Maximize Enterprise Value Across Every Business You Advise

Whether you’re a coach, consultant, or fractional leader, Propel helps you prove ROI and drive consistent execution by tracking enterprise value, goals, and initiatives across every client business — in one platform.

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Know the Value. Prove the ROI.

 
 

Enterprise value isn’t just a number — it’s the clearest way to show your clients that your work is moving the business forward. Propel gives you a simple, visual system to assess value, track progress, and connect every goal and initiative to measurable enterprise value impact.

  • Instant enterprise value appraisal + business health snapshot for every client
  • Clear value drivers that show where to focus first
  • Strategic roadmap to increase enterprise value over time
  • Ongoing progress tracking so your clients see ROI — and stay longer
 
 

The Simplest Way to Explain
Enterprise Value to a Client

 
 
 

A Simple System to Increase Enterprise Value Across Every Client

 

Propel helps you establish a baseline, prioritize the right improvements, and track enterprise value growth over time — so you can prove ROI in every engagement.

Establish Baseline:

Start with a clear appraisal of where the business stands today - including enterprise value, health score, and priority gaps.

Assess Organizational Health

Identify the value drivers holding the business back, and create a focused set of priorities that drive growth and stability.

Implement Strategic Improvements

Turn priorities into initiatives. Assign ownership. Build the roadmap. Execute consistently across teams.

Track Measurable Results

Measure progress in real time - including enterprise value movement - to prove ROI and extend lifetime value of the engagement.

 
 
 

The 24 Value Drivers

Enterprise value improves when the right value drivers improve. Propel helps you diagnose, prioritize, and track those drivers - so you always know what to work on next.

Financial
  • Clear pricing structure with strong gross margin analysis.
  • Predictable, recurring, or pre-contracted revenue streams.
  • Forward-looking financial forecasts (12-month micro & 5-year macro).
  • Regular financial statement reviews with trend analysis and forecasting.
Sales
  • Diversified client base (no single client >20% of revenue).
  • Defined, repeatable sales process with scripts, tools & systems.
  • CRM-driven tracking and forecasting to hit sales targets.
  • Strong sales team with an incentive structure that minimizes owner reliance.
Marketing
  • Clear strategy for identifying & attracting ideal clients.
  • Lead distribution plan with goals and monthly performance reviews.
  • Consistent lead generation that meets growth targets.
  • Data-driven understanding of customer acquisition costs by lead source.
Leadership
  • Strong departmental ownership—no single point of failure.
  • Leadership systems for accountability, coaching, and strategic reviews.
  • A skilled leadership team that runs effective meetings & drives results.
  • Performance-driven culture with high retention & consistent outcomes.
Recruiting
  • Defined job roles with KPIs tied to a transparent compensation plan.
  • Structured interview process to hire the right talent.
  • Recruiting engine that delivers candidates at a profitable cost.
  • A structured onboarding and training strategy for all key positions.
Productivity
  • Standard operating procedures (SOPs) & automation across departments.
  • Integrated technology and project management tools with team training.
  • Owners working on the business, not just in it—under 50 hours/week.
  • Team members with strong planning, time management & work-life balance.
 
 

Portfolio Visibility That Makes Your ROI Obvious

 

Track enterprise value, goals, initiatives, and meeting rhythms across every client — so you can spot risk early, measure impact, and scale your delivery with confidence.

 

Enterprise Value + Scorecards

Track enterprise value, health, and goals across every client business - and tie your work to measurable outcomes.

Meeting Rhythm + Visibility

Standardize meeting agendas and outcomes - and get visibility into the meetings your clients run so execution stays consistent.

Initiative Roadmaps & Templates

Templatize your methodology into roadmaps your team can deliver - with clear steps, priorities, and progress tracking.

Accountability & Ownership

Assign tasks, track follow-through, and keep initiatives moving - so your clients see progress and stay engaged longer.

 
 
 

Train Teams to Deliver Your Methodology - Consistently

 

Scale your advisory practice with built-in training and resources that help every team member deliver your process the same way — across every client.

Explore the Learning Hub
 
 

ROI Your Clients Can See - and Feel

 

Propel helps you measure and showcase the impact of your advisory work — from enterprise value growth to initiative execution — so clients stay longer, pay more, and refer more.

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