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Discover why you're selling and to whom faster, by leveraging your most powerful tool: knowledge

The 360 View audit is a foundational service and an excellent starting point for any firm.

Our proprietary analysis helps you understand your firm’s current position, identify your audience, and determine the segments you should pursue to stay ahead by pinpointing key metrics that reveal your target customers.

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When should you get a 360 View?

When you want to…

Operate with sales efficiency. I provide the essential information needed to target the right prospects, enabling you to build a more efficient sales pipeline.

Increase profitability. Ultimately, you aim to grow your bottom line. We identify the customer profiles you need to engage with to achieve that goal.

Improve results. Beyond profitability, consider the other levers crucial to your firm’s overall health. We guide you in focusing on the right ones.

Logistical timeline

Duration: 

4-6 weeks, plus two months of accountability plan.

Scheduling:

A 360 View analysis can usually be underway within 1-2 weeks, depending on the time of year.

Participant Requirements

  • A principal gathers materials for approximately four hours.
  • Principals participate during each scheduled call, dedicating roughly 3-5 hours over the course of the engagement.
  • Selected managers and key employees also participate for several hours, depending on their roles.

Cost:

$2000