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Business Plan Development

Do you need a business plan to serve as a roadmap for your strategy and day-to-day activity? A business plan to obtain funding or a lease?

  • Create a business plan collaboratively, with the elements that are relevant for your business type and needs

  • Get set up with QuickBooks or other accounting software

  • Identify your distinctive capabilities and value

  • Understand your competition and risks to your business

  • Set short-term and long-term goals and metrics


Sales, Marketing & Digital Presence

Are you lost when it comes to social media marketing? Spending a lot of money on ads with little results? Not sure how to drive more customers to your website?

  • Improve your website & social media 

  • Create or update your Google My Business listing

  • Get set up with Shopify or other eCommerce platform

  • Create sales targets

  • Gain sales technique training

  • Evaluate the experience of your customers and prospects

  • Introduce new customer engagement and retention practices

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Operations & Workflows

Are you struggling to be more productive and limited staff and resources? Unsure what software applications, such as CRM, POS, or project management tools, are right for your business?

  • Document workflows and operations procedures

  • Discover time-saving tools for everyday tasks

  • Evaluate your supply chain and partner opportunities

  • Gain help choosing software for your business

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Do you have a basic website but ready to take it to the next level? Does starting or maintaining a website seem overwhelming?

  • Creation of a website on the platform of your choice, including WordPress, Wix, Shopify, and others.

  • Assistance with image content

  • Assistance with text content that is designed with your customers and value proposition in mind

  • Guidance on SEO best practices

  • Assistance with email and contact form setup

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Growth Strategy for Existing Businesses

Have you been running your business for a several years, but not sure where to go from here? Do you need a plan for be more resilient in the midst of Covid-19?

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People Management

Are you struggling to hire new employees? Are you trying to build your skills to become a better boss and build your employees’ engagement and capabilities? Would you like resources that may help you be a more effective business owner?

  • Improve communication and gain help motivating your staff

  • Introduce team building and career development

  • Define roles, expectations, and organizational norms

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Financial Projections

Has Covid-19 put a lot of pressure on your business and need help planning your financial recovery? Are you trying to set some financial goals for your business, but not sure where to start? Do you need updated financial project reports for a business plan?


Business Exit Strategy

Has the time come to bring in some new business partners and wind down your involvement in the operation? Need to understand what you can do to make this process comfortable and beneficial for everybody? Are you anticipating retirement, but you don’t have a succession plan and not sure how to exit your business in a way that will be secure for your employees and partners?

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Custom Research Projects

  • Market Studies

  • Customer Persona Identification and Market Segmentation

  • Startup Business Feasibility Analysis

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