Leads

USP & Guarantee: Create a compelling, risk-free value proposition to attract ideal customers.

Strategic Plan: Align your team by documenting your vision, values, strategy, and goals.

Tactical Marketing Plan: Increase leads, sales conversion rates, and customer spending.

Time Management Plan: Build a plan to prioritize and schedule highest-value activities.

Conversion Rate

Break-Even Plan: Cut non-essential costs and sell your existing inventory or service capacity.

Sales Management System: Use scripts, CRM, and incentives to optimize your sales team.

Key Performance Indicator System: Measure and report productivity to drive accountability.

Apprenticeship Plan: Train your team members and delegate your lower-value tasks.

Revenue/Customer

Team Building System: Create a cohesive team by aligning roles, behavior, and strengths.

Performance Incentive Plan: Create incentives to motivate and reward peak performance.

Employee Acquisition Plan: Implement a plan to attract, screen, deselect, and hire top talent.

Psychometric Profiling Process: Use psychometric tools for data-driven hiring decisions.

Gross Margin

Operations & Training Manual: Document business processes to train and guide your team.

Team Meeting Rhythm: Create alignment with annual, quarterly, monthly, weekly meetings.

Lean Program: Implement continuous improvement to cut waste and improve efficiencies.

Organizational Plan: Create a plan to define roles and improve departmental coordination.

Fixed Costs

Revenue & Profit Budget: Build a budget to forecast cash, manage capital, and grow profits.

Current Business Plan: Create a plan to attract investment and guide your business growth.

Cash Gap Plan: Improve cash flow by efficiently managing your receivables and payables.

Leadership Development Plan: Develop and incentivize your high-potential leaders.

Comprehensive Exit Strategy: Determine your current value, grow it, secure a quality buyer.