Defining Success

It Starts with Passion

Businesses often begin with a passion, which leads to a product or service that fills a market demand. We can help guide the business from startup to sustainable growth through the creation of processes, accountability, and realistic risk assessment.

 Keys to Accountability

  • Align goals, objectives, and values
  • Define organization’s SWOTCS:
    • Strengths
    • Weaknesses
    • Opportunities
    • Threats
    • Challenges
    • Strategies

Business Plan Goal Components

  • Financial
  • Business development
  • People Strategy
  • Technology
  • Facilities

Sales & Marketing Roadmap

  • Activities
  • Calls
  • Proposals
  • Wins/Losses

Tools to Measure Goals

  • Business Planning software or app (LivePlan)
  • Accounting software (QuickBooks)
  • Payroll
  • Sales or CRM software (PipeDrive)
  • Time management software (TSheets)
  • Project tracking software (Harvest)
  • Spreadsheets