Clients

The Carleton Group is very proud to have worked with the following companies.

FFI 225PX 150DPI 052413

Bed & Breakfast with unparalleled commitment to guest experience. Santa Ynez, CA

  • Business Planning
  • Financial Projections & Expense Management
  • Brand Strategy Development & Implementation
  • Marketing Strategy
  • Operations Optimization
  • Sales Strategy & Execution
  • Business Start-Up Workshops

 

SBA 150 DPI 15 INCH 052413

Small Business Administration’s Small Business Development Center.  Camarillo, CA.

  • Business Plan Development & Refinement
  • Financial Projections & Expense Management
  • Sales Training Workshops
  • Organizational Management
  • New Product Development

 

WCC 150 DPI 15 INCH 051813_edited-1Manufacturer of devices to allow secure and convenient access based on novel retractable technologies. Ontario, CA.

  • Interim Director of R&D
  • New Product Design & Pipeline Fill
  • Go-to-Market Process Optimization

 

Axco 150DPI 15 INCH 051813

Manufacturer  – Distributor of hot melt adhesive equipment and consumables.  Oxnard, CA.

  • Organizational Development
  • Mission/Vision Creation
  • Internal Transaction Mapping
  • DISC Personality Assessment
  • Role Assignments
  • Employee Evaluation Processes

 C2C 300PX 150DPI 052413

Manufacturer – Distributor of plant stakes and slip ties.  Moorpark, CA.

  • New Product Creation
  • Cost-Sell Analysis
  • Financial Projections
  • Product Tracking Systems
  • Sales Training
  • Business Modeling

 

Coatwolf 300PX 150DPI 052413

 Production company of feature films, short films, and music videos.  Ventura, CA.

  • Business Planning
  • Product Assortment Development
  • Property Acquisition
  • Presentation Development

 

PBW Banner 150DPI 15 INCH 051813

 Winery and Tasting Room. Ventura, CA.

  • Business Plan Updates
  • Winery Tasting Room Sales Training
  • Sales Strategy Development & Deployment
  • Loan Packet Development
  • Monthly Business Updates
  • Inventory Planning

 

Roblar 150DPI 15 INCH 052413

 Winery and Tasting Room.  Santa Ynez, CA.

  • Sales Training & Management
  • Strategic Partnerships
  • Organizational Management
  • Annual Plan Mapping & Implementation
  • Sales Program Development & Deployment
  • Cross-Promotions
  • Inventory Control & Reporting Systems
  • Mission/Vision Creation
  • Site Management

 

MS 150DPI 15 INCH 052413

 Winery and Tasting Room.  Healdsburg, CA.

  • Sales Training & Management
  • Sales Strategy Development & Execution
  • Annual Plan Mapping & Implementation

 

Royal Oaks 150 DPI 1 INCH 052413

Tasting Room.  Solvang, CA.

  • Sales Training & Management
  • Inventory Control & Reporting System

 

 Imagine 300PX 150DPI 052413

Tasting Room.  Santa Ynez, CA

  • Strategic Partnerships
  • Cross-Promotions