In this exciting session, we will walk you through a Strategic Planning process, capturing all your goals and how to select and prioritize them into a final 1-year plan you and your team can execute. It can be easy to become overwhelmed and not know what to focus on first to support our growth. One of the first steps to successfully growing your business is to streamline objectives into manageable groups. Be that in a series of lists, or rather goals for the next 30, 90, and 365 days. Additionally, having the references as to what stage your business is in its development and your key areas of focus empowers us to prioritize our goals first. This session will cover the different stages a business goes through during its life and the most important areas to direct your focus.

• Understand the 10 Stages of being in business
• Identify what stage your business is in.
• Learn about what problems are normal and abnormal at each stage
• Learn about the opportunities to focus on at each stage for growth
• Learn about the power of vision and niche
• Learn the 10 areas of focus in any business and what to focus on within each stage.
• Create a road map to grow and build your business
• Design a 1-3 year strategic plan for your business

**Each workshop will end with a 30 minute Q/A session.**

This fast-paced session will cover our 5 Step Communication Model as applied to Sales and Customer Service. This model will empower you to facilitate effective conversations that convert more leads into business and customer interactions into more loyal customers by knowing how to transition for each step and aspect of the conversation.

From there, we will dive deep into rapport, learning how to warm up the conversation, and build trust and long-lasting relationships. These tools will make your conversations even more effective and efficient in terms of the time needed to build trust and in your ability to facilitate quality conversations.

Finally, we will apply these skills and provide additional helpful tips, whether it is a sales conversation or customer service conversation. Building on rapport, we will learn how to respond to customer questions or bring up a problem and complaints.

This session will empower you to lead your prospects or customers in a way that produces positive results and feels great in the process!

• 5 Step Communication Model as applied to Sales & Customer Service
• Facilitate effective conversations that convert more leads into business & loyal customers
• Master Rapport
• Handle customer resistance or sales resistance
• Re-enforce & build on the tools learned in Sales Essentials and Beyond!

**Each workshop will end with a 30 minute Q/A session.**

Looking to understand some of the essentials related to taxes? Join us for a session designed to help the small business owner understand basic concepts related to understanding taxes, and tips to help save on fees. Topics vary from a general overview of taxes to how to implement a tax strategy that makes sense for you and your business.

Other topics:

• 5 factors impacting your tax position
• Standard and Itemized Deductions
• Common business and personal deductions to help you reduce your tax liability
• A basic overview of reading your personal tax return
• Know when you’re taxed if taking money out of your business
• Tax saving vehicles like Retirement Plans and HSA’s
• Red Flags to help you avoid an audit
• Maintaining an Audit Trail to account for all cash coming in and out
• How Section 179 and Cost Segregation studies can lower your tax liability
• Why paying off your business’s loans doesn’t reduce your taxes
• Pass-through entities and the S Corporation option
• What is double taxation on C Corporations?
• Tax terminology converted to easy-to-understand terms

**Each workshop will end with a 30 minute Q/A session.**

In this fast-paced break-out session, we will cover what sales is, and make selling easy and fun for anyone! With three simple topics: asking for the business, handling objections, and closing the sale, you will never look at Sales the same again. After this workshop, you will find the joy, passion, and fun of selling with your new-found skills and perspective on the ins and outs of Sales!

A system for how to make cold calls, and how to introduce yourself

• Easy steps to handling objections and how to avoid them altogether
• Learn how to take a no and turn it into a yes, by asking 3 simple questions
• Learn how to overcome sales resistance and discover sales in a new way that will inspire you
• Learn how to make asking for the business, or closing the sale, in a way that feels good for you and the prospect
• Plus, additional tools and insights to accelerate your business sales!

**Each workshop will end with a 30 minute Q/A session.**

Currently, with the tight job market, finding qualified talent is getting harder. Having the essential skills
to hire, motivate, and communicate is essential for your business.

In this workshop, you will learn the 6 key motivators that every person has and how understanding
these and knowing their motivators can help you improve your communication, relationships, and
leadership. Utilizing this with DISC and behavioral styles, we will explore how to use these tools in the
hiring process, helping you better understand how to communicate, support, and train your new hires.
This also will help you establish job benchmarking to best match candidates to the position you are
hiring to reduce turnover and increase employee retention and fulfillment.

• Learn the 6 key motivators that drive every human being
• Understand how to utilize the 6 motivators to improve your communication & leadership
• Discover how to better match candidates to the job using benchmarking
• Learn how to use DISC and Motivators to develop benchmarks for the position
• Know the 5 values in which people know they are appreciated
• Better ways to communicate during the hiring process, setting yourself and the new hire up
  to succeed
• Additional tools and insights to improve your hiring and retention.

**Each workshop will end with a 30 minute Q/A session.**

You’ve got your yearly goals planned out. You know where you’re going, where you want to be, and maybe even have a stretch goal in mind. But how you execute that plan over the first days, weeks, months, and quarters are just as vital as the big picture. Part of this session is about managing our time. What am I going to work on today or next week, next month, where am I going find the time for this?

Another factor is managing our focus, so our sense of time is enjoyable instead of undesirable. In this class, we will walk you through our process of creating the life and business you desire. You will learn the principles of how to design your days, weeks, months, and quarters to bring your plan to life and bring our vision to fruition. You will learn the tools to help you choose, call, and execute your business’s plays to create the progress you desire!

