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.
