Services

Our Services

Whiteboard Session

We go deep to give you a fresh perspective. We will embark on a 2-4 hour exploration of your business. During our in-depth conversation we’ll navigate between high-level strategy and ground-level execution. I will ask probative

Business Consulting

We will meet on an as-needed basis with the CEO, COO, or another C-Suite executive. In our initial meeting, we'll ask directed questions, listen intently, and collaborate with you to develop a strategy for growing or

Fractional Executive Service

When you need someone in the trenches with you building out a key vertical of the business, our embedded fractional executive service is your solution. We will take ownership of a vertical in the business by

HOW WE DRIVE GROWTH

There are many ways to grow a business and no two businesses are alike. We’re able to provide experience-based strategic consulting and hands-on leadership in the following business verticals:

Marketing & Branding

Customer Discovery: Conduct customer research to uncover needs, behaviors, and preferences.
Copywriting & Messaging: Craft compelling copy and messaging for websites, ads, and marketing campaigns.
Brand Development & Rebranding: Build a brand identity from scratch or guide rebranding efforts to align with business goals.
Conversion Funnel Creation: Build sales funnels and conversion-focused strategies to maximize customer acquisition.
A/B Testing: Run tests to optimize messaging, design, and campaign effectiveness.
Ad Campaign Management: Set up and manage advertising campaigns on platforms like Google and Meta.
Competitive Analysis: Research competitors to identify market opportunities and differentiation points.
SWOT Analysis: Evaluate strengths, weaknesses, opportunities, and threats to inform strategic decisions.

Financial Management & Strategy

Pricing Strategy: Develop pricing models and strategies to optimize revenue and competitiveness.
Financial Analysis: Analyze P&L statements and balance sheets to identify cost-saving opportunities, optimize spending, and increase profitability.
Cash Flow Optimization: Improve cash flow through strategies like negotiating advantageous payment terms and expense management.
Compensation Planning: Advise on business owner compensation, emergency fund allocation, and financial feasibility of hiring.
Budget Development: Create comprehensive budgets aligned with business goals and financial health.

Business Operations & Efficiency

SOP Development: Visualize and create internal Standard Operating Procedures (SOPs) for processes like onboarding, check-ins, and follow-ups.
Productivity Enhancement: Advise on strategies to maximize team productivity and effectiveness.
Time Management & Outsourcing: Help business owners prioritize their time and identify tasks for outsourcing.
Employee Relations: Advise on handling difficult conversations, employee terminations, and high-level HR concerns.

Strategic Advisory

Competitive Advantage Identification: Help businesses identify and articulate their unique value propositions.
“Voice of the Customer” Research: Conduct customer feedback studies and prepare actionable reports.
Lead Channel Evaluation: Analyze the effectiveness of lead channels in sourcing new business.
Insurance Advisory: Advise on necessary insurance policies and sourcing options.
Strategic Planning: Develop strategies for building sales and marketing pipelines from scratch.

Digital & Web Strategy

Wireframing & Website Strategy: Create detailed written wireframes and website strategies to guide design and development.
Web Design & Development Management: Source and direct web designers and developers to execute projects effectively.
Lead Generation: Build online lead generation forms and follow-up email campaigns to nurture prospects.
CRM Structuring: Optimize CRM systems for better sales team efficiency and customer relationship management.

Sales Enablement

Sales Funnel Strategy: Develop and implement end-to-end sales and marketing funnels.
Follow-Up Campaigns: Set up automated email campaigns to improve customer retention and sales conversions.
Sales Script Development: Draft scripts for sales calls to ensure consistent, effective communication.

What does your business need
to go to the next level?

Let's Talk