Monthly Coaching Advisory Package

Welcome to ONSight Advisory! 

We’re thrilled to offer expanded services to support the needs and goals of business owners like you. 

Shaking hands

Collaborative support

Receive the guidance and resources you need to improve your business through collaborative strategic planning.

Planning

Improved performance

Each meeting will be an opportunity to review and analyze your business’s financial performance. You will also receive information on relevant topics and recommendations for tools to improve your business’s performance.

Success

Reach your goals

Our advisors will provide insight to help you grow and operate your business more efficiently and will ensure you’re making progress towards your goals, allowing you to create the business and lifestyle of our dreams. 

A catered experience built just for you

We create a personalized experience for you. Whether you’re a physician with their own practice, a mechanic with their own shop, a trades business owner, or any other kind of business owner, you’ll always feel understood, cared for, and at home with us.

Strategic Business Goal Setting

Monthly Coaching Topics

Goal Setting
Identify and understand your business and personal goals, and determine the steps needed to achieve them.

SWOT Analysis
Understand your business’s strengths, weaknesses, opportunities, and threats. 

Forecasting
Create a month-by-month action plan to identify your desired revenue and monitor related costs to achieve overall performance in your business. 

KPI Development & Tracking
Identify, track, adjust, and improve your Key Performance Indicators. 

Target Client Strategy
Determine who your ideal clients and target customers are and develop a strategy for reaching and converting them. 

Internal and Industry Benchmarks
Understand and track your performance according to internal and industry standards and expectations. 

Pricing Exercise
Develop your business’s pricing strategy to ensure success.

Cost of Sales Exercise
Identify and understand your direct costs and profit margin. 

Business Process Improvement
Optimize workflows and processes for increased efficiency. 

HR Scorecard, Coaching, and Performance Improvement
Develop and implement a human resources strategy. 

Lending and Financial Options
Review current lending arrangements and plan for future financing needs. 

Additional Support
Unlimited phone and email support, feedback and guidance on monthly topics, bi-weekly check-ins

Let's Get Started

To learn more about how ONSight Advisory can benefit you and your business, contact onsightadvisory@kwbllp.com or 780.466.6204.

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