Small Business Optimization Process

The first two steps in the Strategic Business Directs’ small business optimization process are accomplished during our Strategic Business Assessment, a 2-4 day on-site comprehensive and in-depth assessment of your business. (2-4 days depending on the size of your business and scope of the work necessary for one of our small business consultants to complete the Strategic Business Assessment.)


We start with a collaborative Strategic Business Assessment of your current operations, goals, and challenges holding your business back.

Point A – Where Are You?

An accurate and comprehensive evaluation of how the business owner(s) and the business are currently operating.

Point B – Where Do You Want To Be?

What do you want to accomplish with your business? What goals do you have? What challenges need to be overcome in order to accomplish your goals?

The Following Business Areas Will Be Assessed:

  • Organizational Structure
  • Productivity
  • Overall Operations
  • Human Resources
  • Marketing Strategies (Outbound & Inbound Marketing)
  • Sales Process
  • Marketing and Sales Alignment
  • Company Culture
  • Cost Controls
  • Financial Controls
  • Profitability
  • Cash Flow
  • Strategic Business Plan
  • Succession Plan 


Strategic Action Plan

The Strategic Action Plan outlines the recommended steps in order to take your business from Point A to Point B.

Our Strategic Business Advisor will assess and develop a Strategic Action Plan around these 4 elements of your business:


Strategic Business Directs will then become a resource to support you and your key personnel in executing the Strategic Action Plan. The level of support will be dependent upon your needs and desires. The support may include some or all of the following:

    • Implementation
    • Training
    • Ongoing Coaching Support
    • Ongoing Monitoring Support

If you would like to have no fee conversation with us about you can optimize your business to elevate your control or to speak about working with us, schedule a:

Business Optimization Strategy Call