Your strategic plan - backed by analysis

Solidify your vision, define your objectives, and create your action plan.

Find out how we help executives and business owners focus on what matters most.

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How It Works

Our superpower is being a side-kick to leaders who need to make change happen quickly.

1

Define

We define (or refine) your vision, objectives, and strategic priorities.

2

Analyze

We analyze your industry, your organization, and your processes.

3

Design

We develop and prioritize the necessary initiatives to achieve your objectives.

4

Act

We set you in motion with a detailed go-forward plan.

Your Benefits

Your Time

Clarify what matters - spend more of your time pursuing your goals and key objectives.

Your Vision

Communicate your strategy and vision to employees, investors, and business partners.

Your Focus

Double-down on what's important to your business and create a plan that supports reaching your goals.

Your Future

Develop key metrics to measure progress towards your objectives and mission.

What's Included?

Mission, Values, and Vision

A clear summation of your company mission, values, and vision

Market Assessment

A detailed analysis of what's happening today and trends for tomorrow

Organizational Analysis

An understanding of your people, processes, and current tools

Objectives Development

Actionable initiatives with measurable key results to support your objectives

Project Prioritization

A prioritization of your initiatives against business value and investment

Realization Planning

Next steps, significant milestones, and assigned owners for each initiative

Why CoLo?

A Decade of Experience: Our team has 10+ years of top-tier management consulting experience, helping leaders - from Fortune 25 executives to startup founders - turn their vision into actionable strategic plans.

Results-Focused: Our strategic plans have helped teams to meet key objectives such as gaining new clients, closing funding rounds, and admission into prestigious accelerators.

Expert Insights: We take the best of what we've seen work across industries and provide you with tailored recommendations based on your unique needs.

Transparent: We have a clear and transparent development process; you will always be able to access our work in-progress and in real-time.

Value-Obsessed: Our unwavering focus is to create real, tangible wins for our clients.

No-Fluff: We have a bias toward action and an aversion to excess.

About Us

Our Clients Know Best

Working with CoLo was a dream

CoLo immediately understood the challenges we were facing and put together a plan to deliver the results we needed.

Their communication throughout the project was unmatched and we couldn’t be happier with the final product.

If you need an expert team for your next high-priority initiative, look no further than CoLo Consulting.
Sven Schulte
Founder/CEO, Pezula Projects & Experts

They are the best team I’ve ever worked with!

I knew all of the things that needed to be done, but I didn’t have time to do them. I needed someone who would get their hands dirty, get involved, and be an actual member of my team.

Now, I have a clear vision for the future and that gives me confidence when I talk to potential customers, investors, or partners.
Erica Plybeah
Founder/CEO, MedHaul

Do not hesitate to engage CoLo

CoLo synthesized key organizational information and put together a very detailed proposal which was simply bang on.

The team did market research, understood the key challenges, offered comprehensive solutions which went well beyond the technology, but also looked at the various other transformation aspects.

Do not hesitate to engage CoLo Consulting, they will add tremendous value to your business.
Rajeev Shroff
Founder/CEO, Cupela

I can't recommend CoLo highly enough

I engaged CoLo Consulting to drive the strategy and oversee the implementation of a new user engagement feature.

In just five months, they built a beautiful MVP for the website, launched an accompanying iOS app with stunning efficiency, and gathered the data needed to make critical decisions about a digital marketing campaign.
Neil Herriot
Founder/CEO, Vouch Tutors & PearlBridge Partners

CoLo's final product was actionable and very well thought out

CoLo worked comfortably in the ever-changing start-up environment and crafted an approach and deliverables that met our unique needs.

CoLo's final product was actionable and very well thought out.

I would highly recommend working with CoLo Consulting.
Danielle Sykora
VP Provider Partnerships, Covera Health

We're now completely ready to expand in the coming years

Our processes were a complete mess until the CoLo team came in and brought sanity, order, and structure to our business.

We went from flying by the seat of our pants to being in control and having a clear picture of how our business operates.

We're now completely ready to expand in the coming years.
Kit Whelan
Founder, 7in7 Co.

Our Offerings

Our flexible pricing allows you to pick the right option for your needs and budget.

Do-It-Yourself

Perfect for a consultant or executive who needs a trusted framework, templates, and intermittent support for their strategic planning effort.

We provide the templates and coaching - you develop the strategic plan.

Money-Back Guarantee

Vision Development Framework

Market Assessment Template

Organizational Analysis Templates

Strategic Objective Development Framework (OKRs)

Realization Plan Template

Three 1-hour coaching calls (visioning, development check-in, and final review)

$4,999

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MOST POPULAR

Do-It-Together

Perfect for the executive who has a vision but needs a team to provide analysis, define the key projects, and create an actionable plan.

You provide the vision - we develop the full strategic plan.

Money-Back Guarantee

Vision Development Framework

Market Assessment Template

Organizational Analysis Templates

Strategic Objective Development Framework (OKRs)

Realization Plan Template

Our full summary presentation template

Three 1-hour coaching calls (visioning, development check-in, and final review)

A devoted team that will do the end-to-end development of your strategic plan

Company Mission Statement, Values, and Vision Development (or Refinement)

Market Assessment / Overview

Competitive Analysis

Organizational Assessment (Reporting Structure)

Process Analysis (Current and Future)

Pain Point Analysis

Improvement Opportunities Assessment

Strategic Priorities Development (OKRs)

Detailed Execution Initiatives

Implementation / Realization Planning

Project Prioritization (by Business Value and Investment)

Risk Analysis and Mitigation Strategies

30/60/90 Day Planning

Immediate Next Steps to Initiate

$29,999

Get in Touch

Done-For-You

Perfect for the executive that wants a dedicated team to conduct a full organizational analysis and develop a bespoke strategy from scratch.

Best suited for new businesses/teams or for exploring the potential of a new business unit.

Our team does it all - from interviews and strategy formation to plan development.

Money-Back Guarantee

Vision Development Framework

Market Assessment Template

Organizational Analysis Templates

Strategic Objective Development Framework (OKRs)

Realization Plan Template

Our full summary presentation template

Three 1-hour coaching calls (visioning, development check-in, and final review)

A devoted team that will do the end-to-end development of your strategic plan

Company Mission Statement, Values, and Vision Development (or Refinement)

Market Assessment / Overview

Competitive Analysis

Organizational Assessment (Reporting Structure)

Process Analysis (Current and Future)

Pain Point Analysis

Improvement Opportunities Assessment

Strategic Priorities Development (OKRs)

Detailed Execution Initiatives

Implementation / Realization Planning

Project Prioritization (by Business Value and Investment)

Risk Analysis and Mitigation Strategies

30/60/90 Day Planning

Immediate Next Steps to Initiate

Organizational Vision Development

Recommended Strategic Priorities

Full Market and Competitive Analysis

Quantitative Business Case

Presentation Support and Communication Planning

Unlimited Revisions

$49,999

Get in Touch

Request Your Free Consult

Drop us a note to schedule a introductory call.

Even if we aren't the right fit, we'll help point you in the right direction.

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