The search for an operational ally Ends today.

I created this operations review for my clients to understand where they are in their business, where they want to go, and to provide value by issuing a playbook to use to achieve your goals. The guide you’ll receive at the end will act as a living document that you help you increase revenue, hire new people, manage your finances & ensure that your company has a solid foundation. Any kind of entrepreneurship is risky, but there are ways to lower the risk significantly.  

I look forward to speaking with you & the chance to prove that I can become one of your strongest allies.

step 1:
Strategy Call

The first step in this process is to find out if we’re a fit for each other. We’ll block out a time of your choice for a 30 minute phone call where we’ll talk about your present day scenario, the challenges you’re facing, and where you want to take the business over the next 12 months. By the end, it should be apparent if an engagement makes sense for both parties.

step 2:
Goals & Docs

In this stage, we’ll finalize your business goals together and begin the due diligence process of reviewing your business’ history to the present day. We’ll look at financial patterns, company roster, public marketing messages, software tools & products integrations, and mindsets you bring to work each day.

step 3:
Research & Playbook

Following our review, we’ll dive into your company’s industry nice and determine what is standard across your competitors and market. Combining the two major sets of information (your docs & our research), we’ll create a living .PDF playbook that you can take with you that will help you grow over the next 12 months.

step 4:
Decision Point

Ready to take action? Let’s schedule a discovery call to start this process.