TrustLink News for Sms Business Consulting

Patrick R. posted a review

Tue, 07 Apr 2026 00:00:00 GMT

Before we brought SMS and specifically Dave in most of my day was constantly putting out fires and I did not trust the data in my own systems enough to make confident decisions. He introduced certain methodologies like BloodWall processes that gave me a whole new way of looking at my business and a real framework for solving problems instead of just reacting to them. We identified and implemented $128,000 worth of improvements during the engagement and there is a whole list of additional oppo... Read More »

Carl P. posted a review

Tue, 24 Mar 2026 00:00:00 GMT

Brought SMS-NA in because our sales were flat and we couldn't figure out why. They figured it out pretty fast. Gave us a clear strategy, helped us put it into motion, and didn't disappear once the plan was on paper. We're closing better, targeting the right customers, and finally have a process that makes sense for our size. Small business owners don't have money to waste on consultants who talk a big game. These guys delivered. Read More »

jennifer V. posted a review

Tue, 24 Feb 2026 00:00:00 GMT

Over the past several weeks, we are now running our business based on real meaningful numbers and holding people accountable for their results. Working with SMS-NA helped us better understand how our decisions affect the company as a whole. We have improved how we track performance, manage responsibilities, and follow through on action items. Our overall communication in the company has improved since we started working with them. The tools and guidance we received will continue to benefit ou... Read More »

Jessica W. posted a review

Mon, 09 Feb 2026 00:00:00 GMT

We worked with SMS when we realized we didn’t really understand what was driving our numbers. The consultant spent time digging into our operations and finances and showed us where things were hemorrhaging money that we hadn’t been paying attention to. Once the issues were quantified, the path forward became much clearer. The tools and structure we were given are things we’re still using, and they’ve changed how we think about running the business day to day. Read More »

Joan A. posted a review

Tue, 27 Jan 2026 00:00:00 GMT

We brought SMS in with some hesitation because of the cost and frankly the buy in that would be needed from our onsite staff. However, that concern faded fast once the work started. Alex quickly helped us see where our operations and leadership processes were breaking down, without worrying whose feathers might get ruffled. The changes we’ve made since then have already improved how efficiently the business runs day to day. We are thankful we gave them a chance and will most likely be bringin... Read More »

Kevin W. posted a review

Mon, 12 Jan 2026 00:00:00 GMT

Working with Kevin was a pleasant experience. He was able to give us clear practical guidance that was easy for our staff to implement and apply to our business. Our number one priority over the last two years was supposed to be expansion but we had to keep putting it on the back burner. Kevin and his team were able to make sure we had the tools and plans in place to manage a new location. He was a big reason we were able to stay organized and focused. Our team feels more confident and better... Read More »

anne s. posted a review

Thu, 11 Dec 2025 00:00:00 GMT

I wanted to thank SMS for the help over the last few weeks. We got a lot done in a short amount of time, and it really opened my eyes to things that we need to improve on. In his short time with us James was able to set up daily reports, instruct us on how best to conduct our weekly management meetings and helped us create a financial dashboard that makes it easier for us to see how we are doing on a job-by-job basis. This has already helped improve our cash flow and how we allocate our resou... Read More »

Bethany E. posted a review

Wed, 19 Nov 2025 00:00:00 GMT

The solutions they presented us for most of our issues far exceeded what I was expecting. It was the first time in years I was put in a position to actually solely focus on the business side of things and growth. They helped us not only reorganize but install a better system for accountability from top to bottom. We now make decisions based on hard data instead of from our gut. Mandatory weekly management meetings by far seem to have had the biggest effect on how we conduct business. I am mor... Read More »

richard p. posted a review

Tue, 11 Nov 2025 00:00:00 GMT

I want to thank Brad and SMS as a whole for their help these past two months. From the first day he has focused on improving how we run our business and gave us practical tools and ideas that have pushed us closer and closer to our goals. He helped us understand our cash flow, clean up our accounts, and use clear metrics to track performance and staff efforts. What stood out most was how he explained complex ideas in a way that made sense for our whole team. Thanks to his guidance, we’re now... Read More »

Brian K. posted a review

Tue, 28 Oct 2025 00:00:00 GMT

Our team wants to thank SMS for the incredible support and guidance they’ve provided. Over the past few weeks, their Thomas helped us take a close look at how we operate and showed us smarter, more efficient ways to manage our projects and people. The insight and real-world experience they brought to the table made an immediate difference in how we think and work. With their help, we’ve gained clarity and confidence. We’re truly grateful for their professionalism, approach, and commitment to... Read More »

Jon H. posted a review

Mon, 20 Oct 2025 00:00:00 GMT

Working with SMS has been one of the best decisions we’ve made. We have always been a customer first company who takes pride in our work but managing the business side efficiently was a constant challenge. George came in and helped us bring structure, accountability, and focus to every part of our operation. He didn’t just put out firs but he spent time understanding how we worked and built systems that made sense for us. His approach and patience made we sure we had the buy in to succeed. Read More »

Natalie W. posted a review

Tue, 14 Oct 2025 00:00:00 GMT

We’re extremely grateful for the impact Paul had on our business. His leadership and expertise gave our company direction and made sure we were staying true to our core business values. We would have no issues recommending him to any business looking to strengthen its operations and strategy. Read More »

Harold S. posted a review

Mon, 06 Oct 2025 00:00:00 GMT

I really appreciated the work Kolin was able to accomplish in the limited time he worked on site. Prior to his arrival we had been working with a different gentleman but he was not a great fit. SMS was able to send Kolin to take over and our experience was like night and day. I no longer felt like we were scrambling from issue to issue. Kolin had a clear and concise plan on how to improve our operations and his execution to date has been flawless. I felt like for the first time I was able to... Read More »

Tyler S. posted a review

Tue, 23 Sep 2025 00:00:00 GMT

This process has been a transformative process and has gone a long way in addressing inefficiencies we had relating to overhead. More specifically our support staff payroll was just too high for the amount of work we were doing in the field. The labor hours in both the field and office began to improve once we started making decisions based on real solid data. The introduction of effective strategic tools, reporting process and just a general dedication to accountability lowered our costs acr... Read More »

Jessica I. posted a review

Mon, 25 Aug 2025 00:00:00 GMT

It has been a pleasure to with Mark and everyone else at sms-na. Our goal is to figure out some of the issues for our continued loss of revenue over the last three years. We have also been looking into expanding into other service areas and that was one of the agreed upon areas sms would work on. We are so far pleased with the progress they have made but will probably have to update this months or even a year from now to see if the changes we have made at their directions were worth it. I hav... Read More »

zach C. posted a review

Wed, 20 Aug 2025 00:00:00 GMT

Lisa our consultant for the last few weeks reshaped how we approach running our business. She helped us see the value of making decisions based off of cold hard data. This started with her spending a week implementing new reporting processes and other tools for accountability. She made us realize that accountability starts at the top and we had to start holding ourselves to a higher standard. Every day she showed up with a positive energy and a determination that kept us moving forward. Even... Read More »

Joann S. posted a review

Wed, 30 Jul 2025 00:00:00 GMT

The big take away from our two weeks with Mark and Dean from SMS was that you get what you pay for. Their services by no means are cheap but the value we got in return I feel was extraordinary. I would have no issues working with either of them again and we plan on bringing Mark before the end of next quarter. Read More »

Stefan A. posted a review

Thu, 24 Jul 2025 00:00:00 GMT

We are confident moving forward that we now have the tools to succeed. Before bringing in SMS-NA and more specifically Neal I was frankly not confident we would last another couple of years. The last give years have been incredibly tough for us since we lost our founder and my father. He was the one who started the company decades ago and we felt rudderless without his leadership. Neal helped us regroup and get a solid footing back on our business. We are truly blessed to have had the chance... Read More »

