01
Cost and Margin Optimization
Review Delivery Costs, Overhead, Technology, Vendors, Utilization, and Client Profitability
Where Every Engagement Begins
Discover Where Your Business Is Losing Revenue and Profit.
The 12-Step Profit Acceleration Assessment™ identifies hidden growth opportunities and helps you determine what to fix first.
Before recommending another campaign, technology platform, employee, or growth tactic, Casey & Co begins by diagnosing the business. The assessment helps identify where revenue is being lost, where margins can be improved, and which opportunities could produce the greatest financial impact.
Begin With a Complimentary 20–30 Minute Introductory Assessment Call
Profit Acceleration Scorecard™
Sample Diagnostic Snapshot
- Revenue Consistency58%
- Profit Margin Health44%
- Lead-to-Client Conversion61%
- Client Retention & Expansion72%
- Systems & Automation39%
Priority Opportunity
Systems & Automation shows the largest gap — the highest-impact place to start.
More Than 18 Years of Experience
Diagnosis Before Prescription
Customized Findings Report
Prioritized Growth Roadmap
Diagnosis Before Prescription
You May Not Need More Leads. You May Need to Find the Profit Leaks.
Many businesses immediately respond to slow or inconsistent growth by spending more money on marketing. But additional leads will not solve weak positioning, poor pricing, low conversion rates, missed expansion opportunities, ineffective follow-up, operational inefficiency, or compressed margins.
The Profit Acceleration Assessment™ examines the business from multiple perspectives to identify opportunities that may already exist within its current customers, offers, processes, relationships, data, technology, and market position.
The objective is not to prescribe another random growth tactic. The objective is to determine what is limiting growth and what should be addressed first.
Where Every Engagement Begins
The 12-Step Profit Acceleration Audit™
Before implementing new technology or launching new campaigns, we begin by examining the entire agency operations to determine where revenue is being lost, margins are being compressed, and growth opportunities are being overlooked — the outcome is an Agency Growth Opportunity Blueprint.
02
Market-Dominating Position
Clarify the Agency's Ideal Market, Differentiation, Value Proposition, and Competitive Advantage
03
Irresistible and Powerful Offer
Strengthen Offer Clarity, Perceived Value, Risk Reduction, and Buyer Motivation
04
Pricing Optimization
Improve Retainer Pricing, Margin Standards, Scope Control, and Value-Based Pricing
05
Upsell and Cross-Sell
Identify Systematic Opportunities to Expand Existing Client Accounts
06
Bundling of Services
Package Complementary Services to Increase Perceived Value and Average Client Revenue
07
Downsell Strategy
Create Entry-Level Offers, Paid Assessments, Sprints, and Lower-Risk Starting Points
08
Products and Services Expansion
Identify New Recurring Services, White-Label Opportunities, and Adjacent Revenue Streams
09
Alliances and Joint Ventures
Develop Referral Relationships, Strategic Partnerships, and New Distribution Channels
10
Sales Follow-Up Sequences
Build Automated Follow-Up for Prospects, Lost Opportunities, Clients, and Referral Partners
11
Demand & Lead Generation
Evaluate Referral, Inbound, Outbound, Partner, and Database-Driven Opportunity Sources
12
Dominant Online Presence
Review the Website, Content, Email, Social Media, Search, Video, and Conversion Infrastructure
Audit Outcome
A Prioritized View of the Agency's Most Valuable Revenue, Profit, and Operational Opportunities
The Assessment Process
From Initial Conversation to Prioritized Growth Roadmap.
The process begins with a focused introductory conversation and progresses only when the findings indicate that a deeper assessment would provide meaningful value.
01
Schedule the Introductory Call
Begin with a complimentary 20–30 minute conversation about your business, current priorities, growth goals, and most significant challenges.
02
Complete the Initial Assessment
Casey uses the Profit Assessment Simulator to examine key financial and growth variables and identify potential revenue and profit opportunities.
03
Review the Initial Findings
Receive a brief findings report outlining the opportunities discovered during the introductory assessment.
04
Develop the Growth Roadmap
Qualified businesses may proceed to the comprehensive 12-Step Profit Acceleration Assessment, detailed findings report, and customized 90-Day Revenue and Profit Roadmap.
Complete the AssessmentReview the FindingsReceive the RoadmapImplement the Priorities
What You Receive
Your Diagnosis Becomes an Actionable Growth Plan.
The objective is to provide greater clarity about the business, the most valuable opportunities available, and the actions that should be prioritized first.
