Business Plan Services and Coaching Programs
Embark on an exciting journey with us! Maybe you're ready to bring your business idea to life. Perhaps you're eager to transform your passion into a thriving venture. Or you could be bursting with a creative project to showcase to the world. Whatever it may be, how you present your story online can truly make a world of difference.
There's no need to stress about being formal. Just be yourself. There's a vast sea of websites out there, but it's your unique story that will set this one apart.
Welcome to Our Services!
Business Plan Packages
Starter
This plan is a starter plan. This is ideal for basic needs without bells and whistles. Some clients may already have a marketing team engaged for their Marketing Plan or a CPA for their Financial Forecast Projections, or they do not need those items quite yet.
Standard
This plan is a standard all-encompassing business plan without the Financial Forecast Projections. This client likely has a financial professional doing their projections, they are financially savvy, or they are not looking for financing options that would require them.
Advanced
This plan is for the business that needs a complete business plan with a Financial Forecast for lending purposes. It includes the Comprehensive Marketing Plan and business financials with 3-year projections required for lending requests.
Bronze
Executive Summary √
Company Description √
Industry & Competitor Analysis √
Customer Analysis √
Product/Service Analysis (3) √
SWOT Analysis √
Comprehensive Marketing Plan X
Operations Plan X
Management & Organization X
Financial Forecast & Projections X
Silver
Executive Summary √
Company Description √
Industry & Competitor Analysis √
Customer Analysis √
Product/Service Analysis (4) √
SWOT Analysis √
Comprehensive Marketing Plan √
Operations Plan √
Management & Organization √
Financial Forecast & Projections X
Gold
Executive Summary √
Company Description √
Industry & Competitor Analysis √
Customer Analysis √
Product/Service Analysis (5) √
SWOT Analysis √
Comprehensive Marketing Plan √
Operations Plan √
Management & Organization √
Financial Forecast & Projections √
A la Carte Servies
-
Comprehensive Marketing Plan
This plan is for the client who needs a more robust review of their market and its’ challenges. Doing a deep dive into how you market your business will increase your chances for success. Comprehensive Marketing Plan includes:
5C’s of Marketing
Channel Strategy
Timing
Marketing Methods
Branding
Budget
Pricing Strategy
Standards of Performance & Benchmarks (KPIs)
Distribution Channels
Location
-
Financial Forecast & Projections
Clients looking for SBA (Small Business Administration) or bank financing will need a financial forecast and projections. Even if you are not looking for loans or lending options, this is a beneficial way to goal set and manage expectations of future profit. Financial Forecast includes:
Sales Forecasting
Operating Expenses
Capital Expenditures
Cash Flow
Income Statement
Balance Sheets
Loan Requests
Assumptions & Justifications
3-Year Projections
-
Operations Plan
This option is suited for small to mid-sized businesses that need to outline roles and responsibilities, processes, and day-to-day activities. The Operations Plan includes:
Production
Quality Control
Location
Legal Environment
Personnel
Inventory
Suppliers
Credit Policy
-
Management & Organization Plan
This option is ideal for small to mid-sized businesses with multiple layers of management, responsibilities, and employees. It is critical to clearly define how different areas of the organization will be managed. If the business owner lacks expertise in a particular area, appropriate resources must be utilized to compensate for this gap. The management component can be effectively implemented even in a sole proprietorship. Management and Organization include:
Biographies
Gaps
Advisors
Organization Chart
Recurring Business Coaching Plans
Monthly Recurring Coaching
Monthly progress coaching is available and will help keep you with consistent progress while providing additional support and encouragement. This option offers strengths in accountability, goal adjustment, and problem-solving. You choose the topic, we work together on strategy, and once improved, we move to the next area of focus.
Monthly
(2) 45 Minute Coaching Sessions OR
(3) 30 Minute Coaching Sessions
Quarterly Progress Planning
Quarterly coaching is available to review any area of the business plan you want more assistance with. This is a goal-oriented program to help develop, improve, and grow an area or skill. This option offers clarity and focus for those businesses that want to stay on target and need guidance but not hands-on monthly feedback.
Quarterly
(1) 2 Hours Process Improvement Session OR
(2) 1 Hour Process Improvement Sessions
1 Action Plan (post session), Goals, Performance Matrices, and KPI (from topic of session)
Annual Review and Budget
The annual program evaluates the business's performance against the goals outlined in the business plan. This option reviews the results and provides recommendations for necessary adjustments. Using raw data, we develop a budget for the following year. Monitoring financial health will help determine a need to realign strategy.
Annually
Complete Review of:
Business Plan to Goals
Financial Projections
Recommendations on Adjustments
Budget for Next Year
**Must have year end financials to schedule.
Business Consultation Service
Business
Consulting
Services
Business Consulting Services
Business Consulting Services can be used to discuss topics more in-depth. We offer 30-minute and 60-minute sessions. You can review areas of the business you are seeking guidance on. The consultation can be related to the business plan or used for other business-related conversations now or in the future. This option is ideal for those seeking professional industry opinions on an as-needed basis.
