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's Business Profile

On a scale of 1 to 10 (with 10 being the ‘best), how would you rate your current ENERGY levels in terms of your own mindset, focus, momentum and action?


When you started with us, did you have a personal brand, a company brand or both?


Has this changed since then and what is it now, a personal brand, a company brand or both?

Still only personal brand

Do you think your logo is legible and professional?

No logo. Need to design one.

If you have a website, does the URL exactly match your company name?

No website

What is the URL?


Do you have a professional email signature?


Do you have a professional email address, in other words, not a gmail email address as an example?

Yahoo address.

What is your work title (I am a Conversion Optimisation Specialist)?

Business and Financial Specialist.

Have you always used this title or is it new since joining us?


What is your purpose?

Making a positive difference in the lives of all those I come into contact with by empowering them financially and inspiring their personal growth.

What is your Vision?

To get at least 10 quality clients and build my revenue to $200,000 pa.

What is your 1st Primary Goal?

Get at least 10 quality clients on an ongoing monthly basis.

What is your 1st Objective for this Goal?

Create a unique value proposition by 31 October 2021.

What is your 2nd Objective for this Goal?

Actively promote self ,network and promote on social media.

What is your 3rd Objective for this Goal?

Get referrals and testimonials.

What is your 2nd Primary Goal?

To build strong passive and recurring revenue in excess of Usd 2000 pm by end of the year.

What is your 1st Objective for this Goal?

Create sales of over $30000 pm for my clients.

What is your 2nd Objective for this Goal?

To ensure all service contracts protect future trailer revenue.

What is your 3rd Objective for this Goal?

Implement and maintain a robust CRM system that ensures monthly trading by each client.

What is your 3rd Primary Goal?

Get at least 4 referral pm out of which 1 new client.

What is your 1st Objective for this Goal?

Actively ask for referrals from existing clients.

What is your 2nd Objective for this Goal?

Get more testimonials on Linkedin.

What is your 3rd Objective for this Goal?

Send out a free offer for Sales Success Ladder .

Write your Value Proposition below as per the formula in Principle 4

I help businesses entrepreneurs and individuals between the age of 25 to 50 year and based in Nairobi to achieve financial success without investing a lot of time and money on old traditional strategies.

Do you believe it is appealing? And why so?


Do you believe it is exclusive? And why so?


Do you believe it is clear and simple to understand? And why so?


Do you believe it is credible? And why so?

Yes. Tailored to client needs.

List all the ‘Elements of Value’ your product offers

Independent and unique tailor made solution.
Create a proven success formula and intrinsic sales steps for maximizing the potential for new business.
Create new sales channels and products relevant to current market needs.

Write one case study of something you have achieved with a customer

No testimonials.
My networks and contacts plus unique business development skills generated over $1 million additional business for one client and created a new sales channel and product offering that generated additional recurring revenue of over $100000 in the first year for my other client.

What features does your product have?

Unique to each clients needs.
Sales success ladder
Win win solution. Additional sales generated pays for my costs. I only earn when you earn.

What benefits does you product offer?

Increased Sales, profits and cash flows.
Financial success.
Personal growth.

List 3 objections you get to your product and the 3 answers to these objections

1.Can’t afford your services.
2.Business is bad.Im cutting costs.
3.Not the right time, too much is going on.
1.If the new business generated pays for my services would you give it a go?
2.You agree with me that things have changed rapidly and If we do the same thing we get the same old results ,is that what you want?
3.Whats a better time for making more money than now?

Name one of your products

Business development specialist.

List 3 problems you believe your prospects have, related to your solutions

Commitment to implement agreed actions.
Expecting immediate results.

List your 3 solutions to their problems above

Show value.
New sales generated pays for my services.
I only win when you win.
Agree actions in advance with timelines.
Agree KPI’s ,targets in advance.

Write a detailed spec on your ideal customer (as much info as possible as per the Prospect Principle)

Good communicator.
Open and candid.
Open to change and implements agreed actions. Willing to retry if it fails to meet objectives.
Passionate about their business,open and willing to commit to continuous improvement.

What is their true deep desire?

Personal success and business success.
Realise the potential of their business.

Have you optimised your pricing according to the pricing tactics and strategies and what is your pricing for your services or products?

Price is dependent on time and complexity of service.

Where do you currently do paid for advertising, list all the platforms or channels e.g. facebook, local newspaper etc


How much do you typically spend on advertising per month?


Do you belong to any business network e.g. BNI, Chamber of Commerce?


What metrics are you measuring monthly?

Leads generated.
New accounts acquired.
Sales per client per month.

What KPIs do you have for yourself?

Get 10 quality clients.
Generate Revenue $10000 pm.
New clients acquired.4 pm
Presentations and meetings with potential clients.10 pm
Leads generated.20 pm

What is your Average Order Value (AOV)

$1500 pm.

What is your Customer Lifetime Value (Average Lifetime Order Value)

For my professional services 1 year at $1500 pm =$18000

What is your Cost of Acquisition (COA)

$500 per client is time spent

Marketing Level

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