Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona...

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Building a roadmap to credibility Jawwad Farid alchemya.com FinanceTrainingCourse.com [email protected]

Transcript of Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona...

Page 2: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Agenda

Introductions

Credible?

Roadmap?

Samples

Page 3: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

What is credibility?

Can you really deliver on your dreams?

Does your audience believe you?

Do you believe yourself?

Page 5: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Roadmap to credibility?

Markets

Customer

Products

Sales

Idea

Prototype

Product

Distribution

Sales

Scale

Page 7: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

What is a roadmap to credibility?

Page 8: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Roadmap to credibility

End State: Customers & Revenues

Page 9: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Roadmap to credibility

•Milestones

•Assumptions & Thesis

•Test Plan for assumptions & thesis

Includes

Page 10: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Roadmap to credibility

•Customer pain

•Product fit

•$$ generation model

Showcases

Page 11: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Milestones Criteria

7 or 30 days milestones

Actionable, measurable progress

Kill or live decisions

$100 tests

Page 12: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Persona Depth

•Pain Emotions

•Pitch Message

•Medium Messenger

•Most Receptive Timing

Page 13: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

The Sales Process

Sales Voice of the customer

Presentation & Pitching

Pricing it right

Prospect List

Follow up

Page 14: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Answer the questions.

Customer? Pain? Profile?

Sales? Process? Revenues Model?

Why you? So What?

Page 15: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Roadmap Checklist Mona Lisa

• Customer Profile

• Pain Points

Page 16: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Where do you start?

Page 19: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Building a Pitch

Concept Problem Market Sizing

Opportunity Competition Model

Special Sauce

Numbers So What?

Page 20: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Dimensions / Attributes

•Pain Emotions

•Pitch Message

•Medium Messenger

•Most Receptive Timing

Page 21: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Dimensions / Attributes

Emotions

• Pain

Message

• Pitch

Messenger

• Medium

Timing

• Most Receptive

Page 22: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Roadmap to Credibility

•Customer Profile

• Pain Points

Mona Lisa

•Matching Features

•With Pain point

Pitch • First 10 Sales

Call

• Script

Prospect List

•Roadmap

•MAT

Milestones •Revenues

• Scale

Execute

Page 23: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

A roadmap case study

FinanceTrainingCourse.com

1999 – 2014

$100 milestones

Page 24: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Life cycle of a concept

Cookaracha

• ‘99-’00

• MBA Guides

Avicena

• ‘00-’01

• Corp. Finance Guides

Alchemy

• ‘03-’08

• Risk Training

PRR

• ‘08-’09

• Pakistan Data

Oil Insights

• ‘09-’10

• Oil

LCF

• ‘10-’11

• Risk Training

• Videos

Page 25: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Life cycle of a concept

Cookaracha

• ‘99-’00

• MBA Guides

Avicena

• ‘00-’01

• Corxp. Finance Guides

Alchemy

• ‘03-’08

• Risk Training

PRR

• ‘08-’09

• Pakistan Data

Oil Insights

• ‘09-’10

• Oil

LCF

• ‘10-’11

• Risk Training

• Videos

Page 28: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Site Experience

Who are you?

Business Owner

Credit

Financials

Student

Business

Quant

Analyst

Models

Domain

Page 30: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Site Experience

What do you need?

Risk Models

ALM

VaR

Interest Rates

Tutorials

Models

CPE

Consulting Help

Model Building

Page 41: Building a roadmap to credibility · Roadmap to Credibility •Customer Profile •Pain Points Mona Lisa •Matching Features •With Pain point Pitch •First 10 Sales Call •Script

Tracking Capability