- Complimentary 20–30 Minute Introductory Assessment Call
- Profit Assessment Simulator Review
- Initial Findings Summary
- Identification of Potential Revenue and Profit Opportunities
- Review of the Most Significant Growth Constraints
- Recommendations for the Appropriate Next Step
- Comprehensive Assessment Option
- Detailed Findings Report
- Customized 90-Day Revenue and Profit Roadmap
- Recommended 12–24 Month Implementation Schedule
The introductory assessment and brief findings report are complimentary. The comprehensive 12-Step Profit Acceleration Assessment and implementation engagement may be separately scoped based on the size, complexity, and needs of the business.
Findings Report
90-Day Revenue & Profit Roadmap
- 1
Days 1–30
Stabilize Margins & Pricing
- 2
Days 31–60
Rebuild Conversion & Follow-Up
- 3
Days 61–90
Expand Accounts & Systems
Priorities
Defined
Owners
Defined
KPIs
Defined
The Next Step
One Assessment. Multiple Paths Forward.
The assessment determines the most appropriate level of support based on the problems discovered, the company's internal capabilities, and the amount of implementation leadership required.
Primary Path
Fractional Growth Partnership
For businesses that require executive-level growth leadership, cross-functional coordination, implementation oversight, performance management, and ongoing accountability.
Strategic Project or System Implementation
For businesses with a specific constraint that requires a defined strategy, system build, technology implementation, or 90-day execution initiative.
Specialized Coaching and Advisory
For owners and leadership teams that want expert guidance, structured accountability, and support implementing the recommendations internally.
The assessment determines the recommendation. Casey & Co does not force every business into the same consulting or coaching program.
Who It Is For
Designed for Growth-Minded B2B Business Owners and Leadership Teams.
B2B Service-Based Businesses
Marketing Agencies
Consultants and Coaches
B2B Technology Companies
Professional Service Firms
The Assessment May Be Appropriate When:
- Revenue Is Inconsistent
- Profitability Has Stalled
- Growth Has Created Operational Complexity
- Marketing and Sales Are Disconnected
- Pricing or Margins Need Improvement
- The Business Relies Too Heavily on Referrals
- Leads Are Not Converting Consistently
- Existing Clients Are Not Expanding
- Technology Is Underused
- Leadership Lacks Performance Visibility
- The Founder Has Become the Bottleneck
- The Team Is Unsure What to Prioritize
Your Growth Systems Strategist
More Than 18 Years Diagnosing and Building Growth Systems.
Casey Stillman is a Growth Systems Strategist, Fractional Executive, entrepreneur, author, and creator of The Autonomous Business System™.
For more than 18 years, Casey has helped marketing agencies, consultants, coaches, B2B technology companies, service-based businesses, and professional service firms improve marketing, sales, CRM, automation, revenue operations, and business performance.
His approach begins with diagnosis. Instead of assuming every business needs more leads, more technology, or another marketing campaign, Casey identifies the most valuable revenue, profit, and operational opportunities before recommending a path forward.
Get Started
Get Started With an Assessment Today
Tell us a little about your business and the growth challenges you are experiencing. Casey will review your information and contact you with the appropriate next step.
- Begin With a Complimentary Introductory Call
- Identify Potential Revenue and Profit Opportunities
- Receive an Initial Findings Summary
- Determine Whether a Comprehensive Assessment Makes Sense
Questions & Answers
Frequently Asked Questions
Yes. The process begins with a complimentary 20–30 minute introductory assessment call. The comprehensive 12-Step Profit Acceleration Assessment and implementation services may be separately scoped.
Casey will discuss your business, current growth goals, challenges, and priorities. He will also use the Profit Assessment Simulator to identify potential revenue and profit opportunities.
You will receive a brief findings summary outlining the opportunities discovered and the recommended next step.
The comprehensive engagement provides a deeper analysis of the 12 Profit Acceleration areas, a detailed findings report, prioritized recommendations, and a customized 90-Day Revenue and Profit Roadmap.
No. The initial assessment is designed to determine whether there is an opportunity and whether Casey & Co is the appropriate resource to help.
No. The assessment examines multiple revenue, profit, pricing, client, sales, operational, and marketing opportunities before recommending additional spending or activity.
Depending on the findings, Casey may recommend fractional consulting, a strategic implementation project, specialized coaching, or internal execution using the roadmap.
Before You Invest in Another Growth Tactic, Find Out What You Should Fix First.
Begin with a complimentary 20–30 minute assessment call and identify the opportunities that may already exist within your business.
20–30 Minutes • Complimentary • Focused on Your Business