Services
The work that grows a small business.
Six streams of work. Here is what each one covers.
Sales & Marketing
Find the right customers and win them.
Your budget goes to the people most likely to buy.
- Segmentation and positioning
- 4P review
- Sales process and pipeline design
- Campaign and channel planning
- Lead tracking and conversion reporting
- Marketing strategy
- Targeting
- Differentiation
- Messaging
- ICPs and customer portraits
- Brand codes & visual identities
- Content strategy
- Media buying
- Lead generation
- Funnel management
- Conversion rate optimization
- Journey orchestration
- Pricing and discount policy
Market Research
Understand the terrain your business is in.
Know the size of the market and its risks before you spend.
- Customer interviews and surveys
- Competitor and pricing benchmarks
- Demand sizing
- Channel and partner scans
- Competitor analysis
- Supplementary businesses
- Market size
- Market opportunity
- CAGR
- Economic drivers
- Catalysts
- Barriers to entry
- Frictions
- Industry best practices
- Macroeconomic risks
Financial Intelligence
Know where your money is made and lost.
Put your effort into the products and customers that earn the most.
Cash flow diagnosis and runway management
Build a 13-week cash flow forecast, find out how fast cash is going out and how long it will last, and find the quickest ways to make it last longer.
This usually comes first, because everything else depends on how much time the business has.
Unit economics analysis
A good product can still lose money on every sale. This shows where, and why.
- Customer acquisition cost (CAC)
- Customer lifetime value (LTV)
- Gross margin per product
- Payback period
Revenue Intelligence
- Revenue driver analysis
- Revenue concentration risk
- Recurring vs one-off revenue, tracked and forecast
- Pipeline-to-revenue conversion
- Seasonality and trend modelling
Cost Intelligence
- Cost structure mapping: fixed vs variable, direct vs indirect
- Spend analysis
- Cost benchmarking
- Vendor and supplier comparison
Benchmarking & Market Intelligence
- Financial benchmarking against peers
- Competitive financial analysis from public data
- Industry trend analysis
Financing readiness
- Pitch financials
- Valuation rationale
- Use-of-funds plan
- Data room
- Advice on the funding mix: equity, debt, grants and revenue-based financing
- Profitability analysis by product and customer
- Working capital analysis and policy
- Ratio analysis & interpretation
- KPI dashboards and management reporting
- Financial analytics
- Clearance of unrecognised and suspense accounts
- Ledger posting and draft account preparation
Forecasting
See your sales, costs and cash before they happen.
Plan hiring and spending on numbers you can trust.
Financial modelling & forecasting
- Three-statement model
- DCF and comparables valuation
- Sensitivity and scenario analysis in every model
Workforce & capacity forecasting
- Headcount planned against growth
- Skills gaps and recruitment timeline
- Contractor vs permanent cost
- Productivity and utilisation
Project & initiative forecasting
- Projections for new projects and launches
- ROI and payback
- Go/no-go decisions against a hurdle rate
- Reforecasting after launch
- CAPEX vs OPEX decisions
- Sales and demand forecasts
- Cash-flow forecasts
- Expense & cost forecasting
- Scenario & sensitivity analysis
- Budget vs actual tracking
- Identifying sales drivers
- Trend analysis
- Strategic & long-range forecasting
Process Optimization
Run the business with less effort.
The same team handles more work, at a lower cost.
Process Audit & Diagnostic
- Efficiency assessment
- Bottleneck identification
- Duplication and redundancy analysis
- Error and rework rates
Workflow Redesign
- Future-state process design
- Lean
- Parallel processing
- Simpler decision points
- Redesign around how customers buy from you
Resource & Capacity Optimization
- Utilisation analysis
- Capacity planning
- Role and responsibility clarification
- Skill-task alignment
- Outsource vs in-house decisions
- HR policies
Cost-to-Serve Analysis
- Process cost per transaction, customer or unit
- Activity-based costing
- Cost driver identification
- Savings, quantified
- Process mapping
- Order-to-cash and procurement workflows
- Handover design
- Standard operating procedures
- Standardization
- Deviation measurement
- Fallback processes
- Automation
Process & Financial Control
Put controls in place so it keeps working without us.
The improvements hold after we hand over.
Policies & Governance
- Financial policies: expense, procurement, payment and petty cash
- Delegation of authority matrix and approval limits
- Segregation of duties
Expense Management
- Expense policy: per diems, travel limits, entertainment caps
- Faster reimbursement cycles
Accounts Payable & Receivable Controls
- Three-way matching
- Payment runs with dual authorisation
- Credit control policies: limits, ageing reviews, escalation
- Vendor onboarding and due diligence
Cash & Treasury Controls
- Bank reconciliation procedures
- Cash handling for restaurants and retail
- Signatory mandates and banking access
- FX and hedging policies
Payroll Controls
- Processing checklists and sign-off
- Starter and leaver controls
- Overtime and commission approvals
- Payroll-to-GL reconciliation
Asset & Inventory Controls
- Fixed asset register and physical checks
- Capitalisation thresholds and depreciation policy
- Inventory counts and stock policy
- Write-off and disposal approvals
- Budget and spending controls
- Approval workflows
- Reporting calendar and review meetings
- Team handover training
- Controls built on the process optimization and financial intelligence work
Gridwerk diagnostic
Gridwerk diagnosticStart with the diagnostic.
Answer eighteen questions in about seven minutes. Then we call you to go through the rest.