Topics

Start here

Step 1: Habits of Executives

Step 2: Strategic Planning

Step 3: Corporate Governance

Step 4: Execution and Management

Step 5: Executive Reporting

Step 6: Accounting and Financing

Step 7: Marketing and Sales

Step 8: Corporate Stewardship

Step 9: How to be a CEO

Employee Handbook and Policy Templates

Step 7: Marketing & Sales

Session 13 and 14

In these sessions, we move beyond the foundational work (planning and execution) to growth-oriented topics.

Materials you will find here include:

• Lesson curriculum, recordings and Powerpoint presentations

• Marketing Assessment Tool (Session 13)

• Seven Essential Elements of a Marketing Plan (Session 13)

• Leslie’s Compass (Third party resource) (Session 13)

• Market Segmentation (Third party resource) (Session 13)

• Sales Pipeline Template (Session 14)

• Third Party Sales and Marketing Resources (discussed in Sessions 13 and 14) 

Session 13: STRATEGY & MARKETING MASTERY 

We start by introducing the concept of marketing strategy. We explain that most marketing is done in an uncoordinated way and not linked to a simple strategy (i.e., quality, cost or service). Once the “strategy” is defined, then marketing plans are developed that align with the overall strategy. We then provide a deep dive into three types of strategies. 

 Session 14: SALES MASTERY

The second session focuses on sales – why sales management is all about discipline and managing a sales pipeline (B2B), or managing an effective distribution network (B2C). Participants are introduced to the concept of a sales pipeline, how to use it, how to forecast with it and how to drive increased sales.

Resources