01 · A conversation
First, let’s talk.
A complimentary 30-minute conversation about your business, what you want from it, and where I might be useful.
Let’s talkA paid engagement
Business Opportunity Assessment
A closer look at your business before deciding what to change. Evidence first. A useful direction and an initial action plan next.
01
Understand
We start with your goals and the current business: what you want from it, what is working, and what deserves attention.
02
Investigate
I review your answers to a business questionnaire and study relevant information about your business, customers, and market.
03
Identify
Three worthwhile opportunities, with research explaining why they’re worth considering.
04
Choose
We work together to choose the most valuable direction for your goals, resources, and priorities.
05
Plan
You receive the findings and an initial action plan explaining what to pursue, why it matters, and the main steps involved.
Your findings and initial action plan.
I review your answers to a business questionnaire and study relevant information about your business, customers, and market. I identify three worthwhile opportunities, with research explaining why they’re worth considering.
Together, we choose the direction that best fits your goals. You receive the findings and an initial action plan explaining what to pursue, why it matters, and the main steps involved.
The assessment helps us decide which opportunity deserves your attention and outlines the main steps. If you’d like help developing the copy, materials, training, and detailed instructions to carry it out, we can agree on a separate project.
You can use the findings and initial action plan whether or not you choose further work with me.
Know what to expect before we begin.
Before we begin, we agree on the questions we’ll explore, the information needed, what you’ll receive, the timing, and the fee.
Business outcomes cannot be guaranteed.
See what a separate project could includeLooking for the free tool instead? Start with five questions: Business reflection.
How we work together
Understand first.
Choose what matters. Then act.
The opportunity might involve profit, pricing, operations, offers, partnerships, messaging, sales, customer experience—or removing unnecessary work. We start with your business and what you want from it.
02 · Business Opportunity Assessment
Find the opportunity.
I study your questionnaire answers and information about your business, customers, and market to identify three worthwhile opportunities. Together, we choose a direction. You receive the findings and an initial action plan.
This is a paid engagement, with the work, timing, and fee agreed in advance. You can use the findings and initial action plan whether or not we work together further.
Explore the assessment03 · Optional development project
Prepare what you need to move forward.
We can agree on a separate project to develop the chosen idea—researching partners, shaping an offer, writing copy, briefing a designer, or training the person who will present it.
You receive the agreed materials and a detailed plan showing who does what next.
The work, fee, and any outside costs are agreed before the project begins.
04 · Optional continued support
Keep an experienced thinking partner involved.
If you want continued support, I can help you review results, work through decisions, improve the messaging, and adjust the approach as you learn what works.
Continued support is optional. We agree its scope and fee separately.
A complimentary conversation
What would you love to make better?
More profit? More time? A good idea you haven’t had time to explore?
Let’s talk about your business and what you’d like from it. We’ll spend 30 minutes getting acquainted and seeing where I might be useful.
You don’t need to prepare a presentation or have everything figured out.