Market Expansion Program
The Market Expansion Program Roadmap
Dominate new markets & maximize customer yield.
Phase 0
Phase 1
Phase 2
Phase 3
Phase 4
Phase 5
0
Implementation & Data Foundation
Weeks 1-4
// Objective
Connect ERP and Accounting data to establish a baseline for “Actual” costs.
// Action Steps
- Identify key data and establish connectivity and data intake pipelines for them
// Linked Models
Key Deliverable
A Data Connectivity Report quantifying the financial cost of manual data rework and technological fragmentation.
1
Diagnostic Foundation
Weeks 5-8
// Objective
Standardize data and set up dashboard with baseline costs and margins
// Action Steps
- Cleanse data to ensure data is workable and concise
- Set up dashboard for client visibility and utilization
- Establish baseline costs and margins
// Linked Models
Key Deliverable
Preliminary Centralized Dashboard, displaying relevant and live KPIs that identify the baseline metrics of the firm. Initial Company Status Report discussing key performance indicators (KPIs).
2
The Market Sizing Diagnostic
Weeks 9-11
// Objective
Identify lucrative white spaces for immediate capture and map market saturation.
// Action Steps
- Map highly lucrative white spaces where immediate share can be captured
- Identify market saturation points for existing products
// Linked Models
Key Deliverable
Market Saturation Report & White Space Map.
3
The Acquisition Sprint
Weeks 12-14
// Objective
Optimize acquisition economics and calculate true cost of growth.
// Action Steps
- Perform a fully loaded CAC Audit
- Identify where sales momentum stalls in the funnel
// Linked Models
Key Deliverable
Sales Velocity Dashboard and Go-To-Market Efficiency Report.
4
The Retention Calibration
Weeks 15-17
// Objective
Plug revenue leaks and maximize customer lifetime value.
// Action Steps
- Perform Churn Analysis and LTV Segmentation
- Identify expansion opportunities within existing accounts
// Linked Models
Key Deliverable
Customer Retention & Upsell Strategy Document.
5
The Yield Launch
Weeks 18-24
// Objective
Launch sophisticated pricing structures and execute market expansion.
// Action Steps
- Implement Tiered Pricing & Bundling Optimization
- Execute the market expansion rollout plan
// Linked Models
Key Deliverable
Market Expansion Pricing Rollout Plan and finalized Yield Maximization Strategy.