It all starts with a FREE 30-minute Discovery Call. The call is your opportunity to explore our approach and to decide whether we’re a good fit for your firm’s needs.
- We'll learn about you, your company and your top goals and challenges
- We'll share the Scaling Up framework, Perficio’s operating philosophies and our general implementation process
Once you decide to move forward, our 3-Step Process guides you through the creation of a One-Page Strategic Plan, and includes hands-on implementation of other Scaling Up components that promote better execution and more profitable growth.
Gain a deeper understanding of your firm.
- Organizational structure and current leadership talent
- Strategic planning, execution and review practices
- Employee and customer perceptions
- Financial performance
Lay the foundation of the Scaling Up framework.
- Establish foundational elements: Core Values, Core Purpose, long-term vision with intermediate milestones
- Perform needs-gap analysis for accountability of core functions and key process drivers
- Tighten strategic focus: target markets, brand promise and profit drivers
- Define 1-year goals with specific next 90-day priorities
- Introduce the Daily Huddle
The difference maker and key to sustained progress.
- Frequent accountability check-ins, coaching and hands-on implementation
- Quarterly sessions to update strategic priorities
- Phased implementation of additional Scaling Up components designed to improve cash flow and business value
While no two engagements are exactly alike,
they all start with a call.
So, don’t hesitate. Schedule your free 30-minute Discovery Call today!
Also, you can check out the FAQ page for more information.