Business consulting services

Planning & strategic consulting

We start by defining your mission, your vision for the future, your brand identity and your business strategy. Instead of looking at one product or department, strategic planning looks at your whole organization and its resources to find the course that suits you best.

Budgeting and financial performance reviews give you a realistic picture of where the business stands and how far it can grow. You learn where to be more practical and where you can afford to be more ambitious.

• Mission, vision and brand identity
• Short- and long-term goals
• Budget and financial performance review
• Growth projections and resources

Guided execution

About half of business strategies are never successfully put into practice, because execution asks managers and staff to change how they think and work. Execution guidance works like coaching: a steady outside presence that gives your team the discipline to follow through.

We help you refocus on your vision, keep everyone accountable, and change direction when circumstances or the market shift.

Lead acquisition consulting

We help you attract more high-quality leads and help your sales team turn more of them into paying customers. Training on current lead generation methods and tools builds the base; a better conversion rate brings bigger profits and more capital to grow.

Operations management advice & training

Small businesses face operational problems that keep owners up at night. We find practical fixes by improving how work gets done, then train your people to run the new process well.

• Cash flow and overhead
• Hiring the right people
• Keeping up with the competition
• Complying with changing regulations
• Keeping up with trends

Keeping customers costs far less than finding new ones, so we also look at customer relations and retention to get the most from your marketing budget.

CRM & sales management

A CRM brings customer spreadsheets, databases and apps into one system that marketing, sales and service all share. Your team spends time with the right customers at the right moment in the sales cycle.

• Track every communication
• Nurture relationships
• Track customer metrics
• Streamline processes
• Improve profitability

We help you decide which metrics matter for your type of business, explain what the numbers mean, and recommend changes that raise profit.

Small business development & strategy

Every business needs a plan: a vision, goals and a path to reach them. A business strategy does not have to be complicated. Some fit on three pages. Using our Compass Model and Blueprint, we explore your business and marketing strategy together.

• Clarify your vision, mission and purpose
• Explore the right business model
• Set long- and short-term goals
• Design your revenue and expense model
• Size up the competition
• Brainstorm new products and services
• Streamline and systematize processes
• Decide where to delegate
• Get control of your time and tasks

Marketing strategy for small business

An integrated marketing plan lets each technique support the others. Some plans take only a few hours to build. What matters is that you plan, put it in motion, and measure.

• Where to find a paying market for your products and services
• Marketing plans and campaigns, automated where possible
• Strategic marketing goals
• The techniques that reach your audience
• A brand and image that reflect your core message
• Marketing materials that align with your brand
• Tracking results to find what works best
• Sales conversations that turn prospects into clients

Internet marketing consulting

Many owners struggle online because there is no single integrated plan, or the plan never gets carried out. When channels work together, branding and growth build on each other.

• Choose the right online techniques for your audience
• Plan a new website or refresh an existing one
• Find out why your site is not bringing in business
• Create a content strategy aligned with your brand
• Design an effective email campaign
• Use SEO and paid ads, with step-by-step setup
• Decide where social media fits in your mix