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Strategy Sessions Recommendations Forms

EWH University logo - Business Diagnostic Form




{Name (First):96.3} {Name (Last):96.6}

{Company Name:93}

1. Basic Business Info

Name

2. Free Growth Station Resources and Tools to Start With

Growth Station
Cash Flow tools
Including with courses indicated
Leadership and Team Building Tools/Assessments

3. Online Courses

If Mastery or ISS Packages are purchased courses including with them will be marked accordingly
Essentials Series
Number Skill Sessions
People Skill Sessions
Mastery Online

4. Mastery Training & Group Coaching

Also available for Private VIP Team In House Training
Essentials Bootcamps Completion
Mastery Numbers Training - 2 days
Mastery Leadership Training - 4 Days
Mastery DISC Leadership & Hiring Certification

5. Mastery Initial Strategy Sessions (ISS) for Implementation

Essentials Initial Strategy Sessions (3-5)
Result: 90 day plan, financial statement performance review, break even target and break even plus profit target, and your 2-3 key sales KPI's to hit those goals. If under 750,000 or 1 Million May be Best Option. For Financial Review you may submit simply a year to date, and prior year end financial statement, or up to 3 years of financial statements for the review. Completion of the Business and Ownership Skills Wheel is also including and required. It is suggested you complete the cash flow bootcamp live or online before hand.
Mastery Initial Strategy Sessions (6-12-24 )
A 3 Year Strategic Plan, 3 Year Budget and Excel File for Monthly Updates, Leadership Debrief, Team Debrief, Leadership/Talent Assessment for entire team, and Strategy Session on other key topics marked. If Over 1-2 Million is the best option likely. 1 Session unless marked differently is suggested that you complete the Cash Flow and Growth Mastery Online or Live.
Leadership Mastery Strategy Sessions
Key insights into your leadership style and one on one training of key leadership skills

6. Coaching For Momentum and Follow Through!

Mastery Coaching

7. Owners, Leadership or KPI Review Groups

Owner and Leadership Retreats
For Retreats Completion of our Growth and Cash Flow Mastery and Essentials or Mastery Initial strategy sessions is required before hand. For review group certain statical, financial and KPI's are required to patriciate and confidentially agreements are signed.

8. Discovery - Listen For - Great, have, improve, challenge?

What is Great!
What is are challenges?

9. Additional Notes

Additional Highlights:

10. Growth Plan

Includes 3 People, 3 Leadership Assessments, Plus Online Courses as Marked
Hourly or Purchase in Bundles for Reduced Rates!
Includes 3 People, 3 Leadership Assessment (5 with the Bundle, and Online Courses as Indicated
Team Building, Leadership, Sales/Customer Service and Hiring and Interviewing
Team Building, Leadership, Sales/Customer Service and Hiring and Interviewing
Number of Assessments
Agenda Custom Built for your Team

Z. Ignore holding area for areas moved off form until delete

Numbers Strategy Sessions
Result is a Break Even Plus Profit Spreadsheet, Simple Income Statement Budget or full on Budgeting, Cash Flow and Sales Forecasting Dashboard
Team, Partner, Leadership Debriefs
Leadership Debriefs, Partner Debriefs, Team Debriefs and Key Training for Hiring and Using DISC in your Organization
Hiring, Interview and Selection Strategy Sessions
A Turn Key Interview Process from A to Z. From how to design your hiring funnel for effectiveness and efficiency. And design the key questions you will use and choose from when interviewing someone. For you, a manager, or team members involved in the interview and hiring process.
Sales
A systemized, documented repeatable sales process to share with a sales person.
ISS Bundles
Key insights into your leadership style and one on one training of key leadership skills
This field is for validation purposes and should be left unchanged.

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Brookfield, WI 53008
(414) 269-8705

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20670 Watertown Rd, Waukesha, WI 53186
262-796-1040

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Optional & Very Valuable Information for Additional Context

These fields are completely optional but will help us better respond to your Inquiry. If this is your first time contacting us this will make the time we connect even better!
Areas We Do Great
Areas We Have Challenges
In a couple sentences share where you are, where you want to be, and how you would define success 30-90 days or 1-3 years from now, if that seems more relevant to you. Feel free to answer for each time frame!
What is one thing that will support your success most during your response above? What is one challenge or obstacle that could get in the way?
This field is for validation purposes and should be left unchanged.