
“CONSULTING WITH THE CXO” BEST PRACTICES:
• Do You Really Know Me? (CxO)
• What Are The Characteristics of a CxO? How Does Consulting With A CXO Differ From Selling to One?
• Do Your Homework –- Preparation and the Importance of Research
• The Importance Of Understanding Your Impact On Your Clients Financial Statements
o How Do You Quickly Analyze An Annual Report?
o What Moves Profit/Income?
o What Moves EPS?
o What Moves Share Price?
o How Do Financial Statement Impact Leads To KPI’s and Metrics
o What Are The 3 Key Financial Statements?
o What Are “Metrics” or “KPI’s” and What Moves Them?
o What Is The Difference Between Metric’s and KPI’s?
o What Are The Key Financial Metrics For Your Client?
o What Are Your Customer’s Revenue, Revenue Sources, Average Discounts, Profit Margins, Mix, and Major Costs?
o What Are The 5 Major Types Of Business Costs?

• What Is Benchmarking and Why is it Critical?
• What Is A CxO Power Matrix™?
• Why Must You Understand Budgeting?
• What Is The Difference Between Operating & Capital Budgets? Why Should You Care?
• Why Is It Essential To Understand The Fiscal Year Of Your Client?
• How Do You Create A Powerful Business Case?
• How Do You Create A Powerful Value Analysis?
• What Is The Difference Between Business Case & Value Analysis?
• What Are The 10 Secrets Which Superstars Call Upon When Working With Senior Level Executives (CxO's)?
• What Are The Top CxO Concerns? How Do You Get The Attention Of: CEO's, CFO's, COO's, CIO CPO's?
• What is a "CxO" Power Letter Letter? How Do You Write A "CxO" Power Letter?
• What Are The Essential Elements of A CxO Power Letter?
• What Are The Essential Elements of A CxO Power Phone Script?
• Why Are There NO QUESTIONS In CxO Meetings?
• What Are The Top 10 CxO Questions?
• What Is The CxO Power Message?
• What Are The 3 R’s?
• How Do You Get A Meeting With A CxO?
• What Are The 4 Key CxO Goals-Initial Meeting?
• What is The Outline For a CxO Meeting?
• How Do You Prepare For A CxO Meeting?
• How Do You Follow Up A CxO meeting?
• How Do You Conduct Yourself At A CxO The Meeting?
• What Are The Top 2 Initial CxO Meeting Mistakes?
• What Is The Proper Presentation Format For A CxO Meeting?
• What Are The Secrets Of Board-Level Selling?
• How Do You Address The Top CxO Objections?
• How Do You Respond To: "Don't Go Over My Head To Call On Mr. Big"?
• What Is Organizational Alignment?
• What Is An Executive Critical Event Timeline
• Top 3 CxO Meeting Mistakes
• What Are The 6 Key Decision Support Tools Used By CxO's?
• What Role Does A Partner Play? What Are Their Needs?
• What Role Does A Consultant Play?
• Who Is The Most Important Person In Consulting With A CxO?
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