Step 1: Discovery
This is a deep dive into your biggest pain points; the things that keep you trapped in the day-to-day. During discovery, we’ll uncover the main issues and provide recommendations on how to solve them. As needed, we may look at these functions of your business:
Overall Financial Health
Agency-Specific Financial Metrics
People Management & Growth
Workflows & Documentation
Operational Tool Usage
Once complete, you’ll have a clear idea of what it’ll take to tackle your biggest obstacles as well as how we can support you to reach your goals.