Business Deep Dives 

 

The Business Deep Dive Includes - A Financial Review....2 Hour Zoom Call...Additional Deep Dive Questions...Creation of Deep Dive Action Items...Coaching Selection 

​​

People

​​Your current roles vs what your roles could/should be, roles of your team members in the form of employees, independent contractors, subcontractors and vendors and their fit. Your accountability structure and other areas, provided they are applicable, including your recruiting, hiring, onboarding, performance management processes, your compensation strategy and the culture you currently create and aspire to create

​

​​PRocess

Identification of your vision, mission and values, your job/engagement completion process, your meeting and communication strategy, key processes review, overall efficiency and consistency, technology utilization, training process and focus on continual improvement.​

​

Products & Services

Products and services currently offered, services you seek to offer in the near or long-term future, current customer sectors served, your ideal customer profile, target markets you want to serve in the future, pricing strategy, marketing strategy, networking strategy and your proposal and sales processes

​

ProFit

​Review of financial reporting, chart of accounts, transaction categorization, profitability, working capital, accounting software utilization, key performance indicators and as applicable: job costing, investment underwriting, return on investment analysis and more.

​

Purpose Driven Customer Experience

The experience you create for your customers, the key touchpoints along your customer journey, the experience you aspire to create for your customers, how you measure customer experience, feedback you get from customers, customer reviews and more.

​

​

 

​