Business Development & Management Consultation Groups

“Board of Advisors”
for the small business entrepreneur

2 regularly scheduled meetings monthly of up to two hours with up to 3 other executives

These are ongoing meetings where you will be participating to the benefit of your business and others.

Topics are presented in a structured manner for the 1st 60 days, after which the group will be invited to modify the agenda and guide for the benefit of the group.

— As a Group we Will —

  • Create/Review Your Business Plan & Create an Operating Plan
  • Define Actions to Meet Your Business Plan Goals
  • Define Your Market
  • Determine How to Identify and Communicate with your Prospects & Existing Clients
  • Develop Targeting Strategies & Tactics
  • Execute your plan using a CRM system for Action and Measurement
  • Review Results & Adjust for Success
Zoho CRM

Build, Maintain & Strengthen your Customer Relationships

****Zoho CRM Professional INCLUDED****

One of the world’s best small/medium business Customer Relationship Management products
Full 3 Month Subscription Including Email and Mobile Access

**** Receive $100/mo discount when an associate becomes a member. ****
**** Receive 3 additional months ZohoCRM subscription for ea. additional referred member. ****

Availability limited – Groups forming monthly
Approx. 4 hrs/mo commitment

If you are ready to learn more, Call 805.522.3875 or email!

Need a bit more information, click here for more information and a fax enrollment form.

Reserve your position now!
Space is limited.

Don’t have time to travel or you’ve heard about the success of a peer business in another area?
Online/Virtual Groups –  Coming Soon!!!