How We Do It

Initial Business Audit

The first step is often the hardest. That's why we start with a service that allows you to get to know us, as we get to know you. We usually start our relationships with an initial business audit where we'll meet with a select group of your leaders to discuss the current state of your business and your future plans.


Once completed, we'll create a summary of our discussions, identifying issues that need to be addressed, developing action plans, and specifying how Tonic can help you achieve your goals.  We have found that this service alone has been extremely valuable to our clients as it leads to improved clarity, alignment and renewed energy for you and your leadership team.

Once fully engaged, we dive in, roll-up our sleeves and GSD (it’s an acronym - figure it out). Each engagement is customized to answer your needs and focused on helping you implement the actions identified as necessary to achieving your goals. We'll help inform and train leadership and employees about the desired change in a supportive and inclusive manner, ensuring the strategy and actions are understood and embraced. Implementation can be carried out by you, by Tonic, or others, while ensuring regular follow-up for accountability and greater opportunity for success.


On-Demand Advisor Option

You may want the benefit of our experience and insight without the commitment to a specific scope of work. This advisor relationship provides reactive support and counsel on a wide range of topics from an objective business insider. Our clients have found this relationship incredibly valuable as it avails them of knowledge and experience they don't normally have access to as entrepreneurs or leaders within their organizations.


Business Advisor Option

Alternatively, you may want our help running your business. This relationship provides proactive support and strategic business counsel on all financial, operations and sales matters. We serve as part-time or interim business manager providing guidance, insights and data to help our clients make smart business decisions regarding investments, hiring, organizational structure and pricing.


Areas of Expertise Include:


  • Annual Planning Facilitation
  • P&L Optimization
  • Growth Strategies
  • Agency Communications
  • Culture Development and Strengthening
  • Recruiting and Talent Management
  • Organizational Structure Analysis
  • Agency SWOT Analysis
  • Merger & Acquisition Due Diligence & Integration

Sales & Marketing

  • New Business Growth Strategy
  • Account Planning & Organic Growth Strategy
  • Commission and Incentive Schemes
  • RFP Process Improvement
  • Marketing Strategy Development
  • Client Retention & Management Enhancement
  • Client Attrition Analysis



  • Project Management Improvement
  • Project Profitability Improvement
  • Customer Profitability Analysis
  • Pricing Strategies and Negotiation Techniques
  • Legal/Business Contract Negotiation
  • Legal Issues Audit
  • Risk Management Analysis
  • Multi-office Management Techniques
  • International Operations Consultation