Appleton Greene News

Service objectives

The following list represents the Key Service Objectives (KSO) for the Appleton Greene Business Development service.

Appleton Greene & Co Global 1

Company Analysis

 The first service to be provided is an extensive analysis of the company that I have been retained for as a consultant. That includes the actual business development plan or strategy, the structure of the company (departments, divisions, areas), an organizational chart, some basic financial information, the sales strategy plan, marketing plans, client list, providers list, potential customer list, markets to be targeted or that are being targeted already, production process chart (depending on the company type this production process will refer to either services or products), a competitor’s list and a customer relationship management program if any. Also this information will give the company a picture of their real actual situations in terms of business development and business growth. Having all this information collected it allows me to identify the Strengths, Weaknesses, Opportunities and Threats (SWOT) and create a simple chart that will be the basis of the Business Development Plan to be developed. This data will also give us the path to search for potential growth opportunities.

Appleton Greene & Co Global 2

Feedback Gathering

 After reviewing all the data compiled before and after doing the actual photography of the company and the first sketch of the Business Development Plan (BDP), what is most important is to gather as much information from the key employees and executives of the company. This will help us to get and integrate their feedback, experience and knowledge into the plan and to make sure that all of them are engaged and motivated to make sure the company is ready for the implementation of the growth opportunity successfully. Also this will help us to evaluate if the Business Development Plan will be implemented and effective in a near future.

Appleton Greene & Co Global 3

Market Research

 It is very important to obtain an accurate market analysis to understand and identify the potential growth opportunities for the company and target potential direct clients. This information will help us to draw the path on the business development strategy to follow, without having a clear understanding of the market and without having a big list of targets is going to be difficult to implement a business development strategy. To get this information we will be using the market studies the company may already have, internet research, press notes and any instrument that may give us enough data to proceed with the plan. Then we will collaborate with marketing and sales departments to align the three strategies since, obviously, they need to follow the same path and become one single goal for the company.

Appleton Greene & Co Global Ms Juliol

Prepare Plan

 The key elements to consider when the plan is developed and prepared are: actual situation of the company, products or services the company wants to sell and understanding its production, the market situation and goals to be achieved and expectations (results and timing). Then, the process is to follow a methodology (step by step for all departments involved and even including senior management) to implement the plan. It is important to engage the key employees and/or management that will be directly involved on the action plan since a business development plan is always a team work.

BDP Implementation
The final step of the Business Development Plan (BDP) is to implement the strategy that has been developed by the consultant along with management and key employees. This means to take action and start the new process of finding new opportunities for potential growth. One of the first steps is to integrate CRM (Client Relationship Management) software in the company if there was not any. This software helps to keep up to date the status of relationship with Clients and, especially and foremost, to coordinate the efforts and actions taken by the marketing department, the sales department and the business developer thus helping to make some strategic decisions as a team and avoiding mistakes such as repeating contacts to the same client from different departments which makes you look inefficient an internally uncoordinated. This CRM software may also be connected to any sales, marketing and accounting programs to “square the round” and have a complete Costumer File (CF) where, in one click, you may see all the actions and activity done with this specific client. Then you complete your full Customer Database and your follow up for any client becomes really easy.


Every business, whether they are a huge multinational or a small enterprise, needs an accountant. Generally accountants offer financial advice to clients by managing cash flow and monitoring profit and loss, but this is increasingly joined by the supply of financial information that could influence the strategic development of organizations. The Accountancy sector is modern and fast-moving. It uses the latest technology and attracts some of the most motivated and intelligent graduates from a wide variety of degree backgrounds. Globally, the accountancy sector is dominated by the “Big Four” accountancy firms – PriceWaterhouseCoopers, Ernst & Young, KPMG and Deloitte & Touche – and their thirst for new talent is a year-round strategy. Nearly 10 percent of all graduates choose a career in accountancy, and a vast majority of them go into audit departments within the Big Four. The global accountancy market has grown by 3.4% to reach a value of $364.3 billion. The global accountancy market is forecast to have a value of $487.6 billion, an increase of 33.9%. The global accountancy market has total revenues of $396.0bn, representing a compound annual growth rate (CAGR) of 2.7%.


In the United States, the industry has around $850 billion in annual revenue according to statistics tracked by the Census Bureau, with an $857 billion annual rate, of which $600 billion is private (split evenly between residential and nonresidential) and the remainder is government. There are about 667,000 firms employing 1 million contractors (200,000 general contractors, 38,000 heavy, and 432,000 specialty); the average contractor employs fewer than 10 employees. As a whole, the industry employs an estimated 5.8 million. A salary survey revealed the differences in remuneration between different roles, sectors and locations in the construction and built environment industry. The results showed that areas of particularly strong growth in the construction industry, such as the Middle East, yield higher average salaries than in the UK for example. Despite adverse economic conditions, the global construction industry has witnessed growth during the past five years and the market is forecast to reach US $8,929 billion with a CAGR of 7.3% over the next five years. The Construction industry consists of establishments primarily engaged in the construction of residential construction, commercial buildings, and infrastructural projects. The industry also includes additions, alterations, maintenance, and repairing activities. The industry is highly fragmented in terms of suppliers and buyers and highly dependent on consumer spending, interest rates, and government spending in different countries.


