Consulting

The knowledge of many is better than the awareness of a few.  Therefore, we are constantly evaluating the most successful businesses to determine why they are considered the best, what sets them apart from their competition, and how their systems can be emulated.  We concentrate on helping your business incorporate the most inovative systems, technology, and business planning through an initial evaluation process that culminates in a better business.

Start the process today by contacting Carlton Seminars to receive the consulting questionnaire.  After you fill out the questionnaire we will evaluate the results and contact you about how we can help your business grow in the most efficent and effective manner.
  1. Initial Questionnaire
  2. Questionnaire Evaluation
  3. Selection of Consulting Services
  4. Introduction of Consulting Service Concepts
  5. Application of Service Concepts
  6. Post Questionaire
  7. Evaluation of Success

Branding


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why do I need a Brand?
  • What is the difference in a Brand and a logo?
  • How can Carlton Seminars help me identify a Brand?
  • What if I already have a Brand?

Target Marketing


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why would my business establish a Target Market?
  • What do we do to dominate a specific Target Market?
  • How will Carlton Seminars help focus on a Target Market?
  • What if we lose out on clients that are outside of our Target Market?

Client Retention


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why is it important to retain our past Clients?
  • What is most important in Client Retention?
  • How will Carlton Seminars improve our Client Retention?
  • What if our Clients do not need more of our product for many years?

Policy Manuals


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why should I have a Policy Manual for my business?
  • What should my Policy Manual contain?
  • How will Carlton Seminars help my business establish a great Policy Manual
  • What if I only want my current Policy Manual reviewed?

Overall Business Plan


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why does my business need an Overall Business Plan?
  • What should our Business Plan contain?
  • How will Carlton Seminars help us establish a Business Plan?
  • What if we already have a Business Plan? Should it be updated?

Start-Up Business Plan


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why do I need a Business Plan if I don’t have my business established yet?
  • What should a Start-Up Business Plan contain?
  • How will Carlton Seminars help me put together a Business Plan?
  • What if the bank has not loaned me money for my business yet? Do I still need a Business Plan

Business Budget


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why do we need a Business Budget?
  • What elements do we need to budget for?
  • How will Carlton Seminars help us with our Business Budget?
  • What if we already have a Business Budget?

Marketing Budget


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why should I have a Marketing Budget when I already have a business budget?
  • What elements are important in a Marketing Budget?
  • How will Carlton Seminars help us with a Marketing Budget?
  • What if we already know our Marketing expenses? Do we still need a budget

Legal Issues


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why should we be concerned with Legal Issues?
  • What Legal Issues should we be aware of?
  • How will Carlton Seminars help us with the Legal Issues in our industry?
  • What if we have an attorney that already helps our business with Legal Issues?

Time Management


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why is Time Management important to my businesses success?
  • What do we need to know about Time Management that will improve our business?
  • How will Carlton Seminars help my business benefit from effective Time Management?
  • What if we only need a few simple systems to help us with Time Management?

Office Structure


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why is it important to have the proper Office Structure?
  • What is important in the correct Office Structure?
  • How will Carlton Seminars help our business with a new Office Structure?
  • What if our existing Office Structure has been in place for many years?

Agent Recruiting


Carlton Seminars will answers the following questions in the initial questionnaire and during the discussion of the answers to the questionnaire.
  • Why should we Recruit Agents?  They normally come to us.
  • What is important in Recruiting Agents?
  • How will Carlton Seminars improve our current method of Agent Recruiting
  • What if we already have plenty of Agents?