The XC Consulting Process

 

Every project is different but the process remains the same.

The XC Consulting Process is a snap shot of what you can expect when working with me. I have taken on clients from a wide-range of industries with varying challenges. My approach stays the same to ensure I can deliver high quality, personalized service, every single time. Before we start, let's talk about your company's unique challenges. Schedule a call today.

 
 

1. Schedule a Call

The discovery call is for me to learn more about your business and current challenges. The focus of the call is to define mutually agreed upon goals, deliverables, and deadlines. When you’re ready to move forward, you can purchase a service package and sign the contract to initiate our work together.

2. Initiate Discovery

Once the contract is signed, a kickoff call is scheduled for me to meet the working group and share key milestones and deliverables for the engagement. I will conduct deep dive calls to better understand processes and collect corresponding source material, such as, organization charts, process maps, and other resources. Based on this research, I will establish how your company currently assigns tasks, defines job responsibilities, and shares information.

3. Create Action Plan

Once I have established the current state of the organization with regards to people, processes, roles and responsibilities, and tools, I will provide you with detailed insights and recommendations. These recommendations will cover short-term, next steps and long-term strategies. We will have a video call to go over the findings and discuss ways to put them into action.

4. Create Deliverables

Sample deliverables include:

  • Documented Business Processes - I will complete the recommendations in the action plan with the primary deliverable being a documented business process. It typically takes about 10-20 hours to document a new process; time required is highly dependent on the quality of the source information, access to key stakeholders, and the number of revisions.

  • Systems Implementation - For many clients, I also recommend, set up, and populate software that lets them effectively share their business processes internally. Example tools include project management (Asana and Teamwork), business process management (Process St. and Tallyfy), and wiki (UseWhale and Nuclino).

  • Process Playbook - I will create a customized "how to" guide for your business. The Process Playbook will cover how to maintain your documentation and systems all on your own. As an added benefit, this will also empower your team to update and improve upon processes as things change in the business.

5. Provide Ongoing Advisory Support

I will advise you on key challenges in your operations with regards to people, process, tools, roles and responsibilities. You’ll receive weekly progress reports and an accounting of all billed hours to recap insights and recommendations.

 

"Xavier is exactly what a growing organization needs. He understands how processes and procedures generate growth and profits. He was able to go into each department of our company, connect with people, and help them turn their daily to-do lists into a real system, fixing some things that were very broken."

- Michael Stajer, COO, JJ Buckley

Approach

 
 

I take a business owner's perspective.

Based on my experience as an owner/operator and in managing a team of employees, I understand the goals and challenges that company leaders face. The solutions I offer focus on systemic, meaningful, and lasting improvement.

 

I invest in the relationship.

Trust is paramount: I listen carefully to understand the human side of the business I'm serving. I work to educate and inform clients, am honest in what I see and what I recommend, and remain personally committed to my client's success.

 

I handle all aspects of the project directly.

As a consultant, I stay accessible to clients and serve as their single point of contact. I support companies that want an individual expert to solve their problems -- not a gigantic multinational consulting firm with a revolving door of analysts. I am dedicated to keeping quality at a consistently high level with deliverables that come directly from me.

 

Before We Start…

Let's talk about your company's unique challenges. Schedule a call today.

 
 

FAQs

  • Your subscription pays for my consulting services in hours per month. Hours are valid for up to 30 days after date of purchase.

    You’ll also receive access to XC Foundations®, a service to help your team make decisions, align on company priorities, and work more efficiently. Each on-demand module contains ad-free instructional video and downloadable resources so you and your team can immediately apply the practices to your unique organization needs.

  • There is no minimum commitment. Keep or cancel your services as your business needs ebb and flow. You can change your service package easily by managing your account via this website, or by sending me an email.

  • With documented processes, your company will be able to train workers faster, keep employees accountable, and stay effective even when key people leave. In short, you'll know your employees have the resources they need to do their jobs the right way.

  • Clients choose me because:

    • They want an individual expert rather than a giant consulting firm: someone who is responsive, accessible, and able to handle their project directly.

    • I take a business owner's perspective. Based on my professional experience, I understand my clients' goals and challenges and focus on meaningful improvement.

    • They can trust me to deliver. I listen carefully to the human side of their situation and stay personally committed to their success.

    Learn more about me >>

  • There is a 14-day money-back guarantee if you are unsatisfied for any reason. Contact me within 14 days of signing our contract and I’ll give you a full refund.

    No refunds will be given after 14 days.