How to Refer Dan Lacy
How Would You Spot My Ideal Client?
An idea client for me will reflect some or all of these attributes:
• They have a desire to grow their business (revenue, # of products, geographic expansion) and are struggling getting that accomplished
• They have hit a revenue ceiling and cannot seem to get over it.
• They want to pay down debt but are struggling getting it done.
• They want to maximize the value of their business because they are thinking of selling in the next 3-5 years
• They are growing dramatically and want a better system to control and manage that growth
• They have cash flow problems, struggle with paying vendors on time
• They have a struggling relationship with their lenders/banks
• Cash flow management is a challenge for them
• They would like to make more money (business wise or personally) but are not accomplishing it.
• They want but don’t have a strategic plan to get from where they are to where they want to go
• They would benefit from a sounding board, someone to bounce ideas off of relative to their business opportunities and challenges, someone to talk to about what to do next, manage resources with opportunities
How To Best Communicate What I Do
I help business owners:
• Define where they want to go with their business and create a road map to get there.
This is accomplished by laying our marketing, sales, operational, financial and management plans and processes to help them easily define what the company needs to do, in their core functions, to accomplish the goals established by the business owners (shareholders). This planning process helps them communicate to their department heads and their employees where the company is going and what their function is in that process.
• Keep them on the road they want to travel.
Keep them focused on what they have defined as their short and long term goals. Are they implement their marketing plans, are they hitting their sales objectives, is operations attaining their defined KPI’s, are the financial objectives being achieved, is management doing their job, how to identify that they have the right people doing the right job.
• Strengthen their ability manage their human and financial resources.
Strengthening their balance sheet so that they can borrow at anytime what they need to accomplish their goals.
• Interfacing with their banker and outside CPA to maximize their borrowing ability.
Also at the same time maintaining realistic federal and state tax exposure.
What Should I Say to Introduce You?
In a conversation:
I’ve been working with a business coach these last X years and he has relieved a lot of the stress I’ve had running my business. He has helped me define what I want my business to accomplish for the long term and created a road map that I can follow that will enable me to accomplish those goals. It also gave me a road map I can share with my managers to help guide them in what I need them to accomplish. Through this process, my business has become much more profitable, I have better cash flow and my banker is my best friend and revenue continues to grow. If you are looking for someone that will give you great business advice, help you fine tune your business and grow, I would strongly recommend you talk with him. In just a few minutes you will be able to tell if you want to take the next step with him.
Via email:
Joe
Been thinking about what you said the other day/evening at our ____________ meeting. I have an idea that might be of interest to you. I’ve been using a business coach for the last X years and he has re-newed my energy from a business perspective, relieved a lot of the decision making stress associated with running my business and has enabled me to become much more profitable and grow. If you are interested in talking to him, would be happy to introduce you to and recommend that Dan and you have a phone conversation in the new week or so. Let me know your interest.
Your friend Bill.
