Business Planning &
Development
Business Planning & Development – Assist clients with envisioning, developing and growing their own businesses, and/or vetting and maximizing investments in other businesses.
- Investment Consultation – Vet potential client investments to ensure they are viable and meet the client’s risk profile
- Presentation Creation – Create sales presentations for small and large audiences
- Proposal Writing – Design templates/draft content for proposals that can be leveraged by sales staffs, or draft unique proposals from end-to-end
- Prospect Identification and Solicitation – Through client networks and CORE networks, help identify and solicit potential investors
- Sales Training – Provide sales training to sales staff; create sales incentive plans/contests, etc.
- Strategy Development – Develop a comprehensive sales strategy addressing markets, messages, mediums and measurements