How It Works

Square Peg delivers results—quickly, efficiently, and with a clear return on investment.

Feeling like you’re constantly reacting rather than driving growth? Wondering where your profit is truly coming from—or why it’s not higher? You’re not alone.

Square Peg Consulting helps B2B companies zero in on their most profitable customers, products, and services—then shows them how to maximize that value to attract more of what works.

The Process

Every business has its own rhythm, personality, and goals. That is why Square Peg doesn’t offer one-size-fits-all solutions. Whether you’re running a family business or leading a large operation, strategies are developed that are tailored to your unique needs. Here’s a general overview of how insights are turned into action—and action into profit:

Step 1: Candid Consultation

First, we start with a straightforward, no-obligation conversation. Let’s hear about your business, your challenges, and what’s concerning you. Then we can discuss potential approaches and solutions. This helps determine if we’re a good mutual fit—and if a measurable impact can be made on your bottom line.

Step 2: Data-Driven Analysis

Once we decide to work together, Square Peg dives into your data to:

  • Identify your most valuable customers, products, and services

  • Uncover hidden profit opportunities

  • Pinpoint where time and money are being wasted

Step 3: Strategy and Implementation Planning

Collaboratively, we build a clear, tailored strategy and implementation plan to help you:

  • Align strategy and sales efforts with the highest-return opportunities

  • Define roles and ensure the right people are in them

  • Enact a clear action plan to maximize profit

Step 4: Ongoing Support and Coaching

The work doesn’t end there. As needed, Square Peg helps you implement these changes and provides coaching to sustain success. Whether refining strategies, upskilling your team, or proactively addressing new challenges, it is about ensuring long-term, profit-generating impact.

Square Peg Consulting Services

Through these proprietary services—AIM, FIT, and FOCUS— opportunities are uncovered, your team is aligned and can be coached for lasting success. These services include:

AIM: Turning Data Into Profit by 3X+

AIM:
Turning Data Into Profit by 3X+

Your numbers tell a story. Square Peg helps you interpret and act on them.

The AIM process delivers profit-generating, data-driven solutions by:

  • Analyzing for highest relative value

  • Informing you of key insights and crafting an implementation strategy

  • Making it happen—partnering with you to drive real results

Engagements start with a deep dive into your data, uncovering the most important insights that drive growth. Together, we work to identify opportunities, refine strategy, and develop an action plan. The assessments reveal what’s working, what’s not, and where you should focus next.

FIT:
Getting the Right People in the Right Roles

Your greatest asset? Your people.

Using the Predictive Index™ Behavioral Assessment, Square Peg takes a science-backed approach to matching the right talent with the right roles. Your key sales and leadership roles and hiring needs are assessed and individuals are identified whose natural strengths align with those roles. The result is a more engaged, high-performing team that drives success.

FOCUS:
Coaching to Sustain Success

Alignment creates momentum. Coaching sustains it.

Once your strategy is set and your team is in place, Square Peg can ensure long-term success through coaching and guidance. With the right focus, your team becomes more agile, engaged, and confident.

Square Peg stays with you as long as it takes—but no longer than necessary—to ensure your team is:

  • Making informed decisions faster

  • Adapting and recalibrating when needed

  • Working together to drive consistent growth

When the right AIM, FIT, and FOCUS come together, profit follows. See our results: