Services & Approach

Co-Pilot® is here to help you make Progress.

Having been involved at the coalface across my own businesses, as well as family businesses, I have had to make them work. I seek to use that experience and learned resilience to help others formulate a plan and make the necessary changes to remove the barriers which allow them to move closer to their goal.

Working alongside business owners & managers to guide towards greater clarity, confidence, productivity, progress, outcomes, accountability & business value – as and when required – by asking the timely questions to help uncover, consider, plan, architect, create plus project manage implementation if required, with credible partners.

The outcomes help position a business for the next phase, whether that’s growth, contingency, scale, change, capital requirements, formation of partnerships, as well as positioning for succession or exit.

No matter what your initial intention for seeking guidance, your business should be saleable at any time, which means you have options at any time – that’s the goal.

The fact is – if you own a business, you will Exit sometime. Be Business & Post-Business Ready by taking a broader view of the business today, so that we are able to prepare you for exit, even if that’s not on your current horizon.

Co-Pilot® has consulted, led & collaborated on all sorts of projects covering;
Broad Business Audits (Due Diligence/DD & Discovery), Business & Action Planning, Growth Strategies, Evolving Revenue Models, Business Plans & IM’s, Business Exits/Succession Planning, Technology & Marketing Platforms & Automation, Increasing Asset value, Customer Journeys & Personalisation, eCommerce, Marketing & Communications Plans, Digital projects, Provide Recommendations on RFP decisions, Business Model Transition, Contingency Planning, Branding, PR, Lead Generation & Filling Sales Pipelines, Building Strategic Relationships, Customer journey roadmaps, UX/CX, Risk/Derisking, Governance & Management, Idea generation, IP, Term Sheets, Evolving databases into an on & offline Community, Creating a single view of the customer for greater personalisation & segmentation, Assisting businesses evolve from off to online eCommerce, People/HR, the 50+ demographic opportunity, Coaching & facilitating Strategy & Business Planning Workshops, Health & Wellness guidance via our own templates.

In addition, an independent business shoulder to lean on when required.

AKA – your Co-Pilot®.

What’s the usual Co-Pilot® Approach?
A stepped model bringing together experience, perspective, tools, methods, values, support, advice, market knowledge, contacts, relevant experts and networks.

A project may include one, some or all of the following.

> A top level conversation to listen to & paint a picture of the Pain Points + Opportunities.

> Suggestion of specific Approach and estimated package costs.

> Ensure that we’re the right fit. If we’re not, I’m happy to offer alternative professionals.

> Detailed Discovery Phase, including a mini-DD (Broad Business Audit).

> Discussion and initial Top level Objectives & Must Have’s decided.

> Marketing & Comms Audit.

> Co-Pilot® Business & Marketing Action 90-day Plan creation, with Top level Objectives, Strategies & Tactics.

> Implementation of necessary Action & Projects.

> Business Plan Framework [or IM] creation, to maximise Business Model & Asset Value. Shaping; Asset Realisation & Creation; Financial, Ops, Management & Governance; covering 32 business areas.

> Ongoing support and problem-solving.

Co-Pilot® is a registered Regional Business Partner. If your project fits within the criteria, there is the potential to apply for a Capability Voucher to assist with funding for up to 50% of an assignment’s value (maximum $5000 + GST funding). e.g. Mini Due-Diligence, Discovery & Prioritised Action Planning that works, to solve Problems (to make Progress)

During Covid-19, there is also the opportunity to apply for up to $5000, fully funded for Finance & Cashflow Management; Business Continuity Planning;  HR, Employment Relations & Legal; Health & Wellbeing; Marketing Strategy and/or Digital Enablement Strategy.


Please leave your details for a no obligation conversation. Thank you.