Busines Health Check

“Upcoach is amazing at Business Consulting. When we signed up, we thought, this sounds too good to be true, but we were in desperate need. Upcoach has not only delivered in customer service as a team, but Nick has also turned up every week with a wealth of knowledge and explains it so each one of us understands. I thought it would be a lot more work to take on a consultant but in fact, having Upcoach by our side gives us more free time to have that work/life balance that any business owner would be craving. We have reached goals and still thriving, and it’s only been a few months. We can’t wait to see what is ahead, knowing we are in good hands with Upcoach. Highly recommended for business owners that are working so hard but can’t seem to get results. This will change your business and life.”

Specialty:  Commercial Maintenance

Challenges:  Lack of direction, losing money yearly, no systems in place, stressed out, working massive hours, no way out of current situation.

Strategy:  Started by getting finances and accounting in order. We then set clear monthly targets and created a strategy to fill the gap between current actuals and targets. Stage 2 was understanding the team and the skillsets of each employee. Once this was understood we started a training program and upskilled the team to increase output by over 25%. Stage 3 was opening a new division and increasing income through multiple streams. Stage 4 started a “load fund” to use on developing their own property portfolio.

Results:  Increase in income by 100% year 1, 100% year 2 and on track for another double level of growth. EIR is now almost fully systemised. Load account at this stage is almost $200,000. Business is expanding into Government and Council contracted work. 3rd Division operational and producing 5 figures. Team training is now a standard process.

“Our experience with UpCoach has been a positive one from the first phone call. We are always made to feel valued and respected and UpCoach cares for our business like their own. Chris has really helped us to systemise and stabilise our business which has helped to facilitate business growth and success. Chris has admirable communication skills, while working with a high level of integrity. Thank you for your invaluable input, Chris and UpCoach!”

Specialty:  Civil Infrastructure Drainage & General Excavation

Challenges:  Struggled with no project management software, outdated financial management, growing quickly but with limited structure and not clear on direction for their team.

Strategy:  Immediately invested in operating software to track projects, assets, OH&S and team members. Sourced more suitable accountants & bookkeeping professionals and invested in ongoing leadership training for the senior leadership team.

Results:  Highly visible operational management across all projects, periodic reporting through Xero and check ins with accountant quarterly and have built the team to 30 with a 95% retention rate.

“I have been with the UpCoach family for approximately 18 months now, and in that time have found the entire staff to be professional and only too eager to help myself and my business progress to the level that we have achieved thus far. Chris and Nick are very easy to talk to and are happy to discuss any needs that I have required whether it be cold calling clients to dealing with employees. These guys always have a smile on their face and their mentoring techniques, I find, have been awesome!”

Specialty:  Line Marking Services

Challenges:  No lead generation system in place, inconsistent sales, poor financial control due to a lack of financial understanding, lack of business direction. Jenny needed to make a decision whether to close the business or keep trading.

Strategy:  Started a prospecting strategy in order to build connections and generate leads. Ran a financial overview and conducted expense audits. Got clear on financial obligations and set targets in relation to sales & profits. Set clear business goals.

Results:  Went from doing just over $1 million a year to achieving $4 million a year in sales in only two years. This was from connecting with and converting multiple new repeat clients. Worked on financial goals and set targets to eliminate debt, build cash & become more profitable – lifting net profit from 2% to 16%. Went from having 2 paint trucks to scaling the workflow, growing the team to 15 and currently have 5 trucks on the road.

“Since engaging UpCoach, I have been able to acquire knowledge and learn the skills required to take my business to the next level. It has been 3 months since I first started with UpCoach and working directly with Chris has given me immediate results in my business. My 2nd month in, I tripled the monthly sales target set when we first started! The most important thing I have learnt from Chris so far is how to effectively manage my time. I now rarely work into the evenings and can finally spend quality time with my young family.”

Specialty:  Residential & Small Commercial Electrical Services

Challenges:  Was working too heavily “IN” the business, 5-6 days a week on the tools, with another tradesman & one apprentice. No project management system, lacked direction for the business and struggled with limited financial knowledge.

Strategy:  Learned how to create time though time blocking and started to prioritise business growth activities. Invested in project management & scheduling software and started learning about financial statements and profitability. Set 12-month goals for the business.

Results:  Started to time-block, delegate and outsource activities (bookkeeping) and achieved having nights & weekends back in under 3 weeks. Worked on implementing the software and started quoting, scheduling and invoicing through this, freeing up time immediately. Worked on learning about profit levers and observed financial data to set goals for the business. Currently operating with three vans and a team of five with Oliver mainly in the office and meeting new clients.