We remain focused on a Year of Consulting Sales. In an earlier post, we laid out the program and explained the five sales meetings. The documents from those meetings and the explanation will soon be loaded.

1. We have just released the Investor Relations Strategy Proposal, the third engagement generated by those five sales meetings. It is accessible within the Strategy Control Room, Advanced Level.
2. The full engagement from this proposal is also available in SCRA.

In Building a Consulting Practice, our big theme is how we built out the practice from those five meetings.

This proposal template outlines an 8-week engagement to help a company better understand and address potential gaps between share price and intrinsic value. The proposal establishes a structured approach divided into four key phases: developing a shareholder value measurement framework, creating a targeted questionnaire, implementing the questionnaire with shareholders, and analyzing feedback to inform strategy. The document includes specific timelines for each phase and clearly defines deliverables, team structure, and fees.

The proposal shows how to evaluate whether undervaluation stems from communication issues or operational fundamentals through shareholder segmentation and analysis.

This template would be valuable for consultants working with publicly traded companies facing investor relations challenges, particularly when needing to align board understanding with shareholder expectations. It provides a professional framework for presenting complex financial analysis processes while maintaining a focus on actionable outcomes that links strategic planning and shareholder communication.