If you’re a consultant focused in marketing, sales or business strategy, you can use Growth Panel as the infrastructure for your practice.  Use the content and tools under your own brand for deliverables and use the online platform to create client proposals and manage project execution. 

As most seasoned consultants know, the key to growing a successful marketing practice is great execution. 

With Growth Panel, you can hit the ground running with your projects. The web-based marketing platform allows you to 

• Add a career’s worth of intelligence to use under your own brand
• Create, organize and manage workflow for client projects
• Create client proposals and project plans
• Access tools and documents for delivery
• Collaborate with your team on deliverables
• Store all of your intellectual property
• Train your team 

Managing a Client Marketing Project 

There are a few different ways to approach a new client project. Let’s take a look at an example of how to use Growth Panel before you’ve landed a new client. 

1.  Engage a new client lead. In your initial meeting, determine their pains and discuss high-level solutions. 

2.  Afterward, begin preparing a proposal. Login to Growth Panel and start with the Plan Creator. Choose the business challenge that best addresses your prospect’s pain and drill down in step 2. Customize the recommendations in step 3 based on your prospect’s pains and the solutions you plan to deliver. Save your plan and export it to a plan template in Word and deliver to your prospect.

3.  Win the business! Enter Projects and create your new project. After creation, click on it to enter the Project Details screen and import your plan proposal from the Project Plans icon on the right. Once you’ve imported your plan, add detail to each milestone and task: establish delivery dates and assign plan tasks to team members (or to yourself).

4.  Download documents attached to your plan to execute each step.  

5.  Store finished deliverables in your project area.

6.  Manage your execution schedule from your calendar.

7.  Collaborate with your team on each task, milestone and goal directly from the Projects section.

8.  Complete tasks, cross off milestones, and match your results to your goals.

9.  Archive your completed project for future reference. 

Currently only your team has access to the Projects section, so you’ll need to determine how to share deliverables with your client. Much of that depends upon the type of services that you deliver and your clients’ requirements. Or, you can have your client set up their own Growth Panel account and add you as a user so you can work on the project together. We share revenue with distributors, and it’s a great way to leave behind a tangible asset that your client will value. 

We will be adding guest access and project reporting to the Projects section soon, so you’ll have the ability to share single project deliverables, tasks and project status with your clients without having to add them as full users to your account.

Tags: consulting projects

This entry was posted on Monday, June 1st, 2009 at 2:41 pm and is filed under Product Tips. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.