Helping Business Owners Make a


By Creating Value For Customers and Employees

- OR -


Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

FAST Member? Click here for instant access.

Creating Value For Business Success

You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you'll identify exactly what each of these three groups value and how to increase that value. 

  • Unhappy with your business?
  • Spending lots on marketing with no results?
  • Late hours working on your company, only wasting precious time?
  • Unengaged employees?
  • Stressed, frustrated, and unfulfilled?

Stop focusing on unimportant things. Introducing: Creating Value. Created for business owners. Learn how you can boost your company’s growth by providing value to your customers and employees.


Your Definition of Success and How Your Company Can Provide That

  • What are Your True Dreams?
  • Your Aspirations and Purpose
  • What Delights You?
  • How Much Revenue Do You Want?
  • What’s the Minimum Cash You Need from Your Company?
  • How Fast Can Your Company Grow?
  • What Can You Do to Increase Growth?

About Your Customers

  • What Customers’ Dreams Can You Fulfill?
  • What Are Your Customers Delights and Pain Points?
  • Customer Survey Planning
  • What Are Your Customers Realistically Willing to Pay?
  • Pricing Strategies

About your Employees

  • What Do Your Employees Want Most?
  • What Increases Your Employees’ Satisfaction and Effectiveness?
  • How to Use an Employee Survey to Boost Engagement
  • Employee Survey Planning


  • Know what your customers and employees value the most (because they told you in surveys!)
  • Prioritize your opportunities by their potential to create value
  • Focus your company on exactly what you want it to achieve

Sharing Value

People think that if an owner is profiting, it has to be taken from customers and employees. Wrong! Getting value means giving value. That’s because owners, customers, and employees all want the same and your company is the meeting point. 

This can be summarized in the three D's, a concept I created to explain this phenomenon.

Know What Your Customers and Employees Want

There's only one way to know - you gotta ask - and I'll make that easy

Guessing what your customers and employees want wastes your time and money. You may think you know what they want but you likely have blind spots.

There's one way to find out what they want: ASK.

I'll make that easy. I'll help you prepare for a customer and employee surveys. 

It’s time to transform your business and provide more value so YOU can get more value too!

Are you ready to share more value with customers and employees?

- OR -


Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The Creating Value course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.

The right tools can save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

FAST Members: Click here to get instant access.

Success message!
Warning message!
Error message!