Your business has grown and you’re ready to take it to the next level! Scaling your business could include expanding your market reach, increasing your number of services or products or increasing your distribution capacity with new equipment or additional team members. At this stage, you are likely thinking about how you can build your team (whether with service providers, contractors or employees) to take some of the tasks off your plate. You’re ready to explore new sales opportunities and looking for ways to keep track of all your accounts and clients. You want to ensure consistency and excellence in your brand across all your platforms. Financially, you need to start thinking about how you will establish funds to reduce your risk and you may even be considering how you can give back to your community. 

Want to learn more about different stages of business and the milestones? Check out our business growth roadmap. 

For more complex questions or a personalized response, we offer one-on-one coaching with our business advisors. Learn more here.  


How do I embed my purpose and values into my business?

When is it time to bring in someone else?

How and why should I do product/service testing?

  • Continuous Discovery Habits by Teresa Torres

What should I look for in a new location?

How do I document my operations so I can delegate while maintaining consistency and quality?

  • The E-Myth Revisited: Why Most Small Business Don’t Work and What to Do About It by Michael E Gerber

What do I need to know before hiring my first employee?

How can I grow my team?

Back to Table of Contents

Marketing & Sales

What are the best practices for customer newsletters?

How do I expand beyond my region? (prospecting)

How and why should I use a Customer Relationship Management program? (CRM)

What do I include in my brand guidelines?

How should I engage in business development?

How do I establish secondary sales platforms? (e-commerce, niche events)

Back to Table of Contents


What are the pros and cons of investors and how else can I fund my business?

How can I start to financially plan for team expansion? (savings and payroll options)

How do I set aside money for profit, equipment upgrades, emergency funds, etc.?

How and why should I do weekly cash flow assessments?

  • Pandemic Cash Flow by Blaine Bertsch — Cashflow, managing finances
  • Profit First by Mike Michaelowicz — cash management solutions, making your business profitable, managing finances

Back to Table of Contents

Leadership & Strategy

How do I set myself up for successful values-based collaborations and partnerships?

Why should I take time to intentionally grow (aka working on my business vs. in my business)?

  • Automatic Calendar Scheduling Software: Calendly
  • The E-Myth Revisited: Why Most Small Business Don’t Work and What to Do About It by Michael E Gerber — working on your business vs in your business

How do I define success for my company?

What are the different ways to scale?

What skills do I need to manage a team and become a boss?

  • The Coaching Habit by Michael Bungay Stanier — Preparing to Manage Employees
  • Five Dysfunctions of a Team by Patrick Lencioni
  • Extreme Ownership: How US Navy SEALs Lead and Win by Jocko Willink and Leif Babin
  • Crucial Conversations: Tools for Talking When Stakes are High by Grenny, Patterson, McMillan, Switzler & Gregory

Back to Table of Contents

Growth StageIdeation Stage