Project Title: Develop a Customer Retention & Business Growth Plan for H2 2022

Greenspan Consulting, LLC

Details
Project Title Develop a Customer Retention & Business Growth Plan for H2 2022
Project Topics Growth Strategy Marketing Sales & Business Development
Skills & Expertise
Project Synopsis: Challenge/Opportunity
We aim to increase the impact of wellness and environmentally friendly companies through growth marketing plans at Greenspan Consulting. Currently, we have an opportunity to increase the impact we create because the wellness industry is growing excessively. The opportunity is to build a growth strategy focused primarily on retaining clients, enhancing digital presence, and building our internal operations to be able to handle projects more efficiently. Ideally, we can start to execute some of the strategies we create. There will be funding and an admin dedicated to this opportunity if we get the chance to work together. To achieve this growth goal, I believe we will need to start with some research to get the team up to speed on the industry. Then I think we will need to evaluate our value proposition and ideal customer profile. From there, we will need to build an omnichannel approach, both on the marketing side and the business development side. They once prioritized, we can begin to execute here. To be more specific, think of digital marketing and business development plans. But since we are youthful, quick-acting, and willing to test, we can get creative here. A success here would be to have higher converting marketing funnels (email campaigns, impact from PR, etc.), a sales process that is established and proven by an increased pipeline, and an increased retention rate. Numbers and KPIs are to be defined but these are all quantifiable.
Project Synopsis: Activities/Actions Required
Project Synopsis: Expected Results

