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New Year Business Planning: How to Set Goals & Dominate 2016 October 22nd, 2015

New Year's Business Planning: How to Set Goals & DOMINATE 2016

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New Year Business Planning:How to Set Goals & Dominate 2016October 22nd, 2015

Surefire SocialSurefire Social began as an idea. Around 2007, the Internet changed in several significant ways (think Web 2.0) and for the first time, local businesses could compete with large companies for visibility. Content and proximity signals became the two important currencies for visibility. Everything you do in digital today needs to be social, and hence the name, Surefire Social.

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Quick Facts About Surefire SocialFounded in 2009150 Experts Digital Marketers on staffOver 2000 locations managedExperienced leadershipProvide guidance along with productsHigh customer satisfactionServices and technology for successful local business

Among Top 35% of fastest growing companies

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Mark Richardson

Columnist & Contributor at Professional RemodelerAuthor of How Fit is Your Business and Fit to GrowNational educator & speakerTim Musch

Director of Business Development at MarketSharp15 years experience working in remodeling industry25 years experience developing & refining CRM systems for remodelersMeet todays speakers

If you fail to plan...plan to fail

Mark G. [email protected] 301.275.0208

Up or Down The Environment

Home AppreciationUp or Down

Interest Rates

Up or DownUp or Down

EmploymentHomes Under WaterUp or Down

Stock MarketUp or Down

Consumer Confidence?????Is it time to grow or hunker down?

By End of Year, Home Improvement Market Size Expected to Approach Previous Market PeakNational home improvement market size estimates (billions $)Source: JCHS tabulations and reweighting of the 2007-2013 AHS. Non-AHS years estimated using Census Bureau C-30 data and JCHS LIRA estimates.

Larger Contractors Reported Stronger Growth Last Year, with K&B and Design/Build Firms Leading the WayMedian annual rate of change in remodeling revenue, 2013 Note: Analysis uses firms reporting revenue in 2012 and 2013 that were ranked in the top 400 in at least one year.Source: JCHS tabulations of Qualified Remodeler magazines Top 500 Remodelers.

Remodeling Industry Make Up

Business SizeWindowsSidingRoofingKitchenBath Basements DeckGuttersGlassGarage DoorsSkylightsSmall ProductsSmall Jobs HM Medium Jobs TraditionalLarger Jobs D/BInsurance Restoration$250K to $750K XXX$750K to $2.5 milXXXXXX$2.5 mil to $15 milXXXXX$15 mil and AboveXA CoupleOneA FewA CoupleFranchising ExamplesAndersenOtherDream MakerOwens CorningArchideckManyMr. HMHouse Dr.OthersPaul DavisOthers

SpecialtyFull ServiceOther

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Construction Categories are not created equal.

Design/Build

Handyman

Bath

Kitchen

Level Economy

New Construction

Key D/B Business ConsiderationsClient demographicsSpecialty vs. Full ServicePractice vs. Business (owner)Showroom vs. In Home SalesSize/type of remodeling projectsLead generation methods (marketing vs. referrals)Size of business (sales/design team)

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2008-20122015 and beyondvs. Industry Insights Get the phone to ring Cut ExpensesAverage sale $ downLand the planes

Build team

Average sale $ up

Brand Confusion

Energy/AIP a fadPower of Brand5% growth respectableManage Energy/AIP viable bus.

20%+ growth realistic

Leadership

Owners Motivations

LegacyA Job!EvangelistThe Business EntrepreneurInvestorEgo

Take it to the next level!

What does Next Level mean?Top Line Growth?Market share?Portfolio Blend?The Team?Profitability?Client Experience?Predictable or sustainable results?Strategic Alliances?Define The Next Level of Success!

