Let’s Get to Know Each Other
At FinHive, we believe that a deep understanding of your business is the first step towards crafting the perfect solution. That’s why we’ve designed a collaborative workshop process to help us uncover the areas of opportunity where our team and solutions can drive the most impact.
What You Can Expect
Step 1
Pre-Workshop Discovery
We thoroughly prepare for our meeting, and we ask you to do the same. Our team will provide you with an extensive questionnaire helps us collectively gather important information about your business. This questionnaire will cover areas such as your product offerings, team structure, marketing technology, and existing sales processes. By understanding your firm’s existing infrastructure and available staff and technology resources, our team can more fully customize our workshop output to meet your specific needs.
Step 2
The Workshop
Your team will join us for a two-hour virtual meeting where we will thoroughly explore your business operations, product, and goals. This is a highly interactive session that focuses on extensively understanding the following key areas:
Product. What makes your offering unique? How are you positioning it in the market? How can we create a prospective client profile?
Team Setup. We will review your internal roles and processes to identify opportunities for improved efficiency.
Marketing Technology. We will assess the tools you use for marketing and customer relationship management (CRM), helping you pinpoint gaps and areas for optimization.
Sales Process. Let’s examine how your sales pipeline operates and identify ways to enhance conversion rates.
This workshop is designed to be a dynamic and collaborative experience where we tackle challenges and uncover opportunities. You will leave with a clear understanding of how we can help streamline your marketing efforts, optimize your CRM systems, and enhance your overall business operations.
Step 3
Post-Workshop Insights
After the workshop, we create a comprehensive summary of the key insights we gathered, along with actionable recommendations on how you can move forward and areas where FinHive believes our team can help. Whether it’s refining your brand strategy, optimizing your CRM, or strengthening your sales process, we’ll outline the areas where we believe we can provide the most value.
