Business Development
Accredited Consulting Service for Ms. Juliol MPM Accredited Executive Consultant (AEC)
Executive Summary Video
The Appleton Greene Accredited Consultant Service (ACS) for Business Development is provided by Ms. Juliol and provides clients with four cost-effective and time-effective professional consultant solutions, enabling clients to engage professional support over a sustainable period of time, while being able to manage consultancy costs within a clearly defined monthly budget. All service contracts are for a fixed period of 12 months and are renewable annually by mutual agreement. Services can be upgraded at any time, subject to individual client requirements and consulting service availability. If you would like to place an order for the Appleton Greene Business Development service, please click on either the Bronze, Silver, Gold, or Platinum service boxes below in order to access the respective application forms. If you have any questions or would like further information about this service, please CLICK HERE. A detailed information guide for this service is provided below and you can access this guide by scrolling down and clicking on the tabs beneath the service order application forms.
Bronze Client Service
Monthly cost: USD $1,000.00
Time limit: 5 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service includes:
01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management
To apply – CLICK HERE
Silver Client Service
Monthly cost: USD $2,000.00
Time limit: 10 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service plus
01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis
To apply – CLICK HERE
Gold Client Service
Monthly cost: USD $3,000.00
Time limit: 15 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze/Silver service plus
01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training
To apply – CLICK HERE
Consultant profile
Ms Juliol is an approved Executive Consultant at Appleton Greene and she has experience in customer service, management and marketing. She has achieved a Master in Project Management and a Certificate in Management & Business Administration. She has industry experience within the following sectors: Manufacturing; Construction; Consultancy; Accountancy and Retail. She has had commercial experience within the following countries: Spain; United States of America and México, or more specifically within the following cities: Barcelona; Madrid; Miami FL and Mexico DF. Her personal achievements include: facilitated project management improvement process; rebuilt accounting department & made profit; best MEP engineering firm 2007; Top Young Executive 2009 and City of Miami Best Green Commission Member 2007. Her service skills incorporate: client relationship; project management; business development and customer service.
To request further information about Ms. Juliol through Appleton Greene, please CLICK HERE
Executive summary
Business Development
Every company that wants to grow has a need to be on the loop in its industry or sector to find new costumers or retain the ones it has and sometimes, just marketing and/or sales, are not enough to achieve that goal. Business development is about creating opportunities for the value of the company to persist over the long term and it is an interaction of a combination of customers, markets and relationships that create these opportunities for growth. It is also an encompassing combination that uses strategy, personality and knowledge that aims at improving the value of the company. That is why a professional that can help on business development providing his/her services (not simply sales or marketing) in that matter is a valuable asset for any company looking for its growth.
The key success factor for becoming a good business developer is to believe on the company that you represent and the service/s or product/s that the company sells; to have knowledge of the market or sector you want to develop that business in and finally, to have a social personality that allows you to interact with people on any level (either vertically or horizontally) such as providers, sub consultants, clients, competitors, politicians, authorities, press. This, obviously, also means to have the right contacts or to be able to create the best contacts agenda for the company. Most of the BD efforts rely on underlying foundation of strong professional relationships based on trust, respect and mutual appreciation of each other.
At the end, business development is nothing but business relationships and the capacity to interact with all the pieces (either within the company or external) that compose the strategic development of a company. This is basic to enabling the flow of value for the long term and something that the marketing department alone or the sales department alone usually are not capable to perform for obvious reasons, then it is when a business developer may bring on the table the solutions to achieve the final goal: the growth of the company but not only financially but also in prestige, quality of clients and reputation. These solutions brought by the BD specialist always integrate the strategic business development plan of the company (budget, goals, schedule), the marketing department and the sales department.
Also, my personal opinion is that every single employee in the company needs to get involved and be engaged to that business development strategy. They need to know and somehow participate of the growth of the company because then it is easier to reach the goals that the business developer uses as a key success factors to develop the business (quality of the service/product, timings, professionalism, experience of the team, excellent customer relationship management). Having said that, I would define business development as a necessary and key element in a company to guarantee the permanence of the company on the highest position on your market’s ranking and to, also, guarantee the organic growth of the company.
Service Methodology
My previous professional experience before I became into a business development expert are sales, finance, marketing and strategic and project management and the service methodology I use is first to analyze the company and its actual situation, the services/products that offers and the company’s needs and expectations both, in results and timing; then I analyze the market and finally I prepare the business development plan (BDP) for the first year.
All the information I need to analyze the company and its actual business development strategy has to be provided by the Company and, in overall terms, the information would be everything related to actual sales, profit, marketing strategy, production, customer relationship management program (if any), list of actual and potential clients, list of direct competitors.
