Casey & Co

Get Started With A Growth Assessment

Discover Where Your Business Is Losing Revenue and Profit

Before recommending a strategy, another campaign, technology platform, or growth tactic, we begin by diagnosing your business to identify where revenue is being lost, where margins can be improved, and which opportunities could produce the greatest financial impact!

Our 12-Step Profit Acceleration Assessment™ identifies hidden growth opportunities and helps you determine what to fix first...

Start Your AssessmentExplore the Assessment Process

Begin With a Complimentary 20–30 Minute Introductory Assessment Call

Profit Acceleration Scorecard™

Sample Diagnostic Snapshot

  • Revenue Consistency58%
  • Profit Margin Health44%
  • Lead-to-Client Conversion61%
  • Client Retention & Expansion72%
  • Systems & Automation39%

Priority Opportunity

Systems & Automation shows the largest gap in profitability and should be where you start to make the highest-impact in the shortest amount of time

More Than 18 Years of Experience
Diagnosis Before Prescription
Customized Findings Report
Prioritized Growth Roadmap

Diagnosis Before Prescription

You May Not Need More Leads - You May Just Need to Find the Profit Leaks to Fund Your Growth!

Many businesses immediately respond to slow or inconsistent growth by spending more money on marketing. But additional marketing activities alone will not solve weak positioning, low conversion rates, missed expansion opportunities, ineffective follow-up, underused CRM & automation technology, operational inefficiency & bottlenecks, inconsistent pricing, or compressed margins...

Our proprietary Profit Acceleration Assessment™ examines the business from multiple perspectives to identify opportunities that may already exist within its current clients/customers, referral relationships, database, offers, internal systems & processes, technology, and market position. Once we have a clear understanding of these elements of your business, we can outline a real plan for growth!

The objective is not to prescribe another random growth tactic. The objective is to determine what is limiting growth and what should be addressed first to have the greatest financial impact in the shortest amount of time...

Where Every Engagement Begins

We Start Every Engagement With Our 12-Step Profit Acceleration Assessment™

Before implementing new technology or launching new campaigns, we begin by examining the entire business operations to determine where revenue is being lost, margins are being compressed, and growth opportunities are being overlooked — the outcome is a 90-Day Growth Opportunity Roadmap you can begin to implement immediately!

01

Cost and Margin Optimization

Review Delivery Costs, Overhead, Technology, Vendors, Utilization, and Client Profitability

02

Market-Dominating Position

Clarify the Business's Ideal Market, Differentiation, Value Proposition, and Competitive Advantage

03

Irresistible and Powerful Offer

Strengthen Offer Clarity, Perceived Value, Risk Reduction, and Buyer Motivation

04

Pricing Optimization

Improve Retainer Pricing, Margin Standards, Scope Control, and Value-Based Pricing

05

Upsell and Cross-Sell

Identify Systematic Opportunities to Expand Existing Client Accounts

06

Bundling of Services

Package Complementary Services to Increase Perceived Value and Average Client Revenue

07

Downsell Strategy

Create Entry-Level Offers, Paid Assessments, Sprints, and Lower-Risk Starting Points

08

Products and Services Expansion

Identify New Recurring Services, White-Label Opportunities, and Adjacent Revenue Streams

09

Alliances and Joint Ventures

Develop Referral Relationships, Strategic Partnerships, and New Distribution Channels

10

Sales Follow-Up Sequences

Build Automated Follow-Up for Prospects, Lost Opportunities, Clients, and Referral Partners

11

Demand & Lead Generation

Evaluate Referral, Inbound, Outbound, Partner, and Database-Driven Opportunity Sources

12

Dominant Online Presence

Review the Website, Content, Email, Social Media, Search, Video, and Conversion Infrastructure

Audit Outcome

A Prioritized View of the Business's Most Valuable Revenue, Profit, and Operational Opportunities

The Assessment Process

From Our Initial Conversation to Your Prioritized Growth Roadmap - You'll See Value Every Step of The Process!

