Our Process
Our process starts with a simple, pressure-free meeting over coffee. This is the most important meeting we ever have with our clients, we don't get a second chance to make a first impression. We are professional and attentive, listening to our customers share their story and pain points with us about their business.
By listening instead of talking, we get a better understanding of which solutions would be the best for our clients.
If you are interested in learning more on how we work with our clients, we have listed below our 4 step process below:
By listening instead of talking, we get a better understanding of which solutions would be the best for our clients.
If you are interested in learning more on how we work with our clients, we have listed below our 4 step process below:
I. Discovery
ENGAGED AND FOCUSED
FUNEL begins with a discovery phase designed to analyze our clients current state of a business. A key aspect of this analysis is to identify “gaps” in the business model or process and provide realistic solutions that will help solve the issues. During the discovery phase, we identify the low preforming areas and make recommendations for improvements that will strengthen overall company performance.
Many business owners understand there is room for improvement in their business, but may not know where to begin to look or how to address the problems and challenges. The discovery phase is designed to work with the client to dig deep into the key areas of the business: business development, program management, resources and overall operations. By analyzing all of these key areas, we are able to make recommendations that will improve operations, open new markets, increase cash flow, and maximize profitability.
The discovery process is a comprehensive, “deep dive” into all aspects of a clients business. It effectively identifies the challenge areas that can be improved to maximize performance. The data that is gathered during the discovery phase is used to make educated decisions on how to improve the companies overall performance. Though it might be the first phase, it is important that the data be complete as we move forward to the next phase in our process.
FUNEL begins with a discovery phase designed to analyze our clients current state of a business. A key aspect of this analysis is to identify “gaps” in the business model or process and provide realistic solutions that will help solve the issues. During the discovery phase, we identify the low preforming areas and make recommendations for improvements that will strengthen overall company performance.
Many business owners understand there is room for improvement in their business, but may not know where to begin to look or how to address the problems and challenges. The discovery phase is designed to work with the client to dig deep into the key areas of the business: business development, program management, resources and overall operations. By analyzing all of these key areas, we are able to make recommendations that will improve operations, open new markets, increase cash flow, and maximize profitability.
The discovery process is a comprehensive, “deep dive” into all aspects of a clients business. It effectively identifies the challenge areas that can be improved to maximize performance. The data that is gathered during the discovery phase is used to make educated decisions on how to improve the companies overall performance. Though it might be the first phase, it is important that the data be complete as we move forward to the next phase in our process.
II. Analysis and Planning
DATA DRIVEN SOLUTIONS
At FUNEL, we work closely with our clients to build a relationship based on integrity, trust and open communication. The data gathered during our discovery session is reviewed and analyzed to understand the root cause of the issues that our clients are facing. By utilizing our experience and knowledge, we develop a plan to resolve these issues. The plan is presented to our client and they make the decision to move forward to the implementation phase.
We understand that cost and timing are key factors in making any decision. So our plans are developed in such a manner that we address the "low hanging fruit" first and move on to larger issues later. This will keep initial investment costs low while still providing measurable improvements to company performance in the shortest amount of time.
Improvements do not happen overnight, they require developing a good plan and complete management buy-in. It is our belief to inform our clients of exactly what is happening at their company in a professional, honest and objective manner.
At FUNEL, we work closely with our clients to build a relationship based on integrity, trust and open communication. The data gathered during our discovery session is reviewed and analyzed to understand the root cause of the issues that our clients are facing. By utilizing our experience and knowledge, we develop a plan to resolve these issues. The plan is presented to our client and they make the decision to move forward to the implementation phase.
We understand that cost and timing are key factors in making any decision. So our plans are developed in such a manner that we address the "low hanging fruit" first and move on to larger issues later. This will keep initial investment costs low while still providing measurable improvements to company performance in the shortest amount of time.
Improvements do not happen overnight, they require developing a good plan and complete management buy-in. It is our belief to inform our clients of exactly what is happening at their company in a professional, honest and objective manner.
III. Implementation
SOLUTION IMPLEMENTATION
Unlike other consulting firms, we at FUNEL are prepared to take our clients to the next step, which is implementation of the agreed upon plan. Over the years, we have developed partnerships with some of the best organizations in the world that are experts in their field. It is these professional relationships that allow us to offer our clients a complete solution to improve their company's performance.
Our clients might need a new website to share their story with customers or maybe predictive analytics (AI) to understand customer buying trends, a new full blown business strategy including planning, marketing, program and operations management; what ever our clients need to build or improve their business we can provide. We help our clients to lay a strong foundation for their business to grow and succeed.
We ensure that all solutions are fully supported, implemented, and running smoothly. During this phase, we will also train and coach the client's team on how to take ownership of their work, respect team members, optimize processes, and understand metrics to ensure long term profitability and success in the future. The goal is to enable our clients to be self sufficient and learn to operate their business as efficiently as possible.
Unlike other consulting firms, we at FUNEL are prepared to take our clients to the next step, which is implementation of the agreed upon plan. Over the years, we have developed partnerships with some of the best organizations in the world that are experts in their field. It is these professional relationships that allow us to offer our clients a complete solution to improve their company's performance.
Our clients might need a new website to share their story with customers or maybe predictive analytics (AI) to understand customer buying trends, a new full blown business strategy including planning, marketing, program and operations management; what ever our clients need to build or improve their business we can provide. We help our clients to lay a strong foundation for their business to grow and succeed.
We ensure that all solutions are fully supported, implemented, and running smoothly. During this phase, we will also train and coach the client's team on how to take ownership of their work, respect team members, optimize processes, and understand metrics to ensure long term profitability and success in the future. The goal is to enable our clients to be self sufficient and learn to operate their business as efficiently as possible.
IV. Optimization
BEYOND THE PLAN
We are committed to the long-term, continuous health and success of your company. Success is never accomplished overnight or without support and maintenance. FUNEL maintains an on-going relationship with our clients to provide continued support that will monitor our clients performance, protect their interests, and guide them to achieve and maintain sustainable, long term success.
What does a relationship with FUNEL mean?
We believe your success is our success and we strive to provide a complete support program from Discovery to Optimization; all delivered with integrity and transparency for all of our clients. Our process does not make us different from other consulting firms, it makes us better. To experience this process in more detail contact us today.
We are committed to the long-term, continuous health and success of your company. Success is never accomplished overnight or without support and maintenance. FUNEL maintains an on-going relationship with our clients to provide continued support that will monitor our clients performance, protect their interests, and guide them to achieve and maintain sustainable, long term success.
What does a relationship with FUNEL mean?
- Follow-up visit within 30 days of project completion to review key performance indicators.
- On-going, Optimization visits either quarterly or semi-annually to review and measure metrics, identify new opportunities, and provide coaching.
- On-demand availability with the FUNEL team to help support your success.
We believe your success is our success and we strive to provide a complete support program from Discovery to Optimization; all delivered with integrity and transparency for all of our clients. Our process does not make us different from other consulting firms, it makes us better. To experience this process in more detail contact us today.
