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.
Toggl) - Project tracking software (Various by
industry) - Spreadsheets (Excel, Numbers, Google
Sheet)