Boardio email training – learn to maximize your use of advisors

Are you ready to take your business to the next level with expert guidance? Our email training series is designed to teach you everything you need to know about working with advisors to achieve real business success. Whether you’re aiming to expand into new markets, raise funding, or improve your overall strategy, this training will equip you with the tools and insights to get the most from your advisors.

Learn how to identify the right advisors for your specific business needs.
Understand best practices for building successful advisor relationships.
Gain insights on advisor compensation and how to manage their role effectively.

We will send you 8 short emails, one every other day.

Email Training Program Outline

Training Overview:

Number of Emails: 8
Goal: To educate participants on how to select, engage, and manage advisors for business growth.
Audience: Small to medium business owners, executives, and decision-makers who want to leverage external expertise.

Email 1: Welcome & Introduction to Advisor Value

Subject: Welcome to Our Advisor Training – Unlock Your Business Potential

Content: Welcome to the email series! In this first email, you’ll learn why advisors are crucial for business success. We’ll introduce the benefits of working with advisors, including how they can help you scale, enter new markets, and refine your strategy. You’ll also get a preview of what you can expect in this series.

Email 2: Identifying Your Business Needs

Subject: How to Identify When and Where You Need Advisors

Content: Before you can find the right advisor, you need to clearly identify the gaps in your business. This email will walk you through setting strategic goals and identifying the skills, expertise, and connections required to achieve them. It will include examples of how advisors have helped companies in entering new markets or overcoming technical hurdles.

Email 3: Finding the Right Advisors

Subject: Tips for Finding the Perfect Advisor for Your Business

Content: This email focuses on where and how to search for advisors. We will discuss different channels, including LinkedIn, advisor platforms like Boardio, and personal networks. It will also highlight potential pitfalls, such as selecting advisors based on close personal relationships.

Email 4: Best Practices for Advisor Engagement

Subject: How to Get Started with Your Advisor – Best Practices for Success

Content: Now that you’ve identified and found potential advisors, how do you engage with them effectively? This email will cover setting expectations, creating clear agreements, and defining the advisor’s role and compensation.

Email 5: Compensation Models for Advisors

Subject: How to Structure Advisor Compensation – Cash vs. Equity

Content: Learn about different advisor compensation models. We’ll discuss cash compensation (flat fees, retainers, performance-based) and equity models, and help you decide which approach makes the most sense based on your company’s stage and goals.

Email 6: Managing Advisor Relationships

Subject: Secrets to Managing Strong, Productive Advisor Relationships

Content: This email will focus on how to maintain productive relationships with advisors, including communication strategies, regular check-ins, and ensuring your advisor remains engaged and aligned with your goals.

Email 7: Measuring Advisor Impact

Subject: Is Your Advisor Adding Value? How to Measure Success

Content: We’ll explore how to measure the impact of advisors on your business, with tips on setting clear KPIs and evaluating advisor contributions against your business objectives. This email will also touch on when and how to part ways if the advisor relationship no longer meets your needs.

Email 8: Success Stories & Next Steps

Subject: Real-Life Success Stories: How Advisors Transformed These Businesses

Content: The final email will provide inspiring case studies of companies that have successfully leveraged advisors to achieve significant growth. We’ll also encourage participants to take the next step by applying the lessons they’ve learned in this series.