A Super Power For Small Business Advisors

Intensify existing relationships and attract new clients by providing evidence-based advice without a lot of time-consuming financial analysis.

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My mission is to give growing businesses access to simple and powerful advice that helps them save time and money. Reflecting 24 years of experience as a strategy consultant, entrepreneur, author, and small-business investor and advisor, the GoalScreen® process and software I’ve developed generate predictive scorecards that assess the sales or cash-flow impact of your client’s current activities — and potential impact of new ones — every two to four weeks.

David Apgar

Founder, GoalScreen<sup>®</sup>

Are you losing touch with your clients at the very times they need the most help?

GoalScreen® provides a simple, easy, and effective process and software solution to help clients find the best way to hit their business goals.

Ready to see if GoalScreen® is a good fit for you and your small business consulting clients?

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Do your consulting engagements make you feel…

  • Overwhelmed by the need to be a master of all things?
  • Anxious about the time needed for financial analysis?
  • Frustrated about staying in touch as clients try to implement a plan?
Graph showing cost savings of Sunbank Solar water heaters

Get the insight you need to make sure your clients succeed.

Assumption testing is the most powerful way to find out what really drives complex business outcomes and the GoalScreen® process is the simplest way to put it to work for your clients.

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It makes stretch goals manageable by revealing the impact of the key things they are doing

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It helps clients work smarter by finding hidden drivers of their business that can save time and money

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It simplifies complex problems by starting with client assumptions and revising them as results come in

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How does GoalScreen® work?

One

In your first session, you and your client set down a goal and some initial assumptions about what actions and qualities have the biggest impact on your client’s rate of progress.

Two

In later sessions, you and your client use results that have occurred since the previous session to make the assumptions more accurate and agree on what to change going forward.

Three

After six sessions, most clients significantly change their approach to their goal and predict results more accurately. By the tenth session, most clients have reported game-changing improvements in sales or cash flow growth. Over 80% have reported high satisfaction with the coaching program.

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Success Story…

Binta Shuaibu has pivoted her fashion company Vintage Colette to insulate it from a local economic downturn over the eight months she and I have been using the GoalScreen® process to test and revise her strategy.

At the beginning of the process, economic conditions could depress monthly sales by as much as two thirds. She found that a focus on sales partnerships and special sales events limited the downside potential impact of the economy to less than a third, and she is now using the GoalScreen® process to test the effectiveness of social media sales and learn what drives it.

Binta Shuaibu
Owner – Vintage Colette

GoalScreenTM FAQ

What is unique about the GoalScreen process?
The GoalScreen process uses your clients assumptions to calculate what outcome they should have expected given how the most important elements of your plan — the most important drivers of results that your client has identified — turned out. That lets the GoalScreen algorithm show not just how well your client implemented the plan but how valid the plan is. In other words, GoalScreen shows not just how hard your client is working but also how to work smarter.
How do I help my client find new initiatives to drive business results?
Most entrepreneurs have too many ideas — not too few. The challenge is finding which ones have the highest impact. The GoalScreen<sup>TM</sup> process offers the fastest and easiest way to test those ideas using near-term results in the context of other things that have high impact.
What if my client's assumptions are wrong?
The GoalScreen process corrects assumptions every time new results come in. Over time, those results shape every assumption on a GoalScreen scorecard and enable them to predict results given any implementation scenario.
How long does it take the GoalScreen process to correct assumptions?
The predictive and explanatory power of the assumptions on a GoalScreen scorecard improves significantly after as few as six sessions. This is because the GoalScreen process focuses on just a handful of high-impact drivers of results, so there are only handful of impact assumptions that may need revision.
Which assumptions matter?
The GoalScreen process focuses on your client’s assumptions about the impact on the results of the things that drive progress most strongly toward the goals that are most important to your client.
How do I help my client make impact assumptions?
To make an assumption about the impact of an initiative, activity, or other driver on progress toward a goal, compare your client’s likely progress toward the goal if all goes as expected with your client’s likely progress in a worst (or best) case for the driver, whether it’s implementation of an initiative, achievement of a standard, or the outcome of a risk factor.

David Apgar
Founder - Goalscreen®

About David Apgar

David has helped entrepreneurs around the world achieve their goals by identifying powerful new drivers of organizational growth. He has advised businesses on best practices at McKinsey and CEB, managed small-business and microfinance funds, and taught at Johns Hopkins and Wharton.

David has a BA from Harvard, an MA from Oxford, and a PhD from Rand's Graduate School. The GoalScreen® coaching program and software platform have evolved out of his desire to make it simpler and easier for small businesses and social enterprises to take advantage of the power of assumption testing and impact scoring.

GoalScreen® Pricing

All prices are monthly recurring and you can quit or change tiers any time but we recommend that you encourage clients to commit to at least six to eight sessions to allow the assumption self-correction process to generate a more accurate picture of what is really driving the client’s results – and by how much.

Individual

GoalScreen® Coaching

$25mo

Track 1-3 Goals

  Provides gap analysis of latest client results showing impact of key initiatives and hidden drivers that can save time and money

  Supports updated client guidance on resource allocation and launch of new initiatives

  Captures updated client goals and assumptions

  Allows unlimited searches of GoalScreen® strategy database for high-scoring strategies by sector and type of goal

  Includes one-hour live review and problem-solving session with founder or other senior GoalScreen® coach

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Advisor

GoalScreen® Consulting

$75mo

Track 4-10 Goals

  Provides gap analysis of latest client results showing impact of key initiatives and hidden drivers that can save time and money

  Supports updated client guidance on resource allocation and launch of new initiatives

  Captures updated client goals and assumptions

 Allows unlimited searches of GoalScreen® strategy database for high-scoring strategies by sector and type of goal

  Includes one-hour live review and problem-solving session with founder or other senior GoalScreen® coach

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Enterprise

GoalScreen® Consulting

$225mo

Track UNLIMITED Goals

  Provides gap analysis of latest client results showing impact of key initiatives and hidden drivers that can save time and money

  Supports updated client guidance on resource allocation and launch of new initiatives

  Captures updated client goals and assumptions

 Allows unlimited searches of GoalScreen® strategy database for high-scoring strategies by sector and type of goal

  Includes one-hour live review and problem-solving session with founder or other senior GoalScreen® coach

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Ready to try the GoalScreen®  software for yourself or get a demo?

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Questions?

GoalScreen® HQ is in Santa Cruz, CA 95060 | +1 (831) 824 4273 | [email protected] | TERMS

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