Once I have gathered and studied all the information, I like to have meetings with senior management of the company: CEO, CFO, Marketing Director, Customer Relationship Manager (and any Director that management considers that need to be involved in the BD process) to get and integrate their feedback and knowledge on several key aspects of the company to make sure the organization is capable of implementing the growth opportunity successfully.
After these conversations I put together all the information gathered, I develop the strategic plan for business development, I make a presentation to senior management or the Board of Directors of the plan proposed and once I get their approval, all the responsible for the departments of the company that will be directly involved on that plan are notified and engaged as well. Also, as a tool, I use the Business Model which is very important to know and determine the real sources that can help making money and once we know that, then I use my analytical backup and experience for implementing the Business Development Plan (BDP). Finally the implementation of the BDP is the last step on the process achieving the success on its growth the company expects (or even better) in a reasonable period of time.
Service Options
Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.
Service Mission
My goal as a Business Development consultant for your company is to achieve the greatest success your company has ever had in all aspects: improving sales, enhancing or reinforcing its reputation, creating new interesting and long-term professional relationships and participating on its organic growth. It is very important for me to give the best image of your company collaborating directly with marketing and sales departments targeting new markets, new clients, clients that resist doing business with your company (creating a pipeline of potential clients) and any potential source of business for you and your organization that has not yet been considered and/or contacted.
The only way to achieve that is to team up or becoming “partners” with the company, its senior management and even the employees to truly believe on what we are developing and be able to reach our goals. Also to establish some new communication bridges between the company and the potential marketing it has out there through top level contacts are another of my primary goals. My personal experience in that sense is that opens up a wide and broad spectrum of opportunities that usually marketing and sales do not explore converting your company on an interesting focus for the market and press (which is also very important).
My mission as a Business Development consultant is to bring inspiration and motivation to your company to facilitate the challenges and fears that a growth may have and make that growth plans to become real. In other words… my mission is your success!
Service objectives
The following list represents the Key Service Objectives (KSO) for the Appleton Greene Business Development service.
- Company Analysis
The first service to be provided is an extensive analysis of the company that I have been retained for as a consultant. That includes the actual business development plan or strategy, the structure of the company (departments, divisions, areas), an organizational chart, some basic financial information, the sales strategy plan, marketing plans, client list, providers list, potential customer list, markets to be targeted or that are being targeted already, production process chart (depending on the company type this production process will refer to either services or products), a competitor’s list and a customer relationship management program if any. Also this information will give the company a picture of their real actual situations in terms of business development and business growth. Having all this information collected it allows me to identify the Strengths, Weaknesses, Opportunities and Threats (SWOT) and create a simple chart that will be the basis of the Business Development Plan to be developed. This data will also give us the path to search for potential growth opportunities. - Feedback Gathering
After reviewing all the data compiled before and after doing the actual photography of the company and the first sketch of the Business Development Plan (BDP), what is most important is to gather as much information from the key employees and executives of the company. This will help us to get and integrate their feedback, experience and knowledge into the plan and to make sure that all of them are engaged and motivated to make sure the company is ready for the implementation of the growth opportunity successfully. Also this will help us to evaluate if the Business Development Plan will be implemented and effective in a near future. - Market Research
It is very important to obtain an accurate market analysis to understand and identify the potential growth opportunities for the company and target potential direct clients. This information will help us to draw the path on the business development strategy to follow, without having a clear understanding of the market and without having a big list of targets is going to be difficult to implement a business development strategy. To get this information we will be using the market studies the company may already have, internet research, press notes and any instrument that may give us enough data to proceed with the plan. Then we will collaborate with marketing and sales departments to align the three strategies since, obviously, they need to follow the same path and become one single goal for the company. - Prepare Plan
The key elements to consider when the plan is developed and prepared are: actual situation of the company, products or services the company wants to sell and understanding its production, the market situation and goals to be achieved and expectations (results and timing). Then, the process is to follow a methodology (step by step for all departments involved and even including senior management) to implement the plan. It is important to engage the key employees and/or management that will be directly involved on the action plan since a business development plan is always a team work. - BDP Implementation
The final step of the Business Development Plan (BDP) is to implement the strategy that has been developed by the consultant along with management and key employees. This means to take action and start the new process of finding new opportunities for potential growth. One of the first steps is to integrate CRM (Client Relationship Management) software in the company if there was not any. This software helps to keep up to date the status of relationship with Clients and, especially and foremost, to coordinate the efforts and actions taken by the marketing department, the sales department and the business developer thus helping to make some strategic decisions as a team and avoiding mistakes such as repeating contacts to the same client from different departments which makes you look inefficient an internally uncoordinated. This CRM software may also be connected to any sales, marketing and accounting programs to “square the round” and have a complete Costumer File (CF) where, in one click, you may see all the actions and activity done with this specific client. Then you complete your full Customer Database and your follow up for any client becomes really easy.
