Step 2: Pick Your Focus

Option 1. Business Vision

For visionaries looking to transform their ideas into business ventures.

• explore your business vision
• uncover a business route that is suitable for you
• identify the impact that you wish make
• map out intended experiences 
• select your role in the business mission

Option 2. Business Structure 

For owners, entrepreneurs, and managers ready to develop standards for how the business operates.

• examine entrepreneurship, ownership, and management
• discuss the functional purpose of a business
• review the formula for running a business
• explore human capital, roles, responsibilities, and KPI's

Option 3. Business Financials

For money managers looking to improve the financial future of the business.

• learn what owners compensation should be in relation to revenue
• discuss financial goals and operating budgets including payroll
• examine equity distribution limits and debt acquisition limits
• receive a cash management plan for banking
• receive a comprehensive operating budget 
• uncover the company's investable, profitable, & scalable rating

Meet with a strategist for 45-minutes to:

• discuss income goals
• uncover your financial needs and motivations
• explore healthy financial budgets
• build a healthy financial plan for your life

Meet with a strategist for 45-minutes to:

• learn about the 5-key positions of a small business
• discuss the key performance indicators (also known as KPI's) for of each key position 
• uncover the time commitment of each position
• learn how owners, staff, advisors, investors are paid within a business
• determine your role, time commitment, KPI's, and pay structure
• build your owners compensation budget
• get a recommendation of the company's revenue needs using your healthy personal financial plan
• learn the 7-key budgets of a small business 
• explore the operational functions of each key budget
• get a recommendation of your company's 7-key budgets with built-in profits

Meet with a strategist for 15-minutes to:

• discuss your consulting journey
• glance back over your decisions and recommendations
• get answers to any questions or concerns you may have before portal development begins

Over the course of 11 business days, ETS  will compile the information from the sessions to create a digital snapshot of your personal financial plan, company's revenue needs and the company's 7-key budgets with built in profits. Once your portal is developed, it will be accessed via a Microsoft Teams invite.

You will receive access to the Owners Compensation and Business Profitability financial portal 12 days after your exit session. Access to your portal remains active during your journey with ETS and up to 90 days after your last consulting session. 

Meet with a strategist for 45-minutes to:

• learn the correlation between pricing and cost of goods
• determine your operational capacity per good
• take a closer look at your intended experience 
• discuss the cost to deliver sustainable, measurable, scalable goods
• align your new outlook with your current budget
• determine if your outlook on pricing and cost of goods is realistic 

Meet with a strategist for 45-minutes to:

• discuss the true cost of the intended experience versus your initial thoughts 
• determine if your businesses financial plan (including the revenue goal and 7-key budgets) needs to shift to accommodate the cost of your intended experience or if the intended experience can be changed to accommodate your financial plan
• make any necessary changes to the financial plan or intended experience 
• learn how profit and loss projections align with goods 
• develop and apply a profit and loss strategy to your goods
• determine if the forecasts are realistic 
• get a recommendation on a pricing model that aligns with the company's expectations and capabilities

Meet with a strategist for 15-minutes to:

• discuss your consulting journey
• glance back over your decisions and recommendations
• get answers to any questions or concerns you may have before portal development begins

Over the course of 17 business days, ETS strategist  will compile the information from your sessions to create a financial snapshot that displays your sales forecast itemized by goods, price, and volume projections. Once your portal is developed, it will be accessed via a Microsoft Teams invite.

You will receive access to the Pricing financial portal 12 days after your exit session. Access to your portal remains active during your journey with ETS and up to 90 days after your last consulting session. 

Meet with a strategist for 45-minutes to:

• explore how portfolio of goods are formed
• learn about the 4-goods theory
• discuss the power of intended experiences within a business
• identify your core product/service
• explore the alignment of your supporting goods with your core product/service
• examine the financial outlook of your 4-goods theory
• review the volume output of your 4-goods theory
• determine if your current outlook and output of your portfolio of goods is realistic

Meet with a strategist for 45-minutes to:

• develop a pie chart for your portfolio of goods
• optimize the financial outlook and output goals of your goods
• determine the minimum and maximum price point of your your goods
• optimize your key offer
• improve the alignment of your supporting goods
• discuss your intended experiences and the intended cost
• analyze how your intended experiences will lead to brand loyalty and customer spend

Meet with a strategist for 15-minutes to:

• discuss your consulting journey
• glance back over your decisions and recommendations
• get answers to any questions or concerns you may have before portal development begins

Over the course of 11 business days, ETS strategist  will compile the information from your sessions to create a financial snapshot that displays the company's optimized portfolio of goods, key offer, supporting goods, financial outlook, and volume output data. Once your portal is developed, it will be accessed via a Microsoft Teams invite.

You will receive access to the Portfolio of Goods financial portal 12 days after your exit session. Access to your portal remains active during your journey with ETS and up to 90 days after your last consulting session. 

Is Consulting Available Online and In-Person?

Yes, ETS strategists meet with small business owners in-person at the ETS office in Downtown Dallas. Those outside of the Dallas area meet virtually via Microsoft Teams. 

Is Additional Support Offered outside of the 5-Step Process?

Exec.Talent.Source offers business consulting to entrepreneurs who want to learn, build, and implement better financial structuring under the advisement of financial strategists. ETS strategists guide small businesses from concept, through restructuring and development, to market in a profitable, scalable, sustainable, and realistic manor.

