Nine comprehensive steps to grow your business

Step 1 – Introduction

Discuss needs and services available and determine if there is a good fit.

Global Business Advisors planning includes an approach meeting.

Step 2 – Approach Meeting

Answer questions about managing employee programs and offer a perspective on whether employee programs are competitive.

Global Business Advisors planning includes the define the scope step.

Step 3 – Define the Scope

Work through ideas related to your business and offer feedback and insight into recommended next steps.

Global Business Advisors planning include discovery.

Step 4 – Discovery

Investigate and identify additional customizations.

Global Business Advisors planning include analysis & design.

Step 5 – Analysis & Design

Review goals and strategies that address your business needs.

Step 6 – Present Solution

Present recommendations and develop an implementation timeline.

Global Business Advisors planning includes implementation.

Step 7 – Implement

Customize processes, set up new accounts, and arrange employee meetings.

Global Business Advisors planning includes ongoing service.

Step 8 – Ongoing Service

Daily servicing and maintenance.

Global Business Advisors planning includes regular reviews.

Step 9 – Regular Reviews

Hold regular periodic meetings to review the status of previous action items and make adjustments.

Latest News

Stuck with a Tax Bill? Adjust Your Withholding.

July 7, 2025

With all the commotion and marketing around April 15, one might think getting money back on taxes is a forgone conclusion, but life or income changes can result...

What is an Employee Benefit Program?

June 4, 2025

An employee benefit program is a comprehensive package of perks and incentives offered by an employer to attract, retain, and support their workforce. These pro...

Employee Stress & Financial Health

May 21, 2025

Your employees are stressed, very likely due to concerns about their financial health. According to the 2023 “Stress in America Survey” from the American Ps...