Growth Opportunity Assessment
Find your most practical paths to growth, whether that's a service you're underselling, a market you're not reaching or a marketing gap competitors are using.
Talk About Growth OpportunitiesWhat's IncludedWhat's included in a growth opportunity assessment
Service mix review
Which services bring in the most profit, which are underpromoted and which take more effort than they're worth.
Customer review
Who your best customers are and how to find more of them.
Local market and search demand
What people in your area are searching for, using free tools and search data, and where demand is growing.
Competitor scan
How nearby competitors market themselves and where they're leaving gaps.
Marketing gap check
Where your website, Google profile, ads and follow-up are leaving leads on the table.
Ranked opportunity list
Each opportunity rated by impact, cost, effort and fit with your goals.
How we approach growth
Start close to home
The best opportunities are often in what you already do, like a higher-margin service or a neglected customer group.
Check demand before investing
We look at real search demand and competition before recommending a new service or market.
Favor growth that adds value
We lean toward growth that makes the business more predictable and less owner-dependent, not just bigger.
We work alongside your advisors
We work alongside your attorney, CPA and financial advisor. We don't give legal, tax or investment advice, and nothing here replaces a formal valuation.
When an assessment helps most
If any of these sound familiar, this is a good place to start.
- Growth has flattened and you're not sure why
- You have more ideas than time or budget
- You're considering a new service or location
- Competitors seem to be winning work you should get
- You want growth that also builds long-term value
How it works
What you walk away with
A focused list instead of a pile of ideas.
- A ranked list of growth opportunities
- A short rationale for each, with what it would take
- Recommended first moves for the next quarter
- Which opportunities to fold into a strategic growth roadmap
Not sure where your next stage of growth comes from? Let's look.
Start the ConversationGrowth Opportunity Assessment: common questions
How is this different from a marketing audit?
A marketing audit looks at your channels. A growth opportunity assessment looks wider, including services, customers, markets and capacity, with marketing as one part.
Do you promise a certain amount of growth?
No. We identify opportunities and explain the reasoning behind them. Results depend on the market, execution and many factors outside anyone's control.
What do you need from me?
A conversation about your goals and business, plus whatever basic information you're comfortable sharing about services, customers and marketing.
What if the best opportunity isn't marketing?
We'll tell you. Sometimes the best next step is pricing, hiring or operations, and you'll want your CPA or other advisors involved.
Can you help carry out the plan?
Yes, especially the marketing parts like SEO, Google Ads and website work. We can also build the opportunities into a strategic growth roadmap.
Services that work well together
Strategic Growth Roadmap
A strategic growth roadmap for small business owners: clear priorities, quarterly milestones and a marketing plan that ties every project to your goals.
Learn more →Value Driver Analysis
Value driver analysis for business owners: find what makes your company more valuable to a buyer, what holds it back, and what to improve first.
Learn more →Financial & Marketing Alignment
Align your marketing budget with your financial goals: tie spend to margin, cash flow and business value, not just clicks and leads.
Learn more →Business Value
Understand and strengthen what drives the value of your business.
Business Value overview →Take Your Business To The Next Level
Ready to talk about Growth Opportunity Assessment?
Tell us about your business and where you'd like to take it. We'll help you find the growth opportunities worth chasing.
Talk About Growth OpportunitiesA Dallas-Fort Worth agency founded in 2016 and led by James Annon.
Empowering businesses with innovative solutions.
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