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Tools for Growing a Business

Current Account Expansion Plan (CAEP)

  • This is an organized, structured approach to the steps you will be taking with current customers we identify where the potential exists for additional business.
  • Once identified there are specific actions to be followed to successfully bring in that additional business.
  • Using Microsoft Excel or Adobe Forms we set up a system unique to your business that is used to monitor progress on a regular basis. Since your targets are current customers, you already know a lot about them. We simply help you organize this into a clear, measureable action plan.

New Account Development Plan (NADP)

  • This is an organized, structured approach to the steps you will be taking to identify new prospects in your current markets or prospects in new market niches you want to penetrate.
  • While the steps may be similar to the CAEP, the initial research is very different with focus on identifying the right companies with needs that match your capabilities, finding the best contacts to approach and a presentation plan.
  • Using Microsoft Excel or Adobe Forms we set up a system to help you research and identify the best prospects for your products or services.
Woman Owned Small Business