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Consulting: Assessments & Tools

Business Wellness Assessment

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Business Wellness Assessment

What it is: A comprehensive diagnostic of your business’s overall health, designed to highlight both strengths and hidden vulnerabilities.
You get:

  • A 360° view of your operations, finances, sales, and leadership alignment

  • A clear snapshot of what’s working and what’s holding you back

  • A prioritized action plan to improve performance and reduce risk

 

Ideal for owners who want a complete “check-up” of their business before committing to growth or major change.

Profitability Analysis

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Profitability Analysis

What it is: A focused look at where money is being made—and lost—inside your business.
You get:

  • Clarity on your most and least profitable products, services, or customers

  • Insight into pricing, cost structure, and margins

  • Practical recommendations to increase bottom-line performance

Ideal for businesses looking to boost profit without adding new revenue streams.

Sales Performance Diagnostic

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Sales Diagnostic

What it is: A practical review of your sales process to uncover gaps and opportunities.
You get:

  • A clear map of your current sales pipeline

  • Identification of bottlenecks and missed opportunities

  • Actionable strategies to improve conversion rates and drive revenue growth

 

 Ideal for businesses ready to strengthen their sales engine and increase revenue predictably.

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