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Momentum Consulting & Strategies

Capabilities

Business Strategy, Sales & Operations Consulting

Built around the problem, not a service menu.

Most business problems cross more than one department. A revenue issue can involve marketing, sales, people, operations or all four. We bring together whatever the problem requires. The goal is simple: fix what isn't working and leave behind a stronger way of operating.

The method, applied to every capability

1

Diagnose

Figure out what is actually causing the problem. A sales problem is not always a sales problem.

2

Strategize

Decide what needs to change and what matters first.

3

Systemize

Build the process, ownership and structure around the fix so it holds.

4

Execute

Put the plan into action with the right people, and track what is working along the way.

5

Scale

Build on what works without adding unnecessary chaos.

A good plan matters. What gets built and carried out is what changes the numbers.

Operating systems by capability

Each capability has a flow. Momentum finds where it leaks and rebuilds it.

Sales

  1. 01Lead
  2. 02Contact
  3. 03Discovery
  4. 04Need identification
  5. 05Positioning
  6. 06Close
  7. 07Follow-up
  8. 08Retention

Marketing

  1. 01Acquisition
  2. 02Tracking
  3. 03Conversion
  4. 04Reactivation
  5. 05Measurement

Recruiting

  1. 01Sourcing
  2. 02Screening
  3. 03Interviewing
  4. 04Onboarding
  5. 05Training
  6. 06Performance

Operations

  1. 01Workflow
  2. 02Ownership
  3. 03Standards
  4. 04Reporting
  5. 05Improvement

The full set

Business Strategy

  • Business diagnostics
  • Strategic planning
  • Market positioning
  • Competitive strategy
  • Business-model analysis
  • Expansion & new ventures
  • Decision support

Sales & Revenue

  • Sales process
  • Needs-based selling
  • Conversion
  • Offer development
  • Lead handling & follow-up
  • CRM strategy
  • Customer reactivation
  • Sales management
  • Pricing strategy

Marketing & Customer Acquisition

  • Marketing strategy
  • Lead generation
  • Local marketing
  • Positioning
  • Campaign strategy
  • Digital strategy
  • Marketing diagnostics

Operations

  • Business systems
  • Workflow
  • Accountability
  • Leadership structure
  • Performance management
  • Multi-location operations
  • Process improvement

People & Organization

  • Recruiting & hiring
  • Interviewing
  • Training
  • Employee development
  • Management
  • Leadership development
  • Incentive structure
  • Workforce scaling

Growth & Expansion

  • New markets
  • Additional locations
  • Scaling infrastructure
  • Capacity planning
  • Organizational readiness
  • Expansion strategy

Political & Field Operations

  • Political consulting
  • GOTV
  • Canvassing
  • Petition management
  • Ballot initiatives
  • Grassroots field programs
  • Recruitment & deployment
  • Multi-state management
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