What you are offering, why, and to whom with

• Mission Statement outlining your objectives
• Vision Statement mapping the impact of achieving goals
• Core Values that drive your business daily in that direction

Company-wide integration of the mission, vision and values via:

• Branding guidelines and strategy
• Templates and watermarks

Cementing the inner workings of your organization through:

• Organizational charts
• Role and responsibility descriptions
• Processes such as client on-boarding, billing, and filing

Goals are Specific, Measurable for tracking, Assignable to your team, Realistic, and with clear Time frames:

• Pragmatic Goals based on known factors
• Stretch Goals under ideal circumstances
• Tailored Goals for scenarios like new market entrants

Primary methods for achieving goals through:

• Brainstorming Sessions to explore opportunities
• Research identifying benchmarks, challenges, and trends
• Analyzing Alternatives revealing how to best reach each goal

A step-by-step path to achieving each goal including:

• Project Plans with defined scope and objectives
• Deliverable Schedules mapping milestones
• Activities Assigned to team, addressing resource gaps

Inform decisions with insights from:

• Market Trends revealing what is and isn’t working
• Customer Profiles of the needs, wants & ways to reach your market
• Competitive Analysis of how you compare to contemporaries

Meet your market’s needs and showcase offerings across platforms with:

• Value Analysis to deliver best-in-class solutions
• Optimize Offerings to fit within your line-up
• Promotional Language for sell sheets, social media, and packaging

Meet business goals and clients’ needs with models like subscriptions and themed bundles, so as to:

• Grow Revenue, eg. increase sales to existing clientele
• Increase Profitability, eg. increase sales of higher margin offerings
• Improve Cash Flow, eg. recurring purchases
• Raise Customer Satisfaction, eg. create opportunities to save

Mapping and tracking the cost to run your business including:

• Expenses and COGS/COR
• Revenue and profit
• Burn rate and runway

Research to identify industry-norms and best practices such as:

• Industry-specific expenses such as hosting fees
• Standard cash flow management strategies
• Target burn rates

Alternate budgets with recommendations to minimize expenses and leverage revenue growth, factoring budgetary implications such as:

• Team growth or reduction
• Scaled expenses or efficiencies of scale
• Marketing for upcoming launches

Identifying expense reductions, time savings, and revenue growth opportunities via:

• Mapping current cost to meet strategic goals
• Recommendations to make more per dollar spent and per time spent
• Revised, attainable profit projections

Research and analysis to support financially-driven decisions such as:

• Launching new offerings
• Promotional strategies
• Growing or reducing your team

Building and/or implementing operational tools, processes, and procedures including:

• Banking and accounting
• Performance tracking
• Invoicing and accounts receivable

Identifying pricing strategy norms, benchmarks, trends and traps by examining:

• Contemporaries, competitors, and relevant outliers
• Sales models such as loyalty programs
• Pricing ranges, profit margins, etc.
• Common success metrics, targets, and results

Identifying strategic opportunities — as popular offerings may have the lowest margin, for example — by examining:

• Profitability by resource invested, such as time or expense
• Impact by resource invested, such as time or expense
• Volume versus profit margin

Methods to meet strategic goals such as:

• Profit Growth, eg. driving traffic to higher margin offerings
• Expense Reduction, eg. creating economies of scale
• Increased Efficiency, eg. increasing the percentage of total sales for offerings with the highest dollar-to-time ratios

Outline your unique value proposition and projected return on investment with decks that include:

1. Target market size and validation
2. Business model
3. Adoption strategy
4. Competitive differentiation
5. Detailed appendices such as sales projections, marketing, and sales plans

Track and progress relationships with:

• Client Relationship Management systems (CRMs)
• Leave behind documentation
• Form emails and checklists

Financials that answer typically asked questions including:

• Runway projections and burn rate
• Projections throughout stages of business growth
• Cost of revenue or cost of goods sold calculations
• Tailored scenarios for specific investors

Qualifying of prospective investors with insights to build repeat investment relationships including:

• Investment history
• Preferred investment stages, industries, amounts, etc.
• Commonalities with you or your company such as shared interests

Conveying your pitch on brand, concisely and clearly for the greatest impact including:

• Final version of pitch deck with custom graphics
• Templates for investor-specific adjustments
• Finished-quality leave-behinds, such as product mock-ups
• Formatted email templates

Uncover opportunities, obstacles, and current best-in-class applications such as:

• Which markets to enter
• Where and how to best present your offerings
• Impactful changes to your industry’s landscape

Identify who else is operating in your sandbox and how to stand out including:

• Core strengths and weaknesses of competitors
• What adjustments will make you more competitive
• Who to watch for future trend indicators

Ranging from ground-breaking science to niche, publishable content for, or to further substantiate:

• Presentations, course material, manuals and/or handouts
• Books, movies, blogs, vlogs, newsletters, and social media
• Promotional material such as press kits and sell sheets

Enrich promotional campaigns and maximize content across platforms by creating:

• Distribution roadmaps across blogs, vlogs, social media, etc.
• Content guidelines for each platform, aligned with your brand
• Performance metrics to maximize content per platform

Creating, editing, designing, and reworking content for:

• Presentations, eg. TedX, SXSW, and sales presentations
• Instruction, eg. online courses, workshops, manuals, and handouts
• Online, eg. websites, blogs, vlogs, newsletters, and social media
• Print, eg. books, articles, posters, and flyers

Interviews & Brainstorming Sessions with knowledgeable persons in your organization, network, and industry are conducted to

• Clearly define the problem, opportunity, or question facing your business
• Refine and confirm the scope of the inquiry
• Identify and qualify alternatives

Analysis to unmask internal strengths and weaknesses, and external opportunities and threats, including

• What your company excels at
• Internal resources and assets
• Changing laws that impact your industry
• Market trends

Research such as market research and data analysis, assist in

• Deeper dives into alternatives
• Qualifying opportunities & challenges
• Ranking top alternatives warranting consideration

Solutions coupled with a roadmap for enacting the chosen alternative including

• SMART goals
• Core strategies & tactics
• Project roadmaps with detailed deliverable schedules

Support with implementing solutions, including

• Regular coaching meetings or calls
• Managing team or external contractors
• Ad hoc problem solving
• Training