Project Timeline

Greenspan Consulting, LLC - Develop a Customer Retention & Business Growth Plan for H2 2022
Due Date
Activities
Deliverables
Status
Action
Sun, 01/02/22
12:00 AM UTC
REMINDER OF CONFIDENTIALITY
No Deliverables
No deliverables are required for this action item.
Description:
During this program, you'll be working on a real project posed by our industry partner, Greenspan Consulting. By registering for the CapSource system and participating in this Program, you are bound by the Rules of Engagement, including strict confidentiality of information shared with you. Please be respectful and professional.
Sun, 01/02/22
12:00 AM UTC
FACULTY Check-In / TEAM Meetings (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
All Teams Check-In with Faculty Mentor (Dr. Chase) Individual Team Meetings (Team Leaders) Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Sun, 01/02/22
12:00 AM UTC
KICKOFF ASSESSMENT DUE
Required Evaluation
Evaluation submission is required.
Description:
Survey link:�https://forms.gle/GCHRf9T5ytWwur5KA Instructions: For \'Name of Company/Organization you worked with\' use \'Greenspan Consulting\' For \'What is the title of the project you are working on?\' use \'Growth Strategy\'
Mon, 01/03/22
12:00 AM UTC
FACULTY Check-In / TEAM Meetings (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
All Teams Check-In with Faculty Mentor (Dr. Chase) Individual Team Meetings (Team Leaders)   Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Tue, 02/01/22
12:00 AM UTC
Program Kickoff
No Deliverables
No deliverables are required for this action item.
Location:
Sat, 03/05/22
12:00 AM UTC
UPLOAD: Final Presentation & Executive Summary Files (Teams 1-3).
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
Upload Final Presentation file (in pdf format) and Executive Summary file (in pdf format) to CapSource.
Sat, 03/05/22
12:00 AM UTC
MILESTONE #6: FINAL PRESENTATION (Teams 1-3)
Required Evaluation
Evaluation submission is required.
Description:
TEAM 1 (5:00pm-5:30pm) TEAM 2 (5:30pm-6:00pm) TEAM 3�(6:00pm-6:30pm)   Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Wed, 05/04/22
12:00 AM UTC
DUE: MILESTONE #4 (All Teams)
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
  Upload Milestone #4 file(s) in pdf format to CapSource
Wed, 05/04/22
12:00 AM UTC
FACULTY Check-In / TEAM Meetings (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
All Teams Check-In with Faculty Mentor (Dr. Chase) Individual Team Meetings (Team Leaders)   Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Tue, 08/02/22
12:00 AM UTC
DUE: MILESTONE #1 (All Teams)
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
Upload Milestone #1 (Infograph) to CapSource.
Tue, 08/02/22
12:00 AM UTC
PROJECT KICK-OFF Meeting
No Deliverables
No deliverables are required for this action item.
Description:
Kick-Off Meeting with WUV, CapSource and Greenspan Consulting. 5pm-6pm EST Zoom: Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Wed, 08/03/22
12:00 AM UTC
CHECK-IN with Greenspan Consulting (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
Wed, 10/05/22
12:00 AM UTC
UPLOAD: Final Presentation & Executive Summary Files (Teams 4-5)
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
Upload Final Presentation file (in pdf format) and Executive Summary file (in pdf format) to CapSource.
Wed, 10/05/22
12:00 AM UTC
PROJECT WRAP-UP Meeting
No Deliverables
No deliverables are required for this action item.
Description:
Project Wrap-Up with Greenspan Consulting (6:30pm-7:30pm)   Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Wed, 10/05/22
12:00 AM UTC
MILESTONE #6: FINAL PRESENTATION (Teams 4-6) & PROJECT WRAP-UP
Required Evaluation
Evaluation submission is required.
Description:
Team 4�(5:00pm - 5:30pm) Team 5�(5:30pm - 6:00pm) Team 6�(6:00pm - 6:30pm) Wrap-Up�(6:30pm - 7:30pm) Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
Sun, 12/04/22
12:00 AM UTC
FACULTY Check-In / TEAM Meetings (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
TEMP CHECK #3 DUE
Required Evaluation
Evaluation submission is required.
Description:
CHECK-IN with Greenspan Consulting (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
CHECK-IN with Greenspan Consulting (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
Check-In with Greenspan Consulting (5:00pm-6:00pm)   Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
TEMP CHECK #2 DUE
Required Evaluation
Evaluation submission is required.
Description:
FINAL SELF ASSESSMENT DUE
Required Evaluation
Evaluation submission is required.
Description:
FINAL PEER ASSESSMENT DUE
Required Evaluation
Evaluation submission is required.
Description:
MILESTONE #3: PRESENTATION (All Teams)
Required Evaluation
Evaluation submission is required.
Description:
TEAM 6� (5:00pm-5:15pm) TEAM 5�(5:15pm-5:30pm) TEAM 4�(5:30pm-5:45pm) TEAM 3�(5:45pm-6:00pm) TEAM 2�(6:00pm-6:15pm) TEAM 1�(6:15pm-6:30pm) Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
MILESTONE #5 (All Teams)
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
Upload Milestone #5 file in pdf format to CapSource.
Sign-Up for CapSource Account
No Deliverables
No deliverables are required for this action item.
Description:
Sign-Up for CapSource Account. Add your photo to your profile.
TEMP CHECK #1 DUE
Required Evaluation
Evaluation submission is required.
Description:
MILESTONE #2: PRESENTATION (All Teams)
Required Evaluation
Evaluation submission is required.
Description:
TEAM 1�(5:00pm - 5:15pm) TEAM 2�(5:15pm - 5:30pm) TEAM 3� (5:30pm - 5:45pm) TEAM 4� (5:45pm - 6:00pm) TEAM 5�(6:00pm - 6:15pm) TEAM 6�(6:15pm - 6:30pm)   Meeting ID: 828 7747 6211 Passcode: 512419�https://us02web.zoom.us/j/82877476211?pwd=b2ZhL2FQR1BvUTA1ZkxkUHU1QlBWUT09
UPLOAD Milestone #2 Presentation File (All Teams)
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
Upload Milestone #2 Presentation File (in pdf format) to CapSource.
UPLOAD Milestone #3 Presentation File(s) (All Teams)
Required Deliverable
Required Deliverable
Deliverable submission is required.
Description:
Upload Milestone #3 Presentation file(s) in pdf format to CapSource.
CHECK-IN with Greenspan Consulting (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
CHECK-IN with Greenspan Consulting (All Teams)
No Deliverables
No deliverables are required for this action item.
Description:
NO CLASS - WUV Spring Break Week
No Deliverables
No deliverables are required for this action item.

Program Managers

Name Organization
John Chase Washington University of Virginia

Teams

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