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Growth Audit

Standard Packages
Growth AuditMarketing Playbook with Phased Channel ApproachStrategic Sales playbook with Phased channel approach

Book a Free Session and Unlock Growth Potential

Book a Free Session and Unlock Growth Potential

Book a Free Session and Unlock Growth Potential

Book a Free Session and Unlock Growth Potential

Book a Free Session and Unlock Growth Potential

Book a Free Session and Unlock Growth Potential

Comprehensive Strategic Assessment for Accelerated Growth

Comprehensive Growth Audit

Our Growth Audit is a thorough, data-driven assessment designed to evaluate the effectiveness of your marketing, sales, customer experience, and partnerships & alliances strategies. By uncovering key opportunities to optimize performance, improve ROI, and ensure alignment with long-term growth objectives, the audit provides a structured approach for driving impactful, scalable revenue generation.


The audit follows a structured, five-phase process to deliver a holistic, actionable roadmap for your business:


1. Strategic Workshop → Deep Dive into Current Strategies

This phase begins with a comprehensive workshop designed to get a 10,000-foot view of your current marketing, sales, customer experience, and partnership strategies. We review existing data, discuss where your business currently stands, and identify where leadership sees their priorities. This phase includes follow-up interviews and an analysis of key artifacts to help guide the overall strategy and ensure alignment with business objectives.


2. Tactical Evaluation → Gap Analysis 

In this phase, we dive deeper into your marketing, sales, digital presence, customer experience, and partnerships & alliances to identify inefficiencies, missed opportunities, and areas for optimization. We evaluate your current processes, customer journey touchpoints, and performance to uncover growth opportunities and ensure that all channels are aligned for maximum impact.


3. Performance Review → Assessing Continuous Improvement Systems

We continue our deep dive by assessing the effectiveness of your key performance metrics (KPIs, OKRs, KPAs) and control systems across all revenue channels. This phase also evaluates your continuous improvement processes, identifying opportunities to optimize metrics for better tracking and alignment. We ensure that feedback loops are in place, supporting a data-driven, adaptable approach to ongoing growth and decision-making.


4. Strategic Recommendations → Optimization Backlog

Building on the insights from the audit, we develop a structured roadmap of strategic recommendations that prioritize key growth opportunities and cost-saving strategies. This phase includes actionable insights on optimizing revenue channels, refining operational processes, and enhancing customer experiences, all aimed at driving both short-term gains and long-term scalability. By focusing on high-impact areas, we ensure that your resources are aligned with the most promising opportunities for growth, efficiency, and profitability.


5. Action Plan → Execution Framework

We translate the strategic recommendations into a clear, prioritized action plan that outlines the steps needed to achieve the desired outcomes. This includes defining a critical path for execution, setting timelines, and recommending resource allocations to maximize ROI. The action plan ensures that leadership has a focused approach for execution, with clear ownership, accountability, and a performance monitoring framework to track progress and adjust as needed for continued optimization and success.

Make Your Move

Ready to take the first step toward transforming your business? Schedule a complimentary virtual coffee and advisory session today to learn more about our consulting services and how we can help you achieve your goals.


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Digital Presence Evaluation

Enhancing Online Visibility and Reputation

This section focuses on your online visibility and reputation across major search platforms and review sites.


Google: Assessment of your Google presence and strategies for optimization.


  • Google Business Profile: Evaluation of your business profile for local SEO impact.


  • Google Reviews: Analysis of your Google reviews and overall reputation.


  • Google Review Assessment of Stores: Review of individual store performance on Google.


Yelp: Review of your Yelp presence and customer feedback.


  • Yelp Business Profile: Evaluation of your Yelp business profile.


  • Yelp Reviews: Analysis of your Yelp reviews and reputation management.


Bing: Assessment of your Bing Business Profile, presence and visibility. 

Marketing Evaluation

Optimizing Marketing Strategies for Maximum Impact

This section assesses your overall marketing efforts, strategies, and channels to identify optimization opportunities.


Overview: An analysis of your marketing strategy's current state and performance.


  • Customer Journeys: Mapping out the entire customer journey, from the first interaction to post-purchase, to ensure consistent and positive experiences across all touchpoints.


  • Active social media: Analysis of engagement, reach, and content effectiveness.


  • Inactive social media: Evaluation of unused channels.


  • Email Marketing (Newsletter): Review of email campaigns' reach and effectiveness.


  • Blog: Assessment of blog performance and potential improvements.


  • Event Marketing: Review of past and upcoming events for engagement and ROI.


  • Experiential Marketing: Evaluation of past and upcoming experiential activations for engagement, brand impact, and ROI. 


  • Cause Marketing: Partnering with social causes to drive brand awareness, customer loyalty, and positive impact.


  • Community Involvement: Engaging with local communities through initiatives, events, and partnerships to create positive social change.


  • Sponsorship Marketing: Supporting events, causes, or influencers to increase brand visibility and strengthen brand positioning.


  • PPC Marketing: Running paid search or display advertising campaigns to drive traffic, generate leads, and increase conversions through platforms like Google Ads or social media ads.


  • Traditional Marketing: Utilizing offline channels such as print, TV, radio, and public relations to build brand awareness and reach targeted audiences.


  • [...] et al

Sales and Customer Experience Evaluation

Aligning Sales Processes with Customer Expectations

This section reviews your sales strategies and customer experience to ensure alignment and a seamless customer journey. It combines the evaluation of your sales processes with the key touchpoints in the customer experience, from initial engagement to post-sale support, ensuring a cohesive and effective approach to driving revenue and building long-term relationships.


