Provide business planning and execution strategies to small and medium sized businesses. Services include:

  • Development of formal business plan or strategies to support short and longer term goals and objectives.
  • Guide integration of operational strategy with financial planning to validate business growth assumptions and help create achievable pathway to success.
  • Assist with deployment of technology and adopt optimized processes to support both outbound and inbound sales efforts. Strategies include designing approaches to scoring, qualification and segmentation of all leads generated to enhance closing and conversion.
  • Implement a “done-for-you” lead generation system and learning management system to support sales, marketing and educational initiatives.
  • Creation of management process and business metrics to measure ongoing progress.
  • Provide accountability coaching to support success goals.

Pricing is project based and initial assessment discussions are always free.  There is nothing to lose by having a conversation.

Strategy & Financial Planning

Strategic planning is a business’s process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy.

Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives.

Lead Generation & Conversion

Lead generation is the process of attracting and converting qualified prospects to fill your sales funnel. There are many types of lead generation campaigns, but the goal is usually the same: collect a user’s email address and follow up with lead nurturing. The most effective way to optimize your marketing campaigns for more leads is to use landing pages, forms, strong offers and clear calls to action.

Digital Strategy

A digital strategy is characterized by the application of new technologies to existing business activity and/or a focus on the enablement of new digital capabilities to their business.  Digital strategy should be customer-focused and address ways to improve the company’s social media footprint, organic search results, customer engagement and brand recognition. It should also include strategies for reputation management. 

KPIs & Metrics

A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs to evaluate their success at reaching targets. They demonstrate how effectively a company is achieving key business objectives, and they can span across industries, departments or individual tasks. KPIs are evaluated over a specified time period, and are compared against past performance metrics or acceptable norms.

Sales & Marketing Funnels

Your marketing / sales funnel is made up of several stages through which would-be customers move from first awareness of your brand to post-sale evangelism.  A well designed and properly executed sales funnel has four stages: awareness, interest, decision, and action. And it helps a business to convert their leads into paying customers.

CRM & Marketing Automation

Customer Relationship Management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. Improving business relationships is the goal.  Marketing automation refers to the software that exists with the goal of automating marketing actions. Many marketing departments have to automate repetitive tasks such as emails, social media, and other website actions. The technology of marketing automation makes these tasks easier and promotes increased engagement with both your prospects and your customers.

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