A Better Way to Grow Your Advisory Business
A business tool that helps grow your advisory business without compromise.
The easiest and fastest way to create more value for clients.
Many business advisers find it challenging to attract, obtain and retain clients.
Strategy State's Business Advisory helps business advisers by effectively streamlining the process of attracting prospects and converting them into paying clients.
By using a lead-generating tool like our evaluation software, advisers can put something tangible in front of their prospects. This lowers the risk factor for the prospect and in turn increases your conversion rates.
Introducing the Business Advisory Tool
The Business Advisory tool makes the process of attracting new clients easier than ever.
Our tool empowers business advisers to conduct full business evaluations for prospects that are affordable, arming you with the in-depth knowledge and tools required to turn prospects into clients, and helping your business to grow.
This tool is also amazing for analyzing businesses of existing clients, no matter what industry or size.
What is the business advisory Tool?
The business advisory is an easy-to-use software for business advisers and consultants.
It allows advisers to easily and effectively evaluate an entire business, and provide solutions on how to meet their challenges.
We have 3 separate evaluation types:
About The Product
The Business Evaluation Tool Includes:
The questionnaire is designed to cover all areas of your clients business.
9 Core Areas*
- Business Strategy
- Customer Service
- Human Resource
- Leadership & Wellbeing
- Accounting & Finance
- Business Strategy Plan
- Cost Reduction
- Compliance and Risk
- Process Improvement
- Competitor Analysis
- New Product / Service Development
- Marketing Strategy
- Digital Marketing
- Email Marketing
- Social Media
- Lead Generation
- Business Development / Sales Strategy
- Customer Relationship Management (CRM)
- Customer Service Policies
- Measure and Analysis
- Training and Development
- Employee Incentives and KPI’s
- Workplace Culture
- Time Management
- Leadership and Direction
- Tax Compliance
- Payroll Administration
- Financial and Cash Flow Forecasting
- Financial Goals
- Budget Management
- Financial Policies and Procedures
- Financial Performance
- Operation Management
- Cloud and Infrastructure
- Cyber Security
Business Evaluation Report
A detailed evaluation report that includes an overall score for your client’s business, a score for each of the 9 major areas of the business, and a score for each of the 43 subsections within the business.
Areas of Improvement
Best practices to improve all areas of your client’s business. This includes tips to improve each of the business’s 43 subsections, with over 200 ways to help grow and develop any business.
100 Day Action Plan
A guide to help you make improvements to your client’s business. We have included a 100-Day Action Plan to get clients focused on the next stage of growth. Use this as a guide to help you develop key areas within your client’s business.
Features To Drive Your Clients' Success
Quickly & easily evaluate clients’ businesses
Expert questions to help uncover potential growth
Identify your clients' strengths and weaknesses
Packed with hundreds of tips to help your clients grow
Find undiscovered “gaps” within their business
Over 70+ pages of info specifically on their business
Start growing your advisory business today!
3 Month Membership
6 Month Membership
12 Month Membership
Group Coaching is easier Than Ever!
If you're currently using group coaching or would like to use group coaching as part of your advisory business, then our business evaluation software is exactly what you need!
By using the Business Advisory Tool, you can quickly and effectively manage the process of running group business coaching sessions.
You can conduct evaluations for multiple coaching clients. These evaluations will automatically generate a multitude of documents that you can use to easily take the group through the different areas of improvement, following a simple-to-use format.