The Work.
We help you think, plan, and EXECUTE.
The work we do as your strategic partner complements the services of your accountant, lawyer, marketing agency, and likely any other advisors or coaches you may have. Our services combine marketing, finance, business strategy, and, perhaps most importantly, execution/implementation to help you optimize and grow your business. We don’t just “coach”, we work alongside you.
Customer
Analytics
Customer segmentation analysis
Ideal customer profile development
Voice of the Customer program
Customer retention & loyalty assessment
Customer journey mapping
Loyalty program development
These are some of the tools we can leverage to help you strengthen the pillars of your business. Every situation is different and we will construct the right set of tools to fit the needs of your business…
Financial
Foresight
Business financial health check-up
Break-even analysis
Profitability deep dive
Budgeting & forecasting
Cash flow management
Scenario planning
Growth
Strategy
Competitive landscape & positioning
Pricing strategy
Growth opportunity mapping
Revenue growth playbook
Marketing & customer acquisition strategy
Outsourced execution and monitoring
One-Time Advisory Packages
Services are 100% customizable but these are a few common packages we provide.
Starter
The essentials:
Customer Segmentation & Health Analysis
‘Best Customer’ Profile Development
Financial Health Check-Up
Intermediate
Starter package plus:
Profitability Deep Dive
“Voice of the Customer” one-time survey
Financial & Operational KPI (Key Performance Indicators) Dashboard
Strategic Growth Roadmap
Advanced
Intermediate package plus:
Full “Voice of the Customer” program design
Marketing Strategy
Loyalty Program Development
Full Strategic Growth Financial & Implementation Plan
Add-On Services
Add-on advisory services are other areas where we have deep expertise and that we know are often pain points & opportunities for small businesses.
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Looking to expand?
We have access to exclusive sources of consumer data that will enable you to identify where to find more customers like the “ideal customer” we mapped for you in the Starter package down to the neighborhood level.
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Looking to acquire a business and need help producing a business plan for lenders or investors, evaluating the acquisition target, structuring the deal, or making the integration successful?
We have developed countless business cases and plans for top-tier investors over the years. We have bought and sold companies ($1M to $3B deal sizes) from sourcing targets or buyers through structuring, due diligence, closing, and integration.
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Want to streamline operations, customer service, or your “back office”?
We will research the landscape of potential technology tools geared toward your industry, determine what’s best suited for your business, negotiate a deal, and help you implement the solution.
Because technology is useless without defining the processes you need to leverage it, we will also develop a realistic and achievable implementation plan.
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Reach out and we’ll discuss options.
Subscription Advisory & Execution Services
This is where we become an extension of your team to ignite, co-pilot, or fully own the execution of your growth plan…and stick around as your strategic partner.
Ignitor
A spark to get your growth activities off the ground.
We’ll set you up for success with planning and initial implementation and then hand the ball off to you and your team.
Co-Pilot
A collaborative journey where you remain in control.
We’ll work side-by-side to bring your growth plan to life and drive results.
Owner
Fully outsourced execution of your growth strategies, with a focus on delivering measurable results and scaling.
Let us take the controls to deliver strategic growth, so you can focus on the rest of your business.
