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Gain a comprehensive understanding of the business model by:

  • Review the Business Model: Clearly articulate the structure and functioning of the business model.

  • Product/Service Range: Outline the diverse array of products/services offered by the business.

  • Current Revenue Categories: Categorize and detail existing revenue streams.

  • Pricing Model/Structure: Define the pricing model and the structure governing product/service pricing.

  • Cost of Goods/Services: Identify and analyze the costs associated with goods/services.

  • Major Marketing Channels: Highlight the primary avenues used for marketing and reaching the target audience.

  • Sales Process and Cycle: Break down the steps involved in the sales process and delineate the cycle.

  • Labor Structure/Headcount: Provide insight into the workforce structure, differentiating between payroll and contracted employees, and specify headcount. Clearly outline how compensation is structured for employees.

  • Tax Strategies: Examine and document current tax strategies, if any.

  • Major Expenses: Enumerate significant expenditures, including legal and insurance costs.

  • Inventory (For Inventory-Based Businesses): If applicable, specify the number of Stock Keeping Units (SKUs) for inventory-based businesses.

  • Sales Flow Process: Map out the entire sales flow process, highlighting key stages and touchpoints

  • Workflow and Automation Review: Assess existing workflows and automation processes for efficiency and effectiveness.

Proceed with the cleanup and automation of processes by:

  • Chart of Accounts (COA) Organization:

    • Organize the Chart of Accounts systematically for clarity and ease of financial tracking.

    • Introduce classes, tags, and projects as necessary to enhance organization and reporting.

  • Establish Data Collection and Operating Procedures:

    • Document clear and concise operating procedures for various aspects of the business.


By systematically addressing and refining these components, the business will be better positioned for streamlined operations and sustained growth.

KPIs / Budget / Targets

  1. Discuss and Establish KPIs:

    • Engage stakeholders to identify and define Key Performance Indicators (KPIs) that align with business goals.

    • Establish measurable metrics for areas such as sales, marketing, finance, and operations.

    • Ensure KPIs are specific, measurable, achievable, relevant, and time-bound (SMART).

  2. Develop Annual Budget:

    • Collaborate with relevant departments to create a comprehensive annual budget.

    • Allocate resources strategically, considering income, expenses, and investments.

    • Incorporate financial forecasts and contingency plans to enhance budget flexibility.

  3. Develop Sales and Marketing Targets:

    • Set realistic yet challenging sales targets aligned with overall business objectives.

    • Work with the marketing team to establish measurable goals for lead generation, conversion rates, and customer acquisition.

    • Ensure targets are in sync with the company's growth strategy.

Dashboards and Tracking Templates

  1. Develop and Automate Dashboards:

    • Utilize data visualization tools to create dynamic dashboards reflecting key business metrics.

    • Automate data integration to ensure real-time updates and accurate representation of performance.

    • Customize dashboards to cater to different stakeholders' needs, providing a holistic view of the business.

  2. Set Up Templates for Tracking Weekly and Monthly Performance:

    • Design templates for tracking weekly and monthly performance across departments.

    • Include sections for KPIs, budget versus actuals, and sales targets.

    • Ensure templates are user-friendly, facilitating easy data input and analysis.

  3. Implement Tracking Processes:

    • Establish standardized processes for data collection and input to maintain consistency.

    • Train relevant teams on the use of tracking templates and encourage regular updates.

    • Implement a system for tracking variances from targets and initiate corrective actions as needed.

  4. Regular Review and Adjustment:

    • Schedule regular reviews of dashboards and tracking templates with key stakeholders.

    • Analyze trends and variances to identify areas for improvement or adjustments to the budget and targets.

    • Foster a culture of continuous improvement and agility in response to changing market conditions.

KPI Tracking & Dashboard

Strategic Advisory & Reporting

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