Management consulting, the practice of helping organizations to improve their performance, operates primarily through the analysis of existing organizational problems and the development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants’ specialized expertise. Consultancies may also provide organizational change-management assistance, development of coaching skills, process analysis, technology implementation, strategy development, or operational improvement services. Management consultants often bring their own proprietary methodologies or frameworks to guide the identification of problems and to serve as the basis for recommendations for more effective or efficient ways of performing work tasks. Management consulting has grown quickly, with growth rates of the industry exceeding 20% during the past 30 years. As a business service, consulting remains highly cyclical and linked to overall economic conditions. Currently, there are three main types of consulting firms. Large, diversified organizations, Medium-sized management consultancies and boutique firms that have focused areas of consulting expertise in specific industries, functional areas, technologies, or regions of the world. The value of the management & marketing consultancy market is calculated as the total revenues received for the provision of corporate strategy services, operations management services, information technology solutions, human resource management services and outsourcing services. The global management & marketing consultancy market has total revenues of $305.0bn, representing a compound annual growth rate (CAGR) of 3%. The operations management segment is the market’s most lucrative, with total revenues of $93bn, equivalent to 30.5% of the market’s overall value. The performance of the market is forecast to accelerate, with an anticipated CAGR of 7% during the next 5 years, which is expected to drive the market to a value of $427.9bn.

Real Estate

The Real Estate and Rental and Leasing sector comprises establishments primarily engaged in renting, leasing, or otherwise allowing the use of tangible or intangible assets, and establishments providing related services. The major portion of this sector comprises establishments that rent, lease, or otherwise allow the use of their own assets by others. The assets may be tangible, as is the case of real estate and equipment, or intangible, as is the case with patents and trademarks. This sector also includes establishments primarily engaged in managing real estate for others, selling, renting and/or buying real estate for others, and appraising real estate. These activities are closely related to this sector’s main activity, and it was felt that from a production basis they would best be included here. In addition, a substantial proportion of property management is self-performed by lessors. The main components of this sector are the real estate lessors industries (including equity real estate investment trusts (REITs); equipment lessors industries (including motor vehicles, computers, and consumer goods); and lessors of non-financial intangible assets (except copyrighted works). After years of decline in the wake of the sub-prime mortgage crisis, the credit crunch and the Great Recession, the Real Estate Sales and Brokerage industry is finally beginning to recover. Although revenue remains below its pre-recession peak at the height of the housing bubble, during the next five years, industry revenue is expected to increase at an annualized rate of 3.4% to reach $114.0 billion.


Retail is the sale of goods and services from individuals or businesses to the end-user. Retailers are part of an integrated system called the supply chain. A retailer purchases goods or products in large quantities from manufacturers directly or through a wholesale, and then sells smaller quantities to the consumer for a profit. Retailing can be done in either fixed locations like stores or markets, door-to-door or by delivery. An increasing amount of retailing is done using online websites, electronic payment, and then delivered via a courier or via other services. Rising GDP growth, burgeoning population, greater disposable income, and increasing consumer spending are combining to drive the Global Retail industry and opportunities for retail segment players. The market is forecast to reach an estimated $20,002 billion with a CAGR of 3.9% over the next five years. The retail industry comprises establishments engaged in selling merchandise or commodities for personal or household consumption, mainly consisting of apparel and accessories, technology, food and beverages, home improvement, specialty, pharmaceuticals, and others. Recently, as developed nations begin to emerge from recession, their economies recover, and unemployment rates begin to fall, the market segments are experiencing some renewed growth. The retail industry is highly fragmented and is dependent on macroeconomic factors such as GDP, disposable income, and consumer spending. Asia Pacific (APAC) dominates the industry, representing 35% of the global market. The APAC retail industry is expected to drive the market and grow at the highest rate among all regions. The global economic recession, inflation, and high unemployment rates are some of the challenges that are negatively affecting the retail industry. Conversely, some factors that are likely to boost sales in the industry include urbanization, technological growth, increase in product demand and selection, and the continued popularity of online purchasing. A combination of factors such as demographics and consumer spending habits impacts market dynamics significantly.

