Most Requested Services

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Depending on the state of your business, White Dog Partners can guide you through everything from the foundational operational basics or more sophisticated growth accelerators. Here are some of our most popular packaged services. You can view our full list of services here. Don't see what you need? Contact Sarah to develop a custom package for your unique business challenge. 

On the heels of participating in one of the biggest M&A transactions of its time, the divestiture of eBay Enterprise, there was one calendar year when Sarah managed four M&A transactions for a highly active private equity firm. She has decades of experience at the table for numerous, confidential potential deal evaluations, and has personally managed diligence and/or integrations for more than a dozen technology acquisitions. If you're looking to be acquired, Sarah can help you and your bankers set up the data room and help your teams populate it with polished artifacts. If you're the one doing the acquiring, add Sarah to your team early in the process to pull forward key discovery activities that will inform a smooth integration. Sarah also can counsel you on how to communicate to your incumbent team, and the incoming employees. Acquisitions will cause anxiety if you don't handle communications appropriately. Sarah has managed integrations with care and consistency, and agnostically. The best approaches and processes can come from either organization, and having a neutral leader of integration activities paves the best path forward. 

Your company is about to get much, much bigger. But let's put first things first: Are you properly structured to embrace that growth? White Dog can help you determine gaps and redundancies in your org structure, and help you chart a new course in its white space. We conduct a Discovery Blitz - a nimble but thorough exercise that includes Contextual Inquiry and Key Stakeholder Interviews to document your current state. We review the goals your investors and your board have set for you, and design what your future org needs to look like now. For new departments you need to create - like Sales Enablement or your first Program Management group, for example - White Dog will set you up with the Department Charter, and help your recruiting teams develop job descriptions. Sarah also will leverage her professional network to help you find the talent you need to hit the ground running, because there are goals out there to go and achieve - and no time time waste. 

Passionate entrepreneurs are always talking about their business. But as you are poised to get exponentially bigger, you need to turn that oral history into founding documents that your whole org can reference and relate to - no matter their level, role, or geographic location. This exercise is best conducted with employees who represent multiple levels of the organization. White Dog will lead sessions that craft a  North Star representing your company's true mission, that all employees and customers can clearly understand. We'll establish your Core Values, but in ways that are relatable to all employees, and not just executives talking to themselves. We take those values and help you translate them into goals that cascade down and across your organization, so that all teams are working to support the mission. And we'll coach your teams on how to measure their success against goals, and pivot to mitigate risk. 

Once a leader reaches a certain level, it's tough to get honest, meaningful feedback on how they're doing. Your direct reports might not admit that they're reluctant to give it to you, but they are. One of Sarah's key strengths is delivering constructive feedback with kindness, but also with honesty. You need to know if you're losing the room, or if something about your style is burning out teams. It's really hard to truly, openly accept feedback. Sarah can collect that, and deliver it in ways that will allow you to better motivate your teams. 

Do you know how your teams are spending their days? Where are they spending too much time, or too little? What clients are demanding more of the team than you're contracted for, and could be eligible for a change order to increase the fee? If that new deal comes in from sales, can you staff it, or do you need to flex up with contractors or hires? You need data to answer these questions. White Dog has lightweight and heavyweight versions of this service. We can set up your team with a basic resource allocation system that is low-cost and easy to use, or help you select the right vendor if you're on the path to enterprise resource planning. They key here is data, data, data, and no more convos or gut feelings. If you're going to scale, you need to deal exclusively with data. Let us help you find the waste, opportunities, and - cha-ching! - also the change orders that come with proper resource allocation. 

As you get ready to maybe even double in size, you'll have more leads for more offerings, and you'll need more help from more subject-matter experts on your teams. But SMEs can't get peppered with questions all day or they can't do their work for customers. What you need is a process for categorizing, qualifying and tracking leads that works for your sales partners, and a system of involving SMEs that is organized and efficient. Sarah is known as a spectacular sales partner, who also protects her delivery teams from noise. She's designed countless systems like this in her career. Let her leverage best practices for your growing business and get your sales and delivery teams working together to turn prospects into clients. 

If your sales team is pitching in a highly competitive space, you need to give them the tools they need to communicate how your offering is differentiated. Sarah has worked with Product, Strategy, and Sales teams over the years to craft sales plays that speak to how smart solutions assuage pain points for customers. Primary sales plays also can be supported by Sarah's easy-to-use templates for packaged services, which are internal reference guides for sales, crafted by SMEs, that give reps an overview of high-level scope, duration, and pricing ranges for repeatable service packages. This exercise has been proven to increase sales without the need for deep SME involvement. 

Who's the person at your organization that you need to bubble wrap, because they are "the only one who knows how to do (insert thing)." This is the very definition of not scalable. You need a system of documenting standard operating procedures for the critical, repeatable tasks that your teams perform. This can also become part of your Onboarding Process. And if you don't have one of those, we can help you with that, too! 

If you're building software, there will be incidents. Your teams need to know what's a crisis, and what's not (and what's in between), and what are the appropriate responses for each. And you as the executive need to know when a crisis happens. The path to achieving this is having an categorization criteria for incidents and airtight standard operating procedures (SOPs) for each. Sarah has designed these systems for numerous organizations, and - when a customer goes into the "red" for a severe incident, her "Get to Green" approach has turned difficult situations into praise from customers about her team's excellent responses. It's not whether there will be incidents - there most certainly will. It's about how teams respond that determines customer impressions and builds trust.