Uncover Opportunities with Operational Review
First Step toward long-term success
A deep dive into your business to identify opportunities, streamline operations, and set a clear 90-day action plan for efficiency and growth.
If you’re feeling overwhelmed by daily operations and unsure of the next steps to scale your business, the Operational Review is the first step toward long-term success.
Step 1: Initial Business Review
(2-Hour Strategy Session)
During our in-depth session, we will assess key areas of your business, including:
Company Goals & Strategy – Define your mission, values, and objectives for the next year.
Financial Overview – Review current income and expenditure to identify growth opportunities.
Team Structure & Roles – Assess your existing team, clarify responsibilities, and identify gaps.
Systems & Processes – Audit current Standard Operating Procedures (SOPs) to improve efficiency.
Marketing & Lead Generation – Analyse how leads are generated, client avatars, and sales funnels.
Daily Operations – Evaluate project management, client delivery, sales processes, and workflows.
Urgent Priorities – Identify the most pressing issues that need immediate attention.
Step 2: Custom 90-Day Action Plan
Following the review, you’ll receive a detailed roadmap outlining the next steps, including:
Top priorities for the next 90 days
Clear success metrics to track progress
Streamlined processes for improved efficiency
Recommended changes to optimise your business operations
Step 3: Follow-Up & Accountability
To ensure continued progress, we will have check-in meetings at:
30 Days – Assess progress and adjust strategies
60 Days – Evaluate effectiveness and refine execution
90 Days – Review results and plan for the next phase
Please Note: Implementation of the action plan will be carried out by you and your team. My role as an Online Business Manager (OBM) is to identify, strategise, and provide ongoing support.