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The Uprisors Assessment

Why You Can't Miss Out On An Opportunity Like This

The Uprisors Assessment consists of six distinct evaluations conducted over a two-week period. This comprehensive process involves a combination of analyzing the client's strategies, financials, and conducting stakeholder interviews. The resulting output provides our clients with a tailored set of findings and recommendations, 

delivering significant ROI and immediate value.


"When you have a 20 year veteran from the outside of your business looking in, they find some really good stuff that you can move forward with. Thank you Jennifer!" Ted, mid-size retailer, Washington DC 

About The Uprisors Assessment

People & Expertise

Performance & Analytics

People & Expertise

  • Assess leadership competencies on across and proprietary leadership rating 
  • Analyze team dynamics for strengths and weakness points 
  • Evaluate morale, motivation and retention within organization 
  • Assess gaps in culture current state and desired culture 
  • Assess trust, communication and accountability

Technology & Scale

Performance & Analytics

People & Expertise

  • Assess infrastructure, policies and procedures. 
  • Evaluate performance and ability to scale business on current stack 
  • Interviews stakeholders to identify challenges and opportunities
  • Assess manual vs. automated processes 
  • Evaluate data governance and integrity 

Performance & Analytics

Performance & Analytics

Performance & Analytics

  • Evaluate current set of reporting
  • Identify current state of data-driven decisions and actions 
  • Assess financials for business model strength and viability 
  • Interview stakeholders to assess understanding and transparency of key metrics 
  • Evaluate systems and how reporting is disseminated throughout the organization  

Sales & Marketing Effectiveness

Sales & Marketing Effectiveness

Sales & Marketing Effectiveness

  • Identify Strengths and Weaknesses 
  • Uncover ROI opportunities 
  • Assessment of current goals, strategies & tactics
  • Evaluate organization structure and current marketing/sales team
  • Provide KPI recommendations to efficiently/effectively leverage your business model
  • Assess budget utilization 

Business & Operations Model

Sales & Marketing Effectiveness

Sales & Marketing Effectiveness

  • Identify what's working and not working within current operations
  • Utilize external examples and expertise to offer business model growth opportunities 
  • Assess pricing/cost structures to provide optimization opps
  • Evaluate risk management practices 
  • Evaluate expense heavy areas of the business 

Consumer Experience

Sales & Marketing Effectiveness

Consumer Experience

  • Identify key competitors / consumer behaviors
  • Evaluate consumer acquisition and retention current tactics from both a financial and effectiveness POV 
  • Assess customer satisfaction levels and survey feedback 
  • Assess consumer loyalty and recommend opportunities for growth

With Uprisors, you’re not just getting advisors; you’re gaining partners who are genuinely invested.

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