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Business Assessment Checklist

I begin each client engagement by walking through a comprehensive Business Assessment Checklist. This process offers several benefits. First, it provides a structure for the initial conversation that allows you, the client, to get to know me, and vice versa. You will quickly understand my approach for identifying ways that I can offer value. You will also learn something about the state of your business and how prepared you are for successfully launching and scaling a new company or service offering. At the same time, I will learn everything I need to know to size up the nature of a potential engagement and to recommend ways I can help you to improve your business.   

The assessment covers 7 key elements of a successful IT product or services business - whether you are a technology firm offering a hosted service or an IT service provider building an ecosystem of complementary products and services for small, mid-sized or large-scale businesses and institutions. The 7 key areas are covered in the form of a checklist so that, together, we can identify which items are covered and which ones are not. The result is a gap analysis tells you how to apply resources to achieve the greatest level of success in the marketplace. 

Here are the 7 categories formulated as high level questions. Each question represents several checklist items that should be part of every successul and scalable cloud solutions business. 
  1. Messaging:   Do you have a well-defined target market, customer profile & value proposition?
  2. Pricing:   Do you have a strategically priced & packaged IT service portfolio?
  3. Sales Model:   Do you have a comprehensive sales channel model?
  4. Revenue Model:   Do you have a comprehensive revenue & profitability model?
  5. Lead Generation:   Do you have a metrics-based lead generation plan & budget?
  6. Sales Enablement:   Do you have a complete set of sales enablement tools & materials?
  7. Performance Management:   Do you have the right performance management metrics & process?

Would you like to have a copy of my Business Assessment Checklist?   Request one here. 
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