PROGRAM LENGTH | KEY FACTORS | TARGET AUDIENCE |
CI for C
& I1-day | § Visit & evaluate free and fee based web
sites to support Customer Intelligence information gathering – to know before you go.§ Focus on Commercial and Industrial industry information § Details about Privately Held business § Background
information on decision makers § Discover early warning signs § Develop a strategy for sustained growth | Anyone
interested in becoming more effective and efficient to pre-call prep.Commercial Loan Officers, Financial Advisors,
others involved in complex sales. Good breakout session for sales meetings. |
Pre Call Due DiligenceA: 5 meetings B:
10 meetings* Meetings are 2 hr / wk | § Lean to develop a self sustaining book of
business using relevant resources§
Become the welcomed
advisor § Improve
business acumen § Put the WOW back into your presentations § Target key account opportunities with highest potential § Uncover potential trust bridges | BBAT Everyone engaged in a complex sale.Bankers, Lawyers, Accountants, Consultants, Financial Advisors anyone selling professional services. |
Business Basics* 4½-hour | Representation of
how all the pieces fit together to make a healthy business, and need for ongoing operational improvements | Newly appointed managers, supervisory, professional service providers staff |
Entrepreneurial* Challenge
(event program) ½-day | Experience of open-ended decision-making and market competition (no formal exercises in business finance) | BBAT offer this program for Financial Advisors, Commercial Loan Officers Ideal for events (e.g. sales meetings) |
Finance for Everyone* 1-day | § Experience of open-ended decision-making and market competition § Analysis of how decisions in one department impact other departments § Exposure to budget, cash flow forecasting, planning, ratio analysis | Anyone &
Everyone |
Finance for Managers* 1½-day | Thorough
practice of budgets, cash flow forecasting, planning and ratio analysis for business improvement | Managers who are actively engaged in analysis, forecasting and planning |
Business Finance and Planning* 2-day | Strategic
complexity of sales and marketing, with customer differentiation, steadily falling prices, and unanticipated new product | Planners, sales & marketing professionals, managers responsible for product lines and new product implementation |
Managing a
Global Business* 3-day | Strategic complexity in all areas: § new product opportunities with different demand cycles § operational complexity and process improvements § varied geographical markets with different market drivers § foreign exchange fluctuation and hedging, etc | BBAT Uniquely designed to lower the silos and level the playing
field in preparation for new leadership and or strategic direction. Persons contributing to the strategic planning
process of the company |
One – on –One Coaching (Typically 2 hrs / mo.) | Individual
coaching time spent with individual performers &/or managers to develop successful strategies that deliver results. | The Drum Beat –
Managers and Individual contributors to complex sales solutions. |
Retained Coaching (Monthly) | Focus
on Complex Sales and Single Sales Solution §
Strategic and Tactical
team coaching § Attend planning meeting § Visit Clients § Work with team on presentation skills and strategic direction § Postmortem sales reviews | Complex sales situations leaders |
