Robert Napoli

Agile Tech Advisors

As a seasoned professional with a rich background in technology leadership, I founded Agile Tech Advisors to guide startups through the complexities of growth while maintaining their unique edge. Our mission is tailored for startups, service providers, finance, healthcare, and professional services organizations seeking smart, strategic tech management in today's dynamic business environment.

𝗪𝗵𝗮𝘁 𝗪𝗲 𝗢𝗳𝗳𝗲𝗿:

✪ 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: We ensure your technology scales with your business, supporting smooth and efficient growth.
✪ 𝗥𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: We focus on keeping your operations secure and seamless, enhancing customer and team satisfaction.
✪ 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗨𝗽𝘁𝗶𝗺𝗲: Our goal is to maintain your systems' reliability, reducing downtime risks.
✪ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: We stay ahead of trends, advising on strategic decisions that propel your business forward.

Agile Tech Advisors prioritizes tangible outcomes and value, optimizing processes, discovering opportunities, and mitigating risks. Our approach is built on understanding your unique needs and delivering customized, effective strategies.

𝗢𝘂𝗿 𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁:

✪ 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: We tailor our services to meet the specific demands of startups, finance, healthcare, and professional sectors.
✪ 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Protecting your business from cyber threats is paramount.
✪ 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀: Our foundation is trust and partnership, aiming to maximize your value to your investors

Choosing Agile Tech Advisors means partnering with experts who understand your journey. We're dedicated to leveraging technology to foster growth, innovation, and a competitive advantage while ensuring your operations are efficient and secure.

Founder & CEO

Octal 7 Corporation

Board Member

Franklin Pierce University

Giving back to my profession is important to me, and teaching is one way I can help shape and mentor the next generation of technology leaders. As an Instructor, I teach Information Technology and Health Informatics courses in FPU's MBA, MS and BS Programs. This requires me to stay on top of changes in my industry, as my students look to me to be a relevant subject matter expert. Although I teach them, they force me to evolve and look at issues from a different perspective, which helps me grow as a leader.

Adjunct Professor

Forbes Technology Council

Forbes Technology Council is an invitation-only organization comprised of elite CIOs, CTOs and technology executives, hand-selected by the Council's selection committee. As a member, I contribute to Forbes on the topics related to Technology, Digital Innovation, Cybersecurity, Business Strategy, and more.

Offical Member

National Non-Profit Healthcare Organization

As CIO, I led the planning, management, support, and security of my organization's technology and information systems. I developed the organization's technology strategy and business goals collaboratively with our executive team. I then created the roadmap to meet those objectives, allowing the organization to grow in its mission of providing high-quality, affordable healthcare.

Upon joining the organization, I identified and anticipated end-user and patient complaints about our technology and processes. Subsequently, I led a refresh of the organization’s entire infrastructure and end-user computing environments. This effort achieved a gold-standard level of operational and cybersecurity excellence, and we successfully deployed telehealth, population health, and BYOD solutions across our six-state service area. 

To ensure project success, I implemented governance and standards and advocated using advanced data to drive business decisions and outcomes. As part of this effort, we collectively created a Business Intelligence program and introduced automation, dashboards, and predictive analytics to the organization.

As a customer-focused organization, we researched and developed a patient engagement initiative with enhanced communication capabilities and an interactive online module that automated our processes. These efforts reduced patient wait times, increased time-of-service payment collections, and improved patient and staff satisfaction.

Recognized by Computerworld as a Premier 100 Technology Leader, I also helped lead the deployment of the organization’s first mobile health app which won CIO Magazine’s “CIO 100” Award, acknowledging companies that have distinguished themselves through the innovative use of technology.

Chief Information Officer / EVP Information Services 

Lightspeed

Assessed and evaluated emerging tech companies, focusing on their viability, security, and potential market appeal.

Startup Advisor

Lawrence + Memorial Hospital

Lawrence + Memorial is a not-for-profit integrated healthcare system serving southeastern Connecticut and Westerly, Rhode Island. L+M is licensed for a combined 405 beds and provides patient care to medical, surgical, pediatric, rehab, psychiatric, and obstetrical patients. L+M's staff consists of over 3,500 professional, technical, and support personnel.

