This service is our most comprehensive, with the depth tailored to your needs. It can include reviewing current and previous plans, creating templates that support future strategic planning, and running workshops to outline and map a refreshed strategy.

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In short, this service is designed to position your business for sustained, measurable success and long-term growth.

Sales & Marketing is one of the core pillars of any successful business. Our service is broken into four key areas:

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Diagnostic Review: We conduct a thorough review of past performance, current market position, and existing sales and marketing initiatives to identify inefficiencies and missed opportunities. This includes assessing your competitors’ market presence.

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Team Alignment & Capability Assessment: We engage directly with key team members to evaluate capability, identify skills gaps, and ensure the organisation is ready to execute the strategy.​

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Actionable Roadmap: We develop a streamlined, easy-to-understand strategy and implementation roadmap that outlines ownership, budget requirements etc. 

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Execution & Review:​ We establish review periods for key actions with the aim of refining the approach where needed, ensuring continual improvement and increased success.

Sustainable growth and profitability are built on solid forecasts and budgets. Knowing how to build them,  and when and how to review them can be the difference between you and your competitors. Our service helps you gain clarity and control over your business as it relates to budgeting and forecasting.

We’ll take a deep dive into your current operational structure, reviewing everything from key business processes and technology utilisation to team roles and bottlenecks. Using real-world experience, we provide practical, easy-to-implement recommendations that make your operations smoother, faster, and more cost-effective.

Every business wants to get the most out of their staff, but many aren’t sure how. Our Business Incentivisation service is here to help. We take a close look at how you currently motivate your team; from pay and bonuses to recognising great work and supporting professional growth.

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Drawing on our years of experience, we provide practical, easy-to-implement advice to optimise your strategy. The outcome? A more engaged and motivated team, leading to better service for your clients and a stronger, healthier bottom line

We start by taking a close look at how your company currently manages customer experience and retention. This includes analysing customer feedback and behaviour to identify what’s working and what isn’t. From there, we create a simple, actionable plan focused on enhancing the customer experience.

We help you build a customer journey.

We provide part-time, senior-level executive leadership to manage key functions without the commitment of a full-time hire. Executive positions suited to our experience may include: Chief Executive Officer, Co-Chief Executive Officer, Chief People Officer, Chief Marketing Officer, Chief Growth Officer, Chief Strategy Officer, and Chief Operating Officer.

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This service can also work alongside one of the above executives, acting as a sounding board on specific initiatives and providing strategic guidance where needed.

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We offer experienced guidance and strategic oversight through active participation on your Board of Directors or as a non-voting Observer.

Additionally, we provide a bespoke Observation Analyst service, where we attend board and/or sub-committee meetings to review overall structure and efficiency. Insights are then compiled into a report, provided to the Chair and/or CEO at the conclusion of the engagement.

In past roles, our CEO has hired some of the best talent in New Zealand. With our support, we can enhance your recruitment efforts through targeted search, strategic recruitment planning, and expert interview assistance — ensuring the right cultural and strategic fit for your organisation.

We conduct a comprehensive assessment of your current leadership capability and organisational framework, examining key areas such as executive team effectiveness, clarity of roles, succession planning, and the identification of any necessary executive positions or responsibilities.

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Through structured, collaborative sessions with your leadership and executive teams we provide practical and implementable recommendations designed to enhance leadership efficiency and strengthen organisational stability.

The outcome is a more capable leadership team and an optimised organisational design, providing clearer strategic guidance for your clients and supporting stronger financial performance for your business.

We offer a comprehensive review of your organisation's preparedness for, and execution of, significant transitions, particularly those involving staff restructuring, system implementations, or substantial operational adjustments. Our assessment encompasses critical elements, including communication protocols, stakeholder engagement strategies, required training initiatives, and frameworks for mitigating resistance.

This service supports business owners before, during, and after an acquisition. We help you prepare effectively, navigate the process with confidence, and integrate smoothly once the deal is complete.​