Sales


Analysis of current sales processes, customer interactions, and touchpoints to ensure alignment with business goals, sales effectiveness, and overall customer satisfaction.


  • E-commerce Sales: Analyzing the performance of online sales platforms, customer journey, and conversion optimization strategies.


  • In-Store Walk-In Sales: Evaluating the effectiveness of in-store sales tactics, customer interactions, and overall experience to drive foot traffic and conversions.


  • Cold Outbound Sales: Assessing cold calling, email outreach, and other outbound strategies to measure response rates, conversion effectiveness, and overall ROI.


  • Account-Based Sales (ABS): Reviewing the execution of targeted sales strategies for high-value accounts, including personalization, outreach, and success in driving business outcomes.


  • Social Selling: Evaluating the use of social platforms (LinkedIn, Twitter, etc.) for lead generation, relationship-building, and direct sales efforts, as well as measuring impact on engagement and sales conversion.


  • Referral/Word-of-Mouth Sales: Assessing the effectiveness of customer referral programs or organic word-of-mouth sales driven by customer satisfaction and advocacy.


  • Inside Sales: Reviewing performance of inside sales teams in handling inbound inquiries, nurturing leads, and closing deals through phone, email, and virtual channels.


Customer Experience


This section evaluates your customer experience strategies, focusing on key touchpoints throughout the customer journey to ensure satisfaction, retention, and loyalty.


  • Customer Success: Assessing the effectiveness of customer success teams in onboarding, customer education, proactive support, and ensuring customers achieve their desired outcomes with your product or service.


  • Customer Support: Evaluating the efficiency and effectiveness of your customer support channels (e.g., live chat, email support, phone support) in resolving customer issues and enhancing satisfaction.


  • Customer Retention: Analyzing strategies and programs in place to retain customers, including loyalty programs, re-engagement campaigns, customer feedback & surveys, and personalized offers.

Strategic Partnerships Evaluation

Building Strong Partnerships for Long-Term Value

This section reviews the effectiveness of your strategic partnerships, focusing on the types of partnerships that can help expand market reach, drive innovation, and create long-term value.


  • White Label Business Model: One company produces a product or service, and other companies rebrand and sell it as their own. Both companies benefit from each other’s strengths— the producer focuses on manufacturing, while the seller focuses on marketing and distribution.


  • Strategic Partnership: Two or more businesses collaborate to achieve mutually beneficial goals. These partnerships are often long-term and involve shared resources, knowledge, and risks to achieve common objectives.


  • Supplier Partnership: A close, long-term relationship between a company and its suppliers, focusing on improving supply chain efficiency, quality, and innovation. This partnership emphasizes mutual benefits and collaboration.


  • Joint Ventures: Two or more parties pool resources for a specific task, project, or business activity, sharing the associated risks, costs, and rewards.


  • Collaborations: Companies work together on projects such as research and development, marketing campaigns, or product development to achieve shared objectives.


  • Licensing Agreements: One company allows another to use its intellectual property (e.g., patents, trademarks, or technology) in exchange for a fee or royalty.


  • Distribution Partnerships: A company agrees to distribute another company’s products, helping them reach new markets and customers. Both companies collaborate to maximize sales and market reach.


  • Co-Marketing Alliances: Two or more companies collaborate on marketing efforts, such as joint advertising campaigns, shared promotions, or combined sales efforts to increase brand visibility and sales.

What You'll Gain

Key Deliverables

A core outcome of the Growth Audit is a stack-ranked backlog of actionable recommendations, categorized by assessment area, ensuring leadership can focus on strategic initiatives that drive the highest ROI. This backlog evolves across the two key deliverables, each supporting informed decision-making and strategic execution: 


1. Findings & Observation Report

 This document provides a detailed raw analysis of the current-state marketing, sales, customer experience, and partnership strategies based on available data. It captures: 


  • Identified Gaps: Areas where performance is suboptimal or misaligned with business objectives.
  • Performance Insights: Key observations on where existing processes, customer touchpoints, or strategies are underperforming.
  • Opportunities for Improvement: Highlights areas with growth potential, whether through new channels, optimizations, or process enhancements.


 The Findings & Observation Report serves as the foundation for decision-making, offering a comprehensive understanding of existing inefficiencies and outlining areas in need of improvement. This document sets the stage for the next phase by providing the context and data to guide strategic next steps. 


2. Strategic Optimization & Action Plan 

This document takes the findings from the audit and transforms them into a structured, prioritized roadmap for growth. It provides:


  • Cost-Saving Projections: Insights into potential cost reductions through process optimizations and resource reallocations.
  • Revenue Growth Opportunities: Clear strategies for driving revenue via new initiatives, improved customer experiences, and optimized sales and marketing efforts.
  • Actionable Recommendations: Prioritized initiatives designed to drive high ROI and long-term scalability, with clear accountability and ownership for execution.
  • Clear Execution Framework: A step-by-step action plan, including timelines, resource allocations, and performance monitoring frameworks.


 The Strategic Optimization & Action Plan moves from observation to execution, offering leadership a focused roadmap to ensure resources are directed toward the most impactful opportunities. It includes a prioritized critical path for growth, ensuring that efforts are concentrated on the most profitable and scalable initiatives. 

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