Achievements
PGI Engineering
This company is originally from Spain and I first implemented a Business Development Plan (BDP) for them in Spain many years ago and then I proposed that they venture abroad to establish new markets since the economy was starting to slow. I decided to explore two new markets in two new countries, US and Mexico and after some market research and developing a specific Business Development Plan along with a Business Plan, I successfully established the company in Miami. Once the company was stable and well introduced on the US market, I focused on developing the Mexican market as well since their economy and real estate development was improving and growing respectively. The result of such consulting work are two successfully operating companies, PGI MEXICO and PGI GROUP MIAMI being Mexico one of the most important international market share to the parent company PGI ENGINEERING as per today and having achieved many awards and important real estate projects in Miami. The company was honored with the Key of the City of Miami, “The best M.E.P. firm” award in 2007 by the Latin Builders Association and was a very important player on the real estate development plan of the City of Miami while this was being developed by Former Mayor Manny Diaz.
Dragados
Dragados is a multinational construction company. They mainly do big infrastructure construction such as roads, bridges, tunnels and dams). I was doing consulting services for this big company in the US as an external consultant. Basically within the Business Development plan they already had, I was a key element on putting together the pieces they needed to create the best sub consulting team for their big projects so my duties were to identify potential partners for each one of their projects all over the US. That gave me the opportunity to work in different states with all kind of consulting companies (mainly engineering and construction companies). I was also negotiating the contracts with these companies and making sure the deals were closed in the terms and conditions my Client requested.
Nova Engineering, LLC
Nova Engineering, LLC is a geotechnical and environmental engineering firm. At Nova Engineering I was responsible for their Business Development for their main business (environmental engineering) and for a new business division (Mechanical, Electrical and Plumbing (MEP) engineering) as an external consultant. Since they did not have the knowledge, experience nor contacts on the MEP business, they wanted to create a new division so through a Business Development Plan (BDP) not only created the MEP engineering team of the company and I got some projects for them but also retained new customers on the other fields . My contacts list was one of the most valued assets on my collaboration with NOVA since the target customers they pursued were already my clients (OHL, Dragados, Rilea Group).
US-Spain Chamber of Commerce
I was appointed as Executive Director at the US-Spain Chamber of Commerce and my duties were : increase the number of memberships within the Chamber, develop a program to help new coming companies to the US in their establishment and business development in the US, enhance and expand political connections and relationships with main local and foreign official institutions and develop a marketing strategy not only for the Chamber but also for all the members of the Chamber since this is a business network that may create synergies between the Chamber members and local companies as well. Also, other than the institutional duties, my responsibility was as well to restructure the accounting Department and to enhance the financials of the Chamber since it was having losses at the time I took over. The goals achieved were: a 45% increase of memberships not only in numbers but also on the Chamber’s financials since I created four new membership types (Trustee, Corporate and Platinum as well as the Young Entrepreneurs membership) that were a new source of income; the accounting department was restructured and all the accounts were audited and revised to bring accounting up to date with accuracy; I also developed the existing program to help companies to establish in the US and a marketing strategy that would benefit both, the Chamber and its members.
City of Miami
“While Mayor of the City of Miami, Ms. Juliol served as a personal advisor on urban design, environmental and sustainable initiatives. She tirelessly donated her valuable knowledge and time to City’s Miami 21 Zoning Project – Miami of the 21st Century – which entails a holistic approach tool and use and urban planning. Her many contributions were critical in Miami 21’s approval and implementation. I am also in debt for her leadership on environmental policy issues. Ms. Juliol’s knowledge of emerging technologies offered a fresh and contemporary perspective to Miami’s environmental issues. Though her role on my Green Commission, Ms. Juliol’s work on environmentalist supported a cornerstone of my policy agenda. Her innovative nature and practical know-how allowed for the development of unique environmental initiatives in the City of Miami. In sum, I can confirm, without equivocation, that she has been one of the most significant contributors to the South Florida community and the City of Miami. In addition to her design talents, Ms. Juliol’s professional work ethic and positive attitude have made her an asset to many local and international development organizations. She has worked tireless hours with firm determination to successfully achieve the objectives of her clients and their projects, while maintaining a high degree of commitment on their success and the quality of urban fabric.”
More detailed achievements, references and testimonials are confidentially available to clients upon request.