Call it a Business Review, a Time Out Call or a Client Needs Analysis, it is an excellent way to learn a lot about a business in a small amount of time.

I have fine-tuned this phase of the process down to roughly 20 very specific business-related questions and another 15 or so marketing specific inquiries.

It is a painless process that has proven over the years to produce great results and insights into a company.

When I managed the cable sales team we hired a consultant on a regular basis who used to tell us that “Diagnosis without examination is malpractice”. This is my diagnosis of your business, your strategies, your operation and your philosophy. Even the healthiest patient needs an annual exam. Compared to that one, this is a piece of cake.