HELPING BUSINESS OWNERS MAKE A REAL IMPACT
By Creating Value For Customers and Employees
HELPING BUSINESS OWNERS MAKE A REAL IMPACT
By Creating Value For Customers and Employees
Stop focusing on unimportant things. You’re about to learn exactly how to solve all the problems your company is facing in just one program.
Introducing: Creating Value. Created for business owners. Learn how to boost your company’s growth by providing value to your customers and employees.
Your Definition of Success and How Your Company Can Provide That
About Your Customers
About your Employees
I'll be your guide to more satisfied customers, a happier work environment, and greater revenue! I’m Rob Stephens, Founder of CFO Perspective, which offers financial coaching and education to small business owners.
Before becoming the founder of CFO Perspective, I acted as CFO to multiple small and medium-sized companies. I also was the Director of Operations of a $3 billion company and the program manager for a group of investment advisors.
I'm a CPA and have a master's degree in personal financial planning, so I understand both the personal and business aspects of financial management. I've run hundreds of cash flow projections and budgets, and built multiple profitability systems.
My passion for teaching took me to Gonzaga University, where I teach entrepreneurial finance and behavioral finance to MBA students. Now I’m sharing my knowledge and experience here!
I have a mission: helping owners fulfill their dreams while better serving both their customers and employees. My company gives me the freedom, security, and control I didn't have with my other jobs. And I want YOU to feel the same!
The Creating Value Program will teach you how to prioritize what’s most important while making the right decisions and creating value for EVERYONE.
Look, here's a simple example of what I'm talking about:
Unhappy Employees = TERRIBLE Service
Terrible Service = Unhappy Customers
So...
Unhappy Employees + Unhappy Customers = Unhappy Owners
And here’s where I come in!
When employees aren’t happy, productivity decreases. You end up losing your best employees while the worst stay and create a toxic work environment. Replacing a single employee costs 20% of their salary.
Companies with good employee engagement have:
● 22% more profitability
● 21% more productivity
● Lower staff turnover
● 37% less absenteeism
● 41% fewer quality defects
You get what you value when you provide value to others. Want your business to succeed? Provide great value to both your customers and to employees.
IMAGINE what would happen if you provide THAT value to them! You can expect better customer care, better services, more engagement, and more revenue at a lower cost of time and money! Besides, your employees will be happy to work with you!
The same applies to your customers. And YES! You can provide value to them both. There are certain techniques we’ll go through in the program, so you can find out which ones work for YOUR specific niche and type of business.
People think that if an owner is profiting, it has to be taken from customers and employees. Wrong! Getting value means giving value. That’s because owners, customers, and employees all want the same and your company is the meeting point.
This can be summarized in the three D's, a concept I created to explain this phenomenon.
This course guides you step by step to identify, measure, and increase the value to you, your customers, and your employees.
Are you ready to make a real impact?
Guessing what your customers and employees want wastes your time and money. You may think you know what they want but you likely have blind spots.
There's one way to find out what they want: ASK.
I'll make that easy. You'll conduct a customer survey in the program. I'll guide you step-by-step through the process. I even host the survey on my website for you so you don't have to be a computer guru!
Want the same powerful insights for your employees? You can add an employee survey to the program.
“You own your company to serve YOU and fulfill YOUR dreams and not for you to serve your company…" - Rob Stephens
It’s time to transform your business and provide more value so YOU can get more value too!
Welcome to the Course!
How to use this course
How Do You Create Value?
The Three D's Each Group Wants
The Three D's Summary and Worksheet
What are Your Dreams?
Owner Aspirations and Purpose Worksheet
What Delights You?
Owner Delight Worksheets
How Many Dollars Do You Want/Need?
Minimum Distribution Calculator
The Sustainable Growth Rate
Sustainable Growth Rate Calculator
Customer Dreams
What Dreams Do You Fulfill?
Customer Delight
Customer Survey Planning Worksheet
Submit Your Customer Survey Planning Worksheet
What Are Your Customers Willing to Pay?
Pricing Strategy Workbook
Customer Survey Incentive
Company Logo
Customer Survey Email
Message After the Customer Survey
Hey Rob - Start Creating the Customer Survey!
Approve the Customer Survey
Send the Survey Email to Your Customers
Employee Dreams
Employee Dreams Worksheet
Employee Delight
Employee Delight Worksheet
Employee Dollars
Employee Dollars - Benchmarking
Total Compensation Worksheet Template
For Those Registered for the Employee Survey Value Add-On Module
Identify the Top Priority Projects
Start, Stop, Continue Worksheet
Create a Task List for the Top Three Projects
Project and Task Worksheets
Optional: Prioritization Pack
The Total Value Score
Total Value and KPI Workbook - Entry
Total Value and KPI Entry Worksheet
Total Value and KPI Workbook - Reports
Where to Go From Here
Help Me Improve This Course
Testimonial
This investment is tiny compared to the value you’ll receive from the:
You can join by clicking the Join Now buttons at the bottom of this page.
Most importantly, you’ll be building the business of your dreams.
The other sections are styled to help you create beautiful, high-converting pages. If you already know exactly what you want, use this section to add text, images, video, audio, etc. and build something completely custom. This is your sandbox — create what you want!