Our Approach Gaining Clarity


It all begins with understanding. Understanding your business and direction. Understanding your process and offerings. Understanding your industry and competition. We want to know your business inside and out.

Together we build your strategic roadmap – critical for any size company – to identify the challenge and the path to resolve it.  We strive for a free ranging, open to new ideas and outside-the-box approach.

Our mission is completely focused on your company and not bound to any one program, philosophy or set of ideas. By immersing ourselves in your business, we are able to craft customized solutions that fit. That solve.

Our Engagement Process – How We Work

  • Free 2-hour strategy session. You and your leadership team meet with me for a free 2-hour strategy session. We mutually determine if we can work together to make a significant impact on your company.
  • Assess your current reality.  Are you meeting your growth objectives and are your key relationships harmonious and healthy? If not, why not?
  • Determine our fit.  Our interpersonal chemistry, the core values we have in common, and we discuss the value of our expertise and experience.
  • Explore actions. Recommending a road map of actions and timelines to achieve successful outcomes for your business. We collaborate on the economics (costs) and determine how recommended services will provide a return on your investment.
  • Confirm our engagement.  Verifying with your key leaders that your company is a learning organization, open to change and willing to invest time and resources to learn, grow, and be accountable for results.
  • Start.  Establishing our business relationship with a plan, budget, targeted outcomes and execute a relationship agreement to ensure clear expectations.

Our Commitment TO YOU

We remain committed to making your company more valuable than when we entered.

Schedule your free 2-hour strategy session with David Paul Carter – go to our Contact page.