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Engagement Process - Four (4) Key Steps  


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tomic&company provides a simple four step process which serves to assess the client needs and to determine the collaboration model which will ensure achievement of the business objectives.

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Strategic Assessment
Engagement Model

Step 1: Strategic Assessment

The core aim of this first session (strategic assessment) is to assess the needs of the organisation and to determine how tomic&company will be able to assist the potential client to achieve their desired objectives. This meeting will be structured with a typical duration of 90 minutes. It may be held virtually.


This session is complementary. Attendees should be the business owner(s), the Chief Executive Officer and/or senior business development executives.


Client preparation will be required, which will provide feedback on the following topics:


  • A short situational analysis of the business. Overall performance, limitations, successes etc

  • Portfolio overview - a summary of the portfolio. What are the portfolio objectives?

  • In which segments and channels is the company participating?

  • What is the international scope of the company?

  • What business objectives does the client wish to achieve?

  • What is the current organisational structure?


Post meeting: tomic&company will propose an engagement model and the client will decide whether they wish to proceed to engage Tomic & Company and if so, which model they believe will be most effective given the clients objectives.

Step 2: Selection of Engagement Model

tomic&company offers five (5) engagement options, which are as follows:

  1. Board role or Advisory role

  2. Strategic Engagement

  3. Project Task

  4. Sales Incentive

  5. Flexi-Consult

tomic&company offers five (5) engagement options, which are show below:

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Step 3: Strategy, Alignment & Operational Planning

  1. Insights & Research phase – understand the broader market context, industry players, competitive position, profitability, and other core industry trends and insights

  2. Strategic and Operational planning – within the defined scope, undertake a strategic assessment. The purpose of this stage is to workshop and define the strategic direction, portfolio strategy, go-to-market strategy and to develop / validate a workable value chain.

  3. Preparation of detailed Execution Plan


Typically, the turnaround time for this phase is maximum 4 weeks. A detailed go-to-market strategy document will be discussed, prepared, and presented in close collaboration with the client.

The level of detail and the overall nature of the plans will be determined by the choice of engagement model (e.g., if the collaboration will be shorter or longer term).


Step 4: Execution / Market Engagement Phase

We are now ready to KICK-START the realisation of the plan to achieve the agreed sales, revenue and market entry objectives.

Typically, the following events and actions will take place:

  • Direct contact will be made with international partners

  • Presentations of client products and services will take place

  • Confirming portfolio strategy

  • Negotiation of market entry (including activation of route-to-market plan)

  • Commercial terms negotiations and value chain assessment

  • Market visits may occur as agreed with client

Opera House
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