Advisory Board: Monthly Team Accountability & Strategic Support
Moving Your Business Forward, Sustainably
You’ve defined the strategy, but translating it into consistent team execution is where most businesses fail. My Monthly Accountability and Support service is your guarantee of sustained progress. This is not about once-off projects; it’s about a strategic partnership that builds the necessary discipline and capability into your team every 30 days.
We ensure your team is aligned, empowered, and held accountable to the targets that drive time freedom for you, and enhanced value for the business.
The Three Pillars of Monthly Advisory
This retainer service is specifically designed to address the ongoing challenges of mid-market entrepreneurial businesses that need structure without sacrificing speed.
Pillar 1: Strategic Accountability & Review
We enforce the execution of your strategic plan.
- Monthly Strategy Review: A dedicated session to review progress against your key Business Objectives and Key Results (OKRs) or annual goals. We identify roadblocks, pivot strategies, and ensure the team is focused on high-impact activities.
- Leadership Team Accountability: I work directly with your leadership to foster a culture of peer accountability, moving away from top-down blame and toward shared responsibility for outcomes.
- Financial Insight Check-in: A quick, regular look at the story your financials are telling, ensuring you are managing cash flow effectively and eliminating potential profit leaks.
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Pillar 2: Capability & Skill Transfer
As a Certified Business Advisor, my job is to improve you and your team so you can solve problems in-house, creating operational independence.
- Tool & Framework Transfer: Providing the specific insights, tools, and structure needed to handle recurring issues—from refining your sales process to optimizing meeting rhythms.
- Custom Problem-Solving: Addressing current, urgent challenges with the specific perspective of an experienced Managing Director. You get quick, strategic input to prevent an issue from escalating.
- Leadership Coaching: Ongoing mentorship to strengthen the soft skills of your key leaders, ensuring they can manage change and drive performance autonomously.
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Pillar 3: Exit-Ready Focus
Every month, we work to make your business a more valuable asset.
- Value Enhancement Focus: We align every action with the ultimate goal: building a company that runs away from the founder and is sellable. We regularly assess your business’s value drivers.
- Risk Mitigation: Proactive identification of business risks, ensuring you are compliant, systemised, and not over-reliant on any single person, client, or supplier.
- Guaranteed Access: You have a trusted advisor on call for quick strategic counsel during critical decisions, giving you the peace of mind that you’re not making major decisions alone.
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Why Choose a Monthly Advisor Retainer?
For the growth-minded Business Owner, a retainer is the most efficient investment for sustained results.
| Benefit for WSBA Clients | Description |
|---|---|
| Consistency over Crisis | Instead of hiring a consultant when a problem is a crisis, we prevent issues from starting by building stronger systems and habits monthly. |
| Predictable Budgeting | A fixed monthly fee for strategic oversight and advice, allowing for easier cash flow management and clear Return on Investment (ROI). |
| Increased Time Freedom | By installing monthly discipline, your business starts being run by its systems, not by you, freeing up your time for strategic leadership. |
| Sustainable Valuation | The ongoing focus on operational discipline and leader development means your business value constantly increases, making you truly exit-ready. |
Ready to replace chaos with consistent progress?
Book your free 30-minute call to see how a structured Monthly Accountability program can deliver the time freedom you’ve been chasing.