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What’s keeping you from taking your business

to the Next Level?


Working Smart Gets Things Done

Don’t let COVID-19, money problems, customer issues, employee engagement, and the competition keep you up at night. That’s what we specialize in fixing so you can:

  • Reopen your business
  • Expand your revenue base
  • Increase your profitability
  • Launch a new product /service
  • Improve your productivity and efficiency
  • Minimize operating | financial risk
  • Get financing
  • Develop employee potential
  • Optimize customer experiences
  • Build your company’s long-term value
You Have A Vision
Please take advantage of our free initial consultation to review how our
Strategic Planning, Marketing, Finance, and Operations services
can take your business to the Next Level.

What We Deliver

Strategic Planning

What’s your strategy to get to the Next Level? Let us help with these services.

  • Industry Research – Investigate market trends, statistics, and market share; product features and benefits comparison; competitor analysis; and segment opportunities
  • Business Assessment – Determine peer financial and operating performance benchmarks and key performance indicators and evaluate how you stack up
  • Contract Professionals – Call upon a team of talented experts on short term basis to ensure sufficient resources and staffing to implement your strategic plan
  • Employee Engagement – Prepare comprehensive job descriptions to select, train, and retain the right employee for desired results

Don’t leave your sales to chance. Step up your advertising and promotions.

  • Customer Personas – Define the demographics, behaviors, preferences, and channel usage patterns of your target market to guide campaigns, operations, and app development
  • Website Development and Blogging – Design and build a custom website to expand your social media presence while streamlining daily operations
  • Media Planning – Select optimal communication channels and ad placement times to make the most of your marketing budget
  • Advertising and Promotion Campaigns – Create unique customer acquisition strategy including a unique value proposition and messaging, eye catching design, and cost effective collateral production
  • Launch Product or Service – Develop branding and go-to-market initiatives for to  introduce a new product or service and to expand into new territory
  • Customer Retention and Loyalty Programs – Identify operating issues and investigate the root cause so you can restructure your business to prevent future instances, retain more customers, and foster greater loyalty
Finance & Operations

We’ll produce the documents and tools you need to manage financing and operations.

  • Business Plans and Investment Memorandums – Document business description, market and product analysis, management experience, financial projections, and business or project valuation
  • Financial Planning, Analysis, and Reporting – Calculate budget forecasts, proforma versus actual comparisons, and dashboard snapshot tools to manage operations
  • Business Case Development – Prepare cost benefit analysis for proposed capital projects
  • Lender Selection and Application – Identify traditional, government guaranteed, and asset-based lenders to fund your capital needs and complete required documentation
  • Compliance Risk Management – Develop regulatory compliance procedures and implement appropriate monitoring and reporting to reduce risk
  • Management – Provide team training, project leadership, and meeting facilitation resources
Call With Confidence
Next Level has the unique ability to bring well-respected, proven professionals together to work for you. The result? Repeat business and multiple referrals from satisfied clients.

With Next Level, you can tap our network of talented finance, marketing, operations, and customer experience business pros each with more than 25 years of established success in many organizations and industries. Our experience makes us more efficient and effective.

First we’ll diagnose the issue(s) and research the root cause. Then it’s time to assemble the right mix of top-notch talent to brainstorm ways you can take your business to the Next Level. Once you’ve agreed to the plan, we’ll help you orchestrate the project.

Here's our proven five-step project management approach.

Meet with key management and business owners to determine business requirements and desired results. Set timeline, establish budget, and identify resources. Determine success metrics.


Outline alternatives. Recommend approach. Confirm deliverables.


Establish project scope, deliverables and deadlines. Set pricing and payment terms. Negotiate contract terms and conditions.


Define project governance – stakeholders, roles, responsibilities, and change management. Begin work. Complete work on deliverables.


Measure results against success metrics. Identify any follow-up activities and due dates. Periodically touch base to ensure progress continues as desired.

Meet Cindy Davis
A strategic, results-oriented leader and innovative problem solver adept at taking the initiative to identify opportunities, formulate action plans, build consensus, and convey information internally and externally in a clear, concise manner.

Leverages over 35 years experience in marketing, finance, technology, and service operations to analyze trends and select the most promising strategy to achieve enterprise goals in the financial services, commercial real estate, distribution, retail, energy, government, and service industries.
Dartmouth College Bachelor of Arts | UCLA Anderson Graduate School of Management Masters of Business Administration | First National Bank of Chicago Associate and Junior Account Officer | Bank of America Vice President and Relationship Manager | Bank of Hawaii Vice President and New Business Development Officer | NationsBank of Texas, N.A. Vice President, Senior Relationship Manager Financial Institutions | Associates Commercial Corporation Vice President and General Manager of Small Business Finance Division | Washington Mutual First Vice President, General Manager Retail Bank Operations | Argo Data Resources Corporation Director | Next Level Consulting, Inc. Management Consultant and Owner
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What Clients Say . . .
Take Your Business To The Next Level!

For more than 30 years we’ve tapped a broad network of dynamic marketing, finance, operations, and technology leaders to craft simple solutions tailored to your needs. Next Level understands the demands of doing business. We know how to avoid unnecessary layers, peripheral people, or stifling procedures that keep businesses from getting where they need to be.

Let us help you redesign your business for Post-COVID-19.