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“We don’t really know which of our customers are the most profitable. How can we quickly identify those that cost us too much?”
Deliverable:
A basic spreadsheet template to calculate profitability per customer and identify high and low profitability customers.
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“How can we save on our energy and IT supply expenses?”
Deliverable:
A checklist of five easy-to-implement savings measures, focused on energy, supplies, and IT, that the company can apply immediately.
“We are a company that has grown rapidly, doubling our workforce in 3 years, and it seems like everyone is doing the same work. How can we better distribute tasks and avoid duplication?”
Deliverables:
Example job description templates for each department (or role) within the company, which can be quickly customized.
• Mission statement / job description templates.
• Framework template for individual performance reviews.
• Typical structure for meetings allowing managers to give feedback to teams.
• Suggested discussion topics to strengthen ties between teams.
“Our customers have trouble understanding what we sell. How can we simplify our offer without throwing everything in the trash?”
Deliverable:
A one-page “Elevator Pitch” template to clearly and concisely define the company’s core value proposition, for use in sales and marketing.
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“How can we improve our proposal to attract more customers?”
Deliverable:
A simple customer feedback questionnaire template (5-7 key questions) and a corresponding action plan template to prioritize and implement changes.
The deliverables are all designed to be easily used and understood by SME owners, without requiring specialized knowledge.
These elements are valuable for SMEs that do not have established processes.
The deliverables focus on actions that can be taken quickly and without significant investment.
The deliverables should always guide the company towards concrete action.
It is best to assume that small businesses will make the best use of the digital tools they can use.
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