ETS strategist are not equipped to offer additional services outside of the signature 5-step consulting process. 

Is the delivery of services flexible?

Definitely, to a degree. ETS strategists are able to extend the delivery of services to accommodate your schedule. However, expediting the delivery is available on occasions for an additional fee. 

Is Consulting intended for new or existing businesses?

Exec.Talent.Source is designed for companies generating revenue up to $5 Million annually. 
This includes companies in pre-revenue, pre-launch, and ideation phases. 

Can my staff atTend my Consulting sessions?

Some ETS sessions are designed for owners only, while others are for owners and staff. As long as the session says for staff in the process description, you are golden.  

Am I expected to Pay For All 5-steps upfront?

No. You are only expected to pay for 1 step at a time. Steps 1 and 2 are the only steps that are offered as a pack and billed together. When you move to step 3, you will request an invoice for step 3 and you will only be billed for step 3. Same process for steps 4 and 5.

Can I purchase Step 1 without STep 2?

In the event that you only need to develop a personal financial plan without a financial plan for your business, purchasing Step 1 without Step 2 is an option. Your request will be discussed with a strategist on during your free consultation. If you need step 2 but are not ready to make the financial commitment, it is not recommended that you purchase step 1 in the interim. If you need steps 1 and 2, it is best to wait to purchase them as a pack to get the most value out of the sessions as intended in the sessions design.

90-Day Operating Runway

DESIGN Studio

During your journey, you will:  

• develop a 90-day operating plan
• build a personnel plan
• organize the composition of business units
• discuss necessary resources and tools  

Activate Studio

During your journey, you will:    

• set goals
• create milestones
• design metrics
• navigate the sales and operations process with a coach
• improve inefficient procedures & strategies
• examine and discuss wins and losses 

Purpose: To develop and execute an action plan to achieve revenue targets and operating goals while working alongside a strategist for guidance and support.

90-Day Profitability Runway

Design Lab

During your journey, you will:

• discuss revenue, expenses, and profit margins 
• set revenue targets
• create operating budgets for expenses
• develop a profitability plan
• determine compensation parameters 
• identify production capacity
• receive a one-page financial compass for your business 

Purpose: To learn the pillars to achieving profitability and create a profit plan for your business. You will also uncover the minimum revenue needed to meet the owner's interests.  

Activate Studio  

While in-studio, you will:  

• activate your profitability plan
• monitor revenue, expenses, and profit margins
• attend regular check-ins and receive coaching
• examine tensions and reduce inefficiencies

Purpose: To activate your profitability plan and receive hands-on support throughout your journey. This process keeps you on track to meet your financial goals and educates you along the way.

Designing a Portfolio of Essential Goods 

Design Lab

During your journey, you will:  

• create your portfolio of goods
• develop a financial compass for each good
• uncover production capacity 
• develop a profitable pricing model
• optimize your price sheet

Purpose: To develop a portfolio of goods that is profitable and essential to the consumer's needs.

90-day Personal Finance Runway

Design Lab

During your journey, you will:  

• discuss your income goals
• examine healthy financial habits
• explore lifestyle budgets
• design a 3-month financial plan

Purpose: To learn the pillars of becoming financially fit. You will create an owner's compensation plan with the support of a strategist. This process examines the owner's financial needs and motivation.

Activate Studio 

While in-studio, you will:  

• activate your financial plan
• monitor your budgets
• improve your financial habits
• examine financial tensions
• uncover adjustment needs
• attend monthly check-ins 
• achieve your financial goals

Purpose: To activate your 3-month financial plan and receive hands-on support throughout your journey. This process keeps you on track to meet your financial goals and educates you along the way.

Turning Ideas into business Concepts

Workshop

During this workshop, you will: 

• explore business concepts
• discuss the composition of a team
• learn about human-centered experiences 
• discuss personal money and business money
• uncover your concept's investable, profitable, & scalable rating

Purpose: The object of this workshop is to help you gain a deeper perspective of business. You will learn the stages of business, uncover your current position, and discuss what to expect next. 

Step 1: Request an Invoice

When you are ready, you can request an invoice here.
While requesting an invoice, you will select the objectives you wish to achieve through ETS consulting.
Once you submit your invoice request, you will receive a response within 1 business day.

FAQ: Do I need to purchase all 5 steps at once?
You are only expected to pay for 1 step at a time. Steps 1 and 2 are the only steps that are offered as a pack and billed together. When you move to step 3, you will request an invoice for step 3 and you will only be billed for step 3. Same process for steps 4.

Step 2: get a free consultation

Once your invoice request is received, an ETS representative  will contact you to schedule a consultation. During the 15-minute free consultation,  your needs, time table, budget, and expectations will be discussed. If a client-company alignment is reached by the end of your consultation, your invoice request will be approved. 

Step 3: receive your invoice via email

Once your invoice request is approved, you will receive your invoice via email. A link to view and pay your invoice will be embedded into the body of the email. A PDF version of your invoice will also be attached to the email.

Step 4: Process payment

Payment can be processed via the payment link in the body of the invoice email. ACH payments are accepted as the only form of payment for client companies.  

Step 5: schedule sessions 

Once payment is made, you will be requested to schedule your sessions 4 days from the date of purchase. Full instructions for how many schedules to schedule and when, will be included in your invoice email.