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Strategic Growth Session.
Step back. Think differently. Work out what to do next.
Sometimes you just need someone experienced to look at your business from the outside and help you see where the opportunities really are.
The Strategic Growth Session includes a focused 90-minute one-to-one session with myself to identify areas for growth and efficiencies.
First Things First:
Before We Meet
"I'll look at your business before we meet, then we'll spend 90 minutes working out what matters."
This isn't a session where you have to spend the first 30 minutes explaining your business to me. I'll do some homework first.
Before the session, you'll complete a short fact find covering:
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Where your business is today
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Where you want to get to
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What's working
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What's not working
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Your current challenges
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Where you think the opportunities might be
I'll also review your website and social media activity to understand how your business currently presents itself and how you're communicating with potential clients.
That gives me a view of where you are now and where you want to get to before we meet.
The 90-Minute Session
There is no fixed agenda.
The conversation is shaped around your business and what's on your mind.
Depending on what you need, we might explore:
Growth
Opportunities
Where does business really come from? How can we create more opportunities?
Your
Brand
Are you really fiving enough reasons for someone to reach out? Are you portraying yourself as you should?
Getting
Found
Are the right prospect able to find you - and understand what you do?
Getting
Chosen
Are you giving potential clients enough reasons to choose you?
Your
Proposition
What could you become known for?
Your
Marketing
Are you spending time on the things that could genuinely make a difference?
Your
Strategy
Are you doing too much? Are you focused on the right things?
Your
Business
What needs to change if you want to build a better business, not simply write more mortgages?
And
You
Could your own leadership, confidence, decision-making or approach be holding back growth?
What Happens In The Session?
1. Understand
We start with where you are now and where you want to get to.
2. Challenge
I'll challenge assumptions, identify gaps and ask the questions you may not have considered.
3. Explore
We'll look at opportunities across marketing, strategy, customers, people and the wider business.
4. Prioritise
We'll identify the areas that could make the biggest difference.
5. Act
You'll leave with a clear set of priorities and practical next steps.
No complicated strategy document. No long report. Just focused thinking and a clear direction.
What Do You Get?
An Outside Perspective
Someone experienced looking at your business objectively.
Fresh Thinking
Ideas and perspectives you may not have considered.
Greater Clarity
A clearer understanding of where the opportunities and challenges really lie.
Clear Priorities
A practical view of what you should focus on next.
Action
Ideas you can take away and start putting into practice.
Who Is This For?
The Strategic Growth Session is for mortgage brokers who:
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Feel they could be doing more with their business
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Aren't sure where to focus their efforts
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Have lots of ideas but need help prioritising them
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Want an experienced outside perspective
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Are looking for more than tactical marketing advice
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Have a challenge they want to think through
You don't need to have a problem. You might simply want to know what you're missing.
The Investment
£185 + VAT
One 90-minute session. One business. No ongoing commitment.
Your session includes the pre-session fact find and my review of your website and social media activity.
There is no package to buy and no ongoing commitment. If you want a longer commitment, we can discuss this later.
Just a focused opportunity to step back, think differently and work out what to do next.