The Business Blueprint

Level 1 - Drive Profitability: The Business Plan

A clear business plan is the foundation of success. We go beyond surface-level answers to craft a roadmap that aligns your mission, operations, and financial goals with strategies for profitability and growth.

Includes:

1. Purpose and Profit Plan: We’ll define your firm’s core mission, identify your key strengths, and establish a profit strategy that connects your purpose to your financial success. This includes determining your unique value proposition and what differentiates your services in the market.

2. Revenue and Pricing Strategy: Develop strategic pricing models and revenue plans that reflect the full value of your services while maximizing profitability. This includes calculating sustainable profit margins and creating tiered offerings or packages that align with client needs and expectations.

3. Integrated Client and Service Strategy: Create a comprehensive system that ties together client acquisition, marketing, and project delivery. This includes ensuring your services reinforce one another, creating synergy that allows for scalability and long-term efficiency.

By completing Level 1, you’ll gain the clarity and focus needed to confidently drive profitability while aligning your business with your long-term goals. This is the roadmap that every successful firm needs to grow intentionally and profitably.

Level 2 - Build Sustainably: Optimized Systems and Processes

Level 2 builds a sustainable framework by implementing systems to track finances, manage cash flow, and optimize operations. These profitability drivers ensure growth while freeing your time for billable work and strategic priorities.

Includes:

1. Business Scorecard: Track key financial and operational metrics with a tailored scorecard. Gain insights into profitability, cash flow, and revenue drivers to spot trends and act before issues arise.

2. Comprehensive Tracking Systems: Simplify lead, project, and profitability management with streamlined tracking systems. Gain clear insights into your pipeline and outcomes, allowing you to focus on high-value clients and services while addressing inefficiencies.

3. Optimized Billing and Cash Flow Process: Streamline cash flow with a billing system that ensures timely invoicing, clear payment terms, and efficient accounts receivable management. Paired with a proactive cash flow strategy, you’ll stay prepared for expenses, opportunities, and uncertainties.

By completing Level 2, you’ll gain streamlined systems that simplify operations, provide actionable insights, and optimize cash flow. These tools create stability, predictability, and more time for billable work, enabling sustainable, confident growth.

Level 3 - Create Impact: Ongoing Support and Strategic Guidance

Level 3 provides ongoing support to help your firm adapt, grow, and achieve your vision. With expert guidance, regular check-ins, and proactive recommendations, you’ll stay aligned with your goals while making a lasting impact through meaningful work, community engagement, or personal freedom.

Includes:

1. Monthly Progress Meetings (30 minutes): Monthly check-ins review key performance metrics, address short-term challenges, and identify immediate actions. These sessions provide accountability and clear direction for the month ahead.

2. Quarterly Strategic Review Meetings (90 minutes): Quarterly 90-minute meetings evaluate your progress, adapt strategies, and identify opportunities. We’ll refine your revenue and profitability drivers to keep your business aligned with your vision.

3. Proactive Analysis and Recommendations: Access expert analysis and tailored recommendations to address evolving business needs. From exploring strategies to tackling challenges, you’ll gain the insights to make confident decisions and maximize your firm’s impact.

By completing Level 3, you’ll gain consistent access to expert insights to navigate challenges, seize opportunities, and keep your business evolving with your vision. Regular check-ins and strategic reviews ensure proactive, confident decisions that drive profitability, sustainability, and impact—transforming your firm into a lasting source of value for you, your clients, and your community.