Membership Benefits
Tools
Access to tools*
The SAF team will work closely with you as you deploy tools that will help you grow the value of your business. The goal – 2x your company’s value. Tools include:
- KPI Builder & Tracker
- Foundational Tools – Google, Microsoft 365, Dropbox, Slack, Zoom, and more
- CRM and other sales tools – Hubspot, Calendly, etc.
- Finance & Accounting – QuickBooks, Freshbooks, Gusto
- Operations & Project Management
- Cybersecurity & Compliance
- Salary Survey – Stay competitive and retain A-level talent.
- Behavioral Interviewing Guide. Ask the right questions to hire the right team members. Attrition is incredibly costly!
- IRS Contractor Guidelines – stay in compliance with checklist guidelines.
- New salesperson handbook – lower attrition by giving the newbie a successful track to run on.
- Basic and advanced public speaking courses. Learn how to build and deliver rock-star pitches and presentations.
- Company Intranet* – Great for centralized communication and knowledge management.
*** Most of the subject matter expertise is in-house to SAF, but occasionally outside partners are required to deliver products/services. These costs are always approved by you before any work is started. At the Strategic Advisory Forum (SAF), we are on a mission to help business owners and leaders like you build a more profitable and valuable business by helping our members get the right things done. Whether you’re scaling to new heights or planning for an exit in the near future, we are here to provide the knowledge, tools, insights, and connections you need to unlock the full potential of your business.
