Initial Goals

Understanding How to Develop the Initial Goals for Your Business!

"The content was great, especially the way the big chart summed it all up. I was able to look at that and figure out where my major weaknesses lay. I liked the way you presented the information, as it was easy to understand. You have it laid out in a learnable format and were connected to the whole group. Your heart was certainly in it and it was obvious you wish the best for each student. Thank you”. B.D.

13 Business Success Modules 

162 Pages



INITIAL GOALS “Business Development Modules & Lesson Plans”

                              From “Initial Goals” to “Financing”


How “Business Smart” are you? Can you help Tom sell balls?          Page: 10

                              Short Essay Questions                                         Page: 13

9. Initial Goals: The first set of goals for your business S.M.A.R.T.

          Importance, Achievement, Results                                               Page: 14


20. Cultural Graphics: Each “culture” requires a different approach and language

          Tribe, Identity, Esteem                                                                 Page: 22

21. Temporal Graphics: The “timing” of when your customers buy from you

          Season, Sequence, Perception                                                      Page: 30


34. Issues: Known business concerns that do not cause “pain”

          Awareness, Complacency, Acceptance                                        Page: 38

35. Problems: Known business concerns that cause acceptable “pain”

          Discomfort, Fear, Attitude                                                           Page: 46


36. Needs: Known business concerns that cause unacceptable “pain”

          Crisis, Pain, Action                                                                      Page: 54

48. Metrics: Applying your “numbers” to comparative analysis           Page: 62

          Analysis, Detail, Focus

How “Business Smart” are you? Can you help Mr. Grease?            Page: 70

                              Stretch Your Business Mind                               Page: 73      


62. Legal: It is important to understand legal options/requirements           Page: 74

          Compliance, Requirements, Responsibility

                    Bonus Time: Going Deeper into Legal Entities                  Page:  82



74. Say: Choosing carefully what you say…intention                           Page: 90

          Words, Thoughts, Communications

75. Think: What do you want your listener to “think”                          Page: 98

          Curiosity, Reaction, Belief


76. Do: What do you want your listener to “do” after they “think”          Page: 106

          Motivation, Agreement, Action


88. Referral Systems: Create a reciprocal, sustaining & profitable referral network

          Integrity, Credibility, Revenue                                                    Page: 114

                    How to Give and Receive Better Referrals                         Page: 122


102. Customer Satisfaction: Be nice, be professional, satisfy them or lose them

          Acceptance, Acknowledgement, Appreciation                             Page: 126


116. Financing: Creating the financial resources your need to succeed

          Resourcing, Investing, Borrowing                                               Page: 134


How “Business Smart” are you? Can you help Superman?             Page: 142

                              Short Essay Questions                                         Page: 145  

Table of Contents for Volume One, Volume Two, Volume Three:          Page: 146 


Course Curriculum

What's included?

Shawn Jackson
Shawn Jackson
Senior Instructor

About the instructor

Shawn R. Jackson
Business Development Consultant



Mr. Jackson is a highly accomplished and results oriented Attorney & Instructor with over thirty years of broad-based sales/business development and marketing experience. He consistently receives excellent responses and results. His exceptional analytic, planning and organizational abilities coupled with excellent leadership, presentation and interpersonal skills and a dedicated work ethic creates an opportunity for businesses to grow and prosper.



His experience includes consulting and transactional business development both in private practice and with various Community Chambers. His private practice includes business development and compliance issues for general corporations, close corporations and Limited Liability Companies. He has assisted multiple clients on legal formation, compliance and business structure, systemic development, strategic business growth and both National & International negotiations.

 Incorporation Startups including “C” Corps, “S” Corps & LLC’s

 Transactional Business Law, Intellectual Property, Contracts

 Contract Disputes, Real Estate Disputes

 Law and Business Development Center

 Alternative Dispute Resolution

 Empire Law School (cum laude)



He has developed successful businesses for over 30 years with in-depth experience in manufacturing, retail and employee development skills. He is an astute, results-oriented leader with proven success in managing retail teams and achieving profitability within 90 days of the commencement of the venture.

 Owned & Operated Wholesale/Retail/Manufacturing Businesses since 1975.

 Developed Successful Business Teams

 Sales Training & Business Development for National Manufacturer

 Board of Directors: Rohnert Park Chamber of Commerce

"It is not often that I feel compelled to send a message of thanks to someone who has done a service for me, but I feel that you have really stepped up and gave more than what was expected throughout the process…. You were patient, compassionate, and professional. Thank you!"



Mr. Jackson formulates and executes sales strategies, business plans, and marketing programs that are responsive to a rapidly-changing market. His efforts have focused on market expansion campaigns, product launches and account penetration. He has extensive expertise in consultative sales development and presentation of complex programs, products and solutions.


 Written, Designed and Implemented multiple Business Plans

 Instructor (Contracts, Business Organizations & Negotiation)

 Designed & Implemented multiple Systemic & Strategic Marketing Plans.

 Worked with the Target Corporation and Vendors for nationwide expansion.

 National and International Business Contract Development & Negotiation

 Worked with National Animal Rights Non-Profit Organization



Mr. Jackson has a demonstrated history of sound judgment and effective decision-making abilities with a distinction for managing high-level negotiations among senior management and achieving mutual and workable solutions to complex problems and profitable projects.


 Negotiated multiple Licensor/Licensee Contracts in the United States.

 Negotiated Contracts with Principals in South Africa, United Kingdom.

Hong Kong, Beijing, Belgium, Canada and the United Arab Emirates.

 Negotiated Intellectual Property Agreements with national companies



He consistently receives the highest marks from students and fellow instructors. He provides a dynamic and interactive class with substantial class participation. Mr. Jackson understands that students will absorb and apply more education when they can see it, hear it, feel it and speak it. He also understands that education is, in part, entertainment, so humor is an important part of teaching.


 Business Development Training (a 7 week course and a 12 week course)

 Workshop Instructor “Today’s Business Law”, “Negotiation Strategies for Success”, “Choosing your Legal Entity”

 Business Development Trainer; teaching entrepreneurs to be more successful.

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