Business Success Planning
Bring your best ideas and get ready to build a future that’s the perfect fit for you. Don’t confuse our Business Success Planning with online courses or coaching services. This isn’t a cookie-cutter process where you learn to copy someone else’s magic formula for success.
Instead, we’ll spend quality one-on-one time with you to help you define your goals and your vision for the future. Then we’ll build a tactical plan to help you energize your audience with your products and services.
Six Ps of Success Planning.
What drives you? What value do you offer? How much is your time worth?
What does the word need right now? What research have you done to back this up?
What problem-solving products and services do you offer? Why are your products better than all the rest?
Define the people who need your products the most. Where will you connect with them?
How does your business, and your products and services, energize your audience?
Let’s build a step-by-step, port-by-port passage plan that delivers you safely and successfully to your intended destination.
“The measure of achievement is not winning awards. It’s doing something that you appreciate, something you believe is worthwhile.
– Chef Julia Child
What’s Included in My Business Success Plan?
Our strategic Business Success Plans are custom-built to help you define and adopt the Six Ps of success planning. We offer several levels of business success planning.
Hate long-term commitment? Check out our StrategyMap Pro planning instead.
Business Success Planning: The Original Plan
8 Discovery Sessions
Our most popular plan Includes 8 one-on-one Discovery Sessions, and the delivery of a custom Business Success Plan with strategic goals, objectives and tactics. Although Discovery Sessions highlight will vary, depending on your specific needs, in general the Business Success Planning process includes the following topics:
- Get acquainted meeting
- Two-way performance scorecard
- Mission Statement, Executive Summary, Core Values review
- Products & Services review
- Competitor Analysis
- SWOT Analysis
- Audience/Buyer personas
- Marketing channels analysis
- Goal setting and success metrics
- Success-tracking dashboard
- Custom graphic design
Includes delivery of a complete strategic plan with custom graphic design, and actionable goals and tactics; also includes 8 hours of one-on-one Discovery Sessions. Payment plans are available.
Business Success Planning: The Pro Forma Plan
12 Discovery Sessions
The Pro Forma Plan takes a deep dive into your financial future. We’ll spend at least two hours talking numbers and we’ll also invite a valuation expert or CPA to attend one Ask Me Anything (AMA) session.
The Pro Forma Plan Includes 12 one-on-one Discovery Sessions, the delivery of a custom Business Success Plan with strategic goals, objectives and tactics, and two years of cash flow and financial projections.
- The Original Plan, plus
- Budget planning and financial forecast
- Two years of P&L and Cash Flow projections
- A valuation expert will review your financials and will join one AMA (Ask Me Anything) session.
- Two follow up monitoring and evaluation sessions.
Call for Pricing
Includes delivery of a complete strategic plan with custom graphic design, and actionable goals and tactics; also includes 14 hours of one-on-one Discovery Sessions, including one AMA session with an accounting/finance pro, and two hours of future follow up monitoring and evaluation sessions. Payment plans available
Business Success Planning: Extra, Extra Plan
16 Discovery Sessions
The Extra, Extra Plan includes everything from the Mentor Plan, but also delivers a starter marketing plan. We’ll spend quality time talking finances AND marketing, and we’ll bring in a certified valuation expert and a local marketing expert to answer your questions.
The Extra Extra Plan Includes 16 one-on-one Discovery Sessions, plus delivery of a custom Business Success Plan with strategic goals, objectives and tactics, three years of cash flow and financial projections, and a starter marketing plan.
- The Pro Forma Plan, plus
- One-year marketing tactics plan
- An area marketing pro will join one 30-minute AMA (Ask Me Anything) session
- Four follow up monitoring and evaluation sessions
Call for Pricing
Includes delivery of a complete strategic plan with custom graphic design, and actionable goals and tactics; also includes 24 hours of one-on-one Discovery Sessions, including one AMA session with an accounting/finance pro, one AMA session with a marketing pro, and four hours of future follow up monitoring and evaluation sessions. Payment plans available.