Broad Business Audit, Problem solving & Action Planning to make Progress
Categories: COVID-19 Support, Digital Enablement
Service available in: Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, West Coast, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
Description
My objective is to listen, interpret & then provide you with the clarity, confidence, training, tools & experience to focus on what really matters, to move your business forward immediately. Critical is to ensure we find those key 3-5 objectives, that every decision will point back to. I will a more
My objective is to listen, interpret & then provide you with the clarity, confidence, training, tools & experience to focus on what really matters, to move your business forward immediately.

Critical is to ensure we find those key 3-5 objectives, that every decision will point back to. I will ask you the right questions to enable us to put a workable and realistic Business & Marketing Action Plan in place, which will help you progress and feel better.

Over the last 25 years in business I have worked in family businesses then started and sold my own business to a Fortune 500 company. Every hour that we work together is packed full of that experience. My focus is listening to you and asking the right questions, to help you progress quickly and in the right direction.

By working alongside you with one on one training, at a pace that suits you, you will have the opportunity to experience:

- How to quickly and succinctly evaluate and audit your business.
- How to go about creating the right business plan for you to consider.
- The priority steps to take across red flags, cashflow, staff, operations, customer communications, marketing, governance, risk, as well as re-evaluating your value proposition, asset value, how to build a community from your database, forming strategic relationships, technology, future marketing opportunities, needs & requirements etc.
- How to set objectives and measure outcomes (ROI).
- How to create momentum.
- How to observe and act when required.
- How to ensure calm in the presence of a challenge.

Hourly rate - $350 + GST

or 16 hours for $5000 + GST

Options include but are not limited to:
- Online (Zoom/Skype/Google Hangouts) Discovery meeting detailing your current situation and needs.
- Outcome for Discovery is 2-3 immediate Business Actions, including a top level health & wellness plan
- Further offline preparation
- Preparation of further Business Action Plan, with strategies and tactics, including a health & wellness plan. (Detailed preparation includes utilising your documents, data and any anecdotal evidence where appropriate)
- Further online session to fine tune the Action Plan
- Weekly To Do’s & Accountability (mixture of Zoom/Skype & calls) to ensure progress and make any adjustments, set goals and any other requirements.


Richard Poole/Co-Pilot

BCom, Marketing & Information Systems, Akl University.

Worked at Mercedes-Benz in Marketing.

Worked as a 4th generation family member in our family’s ~100 year old NZ logistics business. Founded a subsidiary. Later sold the businesses to a large multi-national.

Founded GrownUps.co.nz in 2006 - NZ’s largest online lifestyle magazine, social club, braining training hub and product/service offering for the growing 50+ demographic. GrownUps grew to over 150,000 members and close to 200,000 monthly visitors, along with attracting Advertisers and long-term relationships with a large number of well-known brands as well as SME’s. Experienced negotiating start-up investment, a JV with Yellow Pages, buy-backs and ultimately selling 100% to Cigna, the 67th largest Fortune 500 company in 2016. Cigna was one of our advertisers. I worked with them in a transition until 2018.

Founded Co-Pilot.co.nz (originally in 2002 and then again post-GrownUps from 2018) and I’ve worked with a large number of both Commercial and Non-Profit organisations, including Southern Cross Health Insurance,, Helloworld, Luxury Rail Trail Tours, Checkmate NZ, Chemwash, eastMed Pharmacy, FRANK Stationery, iServe PIs, ZOOM Pharmacy, NZ Mint, Sign FX, Career Development Company, Horrocks Hampton Law, Alpha Drains, DC Power, Frontier, Glass Systems, Hand Therapy, Hungerball, Auckland Physio, Palm Clinic, Handy Rentals, Boutique Body Corporates, Classic Melbourne, Mondays Wholefoods, Assisting a Singapore-based start-up through idea generation stage, GrownUps, Kea New Zealand, Giltrap North Shore, Mercedes-Benz, Enterprise Motor Group, Wild Appetite, Retail Holdings/Mission Bay The Promenade, Naked Organics, Republic Films, Sunshine Books International, Wild Appetite, Evolu skincare, Orams Marine, Hospices of Auckland, North Shore Hospice, Eastern Bays Hospice, RSA, Marist School & Rotary Clubs of Auckland. less
Contact: Richard Poole
Email: rich.poole@co-pilot.co.nz
Phone: 021742597
Website: http://www.co-pilot.co.nz