Francesco B. posted a review

Wed, 26 Mar 2025 00:00:00 GMT

I am writing to express my heartfelt gratitude and appreciation for the outstanding service Bob and everyone at SMS provided us over the last couple of months. Bobs expertise and dedication has made a significant impact on our company. Read More »

Colin L. posted a review

Mon, 10 Mar 2025 00:00:00 GMT

First off, I wanted to specifically thank Meg for all her hard work and for putting up with the craziness that is our day to day business environment. Working with Meg I have been able to gain a much better understanding of the overall health of our company. To say it was a learning experience would be putting it mildly. I also raised my overall understanding of business, finance and accounting and most importantly human resources. Meg showed me how our high turnover rate was costing a great... Read More »

Bill W. posted a review

Mon, 10 Feb 2025 00:00:00 GMT

Happy I hired SMS-NA. They were straightforward and told me what we needed to fix. Everything they suggested we implemented, and I’m really happy with how things turned out. I would have no issue hiring them again if the need ever arose again. Read More »

Nicole S. posted a review

Tue, 21 Jan 2025 00:00:00 GMT

I have no regrets in my decision to hire SMS and I would have no problem recommending their services to anyone seeking advice or help. Thanks again to George and the rest of his team for teaching us how to make our business start to work for us. Read More »

hannah R. posted a review

Mon, 06 Jan 2025 00:00:00 GMT

We hired SMS-NA to help us improve our internal processes, and they exceeded our expectations. Their team dug into the details and helped us identify areas where we could save time and money. The results were immediate, and we’ve continued to see improvements even months after. Read More »

Abby K. posted a review

Mon, 16 Dec 2024 00:00:00 GMT

Working with SMS has been a highly rewarding experience that has significantly improved our business operations. Their consultants were quick to identify areas of concern and provide actionable solutions, such as implementing job costing and refining our cash flow management. They also helped us establish clear roles within our organization, ensuring accountability and better communication among team members. The tools and strategies SMS introduced have already started to make a measurable im... Read More »

Lisa M. posted a review

Mon, 02 Dec 2024 00:00:00 GMT

The last few years have not been kind. Like everyone else we struggled to recover from the shutdowns four years ago. Even after recovering our sales were flat year over year.We brought in SMS-NA and they were able to help turn things around. They trained our team and gave us a new sales process that’s already showing results. We switched CRM systems and that one change alone has helped us decrease our time from lead generation to initial client contact. Read More »

Peter T. posted a review

Mon, 18 Nov 2024 00:00:00 GMT

SMS provided exactly what our business needed. They taught us how to monitor cash flow and manage profits effectively, which completely changed how we handle our finances. Their consultants offered practical tools and advice that were easy to follow, making it simple to implement changes. We’ve seen great results, and our team is more motivated than ever. I’m so glad we chose to work with them. Read More »

Derrick T. posted a review

Tue, 12 Nov 2024 00:00:00 GMT

Working with SMS has been a great experience. They taught us new ways to manage cash flow and track profits, which made a big difference in how we run things. Their team helped us set clear goals and organize our daily tasks, so now everything feels more efficient. They also provided useful tools, like spreadsheets, that make it easier to keep track of our progress. I’m very pleased with the changes they helped us make and would recommend them to anyone looking to improve their business. Read More »

Victor S. posted a review

Mon, 04 Nov 2024 00:00:00 GMT

SMS-NA helped me grow my customer base by training my sales team with new tools and fresh ideas. They provided us with valuable insights on financials and processes that we hadn’t considered before, which helped us boost both our sales and team morale. Their consultants gave us the tools and knowledge needed to thrive, resulting in more sales and happier employees. The increase in customers has been fantastic, and we are extremely grateful for their help. Their support has truly made a differ... Read More »

Lindsey b. posted a review

Mon, 28 Oct 2024 00:00:00 GMT

They showed us exactly how to attract new clients and keep them coming back. Since working with them, there hasn’t been a day when our classes aren’t full. The business has been much busier, and we’re thrilled with the results. Their strategies have made a significant difference, and we couldn’t be happier with the impact they’ve had. Read More »