As Director of Information Technology, I led the strategic planning, management, and support of the organization's technology infrastructure and its sophisticated information systems.

Director of Information Technology

St. Luke's Cornwall Hospital

St. Luke’s Cornwall Hospital is a not-for-profit healthcare system serving New York's lower Hudson Valley. St. Luke's Cornwall is licensed for a combined 393 beds and provides patient care to medical, surgical, pediatric, rehab, and psychiatric patients. With a staff of over 1,500, the hospital is one of the largest employers in the region. 

As the Manager of Information Technology, I held CIO accountability and led the organization’s strategic vision as it pertained to technology and information systems. Other responsibilities included managing and overseeing the tactical and daily operational responsibilities of the department including full oversight of the capital and operating budgets, staff development, HIPAA compliance, IT governance, process improvement, risk management and vendor relations. Served as the organization's IT Security Officer.

Manager of Information Technology (CIO accountability)

Fluxis Technology Consulting

Founded in 1992, Fluxis Tech was a pioneering application developer, notably introducing one of the healthcare industry's first medical transcription and dictation systems. This early innovation set the stage for our expansion into a comprehensive provider of advanced information technology solutions, including network design and consulting, cutting-edge communications services and products, dynamic Internet/Intranet development, robust network management and support, and tailored application development.

As the CEO of a funded startup, the critical question is: 

How do you grow your infrastructure to keep up with your fast expansion without losing sight of what really matters, like standing out and innovating?

In today's fast-paced, tech-driven market, there are key areas on which you must focus:

𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗘𝗮𝘀𝗲: Scalability is about making sure your tech can grow with you, handling increased traffic and data while keeping everything running smoothly

𝗦𝗺𝗼𝗼𝘁𝗵 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Fast and reliable tech is key to keeping everything running like clockwork, ensuring your customers are happy and your team is on point

𝗔𝗹𝘄𝗮𝘆𝘀 𝗢𝗻: Keeping your systems running all the time is essential, making sure your business can keep going without interruptions, avoiding any loss of sales or damage to your reputation due to tech issues

As a fractional CIO, I keep my finger on the pulse of the industry. Here are four trends you need to be aware of:

➀ 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗖𝗵𝗮𝗻𝗴𝗲𝘀: Knowing the investment scene helps us make wise tech choices that pay off.

➁ 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗙𝗿𝗼𝗺 𝗔𝗻𝘆𝘄𝗵𝗲𝗿𝗲: Strong tech support is necessary for a team as more people work remotely.

➂ 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀: Embracing the latest tech, like AI and cloud services, can make a big difference in flexibility and keeping things running.

➃ 𝗥𝗮𝗽𝗶𝗱 𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Keeping up with the latest ways to protect your business and customer data is non-negotiable.

Having worked with many funded startups, I’m guessing that you’re:

🚫 Feeling unsure if your tech can handle your business getting bigger, afraid it might slow down or stop working when you need it most.

🚫 Having anxiety that your tech may not deliver the expected level of performance, which could make customers unhappy and mess up your day-to-day operations.

🚫 Concerned about tech breaks and downtime stopping your business in its tracks, which could mean losing money and not hitting investment targets.

🚫 Worried about cybersecurity threats and the chance of a security issue that shakes your customers' trust in you and damages your business's good name.

As your fractional CIO, I am here to help steer through these tech challenges. We’ll create and maintain a robust IT infrastructure that meets current needs and prepares for future growth, ensuring your business’s success without compromising performance, security, or scalability.

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

Flawless Followup™

☛Boost Sales Effectiveness 520% or More With My Flawless Followup™ 
☛Sales Consulting & Productivity Training
☛Customer Retention & Lifetime Value Expert

I help businesses followup flawlessly so they increase sales, eliminate missed opportunities, and maximize ROI & Profit. Used by more than 20,000 businesses and professionals in more than 150 countries worldwide.

