Consulting Services

Transform Your Business from the Ground Up

Most businesses know what isn't working—stagnant sales, disconnected systems, or unclear growth paths. The real question is why. That's where Root Cause digs deeper.

We partner with small to medium-sized businesses and startups to identify the underlying causes holding you back, then build sustainable solutions that drive measurable growth. No cookie-cutter approaches. No surface-level fixes. Just strategic, customized support that meets your business exactly where it is.

Core Services

Business Strategy & Growth Planning

You have goals. You need a roadmap. Strategy without execution is just theory. We work with leadership to develop detailed growth plans backed by The ROOTS Diagnostic, then stay with you through implementation:

Comprehensive organizational assessment identifying strengths and constraints
Strategic planning for revenue growth, client acquisition, and market positioning
Staffing strategy: right people, right roles, right time
Financial planning aligned with your growth initiatives

Ideal for: Businesses ready to scale, navigate transitions, or break through revenue plateaus.

Systems & Processes Optimization

Disconnected tools and unclear processes cost you time, money, and opportunity. Using our proprietary diagnostic tool, we analyze your operational infrastructure to uncover inefficiencies and growth opportunities. From there, we build integrated systems that work for your team, not against them:

CRM, ATS, and communication platform evaluation, selection, and integration
Standard Operating Procedures (SOPs) for departments, teams, or your entire organization
Custom tool development tailored to your unique workflows
End-to-end implementation support—from planning through team adoption

Ideal for: Businesses struggling with siloed departments, manual processes, or platforms that don't communicate with each other.

Sales Training & Development

Your sales team is your revenue engine. Is it running at full capacity? We evaluate your current sales training programs, identify gaps, and either enhance what's working or build comprehensive training from scratch. Whether you need a complete overhaul or fine-tuning, we provide:

Custom sales training curriculum development
Assessment of existing programs with actionable recommendations
Implementation support and ongoing coaching
Performance metrics and accountability systems

Ideal for: Organizations experiencing high turnover, inconsistent results, or rapid growth requiring scalable training solutions.

Unlock Your Business Potential

How We Work Together

We offer flexible engagement models designed around your needs and timeline:

Hourly Consulting: Targeted guidance for specific challenges or projects

Contracted Projects: Short to mid-term engagements (typically 3 months) for focused initiatives like platform integrations, training program development, or process overhauls

Fractional Leadership: Ongoing strategic support as a fractional COO or CRO, providing executive-level expertise without the full-time expense

Who We Serve Best

While we work across industries, we specialize in sales-driven organizations. From startups finding their footing to established SMBs ready to scale. If your business depends on consistent revenue generation, operational efficiency, or strategic clarity, we're a strong fit.

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