$1,995

The Value Builder System™ Training and Certification - March 28-29, 2018

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TBA- Toronto

Canada

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Please note, you will be required to complete the online component of The Certified Value Builder™ training prior to your arrival at the event.

During the two-day live training, you will take what you've learned in the online training and put it into practice through a series of case studies and role-play scenarios with an elite group of your peers.

Certification Agenda

DAY 1 - March 28, 2018

  • 8:30 a.m. Continental Breakfast

Grab a light breakfast before a big day of learning!

  • 9:00 a.m. Welcome & Introductions
  • 9:15 a.m. The Vision Finder

During this opening exercise, you’ll fine tune and articulate your vision as a business coach and identify the type of coach

you aspire to be.

  • 9:45 a.m. The Value Builder System: Overview

In this quick overview, we’ll review the Value Builder’s 3-step system and the 12-module engagement methodology for

helping clients build valuable companies.

  • 10:00 a.m. Case Study: The Value Builder Assessment

During this session you’ll have the opportunity to practice delivering a Value Builder Assessment. You’ll be given a hypothetical scenario complete with a fictitious business and a corresponding Value Builder Assessment. You’ll have a few minutes to study the assessment and will then be asked to role-play delivering the assessment to the business owner. You’ll then switch roles and have the opportunity to assume the position of business owner being assessed.

  • 10:45 a.m. Break
  • 11:00 a.m. Case Study: The Scalability Finder

During this session you and a group of three other advisors will be asked to complete The Scalability Finder exercise for a hypothetical business that is stuck in “The Owner’s Trap”.

  • 11:45 a.m. Case Study: Recurring Revenue

In a small working group of your fellow advisors, you’ll be given a case study featuring a business that is struggling to create recurring revenue. You’ll be tasked with developing a short list of ideas for creating automatic customer for this business.

  • 12:30 p.m. Lunch
  • 1:15 p.m. Case Study: The Valuation Teeter Totter

You’ll be assigned to a working group of your fellow advisors and asked to work through a mini-study of a business struggling to create a positive cash flow cycle. Your task will be to turn a negative cash flow cycle into a positive one.

  • 1:45 p.m. Case Study: The Switzerland Structure

Working in a small team, you’ll be tasked with developing a short list of tactice for helping an owner reduce their exposure to employee turnover. You’ll be asked to consider techniques for both minimizing the probability of employee turnover as well as lessening the impact of employee departures when they do happen.

  • 2:30 p.m. Break
  • 2:45 p.m. Case Study: The Short List Builder

You’ll be given a real life scenario featuring a small company that has asked you to help them identify a short list of potential strategic acquirers. Your job will be to identify a short list of companies with a strategic reason to buy your client’s business.

  • 3:30 p.m. Bringing it All Together

Before ending a full day of Value Builder education, we’ll take the opportunity to talk about how it all comes together into one engagement you can sell to clients.

  • 3:45 p.m. Putting Action Into Practice

In this session, we will put the theory aside and dig into the software giving you an opportunity to see and ask questions about product features, common stumbling blocks, and little known secrets to success. Get your feedback and questions ready for this interactive session!

  • 5:00 p.m. Adjourn for the day



DAY 2 - March 29, 2018

  • 8:30 a.m. Continental Breakfast

Grab a light breakfast before a second big day of learning!

  • 9:00 a.m. Introduction to Day Two
  • 9:15 a.m. Discovering Your Target Market

In this session, we’ll take a look into the psychographics of the entrepreneur, their motivations, and their attitude towards exiting a business. You’ll discover the differences between three different segments of business owners, and begin to explore how to best position The Value Builder SystemTM for each. Finally, you’ll take the time to define your own target market in advance of crafting your strategy for attracting and retaining your ideal client.

  • 9:45 a.m.- Break
  • 10:00 a.m. Building Your Practice

Lisa Bean, our Chief Revenue Officer and in-house Practice Management expert, will discuss the three pillars on which your business’s growth, efficiency and reputation will rest. You’ll have an opportunity to assess your current business before launching into an interactive day of best practice and idea sharing.

  • 10:30 a.m. Your Client Engagement Model

You’ve looked at who you are selling to, now we turn our attention to what you are selling. Is it a value-add service supporting something else, individual coaching, group or mastermind coaching? Will you offer one highly focused package or a few different options? How will you price your services? Discover what has worked for others and what will work best for you as we map out your Client Engagement Model.

  • 11:15 a.m. The Pitch

This role-playing exercise will allow you to practice your sales presentation and fine-tune your messaging based on each psychographic profile.

  • 11:45 a.m. Lunch
  • 12:30 p.m. Lead Magnet Strategy

What is the #1 mistake to avoid when creating your website? During this session, we’ll discuss how to maximize your opt-in rates and make the most of the assets available to you in your lead magnet strategy.

  • 1:15 p.m. Staying Top of Mind

In this session, we’ll discuss the Entrepreneurial Biorhythm and the importance of staying top-of-mind with your prospects. You will also learn how to automate a drip marketing campaign built right into The Value Builder System.

  • 1:30 p.m. Leveraging Workshops, Speaking and Partnerships to Fill Your Funnel

During this session, you’ll learn how our most successful advisors leverage workshops and speaking engagement, often done in conjunction with partners, to build their practice. We’ll discuss the three workshops we offer and when to use each one.

  • 2:00 p.m. Break
  • 2:15 p.m. Outbound Telemarketing

During this session, we’ll discuss other marketing strategies being used by our advisors and how successful they’ve been in generating leads.

  • 2:30 p.m. Your Sales Cycle

What steps do you employ in your sales cycle? How will you integrate the Value Builder System into your prospecting? How will you monetize your time? In this session, we’ll delve into these questions and more.

  • 3:15 p.m. Scaling Your Practice

Once you’ve got your Value Builder practice up and running, how do you scale your business beyond the basics? You’ll learn three strategies that will help you grow your business quickly.

  • 3:30 p.m. Action Planner

This session will allow you to put what you have learned in the last two days into action by developing a 90-day action plan.

  • 3:50 p.m. Wrap Up and Next Steps
  • 4:00 p.m. Adjourn


Terms & Conditions:

Your registration fee includes buffet breakfast, lunch and dinner on the first night of certification, as well as all course materials. Your registration fee does not include dinner on the second night of certification or accommodation.

You will be responsible to arrange your own transportation to and from the venue.

A full refund will be available for cancellations with at least 60 days notice of the event date. Within 60 days notice of the event, you will forfeit your registration fee if you cancel. You may be able to send a substitute to the training but your substitute would need to apply and the sole decision on whether or not the applicant is a suitable replacement rests with Built to Sell Inc.

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TBA- Toronto

Canada

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