HEALTH CHECK REPORT
& ACTION PLAN

The New Business Methodology for Agencies program begins with a comprehensive audit of your new business acquisition process. We investigate your company’s new business generating ability across 5 key areas:

 •   Corporate and Executive

 •   Sales

 •   Marketing

 •   Finance

 •   IT, HR and Administration

The audit is broad and deep.

It is conducted via a series of in-depth one-on-one interviews right

across your company’s key stakeholders. By conducting interviews across all these areas, from the top down, we gather enough intelligence to provide a big picture view with specific insights that highlight areas of alignment and sticking points to achieving growth.

Each interview typically takes two to three hours for each stakeholder, collecting qualitative and quantitative data across all areas, with the whole process being conducted over the course of a week.

 

Once completed, the data is collated and used to generate a scorecard and detailed Health Check Report with observations revealing the health of your company’s new business acquisition process. Included in the report are specific recommendations for the next steps, presented in an achievable Action Plan.

BENEFIT WITH TIME & MONEY

The Health Check Report identifies the financial impact of common business practices within the agency, highlighting any processes that waste time in regards to the opportunity of developing new business.

This impartial report shows the bottom line effect of a weak pipeline, a long sales cycle, a low win-rate, the cost of pitching, staff morale and the effect of turnover, including recruitment fees.

It helps the company take an honest look at the combined financial impact of these and other

 

competitive weaknesses that may have been identified through the audit.

The report also outlines where the company’s sales and business development processes are inefficient or even counter- productive, identifying a lack of systems or resources, inadequate staff skills or misaligned understandings between departments.

With new clarity the agency can prioritise the time of all team members, in-order to make more money. For the first time you will know what’s working, what’s not, and what it’s costing you.

 

NEW BUSINESS METHODOLOGY

Most agencies hope to be invited to pitch for a prospect’s business. “Hope” is not a legitimate or sustainable new business strategy

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"Closing On Your Terms" is a trademark of New Business Methodology.

CONTACT

We service Australia, New Zealand

and the Asia Pacific region.