You may book your monthly strategy sessions or weekly marketing check ins with your account manager using this calendar.

One on One interview that will cover your book and your business via technology such as skype, live, zoom, hangouts, etc. 

One on One interview that will cover your book and your business in an in person face to face format. 

1.     During this consultation, Robin will go over your needs and discuss the two systems (DRIVEN or BUILD AND GROW) she uses to optimize strategies for success. We will discuss which one will help you the most and schedule follow on meetings with you and your team. 

DRIVEN SYSTEM – This system focuses on four strategic drivers that propel success (People, Strategy, Execution and Cash)

a.       PEOPLE

                                                               i.      For the CEO or the C-Suite Personnel – Create a personal performance strategy that balances your wealth, health and relationships for real success.

                                                             ii.      Functional and Accountable – Name the person(s) accountable for each function and determine fit, readiness or need, List Key Performance Indicators (KPIs) for each function, Take your Accounting documents and assign a person to each line item, then derive appropriate Results/Outcomes for each function.

                                                            iii.      Process  Map– Identify the processes that drive your business, assign someone specific accountability for each process, list Key Performance Indicators (KPIs) for each process

b.      STRATEGY: Four steps that will help you 1. Come up with a One Page Strategy. 2. Identify your strengths, weaknesses and the trends for your industry. 3. Refine your Unique Selling Position/Key Differentiators that help you attract your idea customers and eliminate competition, and create a vision summary that can help you promote your vision and values both internally and externally.

c.       EXECUTION: Make sure you can go from good to great by monitoring you Who What When and create habits to make sure your business executes smoothly

d.      CASH: Find ways that you can accelerate cash into your business by improving your sales cycle, increase your price and reduce overhead by scaling up in one percent increments.

2.       THE BUILD AND GROW SYSTEM – This system focuses on five parts that work in sequence to help lay a foundation and grow forward. You will refine your purpose, define what needs to change to reach your goals, map your success strategy, make it measurable and assign initiatives and track progress.

a.       Purpose Statement - Create a statement that distinguishes you from your competition and helps you maintain focus you on your goals.

b.      Change to win - Insanity is doing the same thing but expecting different results. If you want to grow, you must change. Whether you desire more income, better customers or streamlined processes, this process will look at the present to help you create a better future.

c.       Success Map – Map out your success strategy from a financial, customer, product and culture perspective. This will show what good looks like.  

d.      Make it measurable – Now that you know what success looks like what measures will you use to make it happen.

e.      Launch– Create initiatives that you can launch to help you meet the measures you have created.  

Discuss any concerns you might have about your fiduciary exposure, the benefits of our service, fees, etc.

We ask for any data you have not already sent us. 5 to 10 minutes.

We review with you your document download, 10 to 20 minutes.

Sign up today for a free 30 minute session covering coding (including pair programming), systems architecture, mentoring or any other client management topic you'd like to discuss.

Optional half-hour coaching call offered to MDP participants

Full service marketing and creative agency.

Please select a time slot for our meeting. My direct number is 484-654-2566

Meet one-on-one with a Statera team member to discuss organizational perception and challenges. (Must be part of an ongoing project to select this service)

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