Growth Consulting

Growth Consulting

Growth is exciting—but it also brings complexity. As startups mature into growth-stage companies, they face new challenges: fragmented teams, inefficient processes, unclear customer segmentation, and scaling misfires.

Capital Crest Consulting helps high-potential companies scale in a structured, sustainable, and data-backed manner. We work on aligning growth strategy with operational execution while ensuring financial discipline and team accountability.

Who It's For

  • Startups entering post–product-market fit phase
  • Growth-stage companies with growing teams and customer base
  • Businesses struggling with customer acquisition cost spikes or churn
  • Founders feeling execution stretch with no operating rhythm
  • Companies preparing for Series A/B rounds

Key Offerings

Assess current state, identify bottlenecks, and prioritize growth levers across marketing, sales, operations, and product.

Define core customer cohorts, rework pricing, channels, and sales playbooks.

Map funnel performance, build dashboards, and define conversion benchmarks.

Create execution SOPs, cross-functional rhythms, and team KRAs to avoid chaos.

Track the real cost of growth: CAC, CLTV, sales efficiency, burn vs revenue alignment.

Prepare internal growth scorecards and narratives for upcoming institutional rounds.

Our Approach

    1. Growth Mapping
      Deep dive into your metrics, markets, funnel health, customer segments, and internal org structure.
    2. Operating System Setup
      Implement cadence: weekly dashboards, team KPIs, OKRs, execution rituals.
    3. Customer Acquisition Engine
      Align product, GTM, sales scripts, and retention levers for compounding growth.

    Investor Lens Calibration
    Prepare clean, metric-driven decks and tracking sheets that resonate with growth-stage VCs.

Outcome-Driven Deliverables

  • Growth Audit Report
  • Refined Go-to-Market Strategy
  • Funnel Metrics Dashboard
  • CAC-LTV Tracker
  • Sales Activity Tracker
  • Quarterly OKR Templates
  • Investor Update Template (PPT/Word)

Why Capital Crest for Growth Consulting

✅ We scale what works—and stop what doesn’t
✅ We bring discipline, tracking, and team alignment
✅ We translate metrics into strategy and investor communication
✅ We prepare your business to grow without burning out

Standardized Templates

📝 Growth Audit Checklist
📊 Sales Funnel Tracker (Excel)
📈 CAC-LTV Benchmark Sheet
📅 Weekly Growth Review Format
📑 OKR Planning Template
📁 Investor Update Deck + One-Pager Template

Excel-Based Tools

📉 CAC-LTV Analysis Tool
Calculate CAC, LTV, Gross Margin, CAC Payback Period, and benchmark vs industry.

📊 Funnel Conversion Tracker
Input data across stages—Leads, SQLs, Demos, Proposals, Closed Deals—to calculate drop-offs, conversion %, and lag metrics.

🧭 Growth Scorecard
Dashboard for tracking MRR, churn, net revenue retention, CAC trends, sales productivity, and activation cohorts.

how can we help you?

Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

Consulting theme is an invaluable partner. Our teams have collaborated to support the growing field of practitioners using collective impact.

Donald Simpson
Chairman, Bluewater Corp

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