching will be modified depending on client stage, skills, timeline, etc.
Part 1 - Discover Customer Insights and Greater Revenue Opportunities
- Week 1 - The Power of Customer Discovery, Developing Assumptions, Interviewing + New Listening Skills
- Week 2 - Qualitative Data, Surprises / Validating Assumptions & Pain Points, Debrief Interviews
- Week 3 - Debrief Interviews, Pain Points & Customer Insights; Your Value Proposition, Business Model
- Week 4 - Customer Segments, Leveraging Insights, Business Revenue Opportunities
- Week 5 - Customer Relationships / Stickiness, Trigger Events, Modifications / Pivots
- Week 6 - Personas, Customer Journey (Qualitative, Quantitative), Data Points
- Week 7 - Messaging, Use Cases, Content Alignment, Authority, Performance
- Week 8 - Engage High Visibility Influencers / Channels, Pivot Opportunities
Part 3 - Grow Your Business with Data, Insights & Performance
- Week 9 - Develop Mini-Operational Plans / Track Performance
- Week 10 - Measure Success (Dashboards, Funnels, Tools), Continuous Improvement
- Week 11 - Positioning; Leveraging Multiplier Relationships vs. Linear Growth (Stokes Method)
- Week 12 - High-Return Networking, Leverage Growth Assets, Scale
* VIP 1-1 Coaching will be modified depending on client stage, skills, timeline, etc.
Action-Based Approach:
ASAP Implementation
● Continuous Learning, Testing & Experimentation
● Observing and Adapting to Customer Behavior.
● Find out What Works Best - per Desired Customer Segment(s)
● Keep on Track: Continuous Measurement, Reporting and Evaluation of Performance.
● Observing and Adapting to Customer Behavior.
● Find out What Works Best - per Desired Customer Segment(s)
● Keep on Track: Continuous Measurement, Reporting and Evaluation of Performance.
Activities
Part I: Understanding You / Your Business
Strategy, LinkedIn, Website, Social Media & User Experience (UX) Audit
○ What is Working? What Could Work Better? What Did Not Work?
Who is Your Ideal Customer?
○ Customer Segments (by assets, demographics, revenue, other)
○ Characteristics / Examples
What are the Products / Services You Are Selling?
○ Which Generate Highest Revenue, ACV, Win Rate
○ Analyzing Won & Lost Deals
○ Prior Marketing Campaigns, Activities
Who Does the Work?
○ Explain Workflows, Responsibilities & Performance
○ Challenges, Bottlenecks - Analyzing Time & Effort per Person
○ Identify Areas for Automation
○ What is Working? What Could Work Better? What Did Not Work?
Who is Your Ideal Customer?
○ Customer Segments (by assets, demographics, revenue, other)
○ Characteristics / Examples
What are the Products / Services You Are Selling?
○ Which Generate Highest Revenue, ACV, Win Rate
○ Analyzing Won & Lost Deals
○ Prior Marketing Campaigns, Activities
Who Does the Work?
○ Explain Workflows, Responsibilities & Performance
○ Challenges, Bottlenecks - Analyzing Time & Effort per Person
○ Identify Areas for Automation
Part II: Messaging and Setting Up Social Media, Webinars and Other Distribution Channels
Setting Up LinkedIn and Secondary Social Media Channels
Message Development 1
○ Identifying and developing Marketing / Educational Content
○ Respecting Compliance / Regulatory Requirements (if applicable)
Initial Outreach
Soft Launch of Campaign:
○ Outreach, Experimentation and Observation Begins
Message Development 1
○ Identifying and developing Marketing / Educational Content
○ Respecting Compliance / Regulatory Requirements (if applicable)
Initial Outreach
Soft Launch of Campaign:
○ Outreach, Experimentation and Observation Begins
Part III: Understanding the Client as a Buyer: Their Business, Their Journey, Their Behavior
How Do Clients Buy?
In-Depth Customer Interviews to Assess:
○ What is the Value they Receive from Our Products / Services?
How is It Different from the Competition?
What Questions and Concerns Do They Have When Evaluating Different Vendors?
○ What is the Trigger for their Buying Process?
○ How do they Want to Search / Learn About Our Products / Services?
Who is Involved in the Decision-Making Process?
What is their Timeline for Action?
○ Which Channels Do They Use?
○ What Customer Insights are Generated / Revealed?
○ Recommendations for Influencing Buyer Behavior
In-Depth Customer Interviews to Assess:
○ What is the Value they Receive from Our Products / Services?
How is It Different from the Competition?
What Questions and Concerns Do They Have When Evaluating Different Vendors?
○ What is the Trigger for their Buying Process?
○ How do they Want to Search / Learn About Our Products / Services?
Who is Involved in the Decision-Making Process?
What is their Timeline for Action?
○ Which Channels Do They Use?
○ What Customer Insights are Generated / Revealed?
○ Recommendations for Influencing Buyer Behavior
Part IV: Create a Quarter Market Plan
Aligning Marketing & Sales Activities & Customer Insights - Playbook
Highlight Weakest Funnel Stages and Areas for Improvement
Clear Goals & Objectives
Focusing on High Priority Market Segments
Updating Messaging & Collateral II
○ As per Customer Interviews & Insights
○ Ideal Customer Profile (ICP)
Value Proposition and Benefits per ICP
Leading Indicators / Metrics to Measure Campaign Progress
Identifying and Purchasing Tech Stack / Tools for Pilot Campaign(s)
Highlight Weakest Funnel Stages and Areas for Improvement
Clear Goals & Objectives
Focusing on High Priority Market Segments
Updating Messaging & Collateral II
○ As per Customer Interviews & Insights
○ Ideal Customer Profile (ICP)
Value Proposition and Benefits per ICP
Leading Indicators / Metrics to Measure Campaign Progress
Identifying and Purchasing Tech Stack / Tools for Pilot Campaign(s)
Concurrent Activities
● Launch & Testing Begins ASAP
● Capturing Data / Leads (CRM, Google Sheets)
● Measuring, Tracking & Reporting Sales Progress + Forecasting
● Set up Clear Tasks and Onboard Everyone Who Is Involved
● Presenting Learnings / Findings - Iterating & Pivoting as Required
● SEO and Competitor Analysis
● AI Data Capture (optional)
● Update Marketing & Sales Plan (EverGreening)
● Weekly Coaching Sessions
● Capturing Data / Leads (CRM, Google Sheets)
● Measuring, Tracking & Reporting Sales Progress + Forecasting
● Set up Clear Tasks and Onboard Everyone Who Is Involved
● Presenting Learnings / Findings - Iterating & Pivoting as Required
● SEO and Competitor Analysis
● AI Data Capture (optional)
● Update Marketing & Sales Plan (EverGreening)
● Weekly Coaching Sessions