Business Growth Strategies

Accelerated Sustainable Growth

Advisory Meeting Rhythm Consult

Install a partner‑led advisory cadence that moves profit and cash in 90 days without new systems or headcount.

What this is

A single working session up to 2 hours that equips your firm to run a disciplined 60 to 75 minute client meeting each month using one governing rule, two conservative actions, and fixed verification from the same standing report. A 14‑day tightening review is included to lock artifacts after initial use.

What you leave with

A partner‑ready agenda, a fixed numbers pack template that pulls the same three metrics the same way every week, and a one‑page 90‑day focus summary with usage rules and a binary success signal. Verification standards are explicit so the numbers owner knows what red means and what happens next. A 14‑day tightening window is included for artifact adjustments only.

Who it is for

Progressive firms that want a repeatable advisory rhythm across selected clients, starting with a single‑client pilot and scaling from there. Best fit when the governing metric is visible weekly from an existing report and the implementation lead can run two low‑friction actions for a quarter.

Format and cadence

One session up to 2 hours. A 14‑day tightening review to lock artifacts after initial use. The consult installs the agenda, numbers pack, and decision rule a partner can run weekly. Verification is defined, but ongoing weekly checks occur within the firm, not as part of the consult.

Pricing

$2,500 plus GST. Includes a 14‑day tightening window at no extra fee. No success fee.

Roles and safeguards

Partner lead owns the relationship and decisions. Numbers owner pulls the same report on the same day each week and flags red. Implementation lead runs the two actions and reports exceptions. Missing or late data is treated as red.