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Strategies to Attract New Clients at Industry Conferences

This document outlines strategies for attracting new clients through participation in industry conferences, specifically in the retail, financial services, and pharmaceutical sectors. It highlights the commitment required for Gold Belt students and explores various service offerings, including coaching, projects, assessments, and training programs. Key progress areas include identified modules, financial integrations, and the development of KPIs and benchmarking. The plan features next steps for developing training modules aimed at Integrated Business Leaders, ensuring an enhanced training experience for participants.

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Strategies to Attract New Clients at Industry Conferences

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  1. Attracting New Clients • Industry conferences: • Retail – January ’09 • Fin. Svcs. – in progress • Pharma – in progress • Easier entry points & escalation paths • Current minimum commitment is ≈ $40K for 1 Gold Belt student • Escalation path, limited, rigid • Considering a variety of products/services: • Coaching services • SSA-led projects • Facilitating JDI projects • One day assessment training • Business Belt • Pay-for Webinars • Improved Champion-level training (Integrated Business Leader) • Great Discovery • 30-day cost-out program • DFSS/Axiomatic design

  2. Business Belt • Progress: • Identified potential modules • Tested Business Velocity & Intro to Finance with Wave 1 GB • Integrated Financials into Lean exercise – Wave 2 GB • New Modules Identified: • Developing and implementing KPIs • Benchmarking • Developing Business Strategy • Next steps: • Develop modules • Paul, Reza & Jim • Developing KPIs, Competitive Strategy, Benchmarking • Prepare offering for Integrated Business Leader • Offer as OE training – late summer

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