You will get a lean business plan to start, grow or expand your business


Project details
We work with you to create your business or marketing plan using an online tool that makes the planning and forecasting process simple and streamlined. We ask you a series of insightful questions that help you shed light on your the key strategies that will help you grow your business. As partners in this process, we work together to produce your plan bringing our expertise and resources to support the process. This online tool will be accessible to you at no charge only for the duration of our coaching and planning engagement.
Once you and we are satisfied with the plan, we will deliver it in Microsoft Word and Adobe PDF or PowerPoint formats for you to use to manage your business going forward. The plan is a roadmap to your future and should be re-visited frequently to ensure you stay on track to achieve your goals.
Once you and we are satisfied with the plan, we will deliver it in Microsoft Word and Adobe PDF or PowerPoint formats for you to use to manage your business going forward. The plan is a roadmap to your future and should be re-visited frequently to ensure you stay on track to achieve your goals.
Language
English, SpanishBusiness Type
Small BusinessPlan Format
PowerPointPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint VenturesWhat's included
| Service Tiers |
Starter
$300
|
Standard
$650
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Revisions | 1 | 3 | 5 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | - | ||
SWOT Analysis | - | - | |
Customer Analysis | |||
Tailored Marketing Plan | - | - | |
Review & Critique | - | ||
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - |
Optional add-ons
You can add these on the next page.
Word and PowerPoint or PDF
(+ 2 Days)
+$20About Jeri
Business & Marketing Planning, Content Creation, Email Marketing
Prescott Valley, United States - 1:13 am local time
I find people have the hardest time with three key areas:
1) knowing, and then communicating their passion and purpose, their WHY
2) understanding what makes them unique and different in their customer's eyes
3) being able to describe their ideal customer and their needs
These are important components of any business and marketing strategy.
TESTIMONIALS FROM MY CLIENTS AND STUDENTS
"I am truly thankful for the time you invested in me and my business. Your expertise and dedication have not only helped me achieve goals but have also inspired me to continually strive for excellence. Your influence has been transformative, and I am grateful to have had you as my coach."
“Jeri was awesome! Very informative and knows her stuff.”
“Everything Jeri covered I know I can apply to help grow my business.”
“I want to let you know that your class has pushed me further than I was comfortable with, and I have really enjoyed learning all the avenues we can use to be more proactive.”
2 more things … I am well organized and flexible, which means I may be able to respond almost immediately to your inquiry. But I’m not the least expensive freelancer. I don’t guarantee anything I can’t deliver. I won’t create fake reviews for you. I won’t do anything unethical to help you build your list. So if that’s what you want, please look elsewhere. I screen carefully to make sure we’re a good fit.
On the other hand, if you want to benefit from my more than 30 years of experience in leadership, marketing, management, and business planning, then contact me. I’ll do my best to respond ASAP.
Your success is my success!
Jeri
Steps for completing your project
After purchasing the project, send requirements so Jeri can start the project.
Delivery time starts when Jeri receives requirements from you.
Jeri works on your project following the steps below.
Revisions may occur after the delivery date.
Iniital Client Q&A
We will hold an initial one to two-hour session to gather information about your desired outcomes, project or business purpose, target customers, competition, and current stage of market development. This will help us determine the next steps.


