The Plumb Promise: Synergy, Success, Stewardship
We’re on a continuous journey to go above and beyond for our clients. Here’s how we do that.
- Synergy
We create synergy through proactive communication, a proven process for onboarding and working with clients, and a commitment to constant improvement for our clients.
- The Onboarding Collaboration encompasses the first 30 days to ensure we’re providing value and exceeding expectations.
- Our 90-Day Tune Up checks that everything is going smoothly and opens the door to dialogue about additional value we can provide.
- The Brainstorm Session happens about six months in, and it’s a one-on-one between the owner or key executives and the director of Plumb’s corporate division. This session includes a business assessment and a one-hour consultation about current business conditions, benchmarking, and other strategic topics.
- The Efficiency Meeting occurs at the one-year mark with the director of our operations division. This is an opportunity to look at ways to build efficiencies and optimize impact in year two.
- Success
We deliver success by focusing on three pillars of viability in business: profitability, liquidity, and efficiency.
- The principles of profitability and liquidity apply across all industries in similar ways.
- For greater efficiency, we provide industry-specific ratios and reporting that capture the unique attributes of your industry.
- Stewardship
We embrace stewardship by seeking to understand your business needs and providing the data and insights necessary to take your business to the next level. We don’t claim to know everything, but we are proud of our extensive knowledge and experience in our target industries and with our software programs. We promise to be a powerful steward who provides the data and knowledge you need to take your business to the next level.
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