A consulting session with Juan Carlos Elías follows three steps: reviewing the business's current state, identifying specific opportunities, and building a prioritized action plan you can act on right away. Here is what each step actually looks like.
The Three Steps of the Session
1. Reviewing Your Current State
The session starts by looking at how the business currently attracts leads, responds to them, and closes sales - what's working and what isn't.
2. Identifying Specific Opportunities
From that review, specific gaps are identified - not generic advice, but concrete points where the business is losing potential sales.
3. Building a Prioritized Action Plan
The session ends with a clear plan ranking what to address first, second, and third, based on expected impact.
What to Bring to the Session
It helps to come with a general sense of how leads currently reach the business and what the sales process looks like today - the more context available, the more specific the diagnosis.
Frequently Asked Questions
How long does a consulting session usually take?
It varies by business complexity, but a focused session is typically completed in one to a few working sessions.
Do I need to prepare anything in advance?
No formal preparation is required, though having basic data on leads and sales on hand makes the diagnosis more precise.
What happens after the session ends?
You leave with a prioritized action plan you can execute internally or hand off to a team for implementation.
Next Step
At WSI Plokus we walk you through exactly this process. Check out what an AI and sales consultant actually does.