Andrew W. posted a review

Tue, 22 Oct 2024 00:00:00 GMT

SMS provided invaluable insight into our business operations. Their consultant helped us analyze every aspect of our company, identifying areas where we could improve and grow. The tools and recommendations we received were practical and easy to implement, giving us immediate results. The level of professionalism and attention to detail from the SMS team was outstanding. We were able to streamline several processes, and our overall performance has significantly improved. I highly recommend SM... Read More »

Steve M. posted a review

Mon, 07 Oct 2024 00:00:00 GMT

SMS helped us completely restructure how we manage our business. Their consultant was extremely thorough, walking us through complex issues step-by-step and providing practical solutions we could implement immediately. One of the most valuable aspects of their work was the emphasis on monitoring productivity and streamlining operations, which has made a noticeable impact on our bottom line. The tools they provided were straightforward yet powerful, and the guidance we received has left us mor... Read More »

Mary V. posted a review

Tue, 01 Oct 2024 00:00:00 GMT

Our business was in a tough spot when we brought in SMS. Outwardly, everything seemed stable, but internally, rising costs and low morale were creating major challenges. I wasn’t sure where to start, but SMS came in at the perfect time. Their analysis was comprehensive, showing us exactly where we were losing money and what steps we needed to take. They even helped us transition from our current QuickBooks version to QuickBooks POS, making the whole process smoother than I expected. It wasn’t... Read More »

Sarah K. posted a review

Mon, 09 Sep 2024 00:00:00 GMT

I worked with consultant James Walker, who was highly knowledgeable. James quickly identified key areas for improvement in our business and provided clear guidance. His insights helped us streamline operations and improve efficiency. We saw noticeable results within just a few weeks of implementing his recommendations. Read More »

Emily s. posted a review

Tue, 03 Sep 2024 00:00:00 GMT

We’ve seen a remarkable improvement in our business goals and a lower customer churn rate thanks to the team at SM. With this in mind our overall profitability has grown a lot. I couldn’t be happier with the results from their team Read More »

Jay A. posted a review

Mon, 12 Aug 2024 00:00:00 GMT

We worked with Randal during our entire engagement and couldn't be more pleased. He great in helping us understand our options, setting up an implementation plan, and building processes and procedures that would allow us to move all of our accounting in house, This was not an easy undertaking as we have been having issues with our outside accountants as well as our payroll processor. Despite the cost in both time and money we are very grateful for everyones help. I am extremely confident that... Read More »

Drew M. posted a review

Mon, 29 Jul 2024 00:00:00 GMT

Their team’s attention to detail and commitment to working with our staff was what made the biggest difference. They were able to deliver tailored solutions to some very complex issues that have been plaguing us for years. I have no issue recommending them and their services to any business that is having issues. Read More »

Abe H. posted a review

Mon, 22 Jul 2024 00:00:00 GMT

As a sales leader, I was looking for ways to boost our team's performance. This consulting agency provided the insights and strategies we needed and gave us ideas we never would have thought of on our own. Their practical advice and hands-on approach helped us exceed our target audiences. Read More »

Kevin N. posted a review

Mon, 15 Jul 2024 00:00:00 GMT

I wanted to give our sincerest thanks to Gerald and the rest of his team. They have provided exceptional work for us over the course of the last few months. We had to suspend onsite activities initially but we were glad we could reschedule and have them back last month. It was almost immediately evident that Gerald and his team had intricate knowledge of not only our industry but also our market. This more than anything significantly contributed to the success of our engagement and left me fe... Read More »

Kevin T. posted a review

Mon, 01 Jul 2024 00:00:00 GMT

Our experience with SNS-NA has been nothing short of outstanding. Their team's dedication to understanding our business goals sets them apart from the rest in the area. They provided new ideas and solutions that have positioned us for long-term success. I'm grateful for their time, help and expertise. Read More »

