Consulting Services & Plans

We offer custom consulting services to meet your business needs. That is, we work with clients to develop a customized plan to meet your business needs.

Specifically, we offer specialized services, including legal, management, operations, human resources, finance, and accounting, on an hourly or project fee basis. We also offer recurring consulting plans where you have access to our team of consultants for a fixed number of hours for specific time period (week or month).

Entity & Ownership

  • Choose the right entity (LLC, S-Corp, C-Corp) and state of formation

  • Ownership structure, cap table setup, and equity/roles alignment

  • Operating agreement/bylaws guidance and decision-rights mapping

Compensation & Incentives

  • Founder/partner compensation frameworks (salary, draws, profit share)

  • Sales and team incentive plans, bonuses, and commission structures

  • Option pools/phantom equity for key hires

Startup Finances

  • 12–18 month financial model (revenue, expenses, hiring plan, cash runway)

  • Pricing strategy and unit economics to protect margins

  • Banking, bookkeeping, and reporting stack (what to track and how)

Deliverables

  • Formation roadmap + ownership/compensation memo

  • Customized financial model with assumptions you can update

  • 90-day implementation checklist

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Grow & Market: Make the Right Customers Find You

Brand & Positioning

  • Clear value proposition and brand voice guide

  • Ideal customer profile (ICP) and messaging that converts

Website (Build or Upgrade)

  • Modern, fast website with clear calls-to-action

  • Conversion-ready structure (offers, forms, lead magnets)

  • Analytics set-up to measure what matters

Google Business Profile & SEO

  • Google Business Profile creation/optimization (photos, services, FAQs, posts)

  • Local SEO foundations (NAP consistency, citations, reviews strategy)

  • On-page SEO (site structure, internal links, metadata) + technical clean-up

Content Engine

  • Editorial calendar (blogs, videos, FAQs, case studies)

  • Thought-leadership outlines and interview-based drafting

  • Repurposing workflow for email and social

Social Media Marketing

  • Channel selection (where your audience actually is)

  • Content pillars, posting cadence, and engagement playbook

  • Optional paid boosts with simple, measurable campaigns

Deliverables

  • 90-day Growth Plan with KPIs

  • Optimized website pages + GBP overhaul

  • Content calendar and reusable templates

Increasing operational and management efficiency and effectiveness is a contued goal of all businesses. Specific scenarios might include: creating operational plans for new lines of business; undertaking business projects; training existing and new managers on management efficiency and effectiveness; training employees at all levels on approaches to employee motivation. and Leadership.

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Lead & Motivate: Understanding Your Team

Leadership Essentials

  • Practical management skills: expectations, feedback, 1:1s, and coaching

  • Setting goals and KPIs that employees own

Understanding Your Team (Flagship Workshop)

  • Simple behavioral profiles to understand work styles and motivators

  • Team norms: how we communicate, decide, and handle conflict

  • Role clarity: who owns what and how handoffs happen

Culture & Performance

  • Values → behaviors playbook (how values show up daily)

  • Meeting rhythm (weekly, monthly, quarterly) and dashboards

  • Manager toolkit: templates for coaching, reviews, and growth plans

Deliverables

  • Team insights summary + action items

  • Manager toolkit and meeting cadence

  • 60-day leadership coaching sprint (optional)

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