Marketing & Sales Planning Workshops
The goal; more sales, being more in control


Every organization is unique, so our approach is tailored to your specific needs. The fast-paced and complex nature of refining your strategy, marketing, and sales requires careful coordination without losing sight of ongoing business operations.

Workshops and Action Plans
A practical starting point is a 2-3 day workshop, culminating in a concrete action plan for the next three months. Before the workshop, we engage with participants to understand their perspectives and needs.

For organizations already engaged in planning or seeking a more comprehensive approach, we can extend the workshop format to address a broader range of issues, involving more time and additional team members.

Marketing & Sales Reviews
Consistent messaging through all you channels

A Marketing and Sales review helps ensure your messaging is consistent and effectively deployed across all channels, including your sales team.

This review is particularly useful if your situation is common in our business—where different messages have been developed by various team members over time and delivered to the market through multiple channels. The review provides a skilled outsider's perspective on how your messaging is delivered to customers across these channels.

The cost of a review is significantly less than a typical journal ad and offers an excellent opportunity to unify your messaging, greatly improving your overall effectiveness.

Fractional VP (Sales & Marketing)
From advice to hands on

If you need the experience and skills that a Sales & Marketing VP would bring to your team - but you don't have the budget to make this happen (at this moment). Consider using me! Gain the experience and engagement for as little as 30% of a full-time senior leader.

This can involve not just planning but execution as well, including key marketing tasks (see samples).

My VP/Director level experience spans 30 years.

Team Building, Mentoring
Helping with growth

Teams
Teams play a pivotal role within organizations, particularly in today's complex landscape where tasks often demand collaborative effort. While some teams naturally thrive, many require support to reach their full potential. The stakes are high: substantial resources are invested in these projects (product teams, new product development), and inefficiencies can lead to significant financial repercussions.

Each week of delay in a team setting can translate to costs ranging from thousands to tens of thousands of dollars. Issues such as unresolved processes, delayed product releases, or persistent quality concerns underscore the critical need for effective team dynamics.


Mentoring
I can also provide mentoring in the sales and marketing areas. While you likely have talented people with strong organizational knowledge, there may still be gaps in their skills. Pairing them with a mentor not only frees up your time but also enhances their skill set, contributing to their professional growth and development.


With over four decades of experience and 25 years of teaching MBA students, I have the expertise to assist in refining these skills.

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