Reasons For Engagement

Reason
Consequence

Sales or Profits have hit a ceiling.

They failed to develop practices and processes that allow an individual to identify, train to and measure their own competencies and performance metrics.

Reason
Consequence

Business has stalled – Don’t know what’s next

Customers and Clients worry about your ability to perform, and employees look for a life Preserver elsewhere.

Reason
Consequence

Top Down/Bottom up accountability and alignment need

Internal communication struggles, become external battle for survival.

Reason
Consequence

No Strategic Plan

Failure to anticipate next steps, can cause an inability to pivot fast enough to save a Company.

Reason
Consequence

Poor Execution of Plans

Customers and employees are only so forgiving. They will move on if they don’t feel comfortable.

Reason
Consequence

No sense of Urgency – Acceptance of Status Quo

Change is Constant, and people like change, lack of forward movement makes people start re evaluate their options.

Reason
Consequence

Lack of a solid Sales/or Customer service process

Sales and Service teams will flounder and be unable to get out of their own way. Productivity and morale will falter.

Reason
Consequence

Existing team struggles with new direction or growth

Sales will run flat, and customer service will become about retention rather than providing the best environment for the client or customer.

Reason
Consequence

Working hard, but need to work smart.

Hard work without direction, intention and calculation will cause owners and employees to lose passion for success, and they will focus on it as a job rather than an opportunity.

Reason
Consequence

People are Working Hard with Little Progress.

Good Energy will be wasted and ultimately cause defection and bad morale amongst the team.

Reason
Consequence

CEO/Owner not sure of their own next steps.

No Capital will be spent on moving forward, employees will start to realize owners unwillingness to move forward and will look to other options for themselves.

Options for engagement may include any of the following:

  • Management strategy sessions
  • Divisional Strategy and training – Sales or Customer Service
  • Hiring procedures and guidelines specific to Sales and Customer service professionals
  • Daily, Weekly, Biweekly and Monthly accountability sessions
  • Creation of Measurable Metrics and timeframe for such success
  • Creation of Workflow platform
  • Synergistic planning of new directions or business development that incorporates the Top down and Bottom up together
  • Implementation of New Customer Service Process that works through a Customer Service to Sales culture rather than a Order taker, Sales, Customer Service to retention model.
  • Create and implement a Fact finding process that embraces what is right with other Sales Teams, Customer Service and Competitors.

Fact Finding Exercises

All Exercises are designed to help guide a company to realize their full potential and involvement with others through the company’s unique culture. This unique process will also serve as an indicator to engage and understand from the top down and then the bottom up, each individual team members strengths and weaknesses. Employees will learn processes and principles proven to produce positive results.  Individual action plans are created for immediate use. Employee Assessment can be handled in a series of interactions once owners and management have committed to the cards you are dealt process. Working with business owners, CEO’s, Executives and their teams to assess, implement, and execute the right plans for them to move forward.  

Contact Us

Phone:
949-478-0363

Email:
Info@JeffKleid.com

Address:
5151 California Ave, Suite 100 Irvine, CA 92617