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HOW TO USE THIS

  • Read through the list of client concerns (examples at the bottom of this page.)
  • Build a case for how you could address each concern to add value.
  • This could relate to current clients or prospective clients.
  • If you need to change your checkbox options while going through this process, just click on the “Save draft” button and click on the relevant link – below the question you are answering – to do this.
  • Once you’re done, just return to Step 3 to continue.
  • Click on the “ADD A NEW CONCERN” button at the end of this section each time you wish to repeat it.
  • Repeat up to 20 times. Remember to click on the “Save draft” button before doing so.
  • If, for some reason, your screen seems to be frozen, just refresh your browser window. If that does not work, try clicking on the “My Account” option on the menu, and go back to The Value Story Builder questionnaire from there

HOW TO MAKE IT EASIER TO COMPLETE THIS PROCESS

  • Depending on how you work, you may want to create a high-level view first and then fill in the detail.
  • To do this, you may prefer to choose all your concerns first and then fill in the details later.
  • You can move freely between Step 3 and Step 4, to review your work in progress, as you fill in the detail.

HOW TO MAKE IT EASIER TO COMPLETE THIS PROCESS

  • Depending on how you work, you may want to create a high-level view first and then fill in the detail.
  • To do this, you may prefer to choose all your concerns first and then fill in the details later.
  • You can move freely between Step 3 and Step 4, to review your work in progress, as you fill in the detail.

Situations that might result in a specific concern. Click on the ones that interest you for specific examples.

