PrivacySI PartnersYoutubeLinkedin

Proprietary Growth Tools

Make scaling more seamless

Our suite of tried-and-tested proprietary new business tools bring commercial rigour and acumen to your agency. NBM growth tools enable your agency to reduce wastage, increase utilisation and monetise the wasted hours in pitching, delivering long term profitable clients and business growth from existing and future clients.

Audits & Diagnostic Tools

Fitness Assessment

A one-time live audit session to identify key issues in your new business strategy and process. On the spot, we quickly help you prioritise what areas you need to focus on

Healthcheck Diagnostic

We interview key stakeholders to produce a full a comprehensive and deeply insightful report containing specific recommendations and action plans that will help improve your approach, your appeal and your new business success rate.

Lost Pitch Audit

Find out why you really lose pitches, not why you think you lose or what you’ve been told. We interview the client decision-makers who didn’t give you their business to find out why. Our insights will help you improve your pitch win-rate.

Growth Mastery Tools

Growth Stage 1:  Creating A Winning Vision – fixing your headspace and setting your ambitions

The Inner Game Self-Assessment Questionnaire

Refresh your headspace using our Inner Game tool for removing inhibitors to growth. Discover the attitudes and beliefs that are holding you back. This simple process will increase your self-mastery, lift your EQ, and set your mindset on a positive path to success.

The Future Questionnaire

Create your team’s shared vision of the future to give yourselves the best chance of getting there. This powerful tool enables you to project forward three years to where you want to be and determine how you got there.

Goals Questionnaire

Fill in the gap between knowing where you want to be and knowing how to get there. This tool will help you develop your 12-month specific goals and action plan. Remove the guesswork, reduce wasted time on unhelpful activity, and become more focused and disciplined.

Growth Stage 2: Winning Without Pitching– finding your unique hook and achieving rapid organic growth

The Organic Growth Matrix

Grow organically by winning new business from your existing clients. NBM’s Organic Growth Matrix™ is a simple-to-apply tool that produces powerful commercial insight into the untapped potential of your client portfolio. Establish actions to perfect your organic growth strategy,

Think Like Your Client’s CEO Diagnostic and Wrap Report

Win more business by putting your client at the heart of the offer. This tool helps agency teams understand clients’ commercial context and what problems they are really asking you to solve. Use this diagnostic tool to change your mindset from what you can get to what you can give. Ask the right questions, pinpoint the business metrics you move, as seen from the client’s C-suite, and use that insight to define a winning ‘hook’.

Strength Test Your Hook

Is your agency ‘hook’ as effective and persuasive as it could be? This simple questionnaire ensures you perform an objective analysis of your chosen value proposition, to ensure it is centred on a strong commercial insight into what the client needs rather than what you want to sell.

Growth Stage 3: Setting Up Your Team – harnessing your talents and structuring your team

Skills/Will Assessment: The ‘Good/Bad/Love/Hate’ Matrix

Does you team have the critical skills for news business growth? Assess the spread of skill and desire across the team to maximise your growth potential. After completing this exercise, you will know the hidden “loves” and latent “talents” within the team that can be harnessed in the pursuit of business goals – and HR will have an instant guide to required training for the current team and gaps for recruitment.

Growth Stage 5: Before The Room – gathering your intel and focusing your approach

Staff Experience Chart

Track all your staff’s previous experience on client accounts by industry sector. This tool will be part of your sector gap analysis, enabling you to understand the experience you have in your team that you can leverage. It will help you understand your strategic competitive advantages in prospecting new clients.

Agency/Client Experience Chart

Record your agency’s history of experience on client accounts by industry sector. This tool will enable you to understand your strengths and perform gap analysis to identify key sectors to prioritise for prospecting.

Staff Utilisation Calculator

Staff time is your biggest resource, so it’s critical you use it efficiently. This tool will track the amount of your employee’s time used for productive, billable work versus non-billable work, and their cost versus charge-out rates. It will help you identify the best utilisation mix for your staff to ensure your agency remains profitable while seeking new business.

Pipeline Time Planner

Do you know how much time your team will require to win a client? Learn how to use funnel metrics and average conversion rates to calculate how much time you need to allocate to your new business pipeline.

Growth Stage 7: Leading The Room – perfecting each step of proactive prospecting

Meeting 1 Contact Report

Create clear, shareable, actionable insights from your first Client meeting by gathering all the vital information in one place. This simple tool will save time by ensuring the whole growth team is up to speed on the Client’s needs and can collaborate effectively on solutions.

Growth Stage 10: The Pitch Process – key principles of profitable pitching

Profitable Pitching – The OUCH! Factor Formula

We share our proprietary formula, which calculates the revenue required to make your pitching efforts profitable. We call it The OUCH! Factor Formula. Learn how much time to invest in a pitch to make sure the cost of pitching is worthwhile.

Flip The Pitch Calculator

Before deciding to pitch, agency leaders should ask themselves ‘If a client paid us for this time, how much profit would we make from the revenue?’. This simple tool will help you calculate the answer. Viewing pitching in this way leads to a more rigorous approach and helps you assess the true value of the opportunity.

Hazard Plan

In the rush to make the pitch deadline don’t leave out a crucial step – stress checking your battle plan and having a Hazard Plan. The most successful agencies at winning new business via a pitch scenario always leave time to conduct a thorough simulated loss review before they submit their proposals.