Sunday Afternoon x Joe Nash

December 1st, 2023

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Workshop #1

Prep Materials (for 12/1)

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Briefs from this past year + initial outreach emails from the client (first few emails are helpful)

1-2 Minimum, but if many are available, grab a bunch (within reason)

Prep Materials (for January)

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Financial Data Export

We will plug this into a Data Viz tool which will help ensure we are moving into project types/categories that make sense financially / have long term potential. Can discuss directly w/ person who is responsible for export

Outcome

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Understand how the biz dev engine/process works in practice (+ how we adapt to SA)

Documented alignment on business goals, which will inform new business strategy + execution

Actionable short-term strategies for existing clients

Begin building playbooks for core clients

Responsibility Chart

Fully flushed out core client persona doc

Positioning Canvas → Kickoff

Agenda

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Time

Topic

9:00 - 9:15

Say Hi, Catch-up

9:15 - 9:30

Engagement Overview

Discuss Key Players: Roles, Responsibilities

AOR Doc

9:30 - 10:00

Discuss Survey Results

Key Concepts in Practice

10:00 - 11:00

Business Blocks

Create Alignment on human, creative & financial goals (annual planning bones)

11:00 - 12:00

Core Accounts → Review (Top 5+ Accounts/Relationships)

12:00 - 12:30

Lunch / Break

12:30 - 1:30

Core Client Persona Exercise (Brief/Emails)

1:30 - 2:00

Core Client, Account Playbook

3:00 - 3:30

Discuss Short-term strategies

2:00 - 3:30

Positioning Discussion / Canvas → Kickoff

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