Prologue
This is where we start.
Before we meet, I will ask you to complete a short form covering the basics of the business, what you do, where you are now and what you would like to improve.
Then we talk it through properly.
I want to understand the story behind the business, why you started it, what you want from it, where your time is going, what feels harder than it should, and where there might be more potential than you are currently getting from it.
The Prologue is free.
Where it is practical, I prefer to meet face to face. If you are within around 10 miles of Haslemere, we can usually arrange that. Otherwise, video works perfectly well.
Revision Notes
This is where I step back and look at the business as a whole.
I review what came out of the Prologue, look at supporting information where useful, and work through the areas that deserve attention.
Some findings will be operational. Some will be commercial. Some may simply be things you are too close to the business to see clearly.
The aim is to separate the real constraints from the noise and identify where the biggest opportunities sit.
The Next Chapter
The outcome is a practical Plan of Action.
This sets out what I have found, why it matters, what I recommend doing next, and in what order.
Actions are prioritised around impact, effort, urgency and leverage, with a clear distinction between:
- What should be done now
- What should be built next
- What is worth exploring
- What can wait
The plan also separates operational improvements from creative and commercial opportunities, so you can see both sides of the business clearly.
The Next Chapter should be useful whether you choose to continue working with me or take the plan away and run with it yourself.
Building the Story
If you want help putting the plan into practice, I can stay involved.
That might mean building systems, designing processes, setting up automation, helping develop a new offer, facilitating implementation, working alongside your team, or handing over something that is ready for you to run.
The level of involvement depends on the job.
Continuing the Story
Some businesses need a project. Others benefit from having someone to keep thinking with.
Ongoing consultancy is deliberately open.
It might involve forecasting one month, looking at data the next, working through a decision, brainstorming a new revenue stream, reviewing progress, or dealing with something that has appeared unexpectedly.
The point is not to create dependency.
It is to give you access to an independent thinking partner when that is useful.