IPP Growth Method: Discovery Instrument

Let's capture the picture.

Business Name

Contact Name

Business Email

Website

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Where You Are, Where You Want To Be

Current Annual Revenue *

$

Target Annual Revenue *

$

Timeframe To Hit Target *

months

Average Sales Cycle Length (optional)

days

🧩

The Business

What problem do you solve and for whom?

How do you solve that problem?

Current Growth Spend (everything spent trying to grow, per month)

$

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The Revenue Engine

Revenue breaks down to leads, conversion rate, average sale, and number of transactions.

Leads Generated Per Month

Conversion Rate, % that become paying customers

Average $ Spend Per Customer (per transaction)

$

Average # of Times a Customer Buys Per Year

Profit Margin On What They Sell

%

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The Database & Reach

What's already sitting in the CRM, and beyond it.

# of Current Paying Customers

# of Past Customers (haven't purchased in the last 12 months)

# of Inactive Customers (haven't purchased in over 12 months)

# of Unconverted Opportunities (pipeline)

Email List Size (subscribers, separate from customers)

Social Media Followers (total across platforms, or largest one)

Intellectual Property (trademarks, proprietary process, content library, software, formulas, anything owned)

Do they have a referral program?

Yes

No

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Which Way Are We Growing?

What are you open to as a company?

Relative Risk (1 = Low, 4 = High)

Market PenetrationRisk 1

Increase sales of existing products/services in current market.

Market DevelopmentRisk 2

Introduce existing products/services into a new market.

Product DevelopmentRisk 3

Develop new products/services for existing markets.

DiversificationRisk 4

Create new products/services for new markets.

What The Numbers Already Show

No interpretation, just the math on your own answers.

The Growth Levers

Set the target for each, current shown for reference. No cap, state where you actually want to land.

Combined New Revenue

Combined New Profit

Of The Growth Gap, This Covers

Talk through these numbers with me →

IPP Growth Method™