Talk With David

We know business and want to help.

If you’re going to invest in yourself and your business by working with an AdviCoach business coach, you want an idea of what you’ll be getting. In our experience, we see business concerns relating to time, team and money.
This is how we help.

Time

  • A Plan for Your Income Lifestyle Wealth & Equity (ILWE) Goals

    If your business does not in some way serve your personal and family life goals, there can be a disconnect between the business side and the personal side of your life. Your goals for your income, lifestyle, wealth and equity form a foundation against which to align your business. We’ll help you lay out a best fit foundation.

  • A Strategic Plan for Your Success

    Your strategic plan is a roadmap or GPS for your business success that also supports your personal goals and aspirations. Working together, we’ll identify and agree on short and long-term strategies to help you reach your aspirational goals. We’ll organize and plan short and long-term business goals, determine expectations, and use key performance indicators to monitor progress toward realizing your ultimate goals.

  • Managing Time for Success

    Time management is likely something we can work on constantly. While we cannot add hours to your day, we can help you create and execute a plan that supports your current situation and goals to be more efficient and productive with the time you have.

  • Exit Planning for Your Next Chapter

    You may have heard the expression ‘Begin with the End in Mind’. Do you have ‘Your End’ in mind? Having an exit plan is no small undertaking and can take years to successfully develop. We’ll help you consider options and test for a plan that will work for you and your business. For most owners this is a one and done plan with many considerations to manage.

  • Setting Goals with Accountability

    Execution is the most important part of goal setting and achieving results. Working together we’ll examine goals and steps to bring them to successful conclusions. We’ll set milestones to measure progress and the effectiveness of our plans, and approach.

  • Metrics - Key Performance Indicators

    How do we measure progress and the effectiveness of a strategy or business tactic? Key Performance Indicators (KPIs) or metrics once established can provide feedback and help us measure your progress toward a success or a goal.

Team

  • Performance Management

    What expectations do you have for your team? How does each team member impact important Key Performance Indicators (KPIs)? We’ll help you get every team member rowing, rowing in the right direction, and making valuable contributions to the success of your business.

  • Analysis and Plan for Employee Recruiting and Retention

    Without team members/people, it’s impossible to grow your business. Mis-hires can be very costly in time, effort and money. We’ll help you develop a plan to recruit the RIGHT best-fit people and keep them – happy and motivated.

  • Leadership and Team Coaching

    Supporting and coaching both your leadership team and employees to effectively navigate the day to days while focusing on top priorities that will culminate in success is of tantamount importance. We’ll help you develop communication and management strategies that will help keep everyone on track, engaged and working toward common and individual goals.

  • Build a Great Team that Performs

    Acquiring and retaining great people is just one part of building a winning team. Culture, leadership, employee morale and offering a great experience to employees are all components that can lead to developing a great team. We’ll help you identify key business needs, how your team supports them and, how to develop a high performing team that delivers in the areas that drive success.

Money

  • Empowering your Marketing and Sales Efforts

    Clarifying the relationship between your marketing and sale efforts can set the stage for results in both areas. We will help you develop marketing and sales strategies along with defining your target market and how your marketing efforts can support the achievement of your sales goals. We will help you develop your sales processes and messaging, along with training, to build a high performance sales team.

  • Sales Staffing and Training

    Hiring good salespeople can be a great challenge. We’ll help you identify your top hiring needs, learn techniques to find the right people, train them in your sales process, and guide them to be top performers. We’ll help you keep them motivated and engaged in selling your products and services.

  • Analyzing and Enhancing Your Financial Success

    You don’t need to be a CFO or a CPA. Understanding your financial picture can empower you to take your business to the next level. We will help you explore the value of real time accounting and what it can mean for the success of your business.

  • Processes and Systems to Enhance Your Operations

    A business that is supported with systems and processes tends to run more efficiently and effectively. We will help you identify the most critical resources in your business that support your plans to grow. We’ll help you evaluate and optimize current processes and operations.

Let’s talk. No cost. No obligation. We’ll figure out if business coaching is for you.