What Makes Our Process Different
- Miranda Kishel
- 2 days ago
- 3 min read
In a world full of business advisors, agencies, and consultants promising results, it can be difficult to understand what actually sets a consulting firm apart. Knowing what makes a consulting process different helps you choose partners who deliver real value—not just advice. A strong, transparent consulting process should create a clear value proposition, reduce uncertainty, and help you make confident, data-driven decisions.
1. Step-by-Step: What Makes Our Process Different
Step 1: We Start With Your Big Picture
Before diving into tasks or tactics, we take time to understand your long-term goals, challenges, and constraints.
What are you building?
What matters most in the next 12–36 months?
What obstacles are you facing?
This sets the strategic direction for every recommendation that follows.
Step 2: We Map Your Current State With Precision
Next, we conduct a detailed analysis of your business as it operates today.
Financials
Workflows
Customer experience
Systems & software
Team capacity
KPI and performance data
This current-state assessment ensures that advice is grounded in facts, not assumptions.
Step 3: We Identify the Root Causes—Not the Symptoms
Many consultants stop at surface-level insights. We go deeper.
Why is revenue flat?
Why does cash flow fluctuate?
Why are projects delayed? Root-cause analysis leads to solutions that create lasting impact.
Step 4: We Deliver Solutions You Can Implement
A good consulting process turns analysis into actionable steps.
Prioritized recommendations
Forecasts, financial models, or workflow diagrams
System and operations upgrades
Clear next steps and owner assignments
Our goal: to make execution simple, realistic, and aligned with your team’s capacity.
Step 5: We Measure and Iterate
Implementation is not the end. We help you monitor results, adjust strategies, and continue improving.
Monthly KPI tracking
Quarterly strategic reviews
Feedback loops for your team
This ensures your investment keeps delivering value long after the initial engagement ends.
2. Real-World Examples of This Process in Action
Example 1: A Multi-Business Owner With Conflicting Priorities
A client with three companies and multiple real estate projects struggled with overwhelm.
Using our process:
We clarified long-term goals
Audited financials across all ventures
Built a consolidated dashboard
Prioritized profit-generating actions
Streamlined tax and accounting systems
The result: a strategic roadmap that reduced stress and allowed focused execution.
Example 2: A Service Business With Declining Profitability
After mapping the company’s operations:
We identified inefficient workflows
Updated pricing
Eliminated unprofitable service lines
Implemented new bookkeeping and reporting systems
Profit margins increased within one quarter.
3. Common Mistakes to Avoid
Jumping into tactics before clarifying strategy. This leads to inconsistent decisions and wasted resources.
Ignoring data when making decisions. A lack of financial insight is a major reason small businesses plateau (U.S. Chamber of Commerce).
Working without documented processes. Without workflows, businesses rely on memory rather than systems, limiting scalability.
Hiring consultants who provide insights but no implementation support. Information without execution rarely moves the needle.
4. Summary of Best Practices
To get the most value from any consulting engagement:
Choose partners who start with your goals—not their service menu.
Look for a consulting process that is structured, transparent, and collaborative.
Ensure recommendations are practical and tied directly to measurable outcomes.
Prioritize firms that incorporate financial data, workflow analysis, and KPI tracking.
Seek advisors who support implementation, not just diagnostic work.
Review results regularly and adjust your plan as your business evolves.
If you’d like help applying this process to your own company, I can assist in developing a custom roadmap or operational improvement plan anytime.