Bronze Service

Monthly cost: USD $1,000.00
Time limit: 5 hours per month
Contract period: 12 months

Bronze service includes:

01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management


The Bronze Client Service (BCS) for Business Development provides clients with an entry level option and enables client contacts to become personally acquainted with Ms. Juliol over a sustainable period of time. We suggest that clients allocate up to a maximum of 5 Key Employees for this service. Your Key Employees can then contact the consultant via email, whenever they feel that they need specific advice or support in relation to the consultant’s specialist subject. The consultant will also be proactive about opening and maintaining communications with your Key Employees. Your Key Employees can list and number any questions that they would like to ask and they will then receive specific answers to each and every query that they may have. Your Key Employees can then retain these communications on file for future reference. General support inquiries will usually receive replies within 48 hours, but please allow a period of up to 10 business days during busy periods. The Bronze Client Service (BCS) enables your Key Employees to get to know their designated Appleton Greene consultant and to benefit from the consultant’s specialist skills, knowledge and experience.

Silver Service

Monthly cost: USD $2,000.00
Time limit: 10 hours per month
Contract period: 12 months

Bronze service plus

01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis


The Silver Client Service (SCS) for Business Development provides more time for research and development. If you require Ms. Juliol to undertake research on your behalf, or on behalf of your Key Employees, then this would understandably require more time and the Silver Client Service (SCS) accommodates this. For example, you may want your consultant to undertake some research into your management, performance, business, or training processes, with a view towards providing an independent analysis and recommendations for improvement. If any research and development, or business analysis is required, then the Silver Client Service (SCS) is for you.

Gold Service

Monthly cost: USD $3,000.00
Time limit: 15 hours per month
Contract period: 12 months

Bronze/Silver service plus

01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training


The Gold Client Service (GCS) for Business Development is intended for more detailed evaluation and assessment, that may require your Key Employees to have monthly meetings or interviews with Ms. Juliol. These meetings and interviews can be conducted over the telephone, Skype, or by video conference if required. The consultant can also attend your business premises, an Appleton Greene office, or another mutually beneficial location, but please note that clients are responsible for the costs of any disbursements separately, including travel and accommodation. This service enables you to integrate the specific skills, knowledge and experience of your designated consultant into your Key Employee management team. The Gold Client Service (GCS) can also incorporate training workshops, business presentations and external meetings with customers, suppliers, associations, or any other business-related stakeholders.

Platinum Service

Monthly cost: USD $4,000.00
Time limit: 20 hours per month
Contract period: 12 months

Bronze/Silver/Gold service plus

01. Project planning
02. Project development
03. Project implementation
04. Project management
05. Project review

The Platinum Client Service (PCS) for Business Development is our flagship service and will be required if you need Ms. Juliol to facilitate the planning, development, implementation, management, or review of a particular project relating to his specialist subject, which would obviously require more time and dedication. This service enables you to reserve up to 12.5% of the consultant’s working month and provides a more hands-on service as and when required. If you need more time than this, then this can always be arranged, subject of course to the consultant’s ongoing availability. The benefit of having an external consultant involved in projects is they provide an independent perspective and are not influenced by internal politics, day-to-day responsibilities, or personal career interest. They provide objectivity, specific knowledge, skills and experience and will be entirely focused upon the tasks at hand. The Platinum Client Service (PCS) will provide your organization with a valuable resource as and when you need it.


Customer Service
  1. Business growth
  2. Customer satisfaction
  3. Reduced risk
  4. Employees motivation
  5. Process improvement
  6. Increased efficiency
  7. Happy shareholders
  8. Better reputation
  9. Repeating business
  10. Sales increased
  1. Increased motivation
  2. Clear expectations
  3. Enhanced efficiency
  4. Issues solutions
  5. Strategic goals
  6. Business plan
  7. Issues prevention
  8. Better performance
  9. Internal communication
  10. Customer service
  1. Branding position
  2. Better image
  3. Product promotion
  4. Customer motivation
  5. Shorter response
  6. More sales
  7. Valuable relationships
  8. Community service
  9. Gain credibility
  10. High-quality content


This service’s current clients or employers include:

PGI Engineering

Since 1992, PGI Grup has been composed by different engineering companies and technical consulting firms specialized in MEP & FP design, facilities monitoring and maintenance, energy… for all different kinds of buildings and has designed more than 3000 projects worldwide. Its trademark accompanies PGI Engineering through its national and international expansion, by means of its own headquarters in Spain and other collaboration agreements -Joint ventures- in Europe (France and Switzerland), Latin America (Mexico, Peru, Bolivia and Brazil), North America and North Africa (Morocco), as well as being involved directly or indirectly in several projects in more than 20 countries. Professionals composing PGI Engineering have multidisciplinary training in different areas of the sector, as well as good knowledge and market experience. Approaching and understanding the different needs of each individual client, adjusting to the real necessities of each project and carrying out the adequate tasks at every moment ensures every project has the “Engineered by PGI” identity

PGI Engineering – Click Here