Consulting Services

We deliver results!

Helping clients achieve sustainable growth to the next level is the top priority of Sunrise Associates. Our service offerings reflect our small company business experience and encompass all aspects of small business management. These include planning and strategy, motivation of middle management, sales management, marketing, financial controls, reporting systems, and organizational change.

Our programs are designed to support the Owner or President as plans are developed for the next growth level. These programs will help companies become more competitive and innovative, and train the middle managers to exceed the expectations of their bosses. To ensure client satisfaction, we structure our engagements in ways that allow for maximum flexibility and share project risk. Our philosophy is that success in professional services does not come solely from disciplined tools and methods, but also from superior client focus and relationships built on respect.

Sunrise Associates’ broad range of capabilities:

• Leadership Consulting
  Programs for all management levels with objectives tailored to your organization.
  Group training.
  One-on-one coaching.
  Facilitation of off-site planning meetings.
    
• Sales Management
  Sales performance boost using your existing resources.
  Sales strategy meeting facilitation.
   
• Marketing Effectiveness
  Unplugging your sales pipeline.
  Improved sales lead generation using your current resources.
  Improves ales lead follow-up and tracking.
   
• Sales Training
  Creative proposal writing.
  Creative closing techniques.
  SPIN selling to train your people to ask the right questions.
  Account strategies that find the decision makers.
    
• Financial Innovation
  New controls and habits to better identify trends and set priorities.
  Financial planning for improved cash management.
  Training for collection techniques.
  Risk analysis for small businesses.
    
• Owner & President Advisor Support
  Organizational changes.
  Succession planning.
  Family wealth strategies.
  Transition planning from a family run company to the next level using a GM or COO to run the company.
  A plan to answer the question, “How am I going to sell this someday?”

Sales meeting facilitation. Includes FREE one hour of sales consulting at your facility to formulate sales meeting agenda and objectives, plus FREE one hour of sales meeting facilitation. Limited to Southern California locations.