Workshops
Bodhi Baseline Workshop
Decisions without data are dangerous. Get the confidence you need to grow.
Is what you’re doing today positioning you to achieve your vision? We’ll map out exactly what you’re doing and where you need to go. We’ll dive into every aspect of your business – people, processes, technology, and marketing – to reveal your barriers to growth. Armed with this powerful insight, you’ll know exactly what to do to achieve your goals quickly and easily.
The Bodhi Baseline is designed to help you identify what’s stuck and how you can push past it quickly and cost-effectively. We’ll develop quarterly goals and outline what you need to do to achieve them.
With the Bodhi Baseline, you’ll be able to…
- Crush your cash flow problems once and for all
- Figure out if your business model is sustainable now – and for the next 10 years
- Understand why your processes (or lack thereof) will absolutely make or break your business
- Realize that your business should not rely on you to function
- See why adding new technology will not answer all of your problems
- Determine whether you have the right people in the right roles.
- See how to find out and make necessary changes – fast.
- And much more…
Pricing Advisory
One of the easiest yet often overlooked strategies to increase revenue is pricing.
The way you market and price your product or service is crucial in getting people to buy. We’ve dug deep into the psychology behind why people choose one option over another to help you figure out how to position your business for maximum profit, every single time.
“When people are given three prices (think of those for small, medium, and large coffee), and they have no strong preference, they tend to pick the ‘middle’ price.”
– William Poundstone, Priceless: The Myth of Fair Value
Optimize Your Business for Sales
Ever wonder why people buy? What’s really motivating them to choose one service or item over another? These are questions that plague every entrepreneur. What seems like a mystery, though, is often easy to figure out if you know where to look.
With customized Pricing Advisory, you’ll understand…
- If your current pricing strategy is actually working against you
- How to prepare for seasonal trends and position yourself for profits in your off-season
- What the lifetime value of your customer is and how to create more long-term clients
- The best pricing models and strategies for your specific industry and product or service
If cash flow or profit margins are an issue, pricing is probably to blame. Let’s get your pricing back on track so you can experience the revenue growth you want.
Why you should always get a second opinion, especially when it comes to your business
When Janet, the owner of a software business, came to us, she was in distress. Her longtime financial advisor had just given her the solution to her cash flow problems – cut one of her two sales reps. He was so confident that this would solve her problems, he told her if she didn’t take this step she’d be forced to close her doors by year-end.
Why you should always get a second opinion, especially when it comes to your business
When Janet, the owner of a software business, came to us, she was in distress. Her longtime financial advisor had just given her the solution to her cash flow problems – cut one of her two sales reps. He was so confident that this would solve her problems, he told her if she didn’t take this step she’d be forced to close her doors by year-end.
Janet was painfully aware that she needed to do something – fast. What she wasn’t so sure about was whether cutting a sales rep was the best way to turn her business around.
The best way for us to help Janet was by going through the Bodhi Baseline. This gave us the opportunity to understand all the factors that were impacting her cash flow and causing her to struggle.
This audit revealed hidden issues, including:
- Missing processes around core business functions and an enormous amount of time and money wasted on reinventing the wheel
- The devastating impact past-due clients and failed collection attempts had on cash flow
- The real answer to Janet’s cash flow problem… Hint: the financial advisor didn’t see the entire picture
Finally, Janet can breathe again. She’s developing and documenting repeatable processes for sales, cash, and collection. She has a financial and cash flow forecast and consistent cash flow monitoring to ensure she’s never in trouble.