LEADERSHIP
PACKAGE*
Assessment & Priorities
Company Strategy
Company Goals
Key Milestones
Brand Value/Markets
Products/Services
Business Process
Roles/Responsibilities
Leadership
Values & Culture
Communication
& Management
MARKETING
PACKAGE*
Assessment & Priorities
Marketing Strategy
Markets, Segments
Personas, Value Prop
Market Presence (Web)
Marketing Calendar
Marketing Process
Marketing Automation
(Pardot/HubSpot)
Campaign Execution
Lead Generation
Training & Coaching
Marketing Operations
SALES
PACKAGE*
Assessment & Priorities
Sales Strategy
Sales Organization
Roles/Responsibilities
Prospecting/Attract
Engaging/Convert
Closed/Won/Lost/Cancel
Sales Process
Sales Automation
(HubSpot/Salesforce)
Sales Reporting
Sales Management
Training & Coaching
Sales Operations
SERVICE
PACKAGE*
Assessment & Priorities
Service Strategy
Service Organization
Roles/Responsibilities
Customer OnBoarding
Customer Management
Customer Delight
Customer InBound
Customer OutBound
Customer Satisfaction
Customer Reporting
Training & Coaching
Service Operations
FINANCE
PACKAGE*
Assessment & Priorities
Financial Strategy
Chart of Accounts
Roles/Responsibilities
Orders, Vendors/POs
Inventory & Pricing
Invoices & Collections
Financial Process
Finance Automation
(QuickBooks)
Financial Reporting
Statutory Filings, Taxes
Training & Coaching
Finance Operations
*Based on your company’s needs and priorities we work together to select the elements that most help you achieve your Organized Growth.