Plug & Play Tools | Hands-On Support | Learning
Three options depending on level of assistance.
1. The 5 Levers of Scale is set up to be ready-to-use on your own.
2. Many find additional custom tools and guidance is helpful so there is a subscription option where I'm available to build custom tools and help with usage and training on 5 Levers and anything else to make it a success.
3. If you want to be more comfortable customizing the tools or creating your own at some point, the Excel Xpert class teaches you all the neat cool things Excel can do.
I highly recommend going in order, but they are grouped in 5 separate areas. Starting with people to engage and align teams, then product to ensure it's the best fit for customers, then performance to ensure all metrics are being tracked and financials are top of mind then performance to get the product or service out there and finally process to ensure the structure is in place to scale.
These are customizable but set up already to plug in your values and go. Instructions are at the front with some basic Excel guidance for updating things like conditional formatting and data validation.
The whole point is you can improve only what you measure so now that you've filled in the templates, you will have clarity, structure and trends to review with the teams. The end result is you can now have peace of mind that structure is in place but also every activity has a baseline to start making improvements every day and you'll start to see revenue, customer count and more increasing.
I've created custom solutions for small businesses and worked with them on various projects from increasing social media presence to figuring out which KPIs they should be tracking. I am currently working full time but love to take on projects so let's connect on an ad hoc or subscription basis.
The useful things I've put in my templates and tools are taught in my Excel Xpert course. Enroll and learn 220+ skills in Excel to save you time every day and visualize results.
Copyright © 2025 XecuteTheVision™, LLC - All Rights Reserved. | Terms of Service | Privacy Policy
XecuteTheVision@gmail.com | Macomb, MI 48042, USA
All the tools to assist in growing your business from an executive who has done it.