☛SPECIALTIES:
Flawless Followup | Marketing Automation | CRM | Sales Training | Speaker | Online Marketing | Lead Generation | Lead Qualification | Infusionsoft

Inventor Flawless Followup® Sales System

Bottom Line Marketing Automation, Inc.

Get 4 times the experience without the full time hassles and expense.

In today's ultra competitive market, hiring a full time Sales and Marketing executive is a huge and costly undertaking.

If you're a fast moving company, that is itching for better results reach out to me today.

I have managed, mentored and trained thousands of sales people since the 80's. But don't think I'm old fashioned. You will not meet another sales executive with my combination of traditional foundational strategies and cutting edge technology skills.

Strategy + Technology = Fast Results

Schedule a time with me today at https://MeetWithSteve.biz

Fractional Sales and Marketing Manager

★ MYTH: Great Sales Training is Too Expensive for Small to Medium Sales Forces.★
Feel like there's plenty of untapped potential in your CRM and/or Marketing Automation Platform?

★ MY MISSION: Bring quality sales training, coaching and mentoring to companies that just don't have the budget for the big name programs (which haven't been changed since the 80's anyway). Message me today and tell me about your team, goals, and frustrations, we'll set up a time to discuss your desired results.

★ SPECIAL: CRM users, find out exactly what you're missing. My proven processes will get you better results from SalesForce, Zoho, SugarCRM, PipeDrive, Goldmine, Act or any other CRM.  Message me now for Details

★ Ask about Virtual Training and Private Member Programs for your team of 3 to 3000. Save thousands on travel expenses, and pour it into getting results for your team... Just makes sense, doesn't it?

★★★★★★★★★★★★★

My proprietary sales & marketing processes quickly find & close immediate opportunities for your company. No more hot leads falling through the cracks.

✓ Improve results on any CRM or marketing automation platform
✓ Maximize revenue per customer & revenue per sales person
✓ Bring back past customers to buy from you again
✓ Report measurable data & ROI

★ Who benefits most from working with me ★
✓ Companies with outside and/or inbound sales teams and revenues of $1 million to $100 million.
✓ Manufacturers, Distributors & Franchisers that want duplicatable systems to create pull-through sales at the dealer level.
✓ Authors, speakers, & trainers looking for incremental revenue from additional channels
✓ Companies & events looking for a proven, entertaining & engaging motivational SPEAKER & TRAINER.

★ SPECIAL OFFER FOR MY LINKEDIN CONNECTIONS ★
If you are SERIOUS about improving your sales results, you can "Pick my Brain" for 30 minutes. I guarantee 3 "A-Ha" moments. I usually charge $500 for this.

HTTP://STEVEROSENBAUM.COM/LINKEDIN-FRIENDS

Lead Conversion Specialist, Sales Trainer & CRM Expert for Small & Mid-Size Companies Seeking Growth

The Original "Back End Specialist" and Creator of the world’s first Back End Specialist Certification program that teaches, coaches and mentors ambitious marketing consultants how to improve funnel optimization and customer conversions for small businesses in their local markets.

* Author of Back End Blueprint
* Host of the popular podcast "Sell Or Starve"
* Host of the "Show Me Your Back End" Google Hangout (http://zaplink.us/bbbyt)
* Creator of Back End Specialist Certification Program
* Corporate Sales Trainer
* Motivational Speaker/Marketing Expert: Presentations include: Follow Up Forever, Show Me Your Back End, The Money Is In the Back End, Funnel Conversion Strategies for Small Businesses
* Product Creator: Back End Blueprint, SalesCPR, Offline Funnel Mastery, Time/Profit maximizer, Cold Call Eliminator, Cheapskate Eliminator, GateCrasher (with Stu Heinecke)
* Coaching Programs: Back End Specialist Training (BEST), Offline Funnel Mastery


My proprietary sales and marketing automation systems make businesses and their salespeople more successful by sifting through large amounts of data to find the best qualified prospects that are most likely to buy right now. In addition, our systems educate and nurture prospects so that they become more likely to buy from your company in the future.

