Small Business Transformation

We work with you to develop your plan for change and growth.


We provide you with a series of tools and practical actions that can be applied immediately.  We also give you the framework and facilitation for  developing:

  • communication skills
  • increasing effectiveness
  • growth
  • accountability

1.  Communication and Talent Insights

What's Your Style? What's Their Style? By presenting to everyone the same way, you could be losing up to 75% of your opportunities! Improve your communication skills with DISC. Identify and gain insights into yourself and others; learn how to adapt and be heard.

Expected output:

  • Completed Executive Talent Insights (DISC & Driving Forces)
  • 90 Minute individual debrief on your assessment
  • Action plan for new habits for improved communication and results
  • Awareness of how others perceive your communication and behaviors

2.  Strategy, Clarity, Planning

Create and articulate the Vision of your ideal career and business by working through eight foundational strategic questions. Become very clear and specific of your Mission, so there is no confusion on what success looks like.

Expected output:

  • Clear and known core values
  • Strategic plan Short and Long Term
  • Decision Matrix to ask yourself when in doubt
  • Performance Dashboard to take action and make progress
  • Areas of Excellence and what Constraints you face

3.  Organizational Expectations and Mindset

We will develop an organizational model that clearly defines the roles, responsibilities, and results expected for yourself and your team members. You cover many functions and knowing what is yours, and theirs is critical. When completed, you will have a clear understanding of accountability for each role and the expected results. 

Expected output:

  • A role-based organizational chart
  • Tasks and results needed for each role
  • Knowing who is filling what roles
  • Expected outcomes for each role
  • Role-based position agreements for each role

4.  Growth, Marketing, and Selling

We will work to increase your revenues by challenging and expanding your selling strategies. Identify areas to improve your sales efficiency by focusing on more profitable sales and increase the return on your sales efforts by reducing your selling costs and client acquisition cost.

Expected output:

  • A clear understanding of where your revenues can grow
  • Develop strong customer loyalty
  • Foundation for building robust referral sources
  • Understand and leverage the 7 P's of marketing
  • Sales Skills Index-know your strengths and weakness
  • Develop your marketing Parthenon

You'll have our continued support through the process.


There will be times you may need additional support to keep the momentum. Our program allows clients to get the support they need for their business. That does not mean we are a do it for you consulting organization, more of a do it with me model.

Other topics we may cover as we customize your plan:

  • Effectiveness - is there a better way
  • Time Management - 86,400 making the most of them
  • Delegation - trust and verify
  • Leadership - tactical and strategic

Get started today.

Schedule your free consultation.

30 Min Chat
Share by: