Your operations have undoubtedly evolved over the years, and even if leadership is super intentional about strategic decisions, over time pieces become out of sync.
Eventually the lack of flow causes underlying worry and stress that impacts so much more than we realize until we pause to look at it.
If nothing else, you start anticipating the need to invest time, energy, and attention into closing up any gaps but you may not know what that's going to look like, or what it might cost you.
I promise you, it is the not knowing that's worse.
Given your client fulfillment is exceptional, and your staff are doing so many things right, it's can be confronting when the puzzle pieces do not fit together the way they used to.
Your operations are about your firm's services.
Your focus as an individual contributor is about your area of expertise.
Practically none of it is about optimizing systems.
Tell me you don't have 298435 things vying for your attention?
Having a trusted partner can make your life so much eaiser.
What you really want is to create a positive impact internally, and for your firm's clients, so that you have demonstrable impact on your organization's objectives, and can thus meet your personal goals and aspirations.
You care even less about the specific tech or applications being used – as long as it works.
You know systems are important, but all things considered, it can be hard to imagine the immediate benefit from investing your time and energy into fixing things – it's so amouphous.
Thus, improvements fall by the wayside.
Sometimes it is an amorphous or intangible – is there anything worse?
It can be hard to describe because 'your systems' include a lot moving pieces that all need to play nicely in the sandbox together.
And on the surface everything may seem fine and check the right boxes – but underneath is a different story.
That's when marketing and sales can inadvertently drop off.
Because the disconnection and lack of flow leads to second-guessing decisions, communicating less clearly, or needing to change direction midstream.
And all of that causes increase in soft cost, decrease in profit, and the potential for missed opportunties.
(Most business owners know there will be consequences for bringing in new clients in when things are in flux and that doesn't help either.)
We cover everything from lead generation through delivery – without it taking eons or feeling draining.
I provide you with prep work in the form of questionnaires that you complete on your own. Your answers set the stage for our focused discussions and strategic planning.
The questions I ask are powerful enough for you to start spotting the cracks in your business systems & process foundations immediately – and together we map a plan so you can resolve any issues before they become bigger problems.
My coach training & experience gives me unique skills and allows me to deeply listen to what's really going on without needing to insert my own preferences, opinions, or strategy right away.
If you have never worked with a coach before, it is essentially a compassionate and client-focused form of professional consulting that guides you to your own answers.
When you say something won't work, they want to run their own tests to confirm it (at your expense, of course).
As a consultant with years of implementation experience, I understand where these service providers are coming from because validation is important.
But so is hearing what our clients are really dealing with so we can meet them where they are.
I feel there is a happy medium between a consultant or service-provider only trusting their own wisdom as the 'expert' on a topic and only trusting our client's wisdom.
Because – ultimately – you are the expert on your own business.
And still, there are likely pieces that you can't see because reading the label on our own jar is next to impossible.
Only after confirming I understand your situation from your point of view, do I use my twenty years of experience with system implementations to help you assess the gaps and potential challenges.
From there I can make targeted recommendations.
Plus, we prioritize the plan of action so you are at ease when we finish, rather than feeling like you simply have more to do.
You'll have a clear sense of why we identified what we did, and what the pros, cons, and risks are to addressing each item.
In about a month, you can have a very clear understanding of the precise next steps to remove friction – from your sales, marketing and operations – without a lot of hassle or drama or a big implementation project to make it happen.
No matter what, you'll be able to stop spending so much time and energy worrying about your business (and cash flow) – because you will have clarity about your next actions.
Then you can start spending more time focused on the rest of your life (and with your family) while you implement your plan at a pace that works for you.
Sounds pretty good, no?