The Fifth Journey: Promotion

So often clients approach their advisors looking for assistance with marketing and promotion.

What company doesn’t want to be better known in their marketplace? But clients need to think through their marketing strategy from their target market customer persona,, the marketing messages, the channels of communication, and how it relates to their brand.

We curated this package of Decision Sheets to help clients that are thinking about promoting their products and services:

The Sixth Journey: Selling

Every client would welcome more sales.

Clients need to think through their sales chain, customer pipeline, create a sales activity plan, and think through customer objections.

We curated this package of Decision Sheets to help clients that are thinking about improving their selling strategies:

In this video, Elizabeth shares more about the Growth Journeys and how to use them: