How We Help You and Your Business?

 

Discovery Session

Spending time with you as a team leader or business owner ensures that before solutions to your challenges can be thought through and recommended, an in-depth understanding of what you are wanting to achieve is made clear by you.

Design Recommendations

Solutions are not always ready-made courses or fix-it packages, solutions will be put forward that consider the impact of the plan on the individuals and the business currently activity before implementation.

Deliver & Support

Once a plan has been agreed, implementing the changes will be managed and monitored with the business leaders at a pace that doesn't create disruption to 'normal business' as the impact of change takes place.

INITIAL MEETING

Discovery Session
FREE OF CHARGE
2-hours in client premises

  • Visit the business and discuss how the business works

  • Listen to what improvements or changes the business owner(s) wish to make

  • Discuss growth impact on the team roles and activities

HubSpot Forever Free
CRM Platform

  • Create a full working version of the HubSpot database for the business if required
  • Discuss the potential for the business and initial tasks for the CRM system
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SYSTEMS & PROCESS

Design & Build
HubSpot CRM Database

  • Design database structure to manage the prospects and clients’ activities
  • Agree system project to improve electronic processes including linking database to website
  • Design templates and reports to help manage the business functions efficiently


Business
Process Mapping

  • Encourage system process stages to be identified to control enquiry & sales processes including synchronising email accounts
  • Develop a process map with the business owner(s) to improve efficiency especially in growth


Business
Development Planning

  • Analyse existing data records for GDPR and marketing permission
  • Develop high-level plan of changes and improvements for implementation

On-Going
Systems Development
  • Improving functionality within HubSpot database
  • Cleansing legacy data and import into HubSpot for new processes

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PROFILING & MENTOR

Business or Team Leader
Support Plan

  • Regular monthly or quarterly mentoring session with business owner(s) to stay focused and on-track
  • Meeting in business premises or offsite locations for up to 4-hours with post-meeting report

Character Profiling for
Business Influencers

  • Profile influencers (or project leaders) to establish personal characteristics and self-awareness of their behaviour
  • Confidential one to one profile feedback session
  • Provide confidential written reports after feedback

Leadership or Project Team
Development Workshop

  • After team members have had their individual profile feedback
  • Facilitate a team workshop with consolidated team profiles to improve collaboration
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Root Cause Consultancy works with business owners and senior leadership teams to empower individuals to improve working relationships, reducing frustration with systems and removing cost from processes. 

We are a registered provider for NBSL’s North East Business Support Fund helping businesses to improve their competitiveness with grant aid.

Find out more at https://www.nbsl.org.uk/nebsf