Defining Success

It Starts with Passion

Businesses usually begin with a passion, which leads to a product or service that, hopefully, fills a market demand and leads to success.

Through processes, accountability, and realistic risk assessment, we help guide the business from startup to sustainable growth.

 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

  • Strategies for business development and accountability
  • Activities
  • Calls
  • Proposals
  • Wins/Losses

Tools to Measure Goals

  • Business Planning (LivePlan, bplans)
  • Accounting software (QuickBooks)
  • Payroll (QuickBooks, Gusto)
  • Sales/CRM software (HubSpot, PipeDrive)
  • Time management (QuickBooks Time.
  • Project tracking software (Various by
  • Spreadsheets (Excel, Numbers, Google