CS↗CHAD SMELTZER

HOW I WORK / COMPANY ANALYSIS & IMPLEMENTATION

Learn the business.
Build the plan.
Help make it happen.

I work alongside your people to find growth opportunities, assess whether they fit your business, and help develop and test the right offering. Your customers, team, and operations shape where we begin.

Discuss Your Business

BEFORE WE BEGIN

Start with
a conversation.

We begin with a free 30-minute conversation about your business, the challenge you see, what you have tried, and what you want to improve. We discuss whether a company analysis would be a useful next step.

Before paid work begins, we agree on the scope, access needed, deliverables, responsibilities, and fees. The analysis can take place in person, virtually, or through a combination of both.

01 / DISCOVER

Understand the
business firsthand.

As an independent third party, I give customers and employees room to share perspectives they may hesitate to raise through company channels. I explain my role and the purpose of the conversations.

  • Ride with salespeople and observe customer conversations.
  • Interview leadership, employees, and operations staff.
  • Speak with selected customers about needs and unmet expectations.
  • Review existing products, services, relationships, and delivery workflows.
The purpose: a firsthand view of customer needs and company capabilities.
02 / EVALUATE

Find the opportunity.
Check the fit.

I use AI-assisted analysis to organize information and surface patterns, then check the findings against observations and available evidence. We review the company overview and prioritize realistic opportunities together.

  • Assess customer demand and the alternatives customers already use.
  • Review delivery capacity, costs, margin potential, and resources needed.
  • Identify assumptions, constraints, and reasons an idea may not fit.
You receive: a company overview and prioritized recommendations.
03 / DESIGN

Shape a program
your team can deliver.

Combine existing capabilities into a defined offering. We agree on the customer, scope, pricing assumptions, responsibilities, and delivery process.

You receive: a program brief, delivery workflow, and pilot plan.
04 / VALIDATE

Test with customers.
Learn before expanding.

I help your team put the agreed pilot into practice and review customer response, delivery effort, costs, and available sales and margin results.

We compare the evidence with the assumptions and decide whether to proceed, revise the offering, or stop. A promising concept is not yet a proven business model.

You receive: pilot findings and a recommendation on the next step.
05 / SCALE

Build on
what works.

Where the pilot supports expansion, I help your team establish repeatable sales and delivery processes, clear ownership, training, and progress reviews.

We consider recurring service schedules where customer needs support them. AI and other tools can assist with proposals, training, reporting, or coordination where they add value. We review results and adjust as the work develops.

You receive: agreed implementation support and a rollout plan.

ONGOING INVOLVEMENT

A plan.
And help carrying it out.

I work alongside your team to carry out the agreed plan. We define the scope, responsibilities, and next steps together.

Explore the work we can put in place →

YOUR NEXT STEP

Start with your business today.

Discuss whether a company analysis is the right starting point for your business.

Discuss Your Business See business results and testimonials →