I had a very
successful practice but wanted more. David Sanders of Creative Business
Strategies more than doubled my practice volume and profitability
in less than a year. Plus I was able to spend far less time in the
practice and more time vacationing with my family. I now spend all
my working time with my clients, not doing paperwork. This is fun!
RT, San Marino, CA
My
efficiency has gone up and my marketing is far more effective thanks
to the management and marketing technology used by David Sanders
and Creative Business Strategies. I can’t recommend them highly
enough!
BW, La Crescenta, CA
"They
took me from #12 to #4 in One Month...."
Dianne recently completed Creative Business Strategies’ Productivity & Time Management Program, which resulted in an amazingly rapid boom in her business. As an independent financial services broker, she is in line for incentives and bonuses for outstanding production. But this industry is very paper-intensive and Dianne was swimming in a firestorm of documents.
At the end of last year, she had no clue how much she actually sold. To her great distress, she discovered at her annual awards banquet that she had been less than $400 away from the President’s Cabinet, a benchmark that would have earned her a hefty bonus.
What’s worse, she had made the sales needed to meet the quota – but she had not been tracking her statistics and did not bother to turn in the paperwork in time. Her disorganization had cost her a lot!
The CBS Productivity & Time Management Program is a short but highly effective procedure that gets any executive or staff person fully on top of their work load. In this case, the consultant also created customized spreadsheets so she could easily monitor her now-streamlined sales pipeline, and showed her how to use them. With its implementation, along with CBS’s powerful time-management secrets, Dianne is now on top of every step of every sale, and can track it until it is finalized and she gets all the paperwork in.
She does not randomly pick what she will work on. She can tell where her next sale should come from, and then the next. She systematically moves each sale through the pipeline. Even if it snags, she can see what is needed and fix it. In short, she has cut through the paper fog and has become a manager of her new high-volume production line.
After working with the consultant to implement the basics of the CBS system, a pleasant surprise greeted Dianne when she returned from a week-long vacation. “Even after being gone for a week, I walked into my office and I knew exactly where to start with my papers. I still knew what I needed to do and there was no confusion about it. A month ago, I would not have even believed that this was possible!”
The latest result is that Diane has moved up from #12 to #4 in her company’s sales rankings. She says she intends to be #1 and surpass the lead broker, who was selling five times what Dianne was selling before. “I am up for the challenge, and thanks to Creative Business Strategies, I’m doing it!”
