The course begins not with a market and not with a product but with the founder. Most ventures fail because the operator entered a problem they were not equipped to carry, or carried a problem that was not theirs to solve. Phase one separates the two questions and answers both honestly: is the idea worth the work, and is the operator the right vehicle for the idea. The output is not a pitch deck. It is a written self-account, paired with a working concept stress-tested for originality, timing, and personal fit.
Topic detail
- Creativity
- Risk
- Advice from mentors
- Uniqueness
- Identification of the idea
- Source of the idea
- Pricing
- Selling unit
- Business type and style
- Franchise opportunities
- Knowledge of the idea
- Improvement on an old idea
- Availability of information on the idea
- Problem solved by the idea
- Timing
- Inventions
- Manufactured product
- Distributed product
- Service
- Niche to be served
- Trendy idea
- Idea assessment
- Self-exploration
- Entrepreneurial characteristics
- Personal purpose
- Vision, goals, mission
- Personal values
- Mental toughness
- Handling risk
- Stamina
- Leadership ability
- Personal commitment
- Time management
- Entrepreneur quiz
- Self motivation
- Entrepreneurial spirit
- Entrepreneurial passion
- Belief, commitment, focus and drive
- Personal education
- Teachable spirit
- Planning technique
- Small business failure
Business plan piece
- Product / service identification
- Product / service development
- Critical risks and problems
Phase two is the audit phase. The course teaches the operator to write a research plan, design and run primary and secondary research, conduct competitive analysis at three tiers, and reach a defensible feasibility judgement. Feasibility here is not a gate-keeping ritual; it is the moment the operator earns or loses the right to keep going. The deliverable is a written feasibility position the venture will be measured against later.
Topic detail
- Research plan
- Target analysis
- New venture awareness
- Governmental compliance
- Market trends
- Industry analysis
- Financial resources
- Cash flow projections
- Market analysis
- Primary research
- Secondary research
- Competitive analysis
- Competitive advantage
- The marketing plan
- Growth strategies
- Industry issues
- Starting a search
- Setting research objectives
- Analysis factors
- Manufacturing issues
- Your market niche
- Idea feasibility
- Information gathering
- Self-exploration
- Product or service description
- Desired results
- Flaws
- Ability to make significant money
- Competitive reaction
- Costs of production
- Growth potential
- Manufacturing or purchasing process
- Risk vs. profit potential
- 10-year picture
- Matching with personal vision
Business plan piece
- The industry
- Products and services — competitive perspective
- Market analysis
- Competition
- Milestones and objectives
Phase three replaces the founder’s instinct about money with literacy. The course covers source identification (personal, banks, SBA-backed instruments, venture capital, angels, franchises, acquisition, inheritance), the legal organization decisions that follow from the funding choice, and the financial documents the venture will produce on a recurring basis. Cash flow projections, ratio analysis, and simple-and-detailed proformas are practiced until they are unintimidating. The deliverable is a complete financial section a third party would underwrite.
Topic detail
- Money sources
- Presentation to sources
- Alternative sources
- Personal funds
- Banks and bankers
- Venture capitalists
- Angel investors
- SBA guaranteed programs
- Purchase an existing business
- Purchasing a franchise
- Ratios
- Proformas — simple and detailed
- Legal organization
- Types of legal entities
- Start-up costs
- Issues with partners
- Buying a business
- Inheriting a business
- Intellectual property
Business plan piece
- Financial data
- Financial projections
- Supporting documents
Phase four is the operations course. It treats systems as architecture, not utilities. Web presence, internet marketing instruments, operational systems, supplier and fulfillment processes, technical systems, the internet itself, e-marketing, CRM, and office automation are taught as decisions — each with a downstream cost and a downstream commitment. The deliverable is a written technology plan the venture is willing to live inside for the next three years.
Topic detail
- Web site plan
- Internet marketing tools
- Operational systems
- Potential suppliers
- Business procedures
- Fulfillment process
- Internet marketing
- Technical systems
- The internet
- E-marketing systems
- CRM systems
- Office automation
- How will you process your first order?
Phase five formalizes the operating discipline. Legal formation flows into governance; governance flows into strategic planning; strategic planning flows into the daily questions of communication, teamwork, hiring, location, and time. The course refuses the false choice between strategy and operations. Both are taught together because they are practiced together. The deliverable is the company’s management and organization section, including the documented leadership method the founder will be measured against.
Topic detail
- Legal formation
- Strategic planning
- Written communication
- Verbal communication
- Teamwork
- Employee management
- Policies and practices
- Purchase an existing business
- Purchasing a franchise
- Taxation
- Location selection
- Leadership characteristics
- Leadership learning
- Leadership methods
- Time management
Business plan piece
- The company
- Administration, organization and personnel
- Management and ownership
Phase six is the demand course. It treats marketing as a system to be engineered — planned, targeted, branded, budgeted, communicated, and tracked — not a creative impulse handed off to an agency. Customer profiling, market-share building, branding (company and personal), pricing, packaging, presentation, trade shows, advocates, and the marketing budget are taught as a single integrated discipline. The deliverable is a market strategy section in which every assertion can be reported against later.
Topic detail
- Planning
- Marketing strategy
- Customer service
- Positive mental attitude
- Communication
- The sales process
- Being first at something
- Category creation
- Customer perception
- Market position
- Market share building
- Branding
- Brand building
- Targeting the customer
- Customer profiling
- Customer locating
- Competitive advantage
- SWOT analysis
- Head-to-head competitors
- First-tier competitors
- Indirect competitors
- Differentiation
- Growth strategies
- Marketing results tracking
- Marketing budgets
- Communication of the marketing plan
- Trade shows
- Pricing
- Packaging
- Presentations
Phase seven separates marketing from sales and treats sales as its own engineered discipline. The sales process, hiring sales people, expectations from new hires, customer relationships, branding at the personal level, creative selling, deal construction, persuasion tactics, prospecting, advocacy, and the use of technology in selling are taught as a coherent operating system. The deliverable is the sales strategy and process section, including the metrics by which the salesforce will be evaluated.
Topic detail
- Sales management
- Sales process
- Customer service
- Negotiation tactics
- Influencing people
- Listening
- Packaging
- Presentations
- Expectations and results
- Testimonials
- Proving value
- Strategic sales activity
- Picture proof
- Statistical proof
- Customer profiling
- Seeking customer advice
- Stimulation of referrals
- Using premiums and enticements
- Customer retention
- Big-ticket selling
- Creating a mystique
- Using technology for sales
- Persistence
- Resiliency
- Wholesale selling
- Maximum use of contacts
- Sales self-management
- Prospecting over the phone
- Wholesale prospecting
- Using advocates
- Personality
- Hiring sales people
- Expectations from new hires
- Customer relationships
- Branding — company and personal
- Creative selling
- Creating deals outside the box
- Persuasion tactics
Business plan piece
- Sales strategy
- Sales process
Phase eight is the closing course. It is not a celebration; it is the audit. Customer service, sales execution, vendor negotiation, the handling of legal issues as they arrive in real time, capital asset acquisition, logistics, the executive summary, and the finalized plan are practiced under the pressure of an opening date. The deliverable is the schedule and plan section, the executive summary, and the finalized business plan — the document the operator will be held to, period over period, by the validation discipline.
Topic detail
- Customer service
- Sales plan
- Vendor negotiation
- Negotiation tactics
- Legal issues
Business plan piece
- Schedule and plan
- Capital asset acquisition and logistics
- Executive summary
- Plan finalization