Send us an email at contact@sandpoint.io to set-up a discovery session.

• Discovery Session

  • Free - one hour overview of your business to determine a fit with Sandpoint Consulting

  • Initial reflections and next steps to get you started on the path to success

• Focused Assessment Sessions - highly recommend

  • Scheduled debriefs with executive leadership and customer-interfacing team members

  • Focus areas: people, processes, data, operations / value delivery, infrastructure, benchmarks

  • Data filters: operating ratios, scalability model, total cost of services, customer attitudes

• Prescriptive Recommendations Playbook - you keep this!

  • Framework: proposed improvement, business case, operational impact, risk analysis, change management processes, customer engagement enhancements

  • Quick wins: 2-4 immediate changes that can be made with great impact

• Ongoing Support - a la carte options once assessment and playbook are complete

  • Maximum engagement: interim leadership and tactical support of revenue-driving teams: marketing, partnerships & alliances, sales, customer success, revenue operations

  • Workshops: periodic, scheduled workshops with leadership and customer-interfacing teams; custom outcomes and focus areas for your company, such as Customer Transparency, Risk Management, Customer Engagement and Happiness, Delivery & Implementation, Cross-functional Process Development, etc.

  • Coaching: direct leadership and tactical coaching for your current team members, can be paired with project work

  • Recruiting: identify, define and recruit for key positions on behalf of your company 

  • Defined projects: tactical delivery of specific projects, based on outcome of assessment

• CRM optimization, design, architecture, or build support