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EvaluSys® provides a broad, online diagnostic evaluation of your organization’s management practices to uncover a wealth of actionable ideas to drive greater company performance. The EvaluSys Business Evaluation™ has been designed by management experts to help you improve your sales, marketing, business planning, human resources, financial planning & control, executive leadership and much more. Improve your top-line sales and overall profitability by employing the most comprehensive online management diagnostics ever created for small and mid-market companies.
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What is EvaluSys?
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EvaluSys® provides online diagnostic tools revealing unmet needs of prospects or existing clients
Advisor benefits:
• Identify and close new business
• Reduce business development time and expense
• Extend engagements with existing clients
Executive Leadership
Business Planning
Exit Planning
Sales Process
Marketing Strategy
Product/Service Innovation
Financial Planning & Control
Human Resources
Management / Supervision
Business Process Quality
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Advisor Solutions
3Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Diagnostic results provide:• Call-to-action for client leadership• Visibility to critical issues / needs• Opportunity to demonstrate expertise
Business Evaluation:• Presents questions, collects responses• Analyzes responses to identify issues
Post-Evaluation:• Help clients prioritize actions• Deliver needed expertise• Refer non-core solutions to partners
Present Results
Deliver Solutions
Collect / Analyze
Engage / InspireBusiness Wellness Checkup:• Free tool to engage prospects• Identifies candidates for further
examination
Advisor Value Chain
4Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Deliver Solutions
Engage / InspireSuspectsQualifiedProspects
Diagnostic Clients
Qualified Clients
Advisory Clients
ConsultingClients
Business Wellness Checkup
Business Evaluation
Present Results
Collect / Analyze
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Business Wellness Checkup
Would the prospective client value an in-depth evaluation in one or more management areas?
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Product / Service
Innovation
Business Planning
Human Resources
Management / Supervision Marketing Sales Fin. Planning
& Control
Business Process Quality
Exit Planning
Executive Leadership
Business Wellness Checkup
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Qualified leads directed back to your website for
conversion
Web Home Page
Web Landing Pages
Search Engine Ads
Email Marketing
Webinars
Seminars
Integrated tracking• Click-Thru• Diagnostic Completion• Qualification• Conversion
Integrate a FREE initial online business check-up into your marketing programs
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Evaluation Primer
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Prospect responds to 10 minute diagnostic and receives immediate feedback via email
Examine your Business Exit Readiness
Further examine your readiness to exit your business in a way that helps you become keenly aware of how effective exit planning and timely execution of those plans will maximize your ability to achieve or exceed business objectives and meet your personal financial goals.
Outcome:
The Exit Planning chapter of the EvaluSys Business Evaluation will help you recognize actions you can take to prepare for a successful business exit.
Implications: Lack of timely exit planning will jeopardize your ability to
exit your business on terms that will satisfy your financial needs and on a timeframe that supports your personal life goals.
If you do not recognize the critical importance of timely exit planning, you may lose the opportunity to position yourself for a successful exit.
If you do not become aware of all the strategies available to significantly improve your business exit success, you may find you no longer have time to employ many strategies as you approach your chosen time for exit.
Benefits: Become aware of the powerful impact effective exit
planning can have on your personal satisfaction once you leave your business.
Understand the critical importance of timely preparation to position your company for an optimal exit.
Recognize where early planning can help remove barriers and mitigate risks as you prepare to exit your business.
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Evaluation Primer
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Consultant receives more detailed diagnosis for use in prospect follow-up
Examine your Business Exit Readiness
Further examine your readiness to exit your business in a way that helps you become keenly aware of how effective exit planning and timely execution of those plans will maximize your ability to achieve or exceed business objectives and meet your personal financial goals.
>>Does not fully recognize their personal financial needs for liquidity.
>>Does not understand the variety of complex strategies available to maximize the value received at exit.
>>Does not know the size of any "value gap" that might impact their ability to exit.
>>Does not know the key value drivers influencing the amount buyers will pay for a company in their industry.
>>Does not know if they have organized their company to minimize tax liability upon business exit.
>>Does not have access to the right collection of experienced exit advisors to achieve their exit objectives.
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
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Premium Edition
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
IncreasedImpact
Greater Motivation
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New Premium Feature
Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Diagnostic Scorecard is a new feature of the Premium Edition
Setup A New Client
11Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Option 1: Checkup-Qualified Prospect Conversion
Your Private Client on EvaluSys
Option 2: Direct Add Private Client
Diagnostic Control
12Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Reveal or withhold access to results
online
You control your client’s evaluation
experience
Which diagnostic chapters are
visible
Whether your client has visibility to other EvaluSys
advisors for assistance
Business Evaluation
13Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Clients / Prospects answer questions
Consultant reviews results with business to
discuss needed solutions
Diagnostic Reporting
14Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
Diagnostic results can be delivered via customizable report, providing key talking points for client discussion.
Advisor’s Remarks
Steve, this is particularly important for you at your stage of business development.
It is critical for you to begin exit planning now, to allow time for value growth strategies to take effect. If you plan to retire in the next couple years, there is no time to delay.
• Advisor provides Business Wellness Checkup link on website, email and social media marketing.
• Advisor uses individual diagnostic chapters for targeted workshops (online/offline).
• Advisors price their diagnostic services on a cost-plus basis
• Broad diagnostic results yield opportunities for key referral partners, generating reciprocal referral business.
• Advisors partner with CPA Firms, Law Firms or other organizations to deliver diagnostic services.
Typical Advisor Use
15Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
• Visit EvaluSys.com for:– Online demonstrations– Whitepaper downloads– Advisor registration
• Email [email protected] or call (704) 542-7580 x224 for:– Pricing– Answers to additional questions– Sample reports– Client Trial account access
More Information
16Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC
EvaluSys LLC8508 Park Road #141Charlotte, NC 28210(888) 542-7580