This means that leads you pay for today, via sales efforts, trade shows, advertising, SEO, etc., have a much higher ROI because the system is so successful at nurturing them and developing them into paying customers. My systems also improve your sales process by raising closing ratios and providing measurable statistics for each salesperson. Everything is automated so that nothing falls through the cracks.

Large distributors, and manufacturers as well as independent businesses and salespeople have all benefited from my systems.

If you run a business, manage a sales team, are an independent Road Warrior, message me today, or visit http://SteveRosenbaum.com/linkedin-friends

Chief Marketing Strategist, Back End Specialist

SteveRosenbaum.com

Do you know your SSI score? It's your LinkedIn report card. The higher your score, the more leads you will get. Let me shoot you a personal video showing you how to increase your SSI up to 100%.

Founder LinkedInDominance.com: Original SSI Optimization Expert: More LinkedIn Leads & Speaking Gigs

My proven systems prevent lost opportunities and maximize lifetime revenue per customer for businesses serious about growing sales quickly.

We have helped businesses and professionals in 152 different countries. We can help you too. Connect with me today for case studies and more information

☛SPECIALTIES:
Flawless Followup | Marketing Automation | CRM | Sales Training | Speaker | Online Marketing | Lead Generation | Lead Qualification

Book a meeting to find out how I can provide you ready to buy leads
Schedule a meeting http://zaplink.us/calendar
Skype: stephen.j.rosenbaum
Call: 888-818-0039
or email: SJR-Private@SteveRosenbaum.com

The Original Back End Specialist

I create strategic follow up systems for companies and their sales teams to maximize revenue per customer.

Whether you are looking to re-engage lost customers (win back), or find new QUALIFIED leads that are "Ready, Willing and Able" to buy from you right now, I can help.

Book a meeting to find out how I can provide you ready to buy leads
Schedule a meeting http://zaplink.us/calendar
Skype: stephen.j.rosenbaum
Call: 888-818-0039
or email: SJR-Private@SteveRosenbaum.com

The Original Follow Up Specialist

UPDATE: Catch my latest episode at http://SellOrStarve.com!

Let me help you maximize revenue per customer.

I am "The Original Back End Specialist"; a Sales process expert and trainer that helps companies implement systems to maximize revenue per customer and revenue per salesperson. Two areas that savvy companies want to get a better handle on. 

★ Business Owner or Sales Managers and Salespeople will appreciate this... ★

Many of you go to sleep every night with that gnawing feeling that opportunities are falling through the cracks, customers are fleeing to the competition, or worse yet, forgetting about the wonderful products and services you work so hard to deliver (it's the #1 reason people stop doing business with you).

My proprietary systems put an end to all of these.

Looking for a way to quickly identify hot prospects that are "Ready, Willing and Able" to buy from you now?

I've got that.

Looking for a solution to quickly bring back existing customers that already know, like and trust you so that they buy from you again and again and again?

I've got that.

Looking to get more referrals, positive reviews and "good ole word of mouth advertising"?

I've got that covered, too... and more.

In fact, when you schedule a 30 minute exploratory call with me, I share with you 7 Core functions that every business must have in place to maximize revenue per customer.

And if you manage a sales team and would like to know how I can help you maximize revenue per salesperson, we can speak about that, too.

Sales Process Expert | Trainer | Speaker | Mentor | Coach | Podcaster | Original Back End Specialist

I help companies large and small integrate a profitable sales, marketing automation and social media networking strategy. 

If you are looking for a marketing automation expert with over 30 years experience, please contact me today. My proprietary processes have been implemented on numerous marketing automation and email marketing platforms including Infusionsoft, Ontraport, OfficeAutoPilot, Constant Contact, MailChimp, Leadpages and others. Companies looking for an expert specializing in lead generation and conversion of sales should contact me immediately at http://SteveRosenbaum.com/linkedin-friends.

