What does working with us look like?

Step 1: where have you been?

We perform a full business overview, from the very first day you opened the doors. We look at every area of the business: operations, sales, staffing, expenses, marketing, online presence, reviews. Everything! Then we figure out how it fits together. We look at which parts of the business have been driving success, and which initiatives didn’t work as well as you would’ve hoped. This first part of the work sets the foundation for everything that comes next. This is also where we spend the most time with a business owner. We learn as much as possible about the business so that every recommendation is right for you. On top of that, we identify gaps in your current data collection system, then fill them in with integrations, new consistent IDs, a new POS set-up: whatever it takes to make sure you’ll have full visibility into every area of your business.

This process usually takes 3-4 weeks, depending on the size of the business, the number of sources and how organized everything is right now.

Step 2: where are you right now?

We zoom in to the here and now. What have the last few months looked like? Are things trending up or down? From a technical standpoint, we also start implementing more reporting solutions. This can involve connecting the software solutions you already have, or building our own custom add-ons. Sometimes your project management tool doesn’t track leads properly, or your CRM doesn’t connect to your accounting tool to let you know which clients ended up being most profitable. Our goal is to build the most effective solutions that are easiest to maintain. 

This process will take 2-4 weeks, depending on the number of integrations we need to build. 

Step 3: how do you get to where you want to be?

We don’t know how to build a map to success if we don’t know what success looks like to you. Do you want to sell your business in 3 years? Do you want to pass this onto your children one day? Wherever you want to go, we’re here for you from beginning to end.

Our monthly meetings will consistent of:

• A review of the past month

  • Are you making the right progress towards your goals?

  • Did you make any big changes? What was the impact of those changes?

  • What changed that isn’t recorded in any POS system or project tracking tool?

• Two recommendations

  • We generate two data-backed recommendations every month, prioritized for how easy they are to implement and how much they will improve the business. We always say it’s great to know that sales are strongest on Sundays, but we haven’t come up with a way to make a second Sunday yet! 

• One-off checks

  • We answer any specific questions you have about business performance. This could be how a seasonal item is performing, whether a new estimator is using their time properly, an assessment of how marketing is driving new sales. You name it, we can look into it!