You’re ready to expand, enter a new market or build on what is already working. You want a clear plan and the sales, systems and team to support your next stage of growth. Along the way, you may need to strengthen sales, manage rising costs or reduce how much of the day-to-day work depends on you.
Terce Enterprises helps owners of small and midsize businesses evaluate opportunities, set clear priorities, and align sales, operations and people around a practical growth plan.
01 / REVENUE & MARGIN
Make growth more deliberate.
Understand where revenue comes from, where opportunities are slipping away, and whether your pricing supports the work.
Sales pipeline, CRM and follow-up processes
Pricing, margins and customer concentration
Customer retention, referrals and partnerships
02 / OPERATIONS & PEOPLE
Build a business that runs better.
Find the bottlenecks that cost time, money and momentum. Give your team clearer processes and responsibility.
Workflow reviews and standard operating procedures
Vendor, purchasing and cost-control reviews
Team roles, training and accountability
03 / STRATEGY & EXPANSION
Evaluate your next move.
Put structure around a growth decision before committing people, time and money.
Growth priorities and business-model evaluation
New locations, markets and revenue streams
Project plans, milestones and implementation support
A focused starting point
Business Growth & Operations Assessment
Get a clearer picture of what is working, what is holding the business back, and where to focus next.
We review the areas that matter to your situation: revenue and customer mix, sales follow-up, pricing, operational bottlenecks, team responsibilities, and the connection between marketing and sales.
The deliverable: a prioritized 90-day action plan outlining what to fix, what to pursue, who should own it, and what should happen first.
When the next step calls for marketing, better systems or additional help, Terce Enterprises brings the resources together and manages the work. You have one point of contact for scope, coordination and quality.
MARKETING & VISIBILITY
Connect the offer to the customer.
Brand strategy, positioning, messaging and creative direction. We connect websites, content and sales materials around a clear offer and a consistent customer experience, helping people understand your value and take the next step.
SYSTEMS & CAPACITY
Support the day-to-day work.
CRM design, workflow development, automation and implementation management. We align processes, responsibilities and specialist resources around the work your business needs to deliver, creating clearer handoffs, consistent follow-through and capacity to support growth.
ADVERTISING & CUSTOMER ACQUISITION
Reach the right customers.
Advertising strategy, media placement and coordinated print and digital creative. We connect the audience, offer and message with landing pages, lead follow-up and campaign reporting to support your business goals.
The people behind Terce Enterprises
Business insight. Execution that follows.
David Marsolo and Jennifer Shatzer bring business consulting, entrepreneurial thinking and hands-on implementation into one working relationship. We lead the work directly and coordinate specialist partners when the project calls for them.
David Marsolo
Director of Business
David brings experience in business ownership, sales and operational leadership to his role as Director of Business. He works with owners to uncover what is limiting growth, evaluate opportunities, and build a practical plan for stronger sales, clearer priorities and more efficient operations.
His background spans banking, hospitality, procurement, facilities and project management. He brings relationship development, commercial negotiation and hands-on problem-solving to each engagement, helping owners assess pricing, strengthen processes and prepare for expansion. David leads the consulting work and stays involved as recommendations become action.
Jennifer Shatzer
Director of Growth
Jennifer brings experience in entrepreneurship, business strategy and marketing leadership to her role as Director of Growth. She leads strategic planning and implementation, helping business owners translate their goals into clear priorities, effective systems and coordinated action.
Her background spans business development, brand strategy, sales processes and operational planning. She directs projects from initial assessment through delivery, aligning people, resources and technology with the business objective. Jennifer oversees execution across disciplines, establishes workflows and manages specialist partnerships, with responsibility for keeping the work focused, coordinated and accountable.
Let's talk
What is holding your business back?
Tell us where you want to go and what is getting in the way. We’ll talk through the challenge and identify a practical starting point.
Start here for business consulting, growth planning and implementation support.