The process begins with an introductory conversation and progresses only when the findings indicate that a deeper assessment would provide meaningful value...

  1. 01
    Stage 01

    Schedule the Initial Call

    We begin with a complimentary 20–30 minute conversation about your business, your current priorities, your growth goals, and your most significant challenges

  2. 02
    Stage 02

    Complete the Assessment

    During the initial call, Casey uses a Profit Assessment Simulator to examine key financial and growth variables to identify potential revenue and profit opportunities

  3. 03
    Stage 03

    Review the Initial Findings

    Upon conclusion of the initial 30-minute call, you’ll receive a brief findings report outlining the opportunities discovered during the introductory assessment

  4. 04
    Stage 04

    Develop the Roadmap

    Qualified businesses may proceed to our comprehensive 12-Step Profit Acceleration Assessment™, where you'll build a customized 90-Day Revenue & Profit Roadmap

1Complete the Assessment2Review the Findings3Receive the Roadmap4Implement the Priorities

What You Receive

Your Diagnosis Becomes an Actionable Growth Plan

The objective is to provide greater clarity about the business, identify the most valuable opportunities available, and outline the action items that should be prioritized first to help you reach your goals...

Here's What To Expect:

  • Complimentary 20–30 minute Introductory Assessment Call
  • We Conduct a Profit Assessment Simulator Exercise & Review
  • We Will Provide You an Initial Findings Summary Report
  • Identification of Potential Revenue and Profit Opportunities
  • Review of the Most Significant Growth Constraints to Focus On
  • Recommendations for the Appropriate Next Step in Our Process
  • An Option to Complete a Comprehensive Growth Assessment
  • A Detailed Findings Report & Timeline for Implementation
  • Customized 90-Day Revenue and Profit Roadmap to Success
  • Recommendations for a 12–24 Month Implementation Schedule

The introductory assessment and initial findings report are complimentary - the comprehensive Profit Acceleration Assessment™ and implementation engagement may be separately scoped based on the size, complexity, and needs of your specific business - SEE the SAMPLE Findings Report

Schedule Your Introductory Assessment Call

20–30 Minutes • No Obligation • Focused on Your Business

Findings Report · Sample

90-Day Revenue & Profit Roadmap

Six 2-Week Sprints + 90-Day Review

1

Days 1–30

Stabilize Margins & Pricing Structure

  1. Analyze Margins & Complete a Costs Review

    Weeks 1–2

    Establish a Profitability Baseline by Service and Client

  2. Pricing Review & Offer Adjustments

    Weeks 3–4

    Updated Pricing and Scope Standards

2

Days 31–60

Rebuild Conversion & Follow-Up Process

  1. Outline Sales Process & CRM Cleanup

    Weeks 5–6

    Define Pipeline Stages and Implement CRM Maintenance

  2. Build an Automated Follow-Up Process

    Weeks 7–8

    Implement Prospect and Lost-Deal Follow-Up Sequences

3

Days 61–90

Outline Sales Enablement Tools

  1. Develop Upsell & Cross-Sell Plays

    Weeks 9–10

    Define Account Expansion Offers and Triggers

  2. Build KPI Dashboards & Sales Management Reports

    Weeks 11–12

    Develop Leadership Scorecard and Team Management Tools

Week 13: 90-Day Review & 12–24 Month Implementation Schedule

Priorities

Defined

Owners

Defined

KPIs

Defined

The Next Step

One Assessment...
Multiple Paths Forward

Your assessment determines the most appropriate level of support you'll need based on the priorities discovered, your company's internal capabilities, and the amount of implementation leadership required to help you reach your revenue and profitability goals!

