Fractional Integrator
for companies running on EOS®
VISIONARY &
BUSINESS COACH
"I'm passionate about helping visionary small business owners create a business that runs itself." — Kim Galbraith
Welcome!
I am passionate about helping companies reach the success they desire.
With over 30 years of experience in business operations, marketing, and finance, I use a simple set of tools to set, track, and exceed your goals.
As a Certified Fractional integrator, I use EOS® principles to help you build a solid foundation and a team aligned with your vision, goals, and values.
Your Partner In GROWTH
35 years in business | Founder of 3 successful companies | 1 Huge believer in EOS®
35 years in business
Founder of 3 successful companies
1 Huge believer in EOS®
The Process
Build a Business That Runs Itself
Connect
About Us
About You
Basic Tools
Our Process
Next Steps
Initiate
Team Structure
Core Questions
Quarterly Goals
Long Term Plans
Weekly Measures
Integrate
Lead Teams
Hold Accountable
Meet Weekly
Complete Goals
Improve Processes
Transfer
Structure Created
Teams Integrated
Leaders Established
Process Complete
Business Running
I Help Companies Increase Profitability and Create a Healthy and Productive Team Culture
Sales & Marketing
To increase revenue brought in by serving existing clients and through the growth of newly acquired business, I will thoroughly evaluate your organization's sales process and marketing plan.
We will define your ideal target audience and identify any areas within your funnel leading to the loss of sales.
We will review all marketing assets to ensure a clear value proposition is present and eliminate any secondary propositions that don't align with your goals.
Implementing and optimizing the best Customer Relationship Management System (CRM) for your organization will help us automate and simplify areas of your organization.
Direction & Vision
To ensure the success of goal completion, we will set clear, achievable goals driven by the unification of management through open team discussions.
With customer feedback in mind, we will develop assessment methods that will facilitate the buildout of roadmaps to aid us in repairing the areas of customer service which may be falling short.
Prioritizing your goals, we will create outlines and timelines for large complex projects that will delegate leadership roles, assign ownership, and ensure the projects are driven toward successful completion.
Process Review
We will do a deep dive into the processes which run your organization, identifying any areas which may not be performing to their potential.
By initiating systems that facilitate growth and streamline processes, we will create a workflow that will save time, simplify tasks, and create an environment that breeds success.
To maintain a clear vision on our roadmap to success, we will identify achievable key performance indicators (KPI) that will continue to drive us towards your goals.
Team Development
Together we will help your team become more successful and efficient in their communication and collaborations.
We will cultivate a culture in which team members feel confident and purposeful in their roles, ultimately leading to growing success and enjoyment in their careers.
Taking a detailed look into your organization's structure, we will be able to see where new roles may need to be added or current positions need refining.
Contact Me
If you have any questions or would like to chat please either fill out my form or contact me by phone or email.