© Lauren Consulting 2014
MAKE THE BUSINESS CASE
AGENDA
Day 1 CEO Talk
Value Chain
Using the value chain we chart the flow of cash through the customer’s business, participants
identify areas where their product can have a significant and quantifiable impact on this cash
flow. This helps to internalize the financial benefits they sell and builds confidence in the
participant’s ability to sell financial value.
Business Results
Using Make The Business Case pre-study material as a foundation, the student will tour financial
statements of a company in a manner designed especially for sales professionals. Key financial
reports will be reviewed and the students will be shown how these financial reports are a
measure of the customer’s operations.
Business Objectives
Financial reports show the results of the company’s operation, but typically do not deal with the
decisions that lead to those results. Executives frequently formulate strategies without knowing
their financial implications. We will introduce the idea of using financial ratios to help the student
analyze the strong and weak points in their customer’s financial performance and position the
financial value of the participant’s solution to address these business opportunities.
Business Strategies
Business strategies such as increasing sales revenues, reducing costs or reducing assets are
discussed. Participants then uncover how their solution can successfully implement one or all of
these strategies. These strategies will be woven into the Project Planning Meeting presentation.
Project Planning Meeting Presentation
This is the participant’s second attempt to ”paint the picture” of how the student’s solution to a
business problem will help the customer achieve their financial objectives. With the feedback
from the first project planning presentation and the integration of the financial concepts, the
individual clearly builds and improves on each tool used. Presentations are again evaluated and
feedback for improvement is given.
Day 2 Business Smarts
6 Stages Of The Value Process
The essential stages of the Value Process are defined in terms of their role in influencing
customer decisions. When these elements are tied together in a clear and precise manner they
“paint a picture” for your customer of exactly how your solution will provide financial value for
their business.
Project Planning Meeting
The critical stage in the Value Process, the Project Planning Meeting is discussed in detail.
Examples are provided for how a specific Project Planning Meeting agenda is developed and
applied.
Results Charting
Participants are introduced to the idea of using ”Results Charting” as a tool to effectively identify
and represent the opportunities in a customer’s business. The use of ”Results Charting” will
present the student as a credible problem-solver to their customer.
Project Planning Meeting Presentation
This is the participant’s first attempt to ”paint the picture” of how applying their solution to a
business problem will help the customer achieve their financial objectives. Participants select an
actual sales situation, prepare for, and conduct a classroom Project Planning Meeting.
Presentations are evaluated, and feedback is provided by the instructor and class on areas of
improvement. All following workshops are intended to refine the story for each participant until it
is credible, compelling and confidently presented.
TIME IS MONEY
LEARN TO MAKE THE
BUSSINESS CASE
t: 949 376-2291
f: 949 376-9184
Al Delgado
SALES TRAINING