SBDC Level Up
Overview
SBDC Level Up is designed to help small business owners determine when they are ready to scale and build a clear pathway for controlled-risk growth. Participants will explore growth strategies such as new revenue streams, entering new markets, expanding teams, investing in technology, forming partnerships, opening new locations, and understanding mergers and acquisitions. Each session helps business owners develop benchmarks, financials, team structures, and strategic plans to reach their next stage of growth.
Join us in this six-week webinar series every Wednesday to Level-Up your small business!
Week 1: Intelligent Planning - April 2
• Assess readiness for business growth
• Define what growth means for your business
• Identify key drivers of growth
• Build a strategic plan aligned with your vision
• Conduct market research to validate your growth plan
• Establish KPIs to track and measure progress
Week 2: Financial Management - April 9
• Understand your P&L and key financial statements
• Build financial projections to support growth
• Model and stress-test your growth plan
• Improve cash position and evaluate expenses
• Optimize pricing strategies
• Create reliable financial forecasts
Week 3: Understanding Customers - April 16
• Identify your target audience
• Understand customer pain points and priorities
• Analyze buying behavior
• Hone and refine your niche
• Use customer insights to guide growth strategy
Week 4: Sales & Marketing - April 23
• Evaluate your full customer lifecycle
• Identify gaps in lead generation, conversion, and retention
• Strengthen your sales and marketing framework
• Develop a cohesive growth-focused roadmap
• Position your business for stronger customer acquisition and loyalty
Week 5: Optimizing Operations - April 30
• Assess and streamline operations
• Improve efficiency and productivity
• Evaluate infrastructure, equipment, and processes
• Strengthen resource management (time, money, staff)
• Address operational challenges tied to growth
Week 6: Managing People - May 7
• Identify current staffing needs and gaps
• Build an organizational structure that supports growth
• Explore staffing options that minimize cost and risk
• Strengthen leadership and company culture
• Create a high-performing team through training and management
Good to know
Highlights
- 35 days 2 hours
- Online
Location
Online event
Organized by
Orange County Inland Empire SBDC
Followers
--
Events
--
Hosting
--