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YOUR SMALL
BUSINESS ADVISOR

We build, manage, and optimize essential organizational functions and processes in order to systemize growth, mitigate risk, and facilitate retention.

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Initial Approach

Building a successful business is no easy task.

At some point in your journey, you realize you need smart people around you. People who are tech-savvy, people who know how to build, people who know how to manage, and most importantly, people who know how to do the things you don’t want to.

As a customer experience specialist, Initial Approach employs the discipline and the technical knowledge that is necessary to develop systems, people, and growth.

OUR PARTNERS

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rippling payroll and onboarding for hr support
trust and wills for business owners
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HOW CAN YOU IMPROVE YOUR CUSTOMER EXPERIENCE?

Whether you’re starting a new business, growing an established one, or launching an event, Initial Approach can help you achieve measurable results. With an in-depth knowledge of go-to-market strategies and the latest tools & techniques to help determined businesses build, grow, and retain — Initial Approach is your catalyst for success.

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Brand Management

Build a brand that appeals to the masses.

Operations Optimization

Synchronize and streamline your operational functions.

Customer Acquisition

Earn your share of the market.

Talent Acquisition

Find and keep the best talent.

Customer Retention

Maintain your market dominance.

Procurement

Acquire the resources you need to build the business you want.

Product Development

Create products and services that consumers brag about.

Risk Mitigation

Avoid the typical setback that surprise us.

Digital Transformation

Eliminate backlogs and speed up operations.

Compliance

Ensure you follow the rules.

Software Integration

Connect your technology stack and avoid information gaps.

Event Management

Create your audience through in-person events.

DEFINE YOUR CUSTOMER EXPERIENCE

There are several reasons why a startup or established business might consider hiring a professional business advisor:

Expertise: A business advisor has a wealth of knowledge and experience in a variety of areas, such as marketing, finance, and operations. This expertise can be invaluable to a startup as it navigates the challenges of building a successful business.

Objectivity: It can be difficult for business owners to be objective about their own businesses, especially when they are deeply invested in its success. A business advisor can provide an outside perspective and help the business owner see things that they might have missed.

Network: A business advisor likely has a network of contacts and resources that they can tap into to help the business. This can include introductions to potential investors, customers, or partners.

Time: Starting a business can be time-consuming, and it can be difficult for business owners to find the time to focus on all of the various aspects of building a successful business. A business advisor can take on some of these tasks, freeing up the business owner to focus on other priorities.

Support: Starting a business can be stressful. A business advisor can provide support and guidance to help the business owner navigate the ups and downs of building a business.

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FOOD FOR THOUGHT