Introductory Meeting

For established business with 10+ employees or sales greater than $1M, we will arrange a “First Look” video-conference to discuss your situation and answer questions about our service offering.
First Look Interview — a confidential, one-hour consultation, with a Strategy and Growth expert, is available at no-fee; however, registration is required to establish a confidential relationship.  During the session we will conduct a semi-structured interview to better understand your situation, wants and needs; as well as, answer questions about how we might serve you.

A typical interview might cover the following areas:

  • Description of your business
    • History
  • Industry
  • Market
  • Current Situation
    • Opportunities
    • Strengths
    • Weaknesses
    • Threats
  • A little more detail
    • Strategy
    • Structure
    • Staffing
  • Goal Area Initiatives / Desired Outcomes
    • Finance
    • Human Resources
    • Systems
    • Customer
  • Client Inquiries
    • SBTDC in-general
    • SGS in-general
    • SGS services and how they might apply to the current reality

Our Strategy and Growth Services team is ready to assist you with all levels of strategic development including sales, marketing, research, success planning, strategic planning and talent development.