Current clients include ecommerce, retailers, restaurants, builders, authors, speakers, consultants, financial companies, stocks and options, manufacturers, realtors, attorneys, webmasters, advertising agencies, radio stations, television stations and consumer products companies. 

I have been featured in the Wall Street Journal, Austin Business Journal and countless websites, newsletters, and ezines. In addition, I was one of 6 finalists in the nationwide “Better Your Best” Internet Marketers competition. 

Do you have an upcoming speaking engagement? 

I have presented to groups as large as 500 and regularly conduct online and in person training and webinars for companies of all sizes. I am a proven sales professional and consult with companies and individuals looking to improve their sales and marketing skills both online and offline. 

In these challenging times, it is essential that companies go to market with a purpose and with a system. I can help you, by utilizing state of the art technology, CRM’s, and automated sales programs to make sure that every lead is followed and nothing falls through the cracks.

Marketing Automation | CRM | Back End Specialist - Let me plug the holes in your leaky sales funnel

Bring back past customers to buy from you again in 3 days or less - Guaranteed or it's FREE!

Damn Good @ Getting You More Sales

Watch Show Me Your Back End, the first Google Hangout to help businesses perfect the "Back End" of their Marketing Funnel so that they could convert more prospects into paying customers.

Join the BuildBigBiz Google+ Circle at http://zaplink.us/bbbg for upcoming show information, and catch the replays of every episode at zaplink.us/bbbyt

Host - Show Me Your Back End Program

Attract crowds of hungry buyers and sell your own home fast with the Big, Bad Home Sale. This is the creative real estate solution Sherri and Steve Rosenbaum used to sell their home in 3 weeks with their private sale. Learn how to sell your home by owner, FAST...get fair market value, and don’t pay real estate commission.  Also for builders, real estate investors, foreclosures, and those who want to &quot;flip this house&quot;. Brought to you by http://BigBadHomeSale.com

Book Author - Big Bad Home Sale

Udemy

Top rated instructor at Udemy,com featuring top rated and category leaded training on personal branding, ecommerce, sales, marketing, management, consulting and training.

My courses have been taken by nearly 10,000 students in nearly 150 countries and have received near 5 star perfect ratings.

If you are a Business Owner, Sales Manager, Sales Professional or are in the fields of Management Consulting, Marketing and Advertising, Professional Training & Coaching, message me on LinkedIn today and I will be happy to grant you priority access to one of my courses as a special gift to my LinkedIn connections.

Instructor

ESPN

Join me Sunday mornings for Home Energy Solutions Radio.  Each week we help homeowners, builders and realtors navigate the tricky waters of green building, and energy efficiency.

Radio Host: Home Energy Solutions Show Co - ESPN Austin

BMC - Building Materials and Construction Solutions

Central Texas Regional Sales Manager

LC Industries

Vice President Sales and Marketing

𝗙𝗼𝗹𝗹𝗼𝘄𝘂𝗽 𝗠𝗮𝗱𝗲 𝗙𝗹𝗮𝘄𝗹𝗲𝘀𝘀. 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗠𝗮𝗱𝗲 𝗖𝗲𝗿𝘁𝗮𝗶𝗻. Ask Me About The 𝙁𝙖𝙨𝙩𝙚𝙨𝙩 Way To Get More Sales and Skyrocket Your ROI 𝙒𝙞𝙩𝙝𝙤𝙪𝙩 Spending A Penny On Paid Advertising

🎯 Elevate Your Sales Game with Unique Systems for Unprecedented Growth... 𝑾𝒊𝒕𝒉𝒐𝒖𝒕 𝑺𝒑𝒆𝒏𝒅𝒊𝒏𝒈 𝑨𝒏𝒐𝒕𝒉𝒆𝒓 𝑷𝒆𝒏𝒏𝒚 𝒐𝒏 𝑨𝒅𝒗𝒆𝒓𝒕𝒊𝒔𝒊𝒏𝒈

𝐓𝐡𝐢𝐧𝐤 𝐀𝐛𝐨𝐮𝐭 𝐓𝐡𝐢𝐬: It's 3 AM. You're not just thinking about hitting your targets, but smashing them. You've tried everything, yet consistent growth remains elusive. 

