Our Process
At Pivotal Strategies Partners, we take a structured yet collaborative approach to helping businesses streamline operations and boost efficiency. Our process starts with a tailored Questions List to understand your unique challenges, followed by a detailed Company Organization Chart to visualize team structure and identify areas for improvement. Confidentiality is key, so we implement an NDA to protect sensitive information. From there, we establish a clear project timeline using Jira, formalize our partnership with a Consulting Agreement, and conduct key employee interviews to gain valuable operational insights. We then break projects into manageable components with Work Breakdown Structures, map out Detailed Workflows to highlight inefficiencies, and provide comprehensive Process Overviews. To ensure a strong digital presence, we assess your website and social media strategy, offering actionable recommendations. Finally, we compile our findings into a Discovery and Recommendation Document—your customized roadmap for operational excellence and sustainable growth. Our goal? To help you build a smarter, more efficient, and thriving business. Let’s get to work!
Why We Do It
We started our consulting business because we love building, fixing, and improving businesses of all sizes. Over the years, we’ve worked with both startups and large corporations, helping them tackle a wide range of challenges. For some, that means creating and implementing brand-new policies and practices where none previously existed. For others, it’s about integrating new departments into established companies to enhance operations and drive efficiency.
At our core, we are both builders and fixers. We thrive on working with people to strengthen their businesses—whether it’s a small company excelling at its core service but needing support in organization, sales growth, and marketing (including website and social media presence), or a large corporation looking to assess operations, identify inefficiencies, and optimize for both profitability and employee morale.
Every business has unique needs, and we’re passionate about uncovering opportunities for growth, streamlining processes, and helping companies reach their full potential.
Who We Are
At Pivotal Strategies Partners, we bring over 40 years of combined experience helping businesses of all sizes—from startups finding their footing to large corporations refining their operations. We thrive on building, fixing, and optimizing businesses, whether that means creating brand-new policies and practices where none existed or integrating new departments into established companies for seamless operations.
Our expertise spans a wide range of industries and functions. We’ve built teams from the ground up and worked with established ones to enhance efficiency and performance. We’re not just consultants—we’re hands-on problem-solvers who work side by side with our clients to build stronger, more efficient businesses. Whether you’re looking to establish structure in a growing company, improve team performance, or optimize existing operations, we have the skills, experience, and passion to help you succeed. Let’s build something great together!