Tools & Resources
Consulting & Sales 101
Process & Client Essentials
Acronyms & Terms
BIG Facts
100
It is the single source of client truth
The Client One note
100
Consulting is about creating this
Value
100
A must before engaging any freelancer or vendor
Up to date Vendor NDA
100
Employee at Blu Ivy
Bluube
100
Blu Ivy, we found it then!
2012, the year Blu Ivy was founded
200
You maintain it weekly, it houses everything you need to know about client projects
Asana+ Client Project Board
200
This HBR term reflects why consulting is hard, also something that consultants master how to manage
Learning/Credibility Tension
200
How you know what needs to be delivered to a client (or focused on)
Scope of Work
200
The alphabet principle in BD
Always Be Closing (ABC). We’ll also accept Always Be Listening (ABL)
200
The Blu Ivy logo has changed this number of times over the years
3
300
Provides BIG with essential insights about hours and pricing
Timesheets
300
This HBR term involves collects and presenting nuggets to clients, not the edible kind
Crafting Relevance, searching for nuggets of insight and presenting them back
300
It’s a table but also a guide. Lean on it to learn what we sell
Services overview document
300
A tedious questionnaire designed by prospects to make certain BIG employees cry
RFP
300
Mistaken for Beyonce’s daughter, the name actually came from these ideas
Blu Ivy. Blue represent stability and trust. Ivy represents the many impacts of EB work and rapid growth
400
If you need BIG knowledge and approved resources, go here
L&E site
400
Turns out Hans the Horse was an expert at this HBR term
Crafting Substance, or looking for Cues and Responding Accordingly
400
A project management tool (a pair) that clients must get each week
Branded ppt timeline and email update following project update meetings
400
Do this to ensure the EVP is lived and is more than words
Culture Alignment
400
If you say this number, you’d correctly guess the number of provinces or states bluubes live in
4
500
Don’t reinvent the wheel, start with these consistent frameworks for each deliverable
Templates + L&E Site
500
The first thing in a consulting toolkit
Data
500
A new way of launching our work and engaging stakeholders in the process
Smart Start
500
Your EVP is built, now how do you share it?
Activation
500
All seasons at BIG start at this time
Nov 1, start of financial year
600
What’s the biggest challenge that the Asana client template will solve
Trick question - there are a few things. It will improve consistency, improved PM, time tracking and more.
600
What’s the greatest skill a BIG consultant can have?
Trick question, there are 6 essential ones. Listening, Analytical & Strategic Thinking, Creativity & Solution Focus, Flexibility & Agility, Strong Communication, Project Leadership
600
Complete this or you can’t build an EVP
Research – (even reviewing client research if new research isn't in scope)
600
It’s a stage, it’s an inquiry, it’s a way of learning about talent
Workforce research
600
The Company the founders met and fell in love at
Randstad Canada
700
It’s an initiative, a refresh, a fresh start kit, and ensures a Blu thread
BIG Brand Refresh +Templates
700
What resources does the delivery team have to identify additional opportunities with current clients
BD, BIG Way, Quarterly Trends
700
If it doesn’t exist, the contract doesn’t change
Signed Change Order from Stacy
700
Expand your reach with this essential service area
Talent Marketing and Media
700
Go here to hear from founders each week
MS Teams Channel, Big Announcements
800
What's a tool that helps you get strategic and salesy with your client
Account Planning Template
800
True of False, in Consulting, it's important to have all the answers
False - you'll never know as much about the client's business as they do. You task is to better understand the client's problem and co-create a solution
800
Deliverables and client presentations must be provide to who and by when prior to sending to the client
Sr. Director, Advisor, at least 5 days in advance
800
More than words, how you see your EVP
Creative Services
800
Things get wild here
MS Teams Channel - Bluubes in the wild
900
Where should all files be saved (and created)
MS Teams - Client folder or Department Folder
900
What expertise is essential and found in a BIG Consulting Toolkit
(1) Knowledge of BIG Methodology & Process (2) Job & Industry Specific Knowledge
900
What is the Client file naming convention
Client-SOW#-Deliverable-mm.dd.yyyy
900
It’s all about sharing metrics and results but more than that
Impact Reporting
900
Complete this sentence
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