Businesses Consultation AND ASSESSMENT

Honest and two-way business consultation from an outside source is paramount to discovering the blindspots of your business.

Operational Process Auditing

In any business it is important to make sure you that you have a documented, repeatable, consistency process.  Even if some of the actions that you take appear to the customer as strictly tailored to them your approach should be the same to produce repeatable results.

To that end, we can look at:

  • Review your approach for every customer – prep work, interactions, handling customer questions, final product and review, post-sale follow-up, upsell opportunities
  • Review your documentation – this doesn’t have to be fancy and formalized but it needs to be written down
  •  Review your training – How do you impart these steps to your team
  • Managing the process – How are you working with your team to make sure exceptions are rare
  • Admin – The worst part…how are your keeping your processes/documentation up to date…turning exceptions into a plan.

Documentation

Policy Documentation Review

Consistency is key for any business.  You want to make sure that your employees and your customers know what to expect when they interact with your business.  Exceptions and ‘one-offs’ will happen, but there must be an established norm that that you are expecting from and are always trying to achieve.  Most importantly, legally, the biggest savior can be ‘here is our process, we always do it this way for everyone’.

We will look at:

  • Making sure that you have the normal everyday policies covered and that they are written in a way that your employees can understand them
  • Look at where your documentation is stored, displayed, and how it is made available to your team, and in some cases, your customers
  • Admin – How your policies are updated based on the needs of your business and how those changes are communicated to your team/customers.

Hiring Consultation

Your team is one of the things that can make and break your business.  A good team will produce a quality and treat your customers with the respect they need…a bad team, will not. 

Together, we will:

  • Make sure you have good job descriptions for every position you need
  • Review your hiring practices and interview strategies
  • Review your hiring and onboarding documentation
  •  Review the differences between how you should handle contractors vs employees
  • Talk about the first day, the first 30, the next 30 days to ensure that good team member stays

Project Management Consultation

Some Project Managers will say that everything a business done is a project and sometimes they are right.  But a true project has a specific beginning and a specific end.  It is important to know how to handle a true project to make sure it is effective, within budget, and provides the correct end result

To make sure this happens, we will:

  • Discuss the project steps and how they are implemented within your company
  • Review your project and make sure all the necessary planning has been completed
  • Work with your company to help make sure the project is a success
  •   After the project is finished, review and look for improvements for next time

Communication Consultation

Everyone know that communication, both internal and external, is important.  And then most people get busy and forget that.  It is especially important internally.  It is easy to remember to update your social media about an upcoming promotion, but alerting the team about how this promotion will affect their day is sometimes missed.

We can plan a strategy by:

  • Reviewing your current internal and external communications
  • Discuss and plan a strategy for how to keep your team informed about all matters, big and small
  • Review and improve your external strategy from simple things like Hours of Operation to more complex things like Yelp review responses and product changes.

Reach out to us today and we we will set up a discovery call to speak through any of your consultation needs or questions.

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