You will learn additional tools and strategies that will empower you to run your business successfully. There will be times in your business where events happen that our out of your control. With these tools, you can feel a sense that you are responding instead of reacting even at these times.

• Building your strategic planning into your days and weeks
• Simply ways of planning in advance to advance – weather a day or week
• Introduction to our Success Planner
• Tools and resources for managing those so called “To Do” lists
• The Psychology of Focus, Overwhelm, Procrastination, and Taking Action
• How our internal communication influences our actions day to day
• Planning tips, challenges, and gifts of each DISC style
• Goal Setting tendencies of each DISC Style
• Electronic and Paper tools
• Time Management Tips, and Tips for Sharpening your focus for results!

**Each workshop will end with a 30 minute Q/A session.**

No matter how great your product or service is, if you can’t influence someone to buy it, it’s worthless. In this class, you will learn about creating the desire in your prospect to make a change, generate interest, or want to buy what you have. You will learn how to create leverage, what influences people’s buying decisions, and uncover why they want it that compels them to decide to buy.

Additionally, suppose you can’t present what you do in a way that gives clarity and helps people understand how it will resolve a current challenge or empower them. In that case, they will want to buy but not know if you are the one they should choose compared to your competition. You will learn about helpful tips to construct, present, and tell your story. Whether it’s about your company, product, or service, you will know how to convey the value of what you do that will pack a punch and make the decision easy for them to buy!

Finally, we will wrap up this session by compacting all our learnings from our sales and communication sessions into a one page visual to summarize all the tools you have learned. We will walk through and give you tools to streamline and systematize your sales process so others can be trained to sell and produce consistent and reliable results from your sales process. Giving you the ROI and constant cash flow you need on your marketing, sales, and prospecting activities.

• How to create desire or interest in your product or service
• How to create leverage
• What influences peoples buying decision
• How to present what you do in a compelling way
• Tools to start streamlining and systemize your sales process

**Each workshop will end with a 30 minute Q/A session.**

In this class, we will go beyond the basics of understanding Key Performance Indicators and talk about all the KPIs across all three financial statements (Balance Sheet, Income Statement, Cash Flow Statement). You will also learn about organizing principles to keep in mind when thinking about KPI’s, as well as what drives and influences these KPI’s when making financial decisions. With these tools in hand, you will be able to:

• Better understand your three main scorecards
• Understand the decisions you can make to improve the financial performance of your business
• Reflect on these KPI’s in the budgeting process
• Set up KPI dashboards to monitor
• Measure and manage the financial performance of your business
• Understand the key decisions, and activities that need to shift to improve sales, profits, or cash flow

**Each workshop will end with a 30 minute Q/A session.**

In this session, we will go over three primary skills that will empower you to better communicate with others. We will then apply those skills in fun, practical exercises that can be integrated into your relationships and conversations.

First, we will discuss how communication methods affect things from the macro perspective down to the micro. With this knowledge in hand, we will go over how to effectively communicate with a person who wants to cover every little detail and the person who only has the bigger picture in mind and leaves the detailed work for someone else to sort out. Through this session, you will learn how to tailor your communication style to fit your needs and convey your message better.

Next, we will discuss how to ask quality questions, giving you the information required to facilitate the conversation further. Additionally, you will learn how to ask questions that add depth and meaning to the conversation and provide further clarity on what the problem may be or is. Through these simple conversational adjustments, you will discover new options and solutions that will improve decision-making, problem-solving, and teamwork.

Finally, we will discuss the power of conversational framing: how to best construct and present your message. With these skills, you will learn how to give meaning to what you are discussing before it is shared or turn around how it is interpreted from the original impression someone had. These invaluable skills will help you clarify problems, explain products or solutions, and handle any questions with ease!

• The powerful communication tool to handle the big picture to the details!
• How to communicate from the big picture to the small details
• Learn how to ask quality questions
• How to effectively present your ideas and questions
• How to influence someone to see a different perspective and reconsider a different option or possibility
• Exercises to make communication FUN!

**Each workshop will end with a 30 minute Q/A session.**

In this session you will be asked one simple question:

Without knowing the name, industry or any other information about this company, would you loan this company money with only their financial data as your base of information?

It’s time to bring together all the skills we have learned thus far and utilize them in a hands-on way. In this session you will separate into small groups. Each group will receive the following:

• A brief narrative on the background of the company, a summarized version of what was provided to an actual loan committee.
• A 3-year financial spread of the income & cash flow statements and balance sheets.
• A KPI exercise worksheets to help you work through all the key numbers and access the financial performance and health of the business.

Based on that information, you and your team will explain why you would or would not loan money to this company. It’s time to make your recommendation. Would you loan money to them? Why or why not?

After listening to each group’s recommendations of loan worthiness, we will share the outcome of what happened with this loan proposal providing you with a real life-learning scenario.

Get ready to apply your learnings to this real live case study!

**Each workshop will end with a 30 minute Q/A session.**

In this session, we will discuss best sales and customer service practices and how to streamline your sales process, systemize your sales process, and ensure quality conversations in your sales process from lead generation to lead conversion and fulfillment. This will allow you to document, record, implement, and pass down the best sales practices, tools, and training within your organization to sell more consistently.

• Capture & Record Best customer services practices
• Capture & Record Best sales practices
• How to streamline and systematize your sales process
• How to ensure consistent training in your business

**Each workshop will end with a 30 minute Q/A session.**