Business Advisory Practice
Advice that turns into action. Assessment and recommendations when you need perspective; hands-on design and implementation when you are ready to act. Six service lines, one goal: a business that runs better.
Executive Advisory
An independent sounding board for owners and leadership teams.
Clear recommendations from someone with no stake but your success. Assessment and recommendations, not day-to-day execution; when you are ready to act, the other service lines can carry the recommendations through.
Advisory assessment & written report $5,000 – $7,500 · ongoing advisory, 8 hrs/month, $2,000 / mo
Understand
The business, leadership priorities, and short- and long-term objectives.
Assess
Opportunities, risks, organizational readiness and resource constraints.
Consider capital
Startup and growth capital needs, cash runway and bootstrapping options.
Recommend
An actionable advisory report with priorities, options and next steps.
Operations Consulting
Find where work gets stuck, and fix it.
We map how work really flows, find the hand-offs that fail, and help you choose and use the right tools.
- Map how work really flows today
- Interview the people doing it
- Find the hand-offs that fail
- Identify bottlenecks
- Remove double entry and rework
- Set measures that matter
- Assess the tools you have
- Find features you pay for but don’t use
- Advise on technology selection
Sales Consulting
Structure, discipline and follow-through that turn activity into revenue.
From team structure and territories to campaigns and follow-up, we build a sales process your team will actually use.
- Sales team structure
- Territory and coverage
- Pipeline discipline
- KPIs and accountability
- Campaign planning
- CRM segmentation
- Dormant-contact activation
- Email and follow-up workflows
- Event and trade-show follow-up
- Commission and bonus visibility
Systems & Process Design
Design the future state, then define how sales and operations hand off.
We design future-state workflows and the connected systems behind them, so every job has one source of truth.
- Map future-state workflows
- Define hand-offs and controls
- Salesforce architecture & roadmap
- One source of truth for jobs
- Clear ownership of each record
- No job lost between teams
- Operations, invoicing and AR in the CRM
- Daily syncs, matched records
- Reports both teams trust
Salesforce & Business Process Automation
Custom apps, process automation and ongoing administration.
Where the CRM is Salesforce, this is where the recommendations become working tools.
- Admin on Demand
- Prepaid hour blocks
- Data Integration
- Campaign & Event Management
- Voice Notes
- Scan Business Card
- New Job Request
- Duplicate Review & Management
- Event Raffle
- Built and running for a commercial services contractor
- Scoped in a written proposal
- Estimated in writing first
- 90 days of fixes included
Startup & Entrepreneur Coaching
Guidance and accountability from someone who has built businesses.
Regular 60-minute working sessions, with short email follow-up between them, for founders who want an experienced voice between decisions and someone to keep them on track.
- 60-minute working sessions
- Email follow-up between sessions
- 2 or 4 sessions a month
- Business model review
- Priorities for the next stage
- Startup planning
- Capital discipline and bootstrapping
- Cash runway awareness
- Ongoing accountability
Flexible engagements. Clear scope.
Discovery
A conversation to define objectives and challenges.
Scope
Agreed deliverables tailored to the engagement.
Deliver
An advisory report, recommendations or implementation.
Continue
Optional ongoing advisory, administration or coaching.
Assessment
A defined review with a written report and recommendations.
Project
A scoped piece of work, from process design to a Salesforce build.
Ongoing
Monthly advisory, Admin on Demand plans, prepaid hour blocks or coaching sessions.
See Pricing for rates and packages. Professional fees and applicable travel expenses are scoped separately.
Strategic perspective. Practical solutions. Sustainable growth.
Start with a complimentary discovery conversation.