Our approach

Our purpose is to help SMEs achieve profitable growth, navigate through tricky situations and install a sense of work-life balance.  We pride ourselves on giving you the help you need to work out what you want from your business and then help you make it happen.

Because we work with all sectors and different types of business, we can tailor our engagement to your specific needs and budget.  Generally we seek to base our involvement around our well-developed and proven approach.

Where do we start? 

Firstly, we need to find out why you are in business, and what you want from your life. To run a business properly you need clear goals so that your business is your servant and not your master. 

Understanding your business and making sure governance is in place

We sit down with you and get to know your business, working through the various functions in a structured manner. The challenges, the pain points and the things that keep you awake at night.

When we initially start working with our clients, most of them will say that there are a ‘million things’ that need doing. The trick is to tackle the ones that give you the time and bandwidth to do the rest – often this relates to governance (how the business is run) where the MD is frequently a bottleneck.

If you implement proper governance, your systems and process grow with the business and won’t be dependent on you.  Without proper governance, the business will be forever dependent on you holding it together – and you will ultimately be its limiting factor. Getting this sorted early on frees up resource to do whatever needs to be done.

Devising a powerful strategy to deliver your business goals

We’ll review with you what your existing strategy is – and if it’s not clear, we’ll help you build one. 

From there we can make sure your business plan, budget and financial models are robust and solid. And then we make sure that you’re looking at the right results and performance indicators and using them to make the right decisions for your business.

Delivering your strategy 

Delivering any strategy relies upon the core of every business: marketing and sales, cash and profit. We will work on all of these areas to improve them based upon the results coming from each of them.

  • Are you generating the right number of qualified leads?
  • Are you converting those leads into valued customers?
  • Do you understand how much profit you make and where you make it?
  • Are you converting profit into cash and are you using and managing it effectively?

As your business grows, it is very important that you develop an outstanding team that will become your business. We’ll explore your ability to be an inspirational leader, your ability to lead yourself, and how effective you are at managing your time.

Making it happen 

As with all things, execution’s the key – which is where our hands-on approach really makes a difference.

Your Pro-actions advisor will help you to put all of this into practice and make sure your focus is on the important decisions that that your results are highlighting.

Unlike ordinary coaches, Pro-actions’ advisors aren’t afraid to roll up their sleeves to get stuff done – we pride ourselves on it. We know many SMEs don’t have the spare resources in place to deal with lots of projects or pain points, which is why we are always prepared to get stuck in to help. We can plug any skills gaps you may have in the business on an interim basis, and also provide staff training if it’s required.


Pro-actions schematic - helping SME owners managers to get clear on what they want from their businesses and make it happen


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