Who Is Open Shore Advisory For?
Open Shore Advisory is for founders, solo entrepreneurs, and small teams who know they’re capable of more
You've finally decided to break out on your own and follow your passion, and starting your own business is an exciting time in your life! It can also be difficult to keep your passion ignited when you keep encountering unforeseen roadblocks along your journey.
Open Shore Advisory was created to provide 1-on-1 coaching and retainer-based advisory services to small businesses and solo entrepreneurs, such as yourself. Our services can help if you're experiencing the following roadblocks:
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Growth Feels Inconsistent
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Leads Aren’t Converting
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Operations Are messy
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Customer Retention Needs Work
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Team/Processes Don’t Scale
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Too Many Priorities, No Clear Roadmap
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Not Sure Where To Start
Ground Your Vision. Grow with Intention.
Services
Build better systems, strengthen client engagement, optimize workflows, and create scalable growth plans.
1:1 Strategy Sessions
1:1 Strategy Sessions are focused, high-impact strategy sessions designed to help you quickly solve a specific business challenge, uncover blind spots, and leave with a clear action plan.
Whether you’re navigating stalled growth, refining your sales process, improving customer retention, or untangling operational bottlenecks, this intensive gives you dedicated time to work through the issue with an experienced strategic partner.
You’ll leave with:
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Clarity on the root problem
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Prioritized next steps
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Practical recommendations
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A roadmap you can execute immediately
Ongoing Strategic Guidance
Ongoing Strategic Guidance are sessions are a continuation of our ongoing strategic partnership for founders and growing businesses who want a trusted advisor in their corner as they scale.
This guidance provides consistent access to expert guidance across growth strategy, customer experience, operations, retention, team workflows, and decision-making support. Instead of tackling challenges alone, you gain a strategic thought partner who helps you prioritize, pressure-test ideas, and build systems that scale sustainably.
This is ideal for businesses navigating growth phases, new initiatives, shifting priorities, or recurring bottlenecks that require continued refinement.
Growth + CX Optimization
Growth + CX Optimization are specialized advisory engagements focused on improving the systems that directly impact customer growth, retention, and long-term loyalty.
This service is designed to strengthen the full customer journey—from acquisition and onboarding to adoption, expansion, and retention. Together, we identify friction points in the client experience, refine workflows, and create scalable systems that improve both operational efficiency and revenue outcomes.
This often includes:
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Onboarding and Handoff Refinement
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Retention Strategies
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Lifecycle Workflows
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Customer Communication Touch-Points
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Upsell and Expansion Opportunities
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Team Process Optimization
Meet the Team
We're committed to driving success and fostering innovation for your business.
Contact Us
Address
San Luis Obispo, CA 93401
Contact
(805) 316-3797
Advisory Hours
Mon - Fri
10:00 am – 6:00 pm
Saturday
10:00 am – 1:00 pm
FAQs
Is this right for solo entrepreneurs and founders?
This is excellent for solo entrepreneurs and founders alike who have a passion and vision, and are looking for guidance and best practices in getting started. You’ll leave with clarity on the root problem, prioritized next steps, practical recommendations, and a roadmap you can execute immediately.
What happens on the first consult?
The initial consultation will be focused on understanding more about your business and goals, then setting the framework and defining what success looks and feels like to you.
Do you offer ongoing sessions?
Yes! During the initial consultation we will determine the scope of your needs and which pathway works best for you based on our available options.
What industries do you work with?
We work with all industries, and have specific experience collaborating and supporting in the health, wellness, beauty, EHS, Ergonomics, Chemical Management, and Sales and Marketing teams (B2B & B2C).
Will I leave with action items?
Yes! Our initial consultation will provide us the framework for your success. Action Items and future sessions will be dependent on completion and advancement of assigned action items. This is to provide you with structure and accountability when growing and scaling your business.
How quickly can we start?
ASAP - We look forward to connecting and understanding how we can support your success!