Hami K. posted a review

Tue, 18 Jun 2024 00:00:00 GMT

SMS provided our team with guidance and new helpful ideas. With their decades of knowledge, they have gone out of their way to help us grow and fix some long-standing issues. I feel like they have a real vested interest in our success. This convinced us just how much they care about our business and the people who work for us. Read More »

Naja H. posted a review

Mon, 10 Jun 2024 00:00:00 GMT

We have had serious issues with cash flow and our ability to easy make payroll on a monthly basis. This was driving us nuts since we are always profitable by end of year. Solving this was the number one reason we brought in SMS. Their fresh perspective and modern approach helped us revolutionize our cash flow management. It has been a few months since we ended our engagement and things are running smoother than at any time in the past. Well worth the investment from us. Read More »

Sally T. posted a review

Mon, 03 Jun 2024 00:00:00 GMT

The team at SMS excelled in identifying and solving our business challenges. Their professionalism and structured approach helped us navigate through complex issues with ease. They provided clear, actionable solutions, and their attention to detail ensured nothing was overlooked. We couldn't have asked for a better partner. Read More »

Kevin O. posted a review

Tue, 28 May 2024 00:00:00 GMT

Over the past 5 weeks we have worked with SMS both onsite and remote to help us roll out a new marketing and strategy initiative. We spent the last five years opening up new offices and we lost focus on our marketing efforts. This has led to a drop in our same sales numbers for our existing locations. With our main focus on overall revenue growth we lost sight of the bigger picture which was profitability. Jackie helped us rectify that situation and I am more confident and optimistic about th... Read More »

Ingrid M. posted a review

Mon, 20 May 2024 00:00:00 GMT

Their team offered creative ideas and useful guidance that helped my company establish a plan for long-term success. I strongly suggest them to other companies just starting out. We were so focused on opening our doors that didn’t have a lot of time to do the research ourselves. Read More »

Mo G. posted a review

Mon, 13 May 2024 00:00:00 GMT

We had a really positive experience working with Tom from sms. We worked with him and his team over the last few months on and off. The only real issue we ever had was one related to scheduling but the issue ended up being on our end. They still went above and beyond even though it was not their fault. Read More »

Russell D. posted a review

Mon, 06 May 2024 00:00:00 GMT

Their team goes above and beyond to understand your specific needs with your business and tailor their recommendations to fit their findings. If your team is lacking sales skills, they have some decent training programs to help bring them up to par. Read More »

Trevor U. posted a review

Mon, 22 Apr 2024 00:00:00 GMT

I wanted to take a moment to thank Linda and everyone else I worked with from SMS. I felt like they really had a vested interest in our success and didn't just want to cash our checks. I was able to reach out to them once our engagement was over with questions or for clarifications on some of their recommendations. This was necessary because we made quite a few sweeping changes based on their advice. If it was not for their communication and willingness to work with us I am sure this review w... Read More »

Natalie M. posted a review

Mon, 15 Apr 2024 00:00:00 GMT

SMS guided us through a major restructuring process, providing us with valuable insights and support every step of the way. Their expertise in organizational development is like no other in the industry. Read More »

Farah S. posted a review

Tue, 26 Mar 2024 00:00:00 GMT

Bringing in SMS was a game-changer for our sales lead generation efforts. Their expertise in identifying and collecting leads was exceptional. Thanks to their strategic guidance, we've seen a significant increase in qualified leads and conversions. Read More »

Becca N. posted a review

Mon, 18 Mar 2024 00:00:00 GMT

At first, we were a little nervous with bringing in any outside help. The cost of services was also a major concern but Jennifer worked with us to hammer out a very narrow scope of work. In the last year two major members of our accounting department retired which left us in a tough spot. Jennifer was able to work with us in not only replacing them but at the same time modernizing how we run things accounting wise. With Jennifer’s help and leadership, we not only replaced the two retirees but... Read More »