The Right Pace of Growth

Why do Businesses Fail?FocusCommitmentCapital

Three Key Ingredients For Success1. The Right Mind Set2. Business Fitness3. Change

The Right Mind Set If You Think You Can or Think You Cant, Youre Right

Henry Ford

The RIGHT Business MindsetPositive AttitudeSynergistic ThinkingWork EthicPace

BUSINESS FITNESS

What doesmean?FIT

YOUR BUSINESS FITNESS QUOTIENTNumbersSCORE

Processes

Team

Product

Profitability

Stress

Reputation

Positioning

Relationships

Leadership

TOTAL :

CHANGEor become irrelevant

just do itwilling to take riskClients found youHigh touch marketingjust discuss it

Follow the fantasyFocus on the whatwant to reduce risk

You find the client

High tech marketing

Control the fantasy

Focus on the how

8 YEARS AGOTODAYvs.YOUR CLIENT...YOUR MARKETING...YOUR SALES STRATEGIES

The Secrets to SuccessPEOPLEPEOPLEPEOPLE

MASTER THE LABOR!

Master the LaborFIVE pillars to Position for the Future

1. Culture 2. Recruit3. Train4. Retain5. Alliances

Culture Eats Strategy for Lunch

The TalentAll A PlayersBecome a magnetDeputize

Is your team positioned for the future?Retaining, developing and leveraging your team to build a team of A players that can take you where you want to go, improve your team, augment your teamUpgrade your team. In the past it was OK to have A, B and C players. In the competitive environment today you need A players just like you need a roster of all pro players to make it to the superbowl.Develop leaders - The future cannot be totally on the owners back, you need leaders within your business. Who are the future all pro players. Get your team working together. You business needs to become team sport not an individual sport. Just like singles tennis is different from doubles tennis., you need to do different things. Get operations people supporting selling. Sales needs to help with improving processes and cycle time if possible.

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RetainDream again!Growth creates opportunities for allCash Matters

Is your client base positioned for the futureAre you focused on better understanding their changing needs and behavior, putting processes in place to retain and develop existing clientsThree things to doGet to know your clients better. Drill into getting to know our clients not just from an emotional and demographic point of view. How have their needs and priorities changed. You cannot live in the past assumptions about you clients. They have changed.Focus more on client retention processes. Dont assume just because someone did business with you in the past, they will do it again in the future. In the environment Balance high tech (e.g. social media, e-commerce) and high touch. Dont let your clients become strangers.Grow through your business client base share of wallet and referrals. Help them buy, make it easy to refer you. This requires different skills. A process focused on the second project would be a very high return investment.Examples

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Training is an Investment not an ExpenseMeetings are your job!Everyone needs a coachInvest time to improve

First, is your business positioned for the future when it comes to technology?Here I encourage you to focus on three things:Think of technology as an investment, not an expense. This means not just the money you invest, but also your time and the skills required to integrate and enable technology within your team (team members to act as technology leaders and provide technical acumen)Make technology about the client more than to achieve internal benefits (like accounting and operational improvements) focusing your technology investment on systems to help you communicate more effectively with clients, help clients visualize what they are buying, reducing stress, simplify and shorten the buying process.Take the internet to the next level. Having a web site is like having a pair of shoes. Taking it to the next level involves:Driving more traffic to your webIntegrate your web site more directly into the sales processTaking advantage of social media to communicate better, as well as control your image.Provide more transparency to customers.

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Strategic Partnerships

Allies Not Competitors

Grow Together

Vendor???

Are you developing strategic Partnerships to position for the future?Developing and deepening more strategic Partnerships by finding win-win ways to improve your business by working with supply chain, distribution, strategic partners and even the competitionLike technology you should be thinking differently strategic Partnerships. Three smart things to consider:Wipe the word vendor out of your vocabulary. Replace it with strategic Partnerships. This is a perceptual change someone who helps you grow, win-win solutionsCompetition differently. Think of them as allies not just competitors. If you have low market share, working AssociationsGet help improving your business. In the past we looked to our suppliers (vendors) for help - Certification programs are more than just about your products and services but improving your business. Things like service quality, financing, process improvement

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Great Companies Begin with Great Leaders

Are you Aligned?

Remodeling Fitness Planning Process PreparationDeconstructionReconstructionImplementing ChangeMonitoring Progress

Thank You

Mark G. [email protected] 301.275.0208

Tim [email protected]

2016Marketing Planning

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Its a Great Time of the Year to

Reflect

Its a Great Time of the Year to

Re-Group!

Its a Great Time of the Year to

Re-Direct!

