Choose your Path and Pace

Operations Transformation

Focus on growth while we improve your operations and ensure a valuable client experience. Includes a transformation improvement plan, avoiding change fatigue, us leading implementation and strategy calls.

Strategy Calls Implement and Training Calls Improvement Plan Growth Staff Profit Projection Functional Organization Design Role and Responsibility Clarity Chart

Lean® Process Improvements Software and Integration Map Change Acceleration Techniques Provider Vetting and Connections and more….

Operations
Consulting

Get answers to hurdles, techniques and templates to accelerate decisions, help leading improvement projects and strategy meetings, and process design guidance.

Strategy Calls Get-it-Done Calls Improvement Plan Lite Projection of Growth, Staff, Profits Roles & Responsibilities Clarity Lean® Process Improvements Software and Integration Map Acceleration Techniques Provider Introductions Ensure healthy, bi-directional communication

Operations
Boost Call

Jump on a Zoom to gain innovative solutions to a challenging hurdle.

Or obtain a second opinion on a critical decision before taking the leap.

Avoid costly missteps that slow down growth and success.

2nd's Mastermind Groups

Join an intimate group of 2nd in Command Business Operations Leaders to share wins and hurdles, support each other with solutions to hurdles, and learn new skills.

Workshop

Jen has empowered and trained 1,000s of small business leaders on how to thrive, effect positive change and strategic plan and implement improvements to boost growth.

Hear what our Clients say

MattCo-Founder & Partner

AriChief Executive Officer

CoreyChief Executive Officer

ValerieCo-Founder & Business Manager

AndyCo-Founder & Managing Partner

BradCertified Financial Planner

MarkCo-Founder

CatherineDirector of Strategy & Operations

JonChief Operating Officer

JasonManaging Partner

LisaBusiness Owner

LauraBusiness Owner

Experience the Results

Rockstar People

Empower your team with alignment of responsibilities, roles and authority, and career paths with skills, passions, and goals. Clarify your client journeys, experiences, and profitability. Develop solutions to gap fill and ensure quality service, profitability, and capacity.

Higher Productivity

Utilize IDEOS® to maximize the use of staff, providers, tech to reduce work and improve the client experience. Identify and recommend improvements through design thinking, process and tech flow diagrams, and ‘sell, not tell’ communication methods.

Increased Profitability

Project 5-year Growth and 1-Year Profitability that includes goals and recommendations. Visually review the impact of goals on infrastructure and staffing changes. Define priorities, timeline, resource allocation, and changes to achieve your goals.

Enhanced Presence

Uncover major gaps to building trust. Measure marketing and sales efforts. Identify and implement quick wins to attract referrals and inquiries. Incorporate growth and marketing experts into a realistic action plan.

Pin It on Pinterest

Share This