Geppert Group


Modern business agency helping
early stage entrepreneurs & technologists


Sales Development | Operational Workflow | Financial Modeling


Sales Development Sprint

Sales are the lifeblood for any business.

Our work developing sales messaging, honing market positioning, and documenting customer strategy accelerates this vital function.


Operational Workflow Sprint

When working within constraints, one must operate both effectively and efficiently.

We implement tools and processes to achieve maximum value given the resources available.

Our work enables you to focus time and energy where most impactful to your business.


Financial Modeling Sprint

Without the numbers, it's challenging to run a successful business.

We help solidify your business model or provide alternative possibilities if needed.

Sales Development Sprint

A repeatable sales process is a challenging but needed step for any sustainable business growth.

We will pinpoint the optimal buyer profile and determine how to reach them. Concurrently, we test product offering, market fit, and specific sales messaging.


Tangible Deliverables:
Sales Asset Creation (Deck or One Sheet) Foundational Sales Playbook & Guidelines


Core Package:
Market Positioning, Packaged Offering, Sales Messaging, Customer Acquisition Plan & TestingSix (6) Week EngagementStarts at $3,000


Sales Development Engagement Process

Stage 1:
Discovery
Deep dive to intimately understand your business. To kickoff effectively, we will talk through prior successes & current bottlenecks.
Stage 2:
Initial Recommendation
Customer Acquisition Strategy and Execution Plan.
Deliverable (1)
Sales Asset Creation
Professionally designed Deck or One Sheet
Stage 3:
Market Testing (1)
Feedback on Sales Packaging
Stage 4:
Iteration based off Market Feedback

Stage 5:
Market Testing (2)
Feedback on Revised Sales Packaging
Deliverable (2)
Foundational Sales Playbook & Guidelines

Stage 6:
Tweaks, Training, and Next Steps

Operational Workflow Sprint

A business can only grow long term with a strong foundation in place. This foundation becomes more challenging to solidify with passing time.

What structure will help you achieve your goals? Have you developed operating principles?

Throughout this engagement, we‘ll bring actionable insights to establish systems that are both dynamic and sustainable with growth.


Tangible Deliverables:
Technology Software Solutions Implemented Operational Playbook & Guidelines


Core Package:
Business Constraints Identified, Overall Workflow Development, Optimize Constraint with Technology Solution, Expedite Team Operational Skill GrowthSix (6) Week EngagementStarts at $3,000


Operational Workflow Engagement Process

Stage 1:
Discovery

To kickoff, we'll take an under the hood look into your business. This will highlight prior successes, current stage, and future goals. Through this discovery period, we will identify main capacity bottlenecks .
Stage 2:
Recommendation
Design optimal workflow that builds toward long-term business goals given current stage and resourcesImplement needed systems & tools
Deliverable (1)
Process Documentation
Step by step overview (how to) of daily responsibilities and tasks
Stage 3:
Initial Training
Help internal team become well versed on new process and capabilities
Stage 4:
Test Run
Day-to-day operations are run by internal team with Geppert providing light support and overview
Stage 5:
ReDiscovery
Another look under your business hoodPlans and processes are only as good as what's actually being done (We want to help find your teams ideal!)
Deliverable (2)
Operational Playbook & Guidelines

Stage 6:
Tweaks, More Training, and Next Steps

Financial Modeling Sprint

Managing cash flow and knowing runway are vital for any busy, but especially important for early stage companies.

Without a clear and updated picture of current financial situation and future outlook, making smart decisions becomes an increasingly unfavorable game of chance.

With a grasp on the financials, business decisions will be navigated with greater ease.


Tangible Deliverables:
Financial Model for Drive Business DecisionsForward Projection ModelFinancial Statements Updated (Additional cost)


Core Package:
Business Model Strategy, Financial Assumption Testing, Key Business Metrics Identified, Advisory on Capital Allocation & BudgetingSix (6) Week EngagementStarts at $3,000


Financial Model Engagement Process

Stage 1:
Discovery
Through detailed questioning and observations, Geppert will gain a strong insights into your overall business as well as a needed view into current financial upkeep and bookkeeping process.
Stage 2:
Initial Recommendation
KPIs & Business Driving Activities IdentifiedFinancial Model Directional Overview and Structure Communicated
Deliverable (1)
Operating Financial Model
This model will be imperative to drive day to day decisions.
Stage 3:
Model Advisory & Training (part 1)
Make sure you understand the working and nuances needed to inform decision making
Deliverable (2)
Financial Model for Projections

Stage 4:
Model Advisory & Training (part 2)

Stage 5:
Capstone and Next Steps

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