Primary Path

Highly Specialized Coaching Programs

For owners and leadership teams that want expert guidance, structured accountability, and professional support implementing the recommendations internally

Start With an Assessment
Path B

Strategic System Implementation

For businesses with constraints that require a defined strategy outlined, system build, specific technology implementation, or a 90-day execution initiative

Start With an Assessment
Path C

Fractional Growth Partnership

For businesses that require executive-level growth leadership, implementation oversight, performance management, and ongoing accountability to reach goals

Start With an Assessment

The assessment determines the recommendations to be made because every business has unique needs when it comes to implementing an effective consulting or coaching program - let's discover EXACTLY what your business needs!

Who It Is For

Services Designed for Growth-Minded B2B Business Owners and Leadership Teams

B2B Service-Based Businesses
Marketing Agencies
Consultants and Coaches
B2B Technology Companies
Professional Service Firms

The Assessment May Be Appropriate When:

12 Common Signals
  • Revenue Is Inconsistent
  • Profitability Has Stalled
  • Growth Has Created Operational Complexity
  • Marketing and Sales Are Disconnected
  • Pricing or Margins Need Improvement
  • The Business Relies Too Heavily on Referrals
  • Leads Are Not Converting Consistently
  • Existing Clients Are Not Expanding
  • Technology Is Underused
  • Leadership Lacks Performance Visibility
  • The Founder Has Become the Bottleneck
  • The Team Is Unsure What to Prioritize

Recognize two or more of these? That's exactly where the assessment starts.

Start Your Assessment
Casey Stillman, Growth Systems Strategist and Fractional Executive

Your Growth Systems Strategist

More Than 18 Years Diagnosing and Building Growth Systems

Casey Stillman is a Growth Systems Strategist, Fractional Executive, entrepreneur, author, and creator of The Autonomous Business System™.

For more than 18 years, Casey has helped marketing agencies, consultants, coaches, B2B technology companies, service-based businesses, and professional service firms improve marketing, sales, CRM, automation, revenue operations, and business performance.

His approach begins with diagnosis. Instead of assuming every business needs more leads, more technology, or another marketing campaign, Casey identifies the most valuable revenue, profit, and operational opportunities before recommending a path forward.

7-Figure Success book cover by Casey Stillman
By Casey Stillman

7-Figure Success

12 Steps to Doubling Your Profits in 90 Days

Explore the Book
Get Started

Get Started With an Initial Assessment to See How We Can Help You Find Additional Profits

Tell us a little about your business and the current growth challenges you are experiencing - our team will review your information and contact you with the appropriate next step in our process...

  • 01Begin With a Complimentary Introductory Call
  • 02Identify Potential Revenue and Profit Opportunities
  • 03Receive an Initial Findings Summary
  • 04Determine Whether a Comprehensive Assessment Makes Sense

Prefer to talk first? Schedule Your Introductory Call Now

Request Your Profit Acceleration Assessment

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Questions & Answers

Frequently Asked Questions

Yes. The process begins with a complimentary 20–30 minute introductory assessment call. The comprehensive 12-Step Profit Acceleration Assessment and implementation services may be separately scoped.

Casey will discuss your business, current growth goals, challenges, and priorities. He will also use the Profit Assessment Simulator to identify potential revenue and profit opportunities.

You will receive a brief findings summary outlining the opportunities discovered and the recommended next step.

The comprehensive engagement provides a deeper analysis of the 12 Profit Acceleration areas, a detailed findings report, prioritized recommendations, and a customized 90-Day Revenue and Profit Roadmap.

No. The initial assessment is designed to determine whether there is an opportunity and whether Casey & Co is the appropriate resource to help.

No. The assessment examines multiple revenue, profit, pricing, client, sales, operational, and marketing opportunities before recommending additional spending or activity.

Depending on the findings, Casey may recommend fractional consulting, a strategic implementation project, specialized coaching, or internal execution using the roadmap.

Before You Invest in Another Growth Tactic, Find Out What You Should Fix First!

Begin with a complimentary 20–30 minute introductory call and identify the opportunities that may already exist within your business

Get Started With an Assessment TodaySchedule Your Introductory Call Now

20–30 Minutes • Complimentary • Focused on Your Business