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Services – Control Your Cash Flow Now


Cash Flow Engineering® is a perspective that embraces every area of business – marketing, sales, pricing, operations, costing, HR, customer service, etc. Applying CFE principles to each area – and setting up processes to monitor and manage results – is a real game-changer for most owners, as it allows them to regain control of their business, their time… and their lives.

We don’t just teach it; we’ll help you do it.



The 7 Key Numbers Strategy Workbooks + Videos with 2 hours of  consulting

Fast-track your growth with the help of an experienced Certified Backroom Advisor. We’ll show you how to get the most out of your 7 Key Numbers and help you build your 7 Numbers Worksheet using your own data. Then we’ll show you how to use your custom worksheet to achieve maximum growth in the shortest time. An invaluable investment in your future!  – $849.00


7 Key Numbers Business Check-Up (Consulting Session)

Consider what a top-notch mechanic can do for a high-performance car. That’s what one of our experienced Certified Cash Flow Engineers can do for your business. We’ll review your entire business model, help you complete your 7 Numbers Worksheet, and then work with you to create and implement strategies, tactics and action plans to accomplish your most vital and urgent objectives. You’ll find ‘horsepower’ you never knew you had to accelerate your business faster than ever toward your goals. Starting at $3,995   


Marketing Planning & Analysis

Here we take a close look at your ‘top of funnel’ – your ability to attract sufficient quality leads to meet your sales, revenue and cash flow goals? Where are your best sales coming from? How can you increase your ROI from your advertising, marketing and referral programs?  We’ll give your a clear report that will reveal what’s working, what’s not, and where your lead acquisition process needs attention in this comprehensive analysis, a ‘must’ for any business that has “plateaued” or needs to quickly grow to the next level.


2page-business-planTwo-Page Action Plan (Strategic Guidance)

One of the hardest parts of managing a business is communicating your vision to your team.  This action plan helps you clearly articulate your goals and to communicate them to employees, vendors, and key people and to provide measurable, step-by-step action plans to get everyone on the same page and moving forward.


 exitplanningExit Planning (Strategic Guidance)

To be successful, you need an exist strategy – a fixed point towards which you steer your business.  We’ll help you identify your financial and lifestyle goals, and then translate those goals into the 7 Key Numbers that guide your business.  An exit plan is the ONLY way to ensure that every decision you make points your business in the right direction.






CRM + Marketing + Sales Automation Process Implementation

This Done-For-You service will custom design, develop and implement a full marketing and sales automation process tailored for your company’s size and needs. Cash Flow Engineering, LLC is an Infusionsoft Certified Partner with eight years of experience in automating processes that deliver up to 5 times more qualified leads from your existing marketing.  In the process, we’ll also automate your follow up, sales processes, punch lists, and Customer Appreciation work flows. –   Click here to learn more.