Advisory Services
Focused on creating clarity in your business, our conversations will dive into the business fundamentals and strategies for your operations, pricing, and sales. Discover effective tactics for your business to grow, thrive, and reward you along the way.
Business Concierge
>> Subscription
Get unstuck and explore your service business deeper. Every month, we’ll discover areas where strategy can help leverage your strengths, increase profitability, and grow.
For those who love running their business, but hate making time to focus on strategy and the longterm future.
Here is what we’ll accomplish on our calls together:
• We will do monthly check ups on your business and its trajectory.
• We will cover your current strategy(or lack of) and determine the best route to establish a direction that further grows your business.
• We will review your offerings and their profitability.
• We will dive into your tactics for your business’ marketing, advertising, pricing, etc. and ensure they align with your overall strategy and business model.
• You will leave each call with action items to implement in between calls.
+ Location: Remote.
I will occasionally meet in person when we have agreed to a custom scope of advisory services.
+ Duration: Most clients are ongoing, although they can cancel their subscription at any time.
+ Scheduling: Strategy Subscription can usually be initiated within 1 week, depending on the time of year.
+ Deliverable: Hours of industry advice that follows a written agenda/process, very carefully and concisely stated recommendations for your note taking, and later expansions as necessary. These are spread across monthly calls that will help you have further clarity and focus in your business.
+ Implementation Guidance: Depending on what is discovered in our calls, implementation assistance will be a per client basis.
+ General Requirements: A sole proprietor or group of partners who have been running a business for at least 12 months. A general business plan has been gathered and a general audience has been identified.
+ Participation Requirements: A principal or someone with access gathers materials for roughly one hour, plus the 45 min phone call deliverable.
+ Price: 800/mo
+ Payment Terms: Prepaid and non-refundable, sent with the materials that we’ll request.
Positioning Perfection
>> Consulting
This fundamental consultation looks at the position your business holds in the current market. This will help you look ahead and see what position you need to carve our in your market to leverage your strengths, protect your business, and thrive.
For those who want to grow, gain clarity, and take their business to the next level.
Here is what we’ll accomplish on our call together:
• We will explore your vision for your business. Discover how this vision aligns with your unique skillset and potential.
• We will determine your best positioning in the market and the strategy to achieve this.
• We will discover what market opportunities there may be for your business so you can begin planning your journey.
• We will review different paths you could take to initiate and further your position in the market.
• You will leave the call with action items to start implementing in the next 60-days to benefit your business.
+ Location: Remote.
I will occasionally meet in person when we have agreed to a custom scope of advisory services.
+ Duration: From commencement to completion, expect this to span 1-2 weeks.
+ Scheduling: Business Starter can usually be initiated within 1 week, depending on the time of year.
+ Deliverable: Hours of industry advice that follows a written agenda/process, very carefully and concisely stated recommendations for your note taking, and later expansions as necessary. These are spread across 4 (or more) calls and multiple emails.
+ Implementation Guidance: Up to three months involving up to three significant interactions. They are agenda-driven, which means that you’ll keep a log of the questions you have and we’ll address them in a batch. We don’t count the quick phone calls or any of the email exchanges during those three months.
+ General Requirements: A sole proprietor or group of partners who are starting a business in the next 9-12 months. A general business plan has been gathered and a general audience has been identified.
+ Participation Requirements: A principal or someone with access gathers materials for roughly one hour, plus the 45 min phone call deliverable.
+ Price: 2.4k
+ Payment Terms: Prepaid and non-refundable, sent with the materials that we’ll request.
Business Growth
>> Consulting
This strategy call will help you course-correct & add more rocket fuel to your business building journey.
For those who successfully provide value to their market, but are not capturing all potential value. This consultation will refine your market position as well as your pricing strategy to increase profitability.
Here is what we’ll accomplish on our call together:
• We will deep dive together into your business to understand your unique situation, vision, and goals. So we can begin to get a clear picture of a strategy that will work for refining your business.
• We will then put on our, “If we were your Business Mentor” hat and begin to draft out a strategy that maps you to owning your special place in the market.
• We will review different models and strategies to start positioning your business effectively.
• We will strategically establish the best ways for you to package and position your business offerings.
• We will look at the best ways to strategically price your offering to maximize profitability.
• You will leave the strategy call with action items to start implementing in the next 90-days to grow your business.
+ Location: Remote.
I will occasionally meet in person when we have agreed to a custom scope of advisory services.
+ Duration: From commencement to completion, expect this to span 2-3 weeks.
+ Scheduling: Business Clarity can usually be initiated within 1-2 weeks, depending on the time of year.
+ Deliverable: Hours of industry advice that follows a written agenda/process, very carefully and concisely stated recommendations for your note taking, and later expansions as necessary. These are spread across 4 (or more) calls and multiple emails.
+ Implementation Guidance: Up to three months involving up to three significant interactions. They are agenda-driven, which means that you’ll keep a log of the questions you have and we’ll address them in a batch. We don’t count the quick phone calls or any of the email exchanges during those three months.
+ General Requirements: A sole proprietor or group of partners who have an existing business for at least 12 months. A general business plan has been gathered and a general audience has been identified. Any information about the business’ current position in the market as well as last 6 months financials.
+ Participation Requirements: A principal or someone with access gathers materials for roughly one hour, plus the 45 min phone call deliverable.
+ Additional Questions: Any additional questions have been gathered by the client and organized. They will be sent at least 24 hours before the initial call.
+ Price: 3.7k
+ Payment Terms: Prepaid and non-refundable, sent with the materials that we’ll request.