Hummingbird Firm - Strategic Articulation - Retreat 2020

OUR STRATEGIC PLAN Flywheel: Business Cycle

1. INCREASE VISIBILITY in the Utility and Transportation Industries  a. Website (Deadline: December 31, 2019) Fiverr  b. Social Media (Fiverr) #5  c. Public speaking (The Ocial MaLeeka Group)  d. In-person presentations (MaKara)  e. Email marketing (nurture subscriber list, create content) (Fiverr/MaKara)  f. Public Relations (The Ocial MaLeeka Group)  g. Lead Magnets (Fiverr/MaKara)

3. DELIVER EXEMPLARY SERVICE  a. Scheduled check-in’s with clients  b. Under promise and over deliver  c. Be easy to work with  d. Be responsive  e. Up-to-date training  i. IAP2  ii. Transportation Public Involvement  f. Meet deadlines  g. Repeatable processes

 h. Book (Fiverr/MaKara)  i. Guest Posting (MaKara)

4. ESTABLISH LONG-TERM CUSTOMERS  a. Send holiday gifts and cards (Leana)  b. Nurture relationships  c. Support their eorts (attend their events, donate to their causes) 5. GAIN REFERRALS  a. Ask for referrals (Project managers are required to feedback, client report card,include in contract document)  Set the expectation at the proposal phase, introduce on day 0, send email template at contract origination, let them know that they will see this again at the end of the contract

 j. Online Training (coaching & consulting) (MaKara)  k. In-person conference (May) (MaKara/Leana)  l. Attend relevant conferences (utility, transportation) (MaKara, Denise)

 m. Aliates #6  n. Direct mail #7  o. Banner ads and ad networks #8  p. Press releases #9  q. Print advertising, TV, and radio #10 2. ATTRACT & ACQUIRE KEY CLIENTS (MaKara, Christian, Denise)  a. Lead magnets  b. Referrals  c. Direct Marketing  d. Networking

6. INCREASE REVENUE  a. Hit revenue targets for each line of business  b. Hire CFO to manage accounting  c. Project accounting  d. Low overhead

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