Advisory & Strategy

Having been involved at the coalface across my own businesses, as well as family businesses, we 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 & business value, as and when required, by helping uncover, plan, architect, create, project manage and/or implement projects –

  1. one-off or ongoing projects focused on a specific business growth need or;
  2. broader business projects to help position for the next phase, whether launch, growth, scale, change, capital requirements, formation of partnerships or looking towards succession or exit.

One-off Projects
Typical projects include;
Growing Communities: Reviewing & advising on suitable Technology & Marketing platforms to achieve your business objectives and increase Asset value. e.g. Email/Personalisation/Segmentation, eCommerce, developing loyal online & offline Communities from dbases.

Marketing & Communication Plans: strategic & tactical.

Evaluating & assisting with forming relevant and necessary Strategic Relationships.

Reviewing the customer journey, looking at UX and CX. Developing Roadmaps.

Designing & creating a single view of the customer via data inputs, allowing greater personalisation and segmentation outputs (e.g. for increased revenue opportunities or database growth).

Creating Business Plans and Action Plans, with accountability.

Broader Business Projects
The approach applies a stepped model which brings together experience, perspective, tools, methods, values, support and advice.

Approach:
The Business Review & Discovery is an all encompassing, broad overview of your business and its current offering and workings. Utilising our own experience and that of our network, we have experienced all facets of business and are able to offer an independent, realistic view and summary of areas that may be either hindering or assisting you to achieve your objectives.

Ranging across a myriad of areas that may include Value proposition, Market needs, Competitors, Exit plans, Asset creation & realisation, Relationships, Customers, Communities, Marketing, Technology, Operations, Revenue Channels, Risk, Legals, Capital, Governance and Learning – we ask the relevant questions to help fix your pain points and create a framework that works.

Moving to:
Value Creation Blueprint & Gap Analysis – effectively determine the desired outcomes across the business together with current barriers or capability restrictions, that if bridged, are likely to achieve maximum business value.

Then:
A Business & Action Plan Roadmap: that can include both strategy & tactics within a workable and realistic step by step guide, to gain momentum to achieve results and create value.

Also available:
Coaching, Training and/or Implementation
Once the plan is enacted, we are able to either personally assist business owners or managers, by creating accountability along with your action plans or suggest an appropriate partner solutions that covers web/app development, eCommerce solutions, branding, PR, Social Media, SEO/SEM, HR, Legal, Insurance and Accounting.

Please note that you may be able to apply for funding when working with Co-Pilot if you meet certain criteria.


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