Discovery workshop (half day)
- Review the current state (this includes, but is not limited to; systems, processes, operations, teams, suppliers, organisation structure, culture)
- Define objectives
- Establish key metrics and reporting
- Review, develop and revise Go-to-Market strategy to prepare for scale (CRM, marketing, service, onboarding, training)
Weekly sessions with Owners/Directors/CEO
- Review of the key unit economics
- Update on the prior week
- Plan for the current week
- Wins/losses/learnings
Weekly sessions with key teams and team members
- Weekly 1-on-1s with key leadership team
- Chairing weekly sales and marketing team meetings
- Accountability, training, and support of sales and marketing teams
- Performance management assistance
- Management of outsourced resources
- Attendance and contribution at regular and ad-hoc additional meetings as required
Monthly review & planning
- High level strategy progress, planning, and accountability
- Review systems including CRM, marketing, service, onboarding, and training
- Assistance on key issues, improvements, or projects
- Review of current teams and recruitment
- Other items i.e M&A, capital raising, partnerships etc
- Ongoing iteration of GTM strategy
Quarterly strategic review & planning
- Review of the previous quarter
- P&L analysis
- Goal setting and alignment
- Identify and work through a key issue or opportunity
- Attendance by a member of the Levels Strategy Advisory board
Management of ad-hoc special projects (including but not limited to)
- Entering a new region
- Capital raise and funding
- Non-Executive or Advisory Board Services
- Establish outsourced suppliers where required
- Recruitment and onboarding
- Mergers and acquisitions
