Free report

Offers: Grow, Get Ready to Sell, or Both

There are three ways to partner with me for growth, and each one starts with a free growth report.

Prefer to talk first? Book a 20-minute call →

Grow your business

The core growth partnership, for any owner, whether or not you plan to sell.

  • Tools take on customer follow-up, scheduling, admin and back office.
  • Marketing and sales follow-up systems aim for measurable growth.
  • A monthly scorecard shows owner hours returned, systems live and growth metrics.
  • You can move up to the Grow, then sell offer later.
Read more about this offer
Flagship

Grow, then sell

For the owner who wants to sell in 1 to 5 years and wants the business in shape for it. One partnership covers the whole journey.

  • First come quick wins, then a sales and marketing engine.
  • Growth work aims for measurable revenue and profit gains.
  • Sale-readiness work makes the business easier for a buyer to see.
  • When you are ready, I introduce you to a licensed broker.
Read more about this offer

Get ready to sell

A focused project for an owner who already plans to sell. I get the business sale-ready, then introduce a licensed broker who runs the sale.

  • The business learns to run without you, with its processes written down.
  • Your CPA does the work to get the numbers clean.
  • A readiness checklist marks each item ready or not ready.
  • I introduce you to a licensed business broker.
Read more about this offer

Grow your business

The core growth partnership, for any owner, whether or not you plan to sell.

  • Tools take on customer follow-up, scheduling, admin and back office.
  • Marketing and sales follow-up systems aim for measurable growth.
  • A monthly scorecard shows owner hours returned, systems live and growth metrics.
  • You can move up to the Grow, then sell offer later.
Flagship

Grow, then sell

For the owner who wants to sell in 1 to 5 years and wants the business in shape for it. One partnership covers the whole journey.

  • First come quick wins, then a sales and marketing engine.
  • Growth work aims for measurable revenue and profit gains.
  • Sale-readiness work makes the business easier for a buyer to see.
  • When you are ready, I introduce you to a licensed broker.

The goals, step by step

  1. First 30 days

    Quick wins

    Fix where inquiries go unanswered or sales stall, and take the most draining tasks off your plate.

  2. By 90 days

    A sales and marketing engine

    A steady flow of new customers, a clear way to close them, and smooth onboarding.

  3. By about 6 months

    A business that runs without you

    Documented systems and a team running them, with measurable growth in revenue and profit.

  4. When you're ready

    Sell, or keep growing

    A business that runs without the owner is worth more to a buyer. If you sell, I introduce a licensed broker who runs the sale.

Get ready to sell

A focused project for an owner who already plans to sell. I get the business sale-ready, then introduce a licensed broker who runs the sale.

  • The business learns to run without you, with its processes written down.
  • Your CPA does the work to get the numbers clean.
  • A readiness checklist marks each item ready or not ready.
  • I introduce you to a licensed business broker.

What gets prepared

Owner independence

The business runs without the owner in every decision. Staff roles and the owner's real hours are written down.

Documented processes

Sales, scheduling, follow-up, admin and back office are written into SOPs and run on systems a buyer can take over.

Clean numbers

Your CPA keeps the monthly books current and matched to bank statements and tax returns.

Readiness checklist

The checklist covers what a buyer usually asks for and the common places deals stall, and marks each item ready or not ready.

Inside every offer

Systems I build with you

Large-scale marketing campaigns

Campaigns planned and run across the channels your customers use, so more of the right people hear about you.

A sales system that finds and closes new customers

A clear, repeatable process from first inquiry to signed customer, so nothing depends on memory.

Smoother onboarding for new customers

New customers know what happens next, get what they need sooner and start on the right foot.

Everything built to earn trust

Reviews, follow-through and consistent communication, so customers keep coming back and send others your way.

Supporting tools: fast follow-up on inquiries, missed-call text-back, call answering, scheduling and admin. They help the systems run; they are not the offer.

How we use AI

OwnerClimb sets up AI assistants that answer calls and texts for the businesses we work with. When you call or text one of those businesses, you may be talking with an AI assistant, not a person. The assistant collects your details and passes them to the business, and the business's team can step in. AI assistants can make mistakes. Calls may be recorded and transcribed. Please don't text sensitive personal, financial or health information. OwnerClimb is a service of Global Point Services LLC, a Texas LLC. Questions: hello@ownerclimb.com.

Price

The audit costs $500. The free report and the 20-minute call are free.

FAQs

What is the difference between the offers?

Grow your business is the core growth partnership. Get ready to sell is a focused project that ends with an introduction to a licensed business broker. Grow, then sell covers both in one partnership.

Do you sell my business?

My job is to get your business ready. When it is time, I introduce you to a licensed business broker, M&A advisor or CPA, who handles the valuation and runs the sale. I don't value or broker the sale myself, and I don't give financial advice.

How much does it cost?

The free growth report and the 20-minute call are free. The audit is $500. If we decide to work together, we'll agree on terms and a price that work for both of us. I always aim to over-deliver, and I never want you to feel shortchanged.

Are the tools the whole offer?

No. Tools such as fast follow-up, missed-call text-back and call answering support the bigger systems: marketing, sales, onboarding and customer trust.

Are results promised?

Every business is different, so the growth numbers and the timeline are targets we work toward together rather than promises. The goals are quick wins in the first 30 days, a sales and marketing engine by 90 days and a business that runs without you by about 6 months.

Start with a free growth report

You get a free growth report on your business, built from outside research. If it makes sense, we then have a 20-minute call.

Prefer to talk first? Book a 20-minute call →