the tools behinds the coaching.

Books, diagnostics, models and workshops we put in the hands of service and trade business owners around Croydon, Victoria — the practical gear that turns a plan into kept profit.

60 minutes – No Obligation – Onsite or Online

TOOLS WE USE

NOTHING THEORETICAL. EVERYTHING GETS USED AND PULLS ITS WEIGHT.

MINI WORKSHOP

BUSINESS MENTOR SESSION

1 hour – your key issues – our experience = a short and powerful action plan. Take 1 session or purchase a discounted pack of 4, it’s guidance on your terms – when you need it.

Stand Alone Session     Online Sessions

WORKSHOP

BUSINESS ESSENTIALS WORKSHOP

Workshop format to solve a problem, polish a strategy or sharpen a tactic. A highly customised format to match your needs and structured over 2 hours.

1:1     Onsite or Online     Output Action Plan

BOOK

It‘s not what you make, it’s what you keep

Practical business improvement framework, from live case studies with Australian  family businesses. Written for owners chasing profit now or a clean sale later.

Paperback & Digital     Case Studies     Action Steps

DIAGNOSTIC TOOL

BUSINESS PERFORMANCE REVIEW

A structured scorecard across margin, cash, people, systems and risk. Interviewed by us to answer the questions, and then get a ranked list of where your business is leaking the most money.

45 Minutes      Owner Scorecard     Ranked Findings

CALCULATION TOOL

COSTING & PRICING MODEL

A workforce costing calculator built for trades and service businesses — true hourly rate, overhead recovery calculator you can use in your quoting or hand to your estimator.

Data Output     Overhead Cost Recovery Rate

DYNAMIC VARIABLES

FINANCIAL MODELLING PACK

Custom 12-36 month financial model, configured with your variables to allow scenario testing for pricing/expenses to a Net Profit position. Stop experimenting – plan and move with confidence.

Custom Built     Your Variables     2-3 Week T/around

COACHING PROGRAM

BUSINESS MENTOR ON DEMAND

One-to-one mentoring with a seasoned adviser, on call for the decisions that actually move the needle around — pricing, hiring, cash & conflict.

1:1     Fortnightly Session     Phone/Email Access

COACHING PROGRAM

BUSINESS PERFORMANCE PROGRAM

A structured program to lift profit, systems and leadership capability, with quarterly targets and hands-on implementation and accountability.

Weekly/Fortnightly     No Contracts     Focused Actions

GROUP COACHING

GROUP MENTORING PROGRAM

Work alongside other service and trade owners. Accountability, costings and close rates, with a room that has already solved your problem.

Small Group     Fortnightly    Peer Accountability

WHAT WE DO

Business Improvement issues we Solve

  • Cashflow issues

    Either it’s not balanced or there is simply not enough of it due to poor turnover or poor pricing (or both)

  • Owners Stress

    Staring at the ceiling at 2am in the morning – worried about the business, with this generally driven by long hours, poor delegation, staff issues or lack of cashflow

  • People/staff issues

    It takes time to become a good leader of people, noting that many business owners have never “studied” in this area

  • Long work hours

    With the business consuming excessive time away from life, family, hobbies etc, often due to a lack of business or cashflow

  • Succession or retirement

    An end date is known, but there is no real plan to exit the business or harvest its value – OR, you have years ahead of you but want to build a business that is valuable

If any of these points are you and you are serious about actually making a change, then reach out and make a time to discuss your situation. We don’t treat these as sales calls – our objective is to quickly flesh out the issues and see if we can assist.

If We Can

We will invite you to have a deeper discussion so we can map out options for you to consider. We have a range of program options (as you will see on this site). They all work at driving business improvement, but we apply the right program to the business’ needs – rather than just pushing a business into the most convenient program.

We also cater to a range of budget points and delivery methods, so there is a business improvement option for every business.

If We Can’t

Then we will at least give you a few suggestions to pursue. If we are not the right solution for you – then you will hear that from us.

READ THESE

Some Important Points

  • All of our programs use common tools and background elements, so if you need to shift up a gear (or down one) with your business improvement plans, then you can very easily.
  • Outside of a Business Planning activity (covered on a simple fee for service basis), all of our programs are delivered in an “on-demand” basis with monthly billing and no lock-in contracts. We have run our programs like this for years, so our clients are in control of our tenure – not us.
  • Across all of our different program options, we apply accountability to ensure improvement is being achieved. So, if you are not prepared to make positive changes in your business – then we are not the service for you.

As we work on incrementally improving businesses, consistent application of the owners time towards business improvement is important. This does not need to mean a lot of time – but more the consistent application of some time.

If you can’t prioritise some regular time towards making positive changes in your business for longer term wealth and success, then you are perhaps not ready for an improvement program.

THE BOOK

“ITS NOT WHAT YOU MAKE, IT’S WHAT YOU KEEP.”

Twenty-seven years in commercial banking taught Stewart Clark one thing above all: plenty of busy businesses build wealth for their bank instead of their owner. The book lays out the framework we use with clients — margin, costing, systems, people and risk — with live case studies and action steps at the end of every chapter.

Where profit actually leaks in a service business
How to price and cost a job so the margin survives
Building a business that can be sold, not just worked in

NEED TO KNOW

COMMON QUESTIONS

CAN I BUY THE TOOLS ON THEIR OWN?

The templates and toolkits come bundled with the coaching engagement they belong to. A tool without the thinking behind it usually ends up unopened in a folder.

HOW DO I GET THE BOOK?

Mention it at your strategy session, or call 1300 626 488 and we’ll arrange a copy.

ARE WORKSHOPS OPEN TO MY TEAM?

Yes. Most owners bring one or two leaders — the change sticks faster when the people running the jobs hear it first-hand.

DO YOU DELIVER THESE OUTSIDE CROYDON?

We work face to face within about 15km of Croydon North and deliver online anywhere in Australia – Guaranteed. However, if you need something different, raise it during your strategy session.

WHERE WE DELIVER

HAND-DELIVERED AROUND CROYDON, VICTORIA.

We deliberately keep our client base close. It means we can sit at your table, walk your workshop and meet your team — the things that make coaching stick. If you run a service or trade business in Melbourne’s outer east, we’re a short drive away.

WANT TO SEE THE NUMBERS YOUR OWN BUSINESS WOULD PRODUCE?

Bring one job, one quote or one month of figures to a complimentary strategy session and we’ll run them through the tools with you.
Download a full copy of our Capability Statement here for more detail.