Workshops, Masterclasses, and Due-Diligence Preparation

These workshops are usually 1-2-week long programs with 2-4 workshops and related one-on-one consultations with coaches.

Marketing Tools Workshop:

Objective: Equip participants with modern marketing tools to optimize campaigns and measure ROI.

  • Content:

    • Introduction to digital marketing platforms (e.g., Google Analytics, HubSpot).

    • Social media management tools (e.g., Hootsuite, Buffer).

    • SEO and SEM tools (e.g., SEMrush, Ahrefs).

    • Content creation tools (e.g., Canva, Adobe Suite)

    • StoryBranding.

Sales Tools Workshop:

Objective: Enhance sales strategies using cutting-edge tools.

  • Content:

    • CRM systems (e.g., Salesforce, Zoho CRM).

    • Sales automation tools (e.g., Outreach, SalesLoft).

    • Lead generation platforms (e.g., LinkedIn Sales Navigator).

    • Sales analytics and forecasting tools.

Operations Tools Workshop:

Objective: Streamline operations and improve efficiency.

  • Content:

    • Organizational design and development.

    • Project management tools

    • Supply chain and Inventory management systems.

    • Quality assurance and process standardization and optimization tools.

Accounting Tools Workshop:

Objective: Simplify accounting processes and ensure financial accuracy.

  • Content:

    • Basics of accounting.

    • Use of accounting software (e.g., QuickBooks, Xero).

    • Payroll management systems.

    • Expense tracking and reporting tools.

Finance Tools Workshop:

Objective: Enhance financial planning, analysis, and decision-making.

  • Content:

    • Assumptions development.

    • Financial modeling software.

    • Budgeting and forecasting tools.

    • Risk assessment and management tools.

Legal and Contracting Workshop:

Objective: Navigate the legal landscape and understand contracting nuances.

  • Content:

    • Basic contracts and contract development and management systems.

    • Basics of governance.

    • Intellectual property protection platforms.

    • Compliance and regulatory tracking tools.

Social Impact Workshop:

Objective: Developing a triple-bottom-line in your business.

  • Content:

    • Social Venture R&D,

    • Getting Started with Impact Measurement,

    • Got Impact?,

    • Transitions: Theory to Practice, and

    • Leading the Self and Systems

Due Diligence Preparatory Workshops:

a. Financial Due Diligence Workshop:

  • Objective: Prepare startups for financial scrutiny by investors.

  • Content:

    • Understanding financial statements and audits.

    • Valuation methods and techniques.

    • Capital structure and financing history.

b. Operational Due Diligence Workshop:

  • Objective: Showcase operational strengths and address potential weaknesses.

  • Content:

    • Evaluating supply chain and vendor relationships.

    • Assessing operational risks and mitigation strategies.

    • Reviewing HR policies and team talent and structures.

c. Legal Due Diligence Workshop:

  • Objective: Ensure legal compliance and readiness for investor review.

  • Content:

    • Intellectual property rights and protection.

    • Review of contracts, agreements, and partnerships.

    • Regulatory compliance and potential legal risks.

d. Product-Market Fit Workshop:

  • Objective: Demonstrate the alignment between the product/service and market demand.

  • Content:

    • Techniques to assess product-market fit.

    • Customer feedback and validation methods.

    • Adjusting product/service features based on market feedback.

    • Competitive landscape analysis.

e. Marketing and Sales Strategy Effectiveness Workshop:

  • Objective: Validate the effectiveness of marketing and sales strategies.

  • Content:

    • Analyzing key performance metrics.

    • Conversion rate optimization techniques.

    • Customer acquisition and retention strategies.

    • Feedback loops and iterative improvements.

f. Social and Environmental Impact Workshop:

  • Objective: Highlight the venture's positive impact on society and the environment.

  • Content:

    • Frameworks for measuring social and environmental impact.

    • Case studies of businesses with strong positive impacts.

    • Strategies for enhancing social responsibility.

    • Environmental sustainability practices and their benefits.