Collaborating Strategic Partner
Distribution Systems, Inc. (DSI)
The DSI Strategic Planning and Coaching Process
The Process
For Corporate Clients
We have worked with a number of Corporate Clients; Broker/Dealers, RIAs and Back-office support organization and Insurance Agencies, on strategic planning, development and implementation of integrated sales and marketing strategies. Along with the actual hiring, developing, managing and/or coaching of their professional sales staff. A key was to allow them to focus on what they did best and outsource the sales/marketing to an experienced, professional- sales organization, like DSI. We have developed proven, time tested sales and marketing systems, along with the business planning process that get results and have grown organizations, teams and individuals alike. We believe that the foundation for a successful results oriented company, team or individual start with the Business planning process, a process that will either start up or shore up organizations looking for growth.
The “foundation” or the strategic planning is extremely important, however, it does not lead to the end results without an implementation strategy or action plan to get the desired results. Not only do we help them build the foundation, but also work with them to implement the plan for results.
Workshop Outline: Typically, DSI will spend one day and walk through the framework to get the foundation in place.
1.Leadership Vision and Direction
a. Desired state
b. Current state
2.Team and Individual Insights
a. 2009 Goals
b.Bridge the Gap – Strategies
3. Self-Initiated Accountability
a. Bridging the Gap – Tactics
b. 90-day Team Plan
4. Self-Leadership
a. 30-day Plans
b. Inventory Management
5. Results Leadership
a. Reporting and monitoring
b. Coaching
Once the workshop has been completed, DSI will coach you through the design of the appropriate tactics; hold you accountable to those tactics and goals that you set at the team and individual level. Implementation accounts for over 90 percent of the success of the plan. You have the opportunity to work with experts that have combined experience of over 50 years of using this process and been successful in various industries. We also have additional marketing and sales tools and business solutions that we would be happy to discuss with you and how they might fit into the plan and implementation process.
Cost and Fees: The workshop cost is $1,000 per person (some group discounts may apply based on number of participants in the workshop) plus any related expenses (i.e. travel, etc.) and $200 per month for coaching with a 12 month commitment.
The Process
For Individual- Advisors and Agents
Helping the Advisor- Work on Their Business through- Business Fitness workshop:
1. Leadership Vision and Direction
a. Desired state
b. Current state
2. Team and Individual Insights
a. 2009 Goals
b. Bridge the Gap – Strategies
3. Self-Initiated Accountability
a. Bridging the Gap – Tactics
b. 90-day Team Plan
4. Self-Leadership
a. 30-day Plans
b. Inventory Management
5. Results Leadership
a. Reporting and monitoring
b. Coaching
Cost and Fees: The cost of the workshop is $999 per agent plus any related expenses (i.e. travel, ect.) and $200 per month for performance coaching with a 12 month commitment.
The Process
For Individual- Advisors and Agents
Helping the Advisor- Work on Their Business, through a series of seminars that break down the integration of sales system, marketing strategy and the planning processes into a number of 90 min. seminars.
Seminars Focused on:
Strategies, Systems, Processes and Tools
