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Services

Our Services

Our services are designed to help companies achieve their strategic objectives through the expertise of our experienced consulting team.

We offer fractional executive services, where our experienced professionals can step in to fill key leadership positions such as CEO, President, CRO, EVP Sales, Chief Customer Officer, COO, EVP Professional Services, and EVP Customer Support.

In these roles, we provide guidance and leadership to help drive business, operations and customer success. Whether you are focused on a growth strategy at scale or in need of turning around an underperforming part of the business we can help.

Executive Management Fractional Capacity

Executive management services are aimed at helping organizations improve their overall business performance and achieve their strategic goals.

We work with top-level executives to identify areas of improvement, develop and implement effective strategies, and enhance organizational effectiveness.

Services may include leadership development, go to market, process improvement, organizational design, and more.

 

If you are a small business and need part time executive help this model is perfect for you.

Business Optimization & Transformation

Business optimization and transformation services are designed to help organizations improve their efficiency, productivity, and profitability across various business functions, including sales, marketing, project/program management, customer services, and operations.

Ultimately, the goal of these services is to help businesses achieve their objectives, maximize their potential, and compete more effectively in their respective markets.

Balancing company, shareholders, customers and employee experience is at the forefront of everything we do

Sales

Our sales services are designed to help businesses of all sizes improve their sales performance and achieve revenue growth.

 

We have over 15 years building successful sales teams from inside BDM to Strategic Account coverage.  

 

We offer a range of services including:

Sales strategy development

We work with clients to develop a comprehensive sales strategy that aligns with their business goals and objectives.

 

We assess market trends, target customers, and competitive landscape to develop a winning sales strategy.

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Sales training and coaching

Our team provides customized sales training and coaching programs to help sales teams improve their skills and performance. We focus on sales techniques, objection handling, communication, and relationship building to help sales reps close more deals.

Sales process optimization

We analyze our clients' existing sales processes and identify areas for improvement.

 

Our team helps optimize the sales process to improve efficiency and effectiveness, resulting in higher conversion rates and faster sales cycles, with improved forecasting.

Lakeside Advisors supports sales training and strategy for your business

Sales management and leadership

We provide sales management and leadership services to help businesses build high-performing sales teams. Our team helps establish sales goals, metrics, and incentives, and provides ongoing coaching and support to help sales managers lead their teams to success.

Our Founder and President says...

        I helped a major cable company with employee performance and professional development issues. By understanding the intersection of the business objectives and skills of the employees I was able to help them with a performance management application that drove improvement across all their key metrics. In parallel, to improve attrition issues, built a professional development application that retained and rewarded employee growth and self investment.

Marketing

Our marketing services are designed to help businesses of all sizes develop and implement effective marketing strategies to achieve their goals. We offer a range of services including:

Market research and analysis 

Our team conducts market research to identify customer needs, preferences, and behaviors.

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We analyze the competitive landscape and provide insights to help clients make informed marketing decisions.

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Brand development and management

We help clients develop and manage their brand identity, messaging, and positioning. Our team works with clients to create compelling brand stories that resonate with their target audience.

Digital marketing

We provide a range of digital marketing services, including search engine optimization (SEO), pay-per-click (PPC) advertising, social media marketing, email marketing, and content marketing. Our team helps clients develop and execute digital marketing campaigns that drive traffic, leads, and sales.

Marketing automation

We help clients implement marketing automation software to streamline their marketing processes and improve efficiency. Our team provides support in setting up and managing marketing automation platforms such as HubSpot, Marketo, and Pardot.

Event marketing

We help clients plan and execute successful events, including trade shows, conferences, and webinars.

 

Our team provides end-to-end event management services, from planning and logistics to promotion and follow-up.

Fran Carlo of Lakeside Advisors helping business owners with event marketing

Operations and Analytics Services

Our operations and analytics services are designed to help businesses optimize their operations, reduce costs, and improve decision-making through data analysis.

 

We work closely with clients to understand their specific needs and develop customized solutions to meet their objectives.

 

Our team brings extensive experience in operations analysis. We offer a range of services including:

Operations analysis and improvement

Our team conducts a thorough analysis of our clients' operations to identify areas for improvement. 

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We help clients optimize their processes, reduce costs, and improve productivity. 

Supply chain & procurement optimization

We provide supply chain management services to help clients manage their supply chain from end to end. Our team helps clients optimize their inventory levels, reduce lead times, and improve supplier relationships. Focus on procurement spend sends every dollar saved to the bottom line.

Business analytics

We help clients to become data driven by leveraging data to make informed business decisions.

 

Our team provides a range of analytics services, including data visualization, data mining, and predictive analytics. We help you turn your data into actionable information.

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Performance measurement and management

We help clients measure and manage their performance through the development of key performance indicators (KPIs) and scorecards. Our team helps clients track their progress towards their goals and make data-driven decisions.

Process automation

We help clients automate their processes to improve efficiency and reduce errors. Our team provides support in implementing process automation tools such as robotic process automation (RPA) and workflow management software.

Our operations and analytics services in action

WASA (Westborough Athletic and Social Association) is the oldest service organization in their community.

 

As the provider of the largest scholarships for high school students, they were challenged for years in driving awareness and selection of the worthy students.

 

The approach was to have a multi-channel program to engage and encourage more students and families to apply.

WASA 4th of July

The scholarship applicant count has grown consistently for over the last 5 years at a 3-4x multiple from where it was.

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The selection process was historically all subjective. The solution was to formalize a criteria and assign a scoring system.

 

The criteria emerged to then drive the application and content collection and the scoring removed any disgruntled applicants. Sounds simple but breaking down the problems, designing a solution to scale and executing has allowed WASA to be transparent about the process which has resulted in a significant increase in donations/fundraising.

Project & Program Management

Our project and program management services are designed to help organizations efficiently and effectively manage their projects and programs from start to finish. We offer a range of services including:

Project planning and initiation

 We work with clients to identify project goals and objectives, establish timelines, and develop project plans and budgets.

Project execution and control 

Our team manages project progress, budgets, and timelines to ensure projects are completed on time and within budget. We provide regular project status updates and report any issues or risks to the client.

Project closure

We ensure project documentation is complete and provide lessons learned to improve future project management.

Program management 

We provide program management services to help clients manage multiple projects with a common goal. Our team provides oversight, planning, coordination, and communication across multiple projects to ensure successful program delivery.

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Agile & Waterfall project management

Our team has experience in agile project management methodologies such as Scrum and follow the Project Management Institute principles. We work with clients to adopt best practices to deliver projects more efficiently and adapt to changing project requirements.

Our work with project & program management

With experience leading cross functional teams on a global scale, over 4,000 projects have been delivered over the last dozen years.

 

With focus on process improvement, customer experience and constant measurement and refinement, impact in gross margins (8 to 60%) and customer satisfaction ratings (23 to 92%) increased in double digit percentages year over year.

 

Projects ranged in size from tens of thousands to over $100M; greenfield, expansions, migrations, upgrades, reductions, etc.

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Ready to get started?

We're ready to help you! Set up your complimentary discovery call to begin the process of finding your way with your business through our consulting services.

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