Clearly defining objectives and removing ambiguity
By The Chalifour Consulting Group, LLC
Client
Cancer Research Foundation
Services
Project Description
A very prominent cancer research foundation discovered an incredible opportunity to increase revenue which would catapult the overall cancer research budget but didn’t know how to develop, implement and launch.OBJECTIVESThe foundation needed to clearly define their goals and vision. There needed to be straight forward and concise action steps with accountability at the team level in order to create the necessary processes. They needed to create a sales and marketing strategy to expand on their existing outreach efforts and orchestrate a new workflow process complete with accounting oversight.SOLUTIONSAn effective and streamlined workflow process was created with a clearly defined organizational chart.Accountability measures were added for increased sales production. All branding and marketing efforts were identified under one umbrella brand while creating unique brand positioning for new revenue streams. Mission, vision & value statements were created and permeated throughout the organization creating a unified organization with eyes and heart focused on the overall vision. All accounting and administrative processes were organized and streamlined.BENEFITSBrandingAll brands were uniquely different but tied to the overall mission, vision and value that the foundation promoted.Financial StrategiesCreated an efficiency that allowed finances to dictate decisions while creating a strong accounting process.Goals and VisionAll employees understood the objectives and processes to achieve their goals and the overall vision.Sales and Marketing TrainingAll team members were trained to look outside the box in a way that allowed them to see a need and strive to fill the need. This also involved many community outreach efforts in order to develop exposure.
A very prominent cancer research foundation discovered an incredible opportunity to increase revenue which would catapult the overall cancer research budget but didn’t know how to develop, implement and launch.OBJECTIVESThe foundation needed to clearly define their goals and vision. There needed to be straight forward and concise action steps with accountability at the team level in order to create the necessary processes. They needed to create a sales and marketing strategy to expand on their existing outreach efforts and orchestrate a new workflow process complete with accounting oversight.SOLUTIONSAn effective and streamlined workflow process was created with a clearly defined organizational chart.Accountability measures were added for increased sales production. All branding and marketing efforts were identified under one umbrella brand while creating unique brand positioning for new revenue streams. Mission, vision & value statements were created and permeated throughout the organization creating a unified organization with eyes and heart focused on the overall vision. All accounting and administrative processes were organized and streamlined.BENEFITSBrandingAll brands were uniquely different but tied to the overall mission, vision and value that the foundation promoted.Financial StrategiesCreated an efficiency that allowed finances to dictate decisions while creating a strong accounting process.Goals and VisionAll employees understood the objectives and processes to achieve their goals and the overall vision.Sales and Marketing TrainingAll team members were trained to look outside the box in a way that allowed them to see a need and strive to fill the need. This also involved many community outreach efforts in order to develop exposure.
You might also like
Established effective protocols and processes
A premiere interior design firm established effective protocols and processes creating a streamlined approach to customer expectations and satisfaction.OBJECTIVESMatt needed to create a system for his staff to establish client and contractor expectations and boundaries. A standardized pricing system was needed in addition to executive coaching to create a comfort level with sales and marketing initiatives and client satisfaction. Client and contractor agreements needed to be enhanced.SOLUTIONSChalifour Consulting Group evaluated the existing business practices and all external communication with clients and contractors. CCG worked with Matt and his staff to develop new agreements and a restructured pricing model. CCG created a system and procedure for communicating expectations and timeframes to both clients and contractors, eliminating ambiguity. CCG also trained Matt and his staff in ways to anticipate potential bottlenecks and mitigate delivery and shipping challenges.BENEFITSClear and Concise CommunicationEliminated ambiguity and provided a clear and concise process of managing expectations.Standardized PricingStreamlined pricing structure creating a unified approach to quoting and proposals.Straight Forward AgreementsOrganized and simplified agreements in order to clearly outline roles, responsibilities, and expectations.Sales and Marketing TrainingIdentified potential add-on sales opportunities and lead sources.
Expanded into a national market
National sub-metering company established new sales and marketing initiatives, enhanced their accounting practices, and grew their brand nationally by identifying emerging markets and new sales channels.OBJECTIVESThe company needed to re-engineer their sales and marketing practices in order to regain a high degree of market share. Steve and his team had to eliminate years of stagnation and identify new growth channels with a fresh vision and clearly defined goals. They needed to initiate new vendor channels and create incentives that would entice different distribution outlets.SOLUTIONSChalifour Consulting Group researched the market and existing business practices to adjust the branding and message of the company based on the climate of the industry. CCG created sales processes and established short and long term goals. The entire staff was trained on the best approach to sales, sales management, pipeline growth, CRM utilization, streamlined accounting, and other cash flow processes. CCG conducted a thorough SWOT analysis, which created the basis for a comprehensive marketing strategy.BENEFITSSales ManagementThe company was able to manage leads and pipelines more effectively, allowing for the closure of more sales.Financial StrategiesCashflow struggles were virtually eliminated and receivable aging was immediately reduced.Goals and VisionAll employees understood the objectives and processes to achieve their goals.Sales and Marketing TrainingStaff was trained on how to identify emerging markets and how to tap into those markets in a profitable way.
Increased cashflow and expanded their offering
A leading mid-western digital marketing firm increased cashflow and expanded their product offering without adding additional expenses or time.OBJECTIVESTeresa and her staff needed to optimize their time and find ways to increase profits while reducing time spent on projects. Short and long term goals needed to be established in addition to a streamlined system for acquiring clients and managing project workflow. The company also needed standard processes and procedures for completing projects on time.SOLUTIONSChalifour Consulting Group immersed themselves into the company and learned all aspects of their current business practices. CCG was able to streamline most projects into organized workflow systems and increase the profit margin of all projects. We engaged in a value stream mapping system in order to determine similar projects that could be grouped together, which drastically improved efficiency. Thisallowed for more projects to be completed in a shorter amount of time.BENEFITSDefined Workflow ProcessesThe team is now able to complete more projects in a shorter amount of time with higher profits.Residual Income ModelThe firm can bring on more clients paying monthly rather than all at once, creating longevity.Clear and Concise Project ManagementEach project has a strong oversight allowing for less errors and better client satisfaction.Sales and Marketing TrainingCreated sales processes and systems designed to increase sales and organize leads into a pipeline.