Grow Your Business This Year By 61%While...Only Getting 10% Better At What You Do!

Todays Free Resources:

2016????

Reality Thinking

If You Do What Youve Always Done

Youll Get What Youve Always Got!Less Than

Remind You of Anything?

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Tweaking Your Offering (USP)Your Company GoalsYour Marketing Program (based on goals)Your Ongoing MeasurementLeveraging Technology Solutions To Manage and Monitor Your Plan5 Steps To Your2016 Marketing Plan...

A Short Courseon Marketing!

Have Something GOOD To Say Say It WELL Say It OFTEN3 Step Marketing Plan for Success...

Jim RohnBusiness Philosopher

Step 1...Something VERY Important!

Do You

Whats Your USP?Do You Really Have One????

Great Brainstorming Tool!www.marketsharp.com/resources

Important Resource... www.marketsharp.com/resources

Your Goals...

Your Marketing Program...

Where Should We Be SpendingOur Marketing Dollars? InsertsNewspaper AdsYellow PagesHome Shows/EventsShowroomsReferralsPast CustomersJob SignsRadioTVDirect MailWebsite SEO & PPCE-MailCanvassingLead NurturingSocial Media

Changing Times - Lead Generation for Remodelers in 200856

Your Ongoing Measurement

A Lesson In KnowingYour Numbers...UPS trucks drove 2.5 billion miles last year, but the company says its research found by doing ONE THING saved driving 28,541,472 million miles, and three million gallons of fuel. Any Idea What It Is?

KPIs(Key Performance Indicators)

The Lead(generating inquiries)The Call(inbound/outbound)Lead WarmingActivities(pre-approach activities)Presentation SkillsSystematicLead Follow-up(asset recovery)Repeat/Referral Strategies(customer replication)Leverage Your Business FLEX Points!

Grow Your Business This Year By 61%While...Only Getting 10% Better At What You Do!

Great Brainstorming & Motivation Tool!The Compounding Effect of Microgains!

Great Brainstorm Tool...

At a certain level, what wedo at Disney is very simple.We set our goals, aim forperfection, inevitably fall short, try to learn from our mistakes, and hope that our successes will continue to outnumber our failures.Michael EisnerCEO, The Walt Disney Company1984-2005

How To Put ItAll Together?

According to Michael Gerber (best selling author of The E-Myth)

In order for any business to succeed, it must first become a system,so that the business functionsexactly the same way everytime down to the verylast detail.

www.marketsharp.com

What To Do Next...

Reflect, Regroup, Redirectand...Re-Solution!

Work on solidifying your companys USP and re-purposing your businessSchedule a staff meeting and utilize the tools/forms discussed in this session to declare your goals, lay out your marketing program, assign responsibilities and commit to measuring resultsAcquire the technology tools (industry specific CRM) necessary to properly manage your businessCommit to improving your web strategies (get some help)Listen to your customers intently (consider 3rd party tools)Cherish and manage your online reputation2016 Re-Solutions!

Brainstorm Meeting

www.marketsharp.com/resources

Tim MuschDirector of Business DevelopmentMarketSharp Softwarewww.marketsharp.com

2016

Thank you Mark & Tim!

Feedback & thoughts send to [email protected]

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Customers use different digital channels before buying.

https://www.thinkwithgoogle.com/tools/customer-journey-to-online-purchase.html#!/the-us/home-and-garden/medium/generic-paid-searchAre you part of the conversation to the left of the Direct? Have you influenced them? You can win the click but not the sale. To get both you need a full digital footprint. Customer Journey Proprietary + Confidential 10-11-2015

investor presentationChannels to the left tend to play an early and assisting role in the typical sale. Channels to the right are more likely to be the last interaction before a purchase.74

Next Webinar December 7th at 4 p.m.

Local Directory Listingswww.sfsoc.us/LocalListingsWebinar

[email protected]

Get a free, professional analysis of your web presence, and personal action-plan to improve your local visibility in 2016 to generate more leads.

investor presentationGet a free, professional analysis of your web presence, and personal action-plan to improve your local visibility in 2016 to generate more leads.76

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