“Four Filters” Approach to Business Development

I help my clients understand balance, diversification and alignment.

Each of these terms can mean different things to different people, depending on their situation, but when it comes to owning a business, there are four filters that you must consider when developing your brand and your services.  My friend Mark B. Weaver introduced me to this set of filters:

  • The Client Experience – We start out with a dream of our ideal client experience.  Think of it like planning to build a house in three to five years. . . If you’re not willing / able to engage in this type of activity, you’re destined to fall short of your competition in the future.
  • The Staff Filter- Will your team be able to implement the products and services that you’re planning to offer?
  • The Sales Team Filter – Do your sales people have an adequate understanding of your offerings?
  • The Business Owner Filter – Does it make sense for you financially to be engaging in these types of relationships or transactions?
 
When working to improve your offerings or building your brand, try to center your discussions around making sure your products and services pass these four filters.  
 
When you’re able to align the goals and experiences of the client, your staff, your sales team and the continued success of your business, everybody wins.
 
 

As an advisor, coach and local leader, Jeremy Overton has spent the last 12 years educating and motivating individuals, families, and business owners who are interested in having a greater impact on their communities, the people they love, and the causes they support. You can connect with him on: Google+