Services

Business Operations Consulting Services

If your business was a car, we are upgrading the engine by providing new technology and data. You're deciding the destination and we're providing you directions by showing you new processes and analysis. 

blue car
Packages

For all business sizes and needs

Startup

Guidance Only

For companies just needing to be pointed in the right direction. Consulting recommendations for you to be set up for success, without hands-on implementations or analysis. 

Typically these are companies in the startup phase or companies that want to try my services before a bigger commitment.

 

  • Checkmark 3 hours analysis of the business problem
  • Checkmark 2 hours creating document outlining recommendations
  • Checkmark 1 hour of follow up, answering questions
LET'S CHAT
Most popular

Growth

Processes and Technology

To grow or scale your business, you need the right processes and technology to increase automation and become more sophisticated and systemetized. 

For growing companies transitioning from startups or looking to expand, we provide streamlined systems and support for scaling operations or franchising.

  • Checkmark Optimal processes
  • Checkmark Tech stack evaluation
  • Checkmark Install or integrate Hubspot
  • Checkmark Reporting, KPI or Analytics
LET'S CHAT

Custom

For specific needs

Request certain projects or just ask for an overall business assessment to see which aspects of the business can be improved, from marketing to HR. 

Custom projects are popular among companies of all sizes, from startups adopting HubSpot for growth to larger firms seeking external insights on specific business areas.

  • Checkmark Assessment of the problem
  • Checkmark Proposal with specific goals
  • Checkmark Implementation of the project(s)
  • Checkmark Review once completed
LET'S CHAT

Retainer

Ongoing optimization

2-5 hours per week retainer for continued data analysis and technical support. 

This is for companies that have HubSpot or have previously used my services for reporting or analytics platforms or other technical services and would like me to provide continued support rather than train someone in-house. 

  • Checkmark Improve data-driven decision-making
  • Checkmark Ongoing reporting and analytics
  • Checkmark Ongoing small adjustments
  • Checkmark Technical support
LET'S CHAT
Customized Services

Common Services We Offer

CRM Implementation or Migration

Our preferred choice is HubSpot as it is an all-in-one platform of choice for marketing, sales and customer service to work on. Most services are dependent on customers using HubSpot.

Marketing Consultation

Provide insight and help to ensure your marketing team is providing great brand presence, lots of leads and quality of leads.

Sales / Business Development Training

Help sales teams deliver revenue and close more leads by training on strategies, tools and techniques for greater success.

Customer Success Training

Help companies understand the value of customer success teams and train them to retain and upsell to customers.

RevOps Change Management

For companies wanting to adopt RevOps (Revenue Operations) for the company, we can accompany you in helping provide change management services to ensure buy-in from all departments.

Inbound Marketing + Flywheel

For companies seeking to implement an inbound marketing strategy, we offer consulting services aimed at aligning your team's efforts with the optimal tools and practices.

Data-Driven Decision-Making

For businesses eager to keep up with modern businesses who are making decisions using data instead of subjective beliefs, we can help set up systems and training to pursue this strategy.

Optimize processes

Help identify ways to optimize business processes to ensure employees are working smarter not harder.

Data analysis and reporting

Learn from successes and failures by analyzing what worked and what didn't. Increase revenue by understanding more about the customer and marketing/sales tactics.

Customer Journey

Help the customer journey from first touch to ongoing purchasing to be as seamless as possible by ensuring everyone is using the same CRM and reducing friction in the sales process.

Equip RevOps Teams

Ensure revenue operations (marketing, sales and customer success) teams are equipped with the data and tools they need to perform at their best and increase revenue.

Review pricing and contracts

Ensure that your pricing and customer contracts are creating maximum revenue for you and maximum value for your customers.

Which services can fuel your growth?

LET'S CHAT