Here's what you're missing, your business is a powerhouse waiting to be unleashed, but your current lead management systems are barely scratching the surface, failing to discover the hidden gems within.

𝐓𝐡𝐞 𝐅𝐥𝐚𝐰𝐥𝐞𝐬𝐬 𝐅𝐨𝐥𝐥𝐨𝐰𝐮𝐩® 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞:
👉🏽 𝐔𝐧𝐞𝐚𝐫𝐭𝐡 𝐇𝐢𝐝𝐝𝐞𝐧 𝐏𝐫𝐨𝐟𝐢𝐭𝐬: Tap into the CorrectCadence™ system that can double—even triple—your sales from the same number of leads.
👉🏽 𝐑𝐞𝐯𝐢𝐭𝐚𝐥𝐢𝐳𝐞 '𝐃𝐞𝐚𝐝' 𝐋𝐞𝐚𝐝𝐬: Re-engage long-forgotten contacts with LeadsCPR.
👉🏽 𝐒𝐡𝐨𝐫𝐭𝐜𝐮𝐭 𝐭𝐨 𝐖𝐢𝐧𝐧𝐞𝐫’𝐬 𝐂𝐢𝐫𝐜𝐥𝐞: See immediate results with SalesCPR.
👉🏽 𝐓𝐡𝐞 𝐋𝐄𝐀𝐂 𝐏𝐫𝐨𝐨𝐟 𝐒𝐚𝐥𝐞𝐬 𝐏𝐫𝐨𝐜𝐞𝐬𝐬: Propel your closure rates to new heights.
👉🏽 𝐘𝐨𝐮𝐫 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬' 𝐖𝐨𝐫𝐬𝐭 𝐍𝐢𝐠𝐡𝐭𝐦𝐚𝐫𝐞: Set standards that keep your rivals guessing.
👉🏽 𝐓𝐮𝐫𝐧 '𝐌𝐨𝐫𝐞 𝐋𝐞𝐚𝐝𝐬' 𝐢𝐧𝐭𝐨 '𝐌𝐨𝐫𝐞 𝐒𝐚𝐥𝐞𝐬': Optimize your lead handling.
👉🏽 𝐅𝐫𝐨𝐦 𝐋𝐞𝐚𝐝 𝐭𝐨 𝐂𝐥𝐨𝐬𝐞𝐝 𝐃𝐞𝐚𝐥 𝐢𝐧 𝐑𝐞𝐜𝐨𝐫𝐝 𝐓𝐢𝐦𝐞: Reduce your sales cycle dramatically.
👉🏽 𝐍𝐞𝐯𝐞𝐫 𝐌𝐢𝐬𝐬 𝐭𝐡𝐞 𝐌𝐚𝐫𝐤 𝐀𝐠𝐚𝐢𝐧: Implement fail-proof strategies.
👉🏽 𝐒𝐞𝐥𝐥 𝐖𝐡𝐢𝐥𝐞 𝐘𝐨𝐮 𝐒𝐥𝐞𝐞𝐩: Automate to close deals even off-hours.
👉🏽 𝐓𝐡𝐞 𝐋𝐚𝐬𝐭 𝐒𝐚𝐥𝐞𝐬 𝐒𝐲𝐬𝐭𝐞𝐦 𝐘𝐨𝐮’𝐥𝐥 𝐄𝐯𝐞𝐫 𝐍𝐞𝐞𝐝: Adopt enduring, adaptable strategies.

𝐄𝐧𝐝 𝐒𝐥𝐞𝐞𝐩𝐥𝐞𝐬𝐬 𝐍𝐢𝐠𝐡𝐭𝐬: Transform your approach to achieve predictable, consistent, and measurable results that not only meet but exceed your expectations.

𝐘𝐨𝐮𝐫 𝐍𝐞𝐱𝐭 𝐌𝐨𝐯𝐞: Cut through the uncertainty. Book a call today and let’s develop a custom plan that propels your business from routine to remarkable. Walk away with a clear, actionable blueprint designed to significantly boost your sales—no extra ad spend, just strategic, results-driven methodologies.

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Steve Rosenbaum

There is so much gold in this post by Nancy Fox - Advisor to Consultants, Fractional Execs.

Just yesterday, Paul Scanlon, spoke at our church. The title was "Your Resources Are In Your Relationships". 

Same idea... 

Also, I LOVE the unpopular truth she told about what you must do, even if you have enlisted in a franchised opportunity.

Thank you, Nancy.

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Nancy Fox - Advisor to Consultants, Fractional Execs

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𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗼𝗹𝗹 𝗜 𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗲𝗱 𝗿𝗲𝗰𝗲𝗻𝘁𝗹𝘆 𝗳𝗼𝗿 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁𝘀 𝗮𝗻𝗱 𝗳𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗲𝘅𝗲𝗰𝘀:

The significant majority of respondents said that 𝗻𝗼𝘁 𝗵𝗮𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 in starting an advisory business.

I can relate to this.

I had a network when I started out but it was the wrong one for my training and coaching business.

I learned very quickly, and painfully, that not all #networking is created equal.

It's what eventually led me to write my book, Network Like A Fox: A 𝗧𝗮𝗿𝗴𝗲𝘁𝗲𝗱 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 To Building Successful Business Relationships In Person & Online.

Building a targeted network can and likely will lead to building a healthy business but this is only one of the 𝟱 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹𝘀 𝗻𝗲𝗲𝗱𝗲𝗱 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗹𝗮𝘂𝗻𝗰𝗵 𝗮𝗻𝗱 𝗴𝗿𝗼𝘄 your advisory business:

1. A hungry 𝗻𝗶𝗰𝗵𝗲 market
2. Differentiation 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 (competitive edge)
3. A 𝗩𝗲𝘁𝘁𝗲𝗱 𝗢𝗳𝗳𝗲𝗿
4. A 𝘁𝗮𝗿𝗴𝗲𝘁𝗲𝗱 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 of decision makers as well as referral sources
5. A 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗽𝗿𝗲𝘀𝗲𝗻𝗰𝗲 that clearly conveys this positioning/offer

You need all of these to launch and grow.

Most do this backward - they build out their brand, website, logo, LinkedIn - the pretty ❌ - before they have analyzed and tested out the right positioning. 

You don't have to make this error.

If you are 𝘀𝘁𝗶𝗹𝗹 𝘀𝘁𝗿𝘂𝗴𝗴𝗹𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗲𝗹𝗲𝘃𝗮𝘁𝗼𝗿 𝘀𝗽𝗲𝗲𝗰𝗵 𝗶𝗻 𝗼𝗻𝗲 𝘀𝘄𝗶𝗳𝘁 𝘀𝗲𝗻𝘁𝗲𝗻𝗰𝗲, need a lot of explaining, and are 𝗻𝗼𝘁 𝗿𝗲𝗮𝗰𝗵𝗶𝗻𝗴 𝗮𝗻𝗱 𝗶𝗻𝘁𝗲𝗿𝗮𝗰𝘁𝗶𝗻𝗴 𝗿𝗲𝗴𝘂𝗹𝗮𝗿𝗹𝘆 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗶𝗱𝗲𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗺𝗮𝗸𝗲𝗿𝘀, it's time to go back to these basics.

𝗢𝗻𝗲 𝗺𝗼𝗿𝗲 𝘁𝗵𝗶𝗻𝗴...
...(which will be very unpopular with many - but most who know me know I am coming from a well-intentioned place): 

If you have invested heavily in a "franchised" consulting or fractional branded program, you still need to differentiate YOU.

I recognized you have felt the need for the credibility of an established brand beneath you as you start, and you want the start up infrastructure so you don't have to create everything from scratch, but in the advisory world, clients aren't buying the franchise, they are buying YOU. You still need to learn how to make your own rain.

Your ideal prospects need to understand why YOU over all the others who do what you do.

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