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Business Leap Consulting Process 

Business

Busines Assessment

Step 1

Step one is what we call “Assess.”

In this phase, we are assessing the client’s situation and current condition.

This first step helps us understand…

  • What is going on in your client’s organization

  • What opportunities there are

  • What threat/problems exist

  • What can be done to improve their condition

This step gives us clarity on how to progress through the rest of the consulting process.

The outcome — the deliverable from this — is that we are going to put together a high-level plan. This plan includes our recommendations.

Male officer suggesting steps to success

Plan

Step 2

The second phase of the consulting process here is what we call “Plan.”

think strategic recommendations. Think step-by-step.

In step 2, you will provide them with a specific, detailed, and tactical plan.

Setting up plan for the challenges we have identified during the assessment. 

Classroom

Implementation

Step 3

Next is what we call “Implementation” or “Implement.”

 We will be guiding or advising the team responsible for implementation.

Writing on yellow post-it notes

Optimization

Step 4

The final phase is the “Optimization” phase, and it’s powerful.

If you’re trying to improve something (like a client’s business), you don’t just do a single improvement and think that you’re done.

There are always ways to refine, improve, and optimize. That’s what this step is about.

By now in the consulting process, you’ve implemented your plan. Now that you’ve implemented it, you’ll get some feedback and data.

You’ll learn what levels of success you’ve created and what can be improved further.

There’s still going to be more work to do if you want to continue improving your condition — or if you want to maintain that level of improvement.

That’s when you’ll begin optimization.

In this step, the output is ongoing implementation.

We will deliver services like:

  • Ongoing coaching

  • Training

  • Mentorship

  • Working with or leading teams

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