What Working With Stone & Lever Looks Like

All engagements begin with a business assessment. We review financials, reporting, marketing and sales performance, staffing, KPIs, operating systems, and other relevant business information. We then meet with you to validate our findings and build a practical roadmap around the problems with the greatest potential impact.

For owners and leadership teams that want an experienced operator to help them make better decisions while their team handles implementation.

• Weekly leadership meetings
• Review of key metrics and business performance
• Strategic guidance across sales, operations, finance, hiring, marketing, and management
• Identification of emerging risks, constraints, and opportunities
• Prioritization of projects and next steps
• Ongoing guidance as new issues arise

For businesses that want more than advice. This engagement includes deeper involvement in the business and direct support implementing the changes we recommend.

• Building reporting tools and dashboards
• Reviewing and redesigning sales processes
• Coach owners and managers on hiring, training, and managing their teams
• Improving financial controls
• Reviewing marketing performance, advertising copy, and messaging
• Designing and improving processes/SOPs and workflows
• Developing KPIs and accountability systems
• Support implementation through ownership and designated management
• Ongoing performance review and strategy adjustment

For businesses that need substantial executive involvement without immediately hiring another full-time operator. Stone & Lever reserves a significant portion of operating capacity for the client and works directly alongside ownership and leadership.

• Includes everything in the Growth & Operations Partnership
• One dedicated consulting day each week for agreed business priorities
• Direct coaching and training of designated employees and teams
• Development and delivery of staff training programs and workshops
• Direct assistance with recruiting, interviews, and candidate evaluations
• In-depth financial and operational reviews with ownership
• Direct support with implementation, troubleshooting, and improving new processes
• Priority scheduling and expedited support for time-sensitive business decisions and urgent operational challenges