Actionable insights. Customized recommendations.
Every single month.
Our newest and most requested service, Advisor, provides you with real, personalized recommendations to help you grow your business, without hiring an hourly consultant.
Make smarter decisions every month
Get clear on what’s working and what’s not
Focus on growing your business, not just keeping it afloat
Created specifically for brick-and-mortar small business owners
You don’t need another dashboard. You need smart, reliable direction.
Running a business today means juggling:
Sales reports
Staff schedules
Ads & marketing
Products & inventory
Operations & finances
Most business owners don’t have time to look at all of these platforms and numbers – let alone the time to analyze and make sense of them. That’s where Advisor comes in.
Advisor looks at the numbers for you,
and suggests what to do next.
Every month, we’ll review all of your various business dashboards, like Square, Shopify, MailChimp, Acuity and more, analyze your business performance, and send you a personalized report including:
Clear insights on what’s working and what’s not
Specific, actionable recommendations
Ideas tailored to your business goals
All based on your real business data
Here are the kind of recommendations Advisor might send you:
“Foot traffic increased after 6pm – consider staying open longer on key weekdays.”
“Your best-selling product is 3x ahead of everything else. Let’s try raising the price by 10%.”
“Your best staff member drives 3x the sales – let’s schedule them during peak hours.”
“Email list grew 3% last month. Let’s run a Mother’s Day promo to past buyers.”
→ Click here to view a sample Advisor report. ←
Advisor is for small business owners.
Our clients include retail stores, salons & spas, cafés & restaurants, fitness studios, service businesses and more. Advisor help these brick-and-mortar business owners:
Grow revenue
Retain great staff
Take home bigger paychecks
Reduce ongoing operational headaches
Spend more time on strategy and less time on spreadsheets
Valuable business strategy, at a fraction of the cost.
How Advisor Works
1. Tell us about your business.
Complete our in-depth onboarding questionnaire.
2. We’ll gather your data.
Securely provide us with access to your platforms.
3. Each month, get a personalized Advisor report.
Receive a comprehensive summary + custom recommendations.
4. Make smarter business moves and watch your business grow!
Pricing
$59/mo
$149 / month
If you’re not satisfied after receiving your first report, receive a full refund.
After that, there is no annual contract – cancel anytime.
Each month, you’ll receive:
A written business performance summary & customized insights
Recommendations for what changes to make in your business that month
Email support to answer any questions you have about your report
Option to add 1:1 phone consultation as needed, or help implementing any of the recommendations
→ Click here to view a sample Advisor report. ←
Testimonials
“These are very talented and creative minds. Regan is reliable, easy to work with, and they bring tons of experience and unique ideas to the table that have been extremely valuable to the projects we’ve hired them for. They understand our brand and present ideas that fit the direction we’ve communicated perfectly. We’ll be working with Regan on many projects in the future.”
“Regan executes everything in a first class manner. We were struggling to define our business strategy and Regan provided solutions after extensive research in our industry. Now we understand our customers better, and have a strong, defensible brand identity.
Regan continues to help us in many areas of marketing – they love their craft and are experts in the field. I have already recommended Regan to many other small business owners and will continue to do so. ”
“I could not be happier with the final product or the whole process in general of working with Regan. The super strategic, research-driven approach to was refreshing and there is so much thought that clearly went into our project. As a small business in a highly competitive industry, the market and competitive analyses, audience profiling, and business strategy were absolutely clutch. Regan is the perfect package of professionalism, creativity, strategic smarts, and empathy, and I would absolutely recommend them to other businesses!”
Frequently Asked Questions
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Not at all — Advisor reads the numbers for you and suggests business decisions based on your data.
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We review your business data and simplify everything into a written report with clear next steps – so you can spend less time looking at overwhelming dashboards, and more time doing. Click here to view a sample report in a new tab.
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Yes! We pull from your actual tools (like Shopify, Square, Instagram, Stripe, etc.) to give you insights based on your performance. This isn’t general business guidance that you could research online – these are actionable recommendations, based on YOUR business performance and tailored to reach YOUR business goals.
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We offer 1:1 strategy calls with a member of our team as an additional add-on, if you ever want or need additional support.
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We provide all of our clients with access to our network of vetted, trusted local freelancers who can help with executing or implementing any recommendations.
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There’s no catch, just technology! We built a tool that allows us to pull data from all of the platforms our clients use to run their businesses, like Square, Shopify and Mailchimp. Then we review the analytics holistically, referencing what you told us your business goals are, and provide real, actionable recommendations every month. It’s like hiring your own personal business advisor, for a fraction of the cost.
You don’t have to run your business alone. We’re here to help.
Try Advisor risk-free and get your first custom business report in a matter of days.