Income Producing Activities: Plan for Cashflow Summary
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Income Producing Activities: Plan to Keep the CA$H £LOWING Supporting Presents
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Marcellus Lindsay presented an overview of the Income Producing Activities (IPA) planner and how spending 15 minutes per week can give you clarity and confidence AND improve your cashflow. This is NOT just scheduling. This is NOT just sales planning. THIS is planning and scheduling activities that keep the sales and cash flowing. Think of it as the lazy but most effective way to begin planning for success, income better customer relationships. This was presented as part of the Start Up Birmingham talks for www.whatsthenextstep.co by www.i2iservices.com
Transcript of Income Producing Activities: Plan for Cashflow Summary
Income Producing Activities: Plan to Keep the CA$H £LOWING
Supporting
Presents
The Answer – Up Front
1. Establish intent2. Plan & Schedule3. Prioritise
BornIn
Brum
Chick-Fil-AScholarship
ENET Media
Services
BWC, TD,BSc
MotownUniversal
PWC
GoldmanSachs
No MoneyFor Uni
Claire’sAccessories
Who is Marcellus Lindsay
Leverage Through People:Partnerships That Work
POP QUIZ!1. What time management training have you had?2. How long do you spend planning each week?
The Story Behind the IPA Planner
Time Management Sales Process Management
The Story Behind the IPA Planner
Common Principles• Intent• Engagement• Frequency
POP QUIZ!1. What are TWO reasons most start ups fail?2. What are you PLANNING to do to avoid these
common traps?
Let’s do it.7 Steps
1. Promotions2. Prospects3. Proposals4. Partners
5. Intent6. Priorities
7. Objectives
Clarity Creates ConfidenceYour offering in 20 seconds or lessProfile of your IDEAL client (financial)Primary Question & Test Questions
Get a 40 minute 1:1 (i2i) coaching session for MOREand better results while supporting charity.
www.i2insight.com100% of the fee for the session is paid to a charity through
the ValuedGiving programme*
*a minimum donation value applies
Thank You