  • Buying something that most people would regard as being in bad taste.
  • Business colleagues noting that you have appointed a consultant without the necessary skills to do the job correctly.
  • Buying a product that is clearly not environmentally friendly.
  • Exposing a business to risk by not taking out the necessary insurance cover.
  • A single consumer facing a legal battle against a large corporation.
  • An entrepreneur starting off as a one-person business.
  • An elderly person facing home security challenges.
  • Trying to choose the right investment without using the services of a broker.
  • A single mother having to pay for childcare who requires legal assistance.
  • Having to pay for medical bills without having health insurance.
  • Not being able to replace equipment after a burglary at your business due to a lack of insurance.
  • Not having sufficient skills within your business to deliver on a project as promised.
  • Not being accepted by people on a social level due to education or income.
  • A business that is not welcomed by the community due to the way it has behaved in the past.
  • A business that cannot get sales due to it having no track record whatsoever.
  • A business that is not supported by investors due to the investments it has made over time.
  • Not being able to retire due to poor investment advice.
  • Losing money due to inadequate legal advice.
  • Not meeting business targets due to ineffective marketing consultancy.
  • Not getting the job done because your business hired the wrong person.
  • Poor work from a building contractor that does not match expectations.
  • A supplier in the food industry whose hygiene standards are inadequate.
  • A car that isn’t safe to drive due to inadequate safety features.
  • A parts supplier to a business who cannot deliver on time regularly as specified in the service level agreement.
  • A manager in a business does not have the necessary skills for problem-solving.
  • A homeowner that requires legal advice to better understand the intricacies of the sales contract and related processes.
  • A business that hires a software developer to develop an application for its business.
  • Consulting with a specialist for a specific medical opinion.
  • Dealing with a financial institution after experiencing credit card fraud.
  • Dealing with a short-term insurer when your claim is not paid out.
  • A small business after its IT system is compromised.
  • A business that cannot raise the necessary financing to stay in business.
  • A business that cannot expand as it lacks the financing to purchase more advanced equipment.
  • An investment product that includes options that you do not require, but lacks the options you find necessary.
  • A banking product that provides limited web access functionality.
  • A business facing a limited pool of people to hire from within its geographic area.
  • Making the wrong investment.
  • Partnering with the wrong supplier.
  • Hiring the wrong tax consultant for the job.
  • Choosing the wrong financial institution when operating offshore.
  • Being sued for malpractice.
  • Suffering an injury due to poor security.
  • Following the wrong advice and suffering a financial loss.
  • Following a course of action that harms your reputation.
  • A farmer without insurance after a hailstorm.
  • An overly aggressive investment strategy that goes wrong and suffers significant losses.
  • A small business that is sued after a customer is injured on its property.
  • Facing a life-threatening medical emergency without health insurance.
  • Wearing an item of clothing that is not deemed to be acceptable by your peers.
  • A business whose social media campaign causes unintended harm resulting in embarrassment.
  • Buying the wrong car as deemed by your peers.
  • Making the wrong business decision that has undesirable results.
  • Not succeeding professionally due to inadequate education.
  • A business failing to expand successfully into a new market after spending substantial amounts and time in these efforts.
  • Not living in a desirable suburb.
  • A business that loses several key accounts through its own negligence.
  • Being overcharged by suppliers.
  • Becoming arrogant and believing that you should not consider alternative advice for your future business success.
  • Becoming a target for fraudsters and other criminals.
  • Sticking with the same business model.
  • Not giving your child a good education.
  • A business that does not treat its customers in alignment with its stated brand values.
  • A business that does not treat its employees well.
  • Not ensuring that your family is covered by adequate health insurance.
  • Being able to retire comfortably due to your investments.
  • A business responding to the impact of their industry being digitized.
  • A business whose customer demographics and related tastes are changing markedly.
  • Being financially equipped to afford to be a parent.
  • The consequences of managing a business that has been found to be acting unethically.
  • Facing a court on charges of committing fraud.
  • A business that has been found to have taken advantage of the community that it operates in.
  • Committing an act that your peers find to be reprehensible.
  • A business whose campaign on social media is misinterpreted.
  • A business that has ended up unintentionally hiring dubious suppliers through a subcontracting agreement.
  • A consumer being seen using a socially undesirable product that was bought for them. e.g. Poor green credentials.
  • A consumer being seen using a product that they did not realize was created using socially unacceptable labor sources. e.g. Child labor.
  • A business that is not accepted by the community due to their employment practices.
  • A business that is not accepted by certain customer segments due to their pricing practices.
  • Consumers that are not accepted by their peers due to their perceived poor fashion sense.
  • Consumers that are not accepted by their peers due to the brands that they support.
  • A consumer that enters into a one-sided legal agreement without realizing the consequences, due to not seeking legal advice.
  • A person facing terminal illness due to not having checkups with a doctor earlier on in their life.
  • A business that appoints a key executive without vetting that person properly.
  • A food manufacturing business using a supplier that has recently had quality control issues which they have not disclosed.
  • Someone without health insurance facing massive, unexpected medical bills.
  • Someone without insurance that is facing a substantial legal claim for damages.
  • A business that is facing rapid technological changes but that still refuses to change its business model.
  • A business with a traditional media strategy that is trying to come to grips with selling through social media.
  • Supporting a charity that is helping out following a natural disaster.
  • Working on changing an organization’s corporate culture after experiencing poor ethical actions.
  • Changing your way of meeting customer needs following a drop in sales revenue.
  • Taking out the appropriate insurance after witnessing someone facing a financially disastrous event without being insured.
  • A business that is concerned about how extreme currency fluctuations will affect its ability to import goods for sale.
  • A business that may lose sales due to unpredictable tariffs on its exports.
  • Concerns about safety while on a trip to a foreign country.
  • A parent’s concern that the vehicle their child drives in is unsafe in the event of a collision.
  • A business trying to recover its reputation after an act of fraud by an executive.
  • Trying to restart business operations after a natural disaster, such as a tornado or flood.
  • The effect on a family after the passing of a family member.
  • Changes in a family’s financial liquidity after a market crash.
  • A business not staying up to date with changing customer tastes.
  • A business not retaining its best employees.
  • Not planning for your financial future, such as marriage or retirement.
  • Not planning for risks that could have far-reaching consequences.
  • The consequences of having your confidential data compromised due to data theft.
  • The long term effect on your family’s finances after a fraud has been perpetrated against you.
  • The survival of a business after dishonesty or fraud has been uncovered and legal action has been instituted against that business.
  • The inability to attract and retain clients after fraud or dishonesty within a business has been revealed.
  • Someone who is starting to save money too close to their retirement.
  • Neglecting your significant others because you are too busy driving long distances to work.
  • Trying to reconfigure a business to compete more effectively when competitors have taken much of your territory.
  • Trying to collapse the time taken for innovation within a business.
  • Managing your online profile to assist with career advancement.
  • Dressing appropriately for the occasion.
  • A business needing to be highly regarded by all its stakeholders.
  • Growing your business through word-of-mouth.
  • Needing time out from a relationship to focus on interests best aligned with maintaining your personal identity.
  • Consuming media that helps you stay connected to your cultural identity. e.g. Culturally-based social media pages and posts.
  • Keeping a business’ unique entrepreneurial culture even as it grows rapidly.
  • Maintaining a brand’s unique identity even as it is sold across a diverse range of distribution channels.
  • Not being accepted by your peers due to your sense of taste.
  • Not being accepted by your colleagues due to your education or social class.
  • Not being accepted on a professional level due to your career track record.
  • Not being accepted by your peers due to the causes that you either support or do not support.
  • Not having credibility with clients due to past events.
  • Not having credibility with investors due to past events.
  • Not being accepted within specific social circles due to word-of-mouth.
  • Difficulties with suppliers, such as insurers, due to past events.
  • Gaining attention due to changes in personal income.
  • Getting attention due to changes in the business’ employee makeup.
  • Getting attention due to changes in a business’ security procedures.
  • Getting attention due to changes